13F Filings History of Lee-Kelleher Wealth Management

Latest 13F report
Q3 2025 - 23 Oct 2025
Value $
$162M
Signature - Title
William Kelleher - Partner
Location
Fulton, MD
Summary
This page shows a list of all the recent 13F filings made by Lee-Kelleher Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lee-Kelleher Wealth Management reported 40 stock holdings with total value $162M as of Q3 2025. Top holdings included IVV, DLN, SPY, IVW, and DON.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 40 $162M +$4.96M -$3.36M +$1.59M IVV, DLN, SPY, IVW, DON 13F-HR 23 Oct 2025, 14:39
Q2 2025 39 $151M +$4.72M -$686K +$4.04M IVV, DLN, IVW, SPY, DON 13F-HR 14 Jul 2025, 14:29
Q1 2025 36 $136M +$2.8M -$1.88M +$918K DLN, IVV, SPY, IVW, DON 13F-HR 08 May 2025, 15:07
Q4 2024 40 $140M $0 $0 IVV, DLN, SPY, IVW, DON 13F-HR 17 Apr 2025, 11:00