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Lee Financial Co 13F holdings

Filed 2026-07-22 · Lee Financial Co · 236 positions · $783.1M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR268.9K$201.4M25.7%
IJHISHARES TR1.3M$103.0M13.2%
FNDXSCHWAB STRATEGIC TR2.2M$67.7M8.6%
IVWISHARES TR355.0K$48.8M6.2%
BRK-BBERKSHIRE HATHAWAY INC DEL65.6K$32.8M4.2%
EMLPFIRST TR EXCHANGE-TRADED FD693.6K$30.2M3.9%
GLDSPDR GOLD TR74.4K$27.4M3.5%
QQQINVESCO QQQ TR28.7K$21.2M2.7%
AAPLAPPLE INC63.6K$18.4M2.4%
SHVISHARES TR106.1K$11.7M1.5%
SCHMSCHWAB STRATEGIC TR317.1K$11.7M1.5%
FNDFSCHWAB STRATEGIC TR212.1K$11.2M1.4%
SCHXSCHWAB STRATEGIC TR340.8K$10.0M1.3%
DVYISHARES TR47.6K$7.4M1.0%
IJRISHARES TR47.8K$7.1M0.9%
ACWIISHARES TR41.3K$6.5M0.8%
IWPISHARES TR37.8K$5.5M0.7%
SCHASCHWAB STRATEGIC TR119.6K$4.3M0.6%
XLESELECT SECTOR SPDR TR79.0K$4.2M0.5%
VTIVANGUARD INDEX FDS10.1K$3.7M0.5%
NVDANVIDIA CORPORATION18.3K$3.7M0.5%
SCHESCHWAB STRATEGIC TR95.9K$3.5M0.4%
MSFTMICROSOFT CORP8.4K$3.1M0.4%
NEMNEWMONT CORP33.0K$3.1M0.4%
DELLDELL TECHNOLOGIES INC6.0K$2.6M0.3%
PMPHILIP MORRIS INTL INC13.6K$2.5M0.3%
IEFAISHARES TR24.8K$2.4M0.3%
CFGCITIZENS FINL GROUP INC34.1K$2.4M0.3%
EXMOCEXXON MOBIL CORP17.1K$2.3M0.3%
AVGOBROADCOM INC6.1K$2.3M0.3%
VOOVANGUARD INDEX FDS3.3K$2.3M0.3%
AMZNAMAZON COM INC8.8K$2.1M0.3%
MSFTMICROSOFT CORP5.6K$2.1M0.3%
TNGYTORTOISE CAPITAL SERIES TRUS210.1K$2.0M0.3%
MSMORGAN STANLEY9.5K$2.0M0.3%
LLYELI LILLY & CO1.6K$2.0M0.3%
SCHFSCHWAB STRATEGIC TR70.8K$2.0M0.3%
VBVANGUARD INDEX FDS6.3K$1.9M0.2%
ABBVABBVIE INC7.4K$1.9M0.2%
OKEEURONEOK INC NEW19.9K$1.7M0.2%
TXNTEXAS INSTRS INC5.5K$1.6M0.2%
JPMJPMORGAN CHASE & CO5.0K$1.6M0.2%
JPMJPMORGAN CHASE & CO4.9K$1.6M0.2%
WMTWALMART INC14.2K$1.6M0.2%
ETRENTERGY CORP NEW13.8K$1.6M0.2%
AVGOBROADCOM INC4.2K$1.6M0.2%
SCZISHARES TR19.2K$1.6M0.2%
STXSEAGATE TECHNOLOGY HLDNGS PL1.5K$1.5M0.2%
EPDENTERPRISE PRODS PARTNERS L40.0K$1.5M0.2%
FNDESCHWAB STRATEGIC TR36.5K$1.4M0.2%
FERGFERGUSON ENTERPRISES INC6.1K$1.4M0.2%
IGFISHARES TR21.4K$1.4M0.2%
RTXRTX CORPORATION7.3K$1.4M0.2%
FASTFASTENAL CO28.9K$1.4M0.2%
KOCOCA COLA CO16.8K$1.4M0.2%
QSRRESTAURANT BRANDS INTL INC18.8K$1.4M0.2%
GOOGALPHABET INC3.9K$1.4M0.2%
TSMTAIWAN SEMICONDUCTOR MANUFAC2.8K$1.4M0.2%
IVEISHARES TR5.8K$1.3M0.2%
ORIOLD REP INTL CORP32.0K$1.3M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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