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Portfolio (Quarterly) Guide ↗

Lee, Kelleher & Klein Wealth Management

· CIK 0002063827
13F Portfolio $191M AUM 49 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 49 New
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MSFT MICROSOFT CORP Technology 642.0 $239K 0.12% NEW $373.02 +37.7%
42 MDYG SPDR SERIES TRUST 2,092.0 $234K 0.12% NEW $112.09 -3.2%
43 IWO ISHARES TR 589.0 $232K 0.12% NEW $393.96 -3.8%
44 CAT CATERPILLAR INC Industrials 209.0 $223K 0.12% NEW $1064.90 -24.9%
45 SLV ISHARES SILVER TR Financial Services 3,974.0 $212K 0.11% NEW $53.47 +12.2%
46 AMZN AMAZON COM INC Consumer Cyclical 868.0 $207K 0.11% NEW $238.34 +11.8%
47 XLK SELECT SECTOR SPDR TR 1,080.0 $206K 0.11% NEW $190.52 -2.5%
48 JPM JPMORGAN CHASE & CO Financial Services 615.0 $201K 0.10% NEW $327.33 +9.3%
49 IWM ISHARES TR 670.0 $201K 0.10% NEW $300.45 -1.6%
Page 3 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 86.7%
Technology 4.4%
Industrials 3.6%
Energy 2.1%
Communication Services 1.9%
Consumer Cyclical 1.3%