Q2 2026 13F · SEC CIK 2056667

LeClair Wealth Partners LLC

Wealth managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $193.0M
Reported positions: 132
Holdings vs S&P 500, 3 yrs: —
Assets under management: $363.0M

LeClair Wealth Partners LLC is a wealth manager that reported 132 positions worth $193.0M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were First Tr Exchng Traded Fd Vi (FIXD, 9.3%), Apple Inc (AAPL, 7.0%), Vanguard Value ETF (VTV, 5.9%).

LeClair Wealth Partners LLC holdings largest 50 of 132 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

LeClair Wealth Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
FIXDFirst Tr Exchng Traded Fd Vi	9.3%	—	410,941	—	$17.9M
AAPLApple Inc	7.0%	0.5%	46,905	+722.3%	$13.6M
VTVVanguard Value ETF	5.9%	—	52,383	—	$11.4M
BUFRFt Vest Laddered Buffer ETF	4.4%	—	231,275	—	$8.4M
JAAAJanus Detroit Str Tr	3.6%	—	137,519	—	$6.9M
RDVYFirst Trust Rising Dividend Achievers Et	3.4%	—	80,093	—	$6.5M
WSMWilliams Sonoma Inc	2.6%	—	21,504	—	$5.0M
GOOGLAlphabet Inc	2.5%	—	13,674	—	$4.9M
MSFTMicrosoft Corp	2.4%	0.6%	12,591	+191.1%	$4.7M
PHParker-Hannifin Corp	2.3%	—	4,574	—	$4.5M
CTASCintas Corp	2.2%	—	25,218	—	$4.3M
QQQInvesco Qqq Tr	2.2%	—	5,762	—	$4.2M
CGGRCapital Group Growth ETF	1.9%	—	78,654	—	$3.7M
NVDANvidia Corporation Com	1.9%	—	18,285	—	$3.7M
AVGOBroadcom Inc	1.7%	—	8,573	—	$3.2M
WORWorthington Inc	1.6%	—	58,227	—	$3.1M
VIGVanguard Dividend Appreciation ETF	1.5%	—	12,599	—	$3.0M
BRK-BBerkshire Hathaway Inc Del	1.5%	—	5,836	—	$2.9M
BSCWInvesco Exch Trd Slf Idx Fd	1.3%	—	120,571	—	$2.5M
BSCVInvesco Exchange ETF Traded Self Indxd F	1.3%	—	150,853	—	$2.5M
BSCZInvesco Exch Trd Slf Idx Fd	1.3%	—	120,082	—	$2.5M
BSCXInvesco Exch Trd Slf Idx Fd	1.3%	—	116,695	—	$2.5M
BSCYInvesco Exch Trd Slf Idx Fd	1.3%	—	118,822	—	$2.5M
XOMExxon Mobil Corp	1.2%	—	17,302	—	$2.4M
SDVYFirst Tr Exchange-Traded Fd	1.2%	—	51,705	—	$2.2M
MRKMerck & Co. Inc	1.1%	—	17,254	—	$2.2M
AMZNAmazon Com Inc Com	1.1%	—	9,236	—	$2.2M
JPMJpmorgan Chase & Co	1.1%	—	6,379	—	$2.1M
TDIVFirst Tr Exchange Traded Fd	1.1%	—	17,809	—	$2.0M
WSWorthington Stl Inc	1.0%	—	59,170	—	$2.0M
FIWFirst Tr Exchange-Traded Fd	0.9%	—	16,360	—	$1.8M
GRIDFirst Tr Exchange-Traded Fd	0.9%	—	8,767	—	$1.7M
EMLPFirst Tr Exchange-Traded Fd	0.9%	—	38,084	—	$1.7M
SETMSprott Fds Tr	0.8%	—	47,839	—	$1.5M
GOOGAlphabet Inc	0.7%	—	3,884	—	$1.4M
SBMTSilver Bow Mng Corp	0.6%	—	178,230	—	$1.2M
MUMicron Technology Inc	0.6%	—	1,027	—	$1.2M
METAMeta Platforms Inc Class A	0.6%	—	2,057	—	$1.2M
XLKState Street Technology Select Sector Sp	0.6%	—	5,946	—	$1.1M
FFord Mtr Co	0.6%	0.4%	77,150	-14.9%	$1.1M
HDHome Depot Inc Com	0.5%	—	2,888	—	$1.0M
VVisa Inc Com Cl A	0.5%	—	2,925	—	$1.0M
CINFCincinnati Financial Corporation	0.5%	—	5,323	—	$986K
EMREmerson Elec Co Com	0.5%	—	6,845	—	$980K
VSXYVictorias Secret and Co	0.5%	—	11,565	—	$965K
XLISelect Sector Spdr Tr	0.5%	—	4,750	—	$880K
AMDAdvanced Micro Devices Inc	0.5%	—	1,511	—	$877K
TTTrane Technologies PLC	0.5%	—	1,779	—	$874K
MPCMarathon Petroleum Corporation	0.4%	—	3,387	—	$866K
TSLATesla Inc Com	0.4%	—	2,013	—	$847K

What LeClair Wealth Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$193.0M	132
Q1 2026	$289.4M	103
Q4 2025	$172.4M	112
Q3 2025	$160.5M	105
Q2 2025	$147.3M	100
Q1 2025	$138.8M	95
Q4 2024	$150.0M	96

Questions about LeClair Wealth Partners LLC's portfolio

What stocks does LeClair Wealth Partners LLC own?

LeClair Wealth Partners LLC's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 132 positions worth $193.0M. The largest are First Tr Exchng Traded Fd Vi (FIXD) at 9.3%, Apple Inc (AAPL) at 7.0%, Vanguard Value ETF (VTV) at 5.9%, Ft Vest Laddered Buffer ETF (BUFR) at 4.4% and Janus Detroit Str Tr (JAAA) at 3.6%.

What did LeClair Wealth Partners LLC buy last quarter?

In Q2 2026, LeClair Wealth Partners LLC added Apple Inc (AAPL) (+722.3% shares) and Microsoft Corp (MSFT) (+191.1% shares), compared with its Q1 2026 filing.

What did LeClair Wealth Partners LLC sell last quarter?

In Q2 2026, LeClair Wealth Partners LLC cut from its top 50 Pgim Ultra Short Bond ETF (PULS), cut from its top 50 J P Morgan Exchange Traded F (JCPB), cut from its top 50 Victory Portfolios II (UITB), cut from its top 50 Invesco Exchange Traded Fd T (XMHQ), cut from its top 50 Spdr Series Trust (SPLG) and Ford Mtr Co (F) (-14.9% shares), compared with its Q1 2026 filing.

When is LeClair Wealth Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. LeClair Wealth Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does LeClair Wealth Partners LLC manage?

LeClair Wealth Partners LLC reported $363.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $193.0M.