# EDGAR Filing Document

**Accession Number:** 0002063827
**File Stem:** 0002063827-26-000002
**Filing Date:** 2026-4
**Character Count:** 7810
**Document Hash:** 862f6b2936f0b66a05d21af6eb11c196
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002063827-26-000002.hdr.sgml**: 20260414

**ACCESSION NUMBER**: 0002063827-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260414

**DATE AS OF CHANGE**: 20260414

**EFFECTIVENESS DATE**: 20260414

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Lee-Kelleher Wealth Management
- **CENTRAL INDEX KEY:** 0002063827

**ORGANIZATION NAME:**
- **EIN:** 992956192
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25496
- **FILM NUMBER:** 26859541

**BUSINESS ADDRESS:**
- **STREET 1:** 11810 FEDERAL ST
- **CITY:** FULTON
- **STATE:** MD
- **ZIP:** 20759
- **BUSINESS PHONE:** 3014502617

**MAIL ADDRESS:**
- **STREET 1:** 11810 FEDERAL ST
- **CITY:** FULTON
- **STATE:** MD
- **ZIP:** 20759

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Lee-Kelleher Wealth Management<br>**Address:** 11810 FEDERAL ST<br>FULTON, MD 20759

**Form 13F File Number:** 028-25496

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** William Kelleher<br>**Title:** Partner<br>**Phone:** 3014502619

**Signature, Place, and Date of Signing:**

William Kelleher  Ellicott City, MD  04-14-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 41

**Form 13F Information Table Value Total:** $168071104

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 387284 | 1526 | SH |  | SOLE | 0 | 0 | 0 | 1526 |
| BRAND ENGAGEMENT NETWORK INC | COM | 104932207 |  | 644414 | 17003 | SH |  | SOLE | 0 | 0 | 0 | 17003 |
| CHEVRON CORPORATION | COM | 166764100 |  | 414835 | 2005 | SH |  | SOLE | 0 | 0 | 0 | 2005 |
| CSX CORP | COM | 126408103 |  | 295560 | 7200 | SH |  | SOLE | 0 | 0 | 0 | 7200 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 7507800 | 60000 | SH |  | SOLE | 0 | 0 | 0 | 60000 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 |  | 1323918 | 30696 | SH |  | SOLE | 0 | 0 | 0 | 30696 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 226659 | 2571 | SH |  | SOLE | 0 | 0 | 0 | 2571 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 271129 | 3979 | SH |  | SOLE | 0 | 0 | 0 | 3979 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 2570178 | 26434 | SH |  | SOLE | 0 | 0 | 0 | 26434 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 882106 | 6885 | SH |  | SOLE | 0 | 0 | 0 | 6885 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 311155 | 2135 | SH |  | SOLE | 0 | 0 | 0 | 2135 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 11186952 | 165659 | SH |  | SOLE | 0 | 0 | 0 | 165659 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 234790 | 1772 | SH |  | SOLE | 0 | 0 | 0 | 1772 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 3871858 | 38480 | SH |  | SOLE | 0 | 0 | 0 | 38480 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 5168064 | 41574 | SH |  | SOLE | 0 | 0 | 0 | 41574 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 1697862 | 14334 | SH |  | SOLE | 0 | 0 | 0 | 14334 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 2401462 | 16595 | SH |  | SOLE | 0 | 0 | 0 | 16595 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 792657 | 3754 | SH |  | SOLE | 0 | 0 | 0 | 3754 |
| ISHARES TR | CORE S ETF | 464287200 |  | 31838109 | 48741 | SH |  | SOLE | 0 | 0 | 0 | 48741 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 10270501 | 90801 | SH |  | SOLE | 0 | 0 | 0 | 90801 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 355490 | 997 | SH |  | SOLE | 0 | 0 | 0 | 997 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 444647 | 2081 | SH |  | SOLE | 0 | 0 | 0 | 2081 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 2841103 | 6663 | SH |  | SOLE | 0 | 0 | 0 | 6663 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 1900587 | 20994 | SH |  | SOLE | 0 | 0 | 0 | 20994 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 3588907 | 70913 | SH |  | SOLE | 0 | 0 | 0 | 70913 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 1305993 | 27028 | SH |  | SOLE | 0 | 0 | 0 | 27028 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A821 |  | 200748 | 2092 | SH |  | SOLE | 0 | 0 | 0 | 2092 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A359 |  | 869440 | 9500 | SH |  | SOLE | 0 | 0 | 0 | 9500 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 11882362 | 18271 | SH |  | SOLE | 0 | 0 | 0 | 18271 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 227708 | 1983 | SH |  | SOLE | 0 | 0 | 0 | 1983 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 204593 | 795 | SH |  | SOLE | 0 | 0 | 0 | 795 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1106217 | 3852 | SH |  | SOLE | 0 | 0 | 0 | 3852 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 283040 | 648 | SH |  | SOLE | 0 | 0 | 0 | 648 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 3205258 | 5364 | SH |  | SOLE | 0 | 0 | 0 | 5364 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2106759 | 6567 | SH |  | SOLE | 0 | 0 | 0 | 6567 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 843187 | 7687 | SH |  | SOLE | 0 | 0 | 0 | 7687 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 2235043 | 23843 | SH |  | SOLE | 0 | 0 | 0 | 23843 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 374355 | 5842 | SH |  | SOLE | 0 | 0 | 0 | 5842 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 |  | 34319997 | 384193 | SH |  | SOLE | 0 | 0 | 0 | 384193 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 11629534 | 221346 | SH |  | SOLE | 0 | 0 | 0 | 221346 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 |  | 5848843 | 162739 | SH |  | SOLE | 0 | 0 | 0 | 162739 |

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