Holdings
Lee Financial Co
As of Sep 30, 2026, Lee Financial Co reported 146 positions worth US$793M. Largest: iShares Core S&P 500 ETF, iShares Core S&P Mid-Cap ETF and Schwab Fundamental U.S. Large Company ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares Core S&P 500 ETF | 271K | US$208M | new | Sep 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 1.36M | US$97.9M | new | Sep 30, 2026 |
| Schwab Fundamental U.S. Large Company ETF | 2.2M | US$69.2M | new | Sep 30, 2026 |
| iShares S&P 500 Growth ETF | 356K | US$50.6M | new | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 59,184 | US$30.2M | −7,872 | Sep 30, 2026 |
| First Trust North American Energy Infrastructure Fund | 704K | US$28.9M | new | Sep 30, 2026 |
| SPDR Gold Shares | 73,918 | US$28.2M | new | Sep 30, 2026 |
| Apple Inc | 64,539 | US$21.5M | −35 | Sep 30, 2026 |
| Invesco QQQ Trust | 28,565 | US$21.1M | new | Sep 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 110K | US$17.7M | new | Sep 30, 2026 |