13F Filings History of Lee-Kelleher Wealth Management

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$167,601,767
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 43 stock holdings with total value $167,601,767 as of Q4 2025. Top holdings included IVV, DLN, SPY, DON, and IVW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 43 $167,601,767 +$5,227,398 -$2,161,700 +$3,065,698 IVV, DLN, SPY, DON, IVW 13F-HR 14 Jan 2026, 09:09
Q3 2025 40 $162,358,106 +$4,956,296 -$3,362,312 +$1,593,984 IVV, DLN, SPY, IVW, DON 13F-HR 23 Oct 2025, 14:39
Q2 2025 39 $150,505,407 +$4,724,831 -$685,706 +$4,039,125 IVV, DLN, IVW, SPY, DON 13F-HR 14 Jul 2025, 14:29
Q1 2025 36 $135,925,631 +$2,798,313 -$1,880,730 +$917,583 DLN, IVV, SPY, IVW, DON 13F-HR 08 May 2025, 15:07
Q4 2024 40 $140,429,547 $0 $0 $0 IVV, DLN, SPY, IVW, DON 13F-HR 17 Apr 2025, 11:00