Lee Financial CO has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $786 Million distributed in 259 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $190M, Ishares Core S&P Mid Cap ETF with a value of $89M, Schwab Fundamental U S Large C with a value of $62.6M, Ishares S&P 500 Growth ETF with a value of $43.8M, and Berkshire Hathaway Inc Class B with a value of $41.4M.
Examining the 13F form we can see an increase of $98.5M in the current position value, from $688M to 786M.
Lee Financial CO is based out at Dallas, TX
Below you can find more details about Lee Financial CO portfolio as well as his latest detailed transactions.
Portfolio value
$786 Million
ETFs: $578 Million
Financial Services: $60.2 Million
Technology: $59.8 Million
Energy: $27.3 Million
Consumer Cyclical: $14.1 Million
Healthcare: $13.9 Million
Industrials: $10.5 Million
Consumer Defensive: $8.34 Million
Other: $13.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
