Lee-Kelleher Wealth Management: Concentrated S&P Holdings and Selective ETF Purchases in Q2 2026
Lee-Kelleher Wealth Management maintained a heavily concentrated portfolio, primarily weighted towards SPDR Series Trust holdings (SPSM), while showing modest growth in certain iShares ETFs like IVV and IJK.
By Insiderset.Jul 13, 2026, 3:26 AM
Lee-Kelleher Wealth Management maintained a heavily concentrated portfolio, primarily weighted towards SPDR Series Trust holdings (SPSM), while showing modest growth in certain iShares ETFs like IVV and IJK.