LeClair Wealth Partners LLC
CIK: 0002056667Latest portfolio: $172.4M · Q4 2025
Holdings
112
Total Value
$172.4M
New Positions
10
Closed Positions
3
Top Holdings
View All 112 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | FIXDFIRST TR EXCHNG TRADED FD VI | 398,454 | $17.7M | 10.24% | -127,065 | |
| 2 | AAPLAPPLE INC | 47,737 | $13.0M | 7.53% | -72 | |
| 3 | VTVVANGUARD INDEX FDS | 55,521 | $10.6M | 6.15% | +13K | |
| 4 | BUFRFIRST TR EXCHNG TRADED FD VI | 266,500 | $9.1M | 5.30% | +3K | |
| 5 | RDVYFIRST TR EXCHANGE TRADED FD | 103,273 | $7.2M | 4.16% | -357 | |
| 6 | JAAAJANUS DETROIT STR TR | 128,444 | $6.5M | 3.77% | +33K | |
| 7 | MSFTMICROSOFT CORP | 12,933 | $6.3M | 3.63% | — | |
| 8 | CITCINTAS CORP | 27,063 | $5.1M | 2.95% | -80 | |
| 9 | GOOGLALPHABET INC | 13,837 | $4.3M | 2.51% | -33 | |
| 10 | PHPARKER-HANNIFIN CORP | 4,658 | $4.1M | 2.38% | -15 | |
| 11 | NVDANVIDIA CORPORATION | 20,981 | $3.9M | 2.27% | +60 | |
| 12 | WSMWILLIAMS SONOMA INC | 21,594 | $3.9M | 2.24% | — | |
| 13 | NDQINVESCO QQQ TR | 5,810 | $3.6M | 2.07% | — | |
| 14 | CGGRCAPITAL GROUP GROWTH ETF | 79,320 | $3.5M | 2.05% | — | |
| 15 | AVGOBROADCOM INC | 9,185 | $3.2M | 1.84% | -588 | |
| 16 | WTHWORTHINGTON ENTERPRISES INC | 58,542 | $3.0M | 1.75% | -100 | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,855 | $2.9M | 1.71% | +58 | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 13,083 | $2.9M | 1.67% | -189 | |
| 19 | BSCVINVESCO EXCH TRD SLF IDX FD | 143,741 | $2.4M | 1.39% | NEW | |
| 20 | BSCWINVESCO EXCH TRD SLF IDX FD | 114,843 | $2.4M | 1.39% | NEW | |
| 21 | BSCXINVESCO EXCH TRD SLF IDX FD | 110,978 | $2.4M | 1.38% | NEW | |
| 22 | BSCYINVESCO EXCH TRD SLF IDX FD | 113,099 | $2.4M | 1.38% | NEW | |
| 23 | BSCZINVESCO EXCH TRD SLF IDX FD | 112,532 | $2.3M | 1.36% | NEW | |
| 24 | XOMEXXON MOBIL CORP | 17,287 | $2.1M | 1.21% | +38 | |
| 25 | JPMJPMORGAN CHASE & CO. | 6,387 | $2.1M | 1.19% | +76 |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($1.7659106039130716e+124T)
Technology0.0% ($1.297762543912318e+46T)
Industrials0.0% ($4.0949096955802903e+27T)
Consumer Cyclical0.0% ($3.856201810129929e+23T)
Healthcare0.0% ($1.803730519320306e+21T)
Unknown0.0% ($5089356930.2T)
Communication Services0.0% ($433013611.3T)
Energy0.0% ($2080628.3T)
Utilities0.0% ($380.3T)
Consumer Defensive0.0% ($645.6B)
Basic Materials0.0% ($201.9M)
Filing History
Fund Information
LeClair Wealth Partners LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $172.4M across 112 holdings. The largest position is FIRST TR EXCHNG TRADED FD VI (FIXD), representing 10.2% of the portfolio. Compared to the previous quarter, the fund opened 10 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.