Lee Financial Co: 13F holdings
CIK 13911662026Q2
| Positions | 162 |
|---|---|
| Reported value | $783.1m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 268,900 | $201.4m | 25.7% |
| IJH ISHARES TR | 1,336,250 | $103.0m | 13.2% |
| FNDX SCHWAB STRATEGIC TR | 2,177,038 | $67.7m | 8.6% |
| IWF ISHARES TR | 354,953 | $48.8m | 6.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 65,559 | $32.8m | 4.2% |
| EMLP FIRST TR EXCHANGE-TRADED FD | 693,567 | $30.2m | 3.9% |
| GLD SPDR GOLD TR | 74,438 | $27.4m | 3.5% |
| QQQ INVESCO QQQ TR | 28,746 | $21.2m | 2.7% |
| AAPL APPLE INC | 64,574 | $18.7m | 2.4% |
| SHV ISHARES TR | 106,073 | $11.7m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1391166")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.