Lee Financial Co

Institutional manager (13F) · CIK 1391166

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $646M

#	Issuer	Value	Shares
1	ISHARES TR	$176M	269,520
2	ISHARES TR	$95M	1,399,885
3	SCHWAB STRATEGIC TR	$61M	2,183,679
4	ISHARES TR	$40M	354,513
5	BERKSHIRE HATHAWAY INC DEL	$34M	70,683
6	SPDR GOLD TR	$32M	74,497
7	FIRST TR EXCHANGE-TRADED FD	$30M	688,357
8	INVESCO QQQ TR	$17M	29,356
9	APPLE INC	$17M	65,159
10	ISHARES TR	$12M	109,121
11	SCHWAB STRATEGIC TR	$10M	203,513
12	SCHWAB STRATEGIC TR	$10M	317,188
13	SCHWAB STRATEGIC TR	$9M	344,613
14	ISHARES TR	$8M	50,091
15	ISHARES TR	$6M	47,972
16	ISHARES TR	$6M	40,862
17	MICROSOFT CORP	$5M	13,918
18	SELECT SECTOR SPDR TR	$5M	82,335
19	ISHARES TR	$5M	37,513
20	BROADCOM INC	$4M	12,951
21	NEWMONT CORP	$4M	33,135
22	NVIDIA CORPORATION	$3M	19,200
23	SCHWAB STRATEGIC TR	$3M	113,911
24	VANGUARD INDEX FDS	$3M	10,069
25	SCHWAB STRATEGIC TR	$3M	97,683
26	JPMORGAN CHASE & CO	$3M	10,085
27	EXXON MOBIL CORP	$3M	16,920
28	PHILIP MORRIS INTL INC	$2M	14,475
29	ENTERGY CORP NEW	$2M	20,142
30	ISHARES TR	$2M	24,658
31	TORTOISE CAPITAL SERIES TRUS	$2M	211,396
32	CITIZENS FINL GROUP INC	$2M	35,602
33	ONEOK INC NEW	$2M	21,685
34	ENTERPRISE PRODS PARTNERS L	$2M	51,757
35	AMAZON COM INC	$2M	9,242
36	RTX CORPORATION	$2M	9,964
37	VANGUARD INDEX FDS	$2M	3,211
38	ABBVIE INC	$2M	8,784
39	COCA COLA CO	$2M	25,042
40	CANADIAN NAT RES LTD MED TER	$2M	37,770
41	HOME DEPOT INC	$2M	5,590
42	SCHWAB STRATEGIC TR	$2M	73,266
43	WALMART INC	$2M	14,543
44	WILLIAMS COS INC	$2M	22,967
45	VANGUARD INDEX FDS	$2M	6,290
46	MORGAN STANLEY	$2M	9,941
47	ELI LILLY & CO	$2M	1,718
48	VIPER ENERGY INC	$2M	33,309
49	ISHARES TR	$2M	19,245
50	FERGUSON ENTERPRISES INC	$1M	6,358

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.