Institutions / LeClair Wealth Partners LLC

LeClair Wealth Partners LLC

CIK 2056667 · Institution · as of Dec 31, 2025

Portfolio value

$172.38M

Positions

112

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 112 →

Company	Class	Value	Shares	% of portfolio
First Tr Exchng Traded Fd VI	—	$17.66M	398,454	10.2%
Apple Inc.	—	$12.98M	47,737	7.5%
Vanguard Index Fds	—	$10.60M	55,521	6.2%
First Tr Exchng Traded Fd VI	—	$9.13M	266,500	5.3%
First Tr Exchange Traded Fd	—	$7.17M	103,273	4.2%
Janus Detroit Str Tr	—	$6.50M	128,444	3.8%
Microsoft Corp	—	$6.25M	12,933	3.6%
Cintas Corp	—	$5.09M	27,063	3.0%
Alphabet Inc.	—	$4.33M	13,837	2.5%
Parker-Hannifin Corp	—	$4.09M	4,658	2.4%
NVIDIA Corp	—	$3.91M	20,981	2.3%
Williams Sonoma Inc	—	$3.86M	21,594	2.2%
Invesco Qqq Tr	—	$3.57M	5,810	2.1%
Capital Group Growth ETF	—	$3.53M	79,320	2.0%
Broadcom Inc.	—	$3.18M	9,185	1.8%
Worthington Enterprises, Inc.	—	$3.02M	58,542	1.8%
Warren E. Buffett	—	$2.94M	5,855	1.7%
Vanguard Specialized Funds	—	$2.88M	13,083	1.7%
Invesco Exch Trd Slf Idx Fd	—	$2.40M	143,741	1.4%
Invesco Exch Trd Slf Idx Fd	—	$2.40M	114,843	1.4%
Invesco Exch Trd Slf Idx Fd	—	$2.38M	110,978	1.4%
Invesco Exch Trd Slf Idx Fd	—	$2.38M	113,099	1.4%
Invesco Exch Trd Slf Idx Fd	—	$2.34M	112,532	1.4%
Exxon Mobil Corp	—	$2.08M	17,287	1.2%
JPMorgan Chase & Co	—	$2.06M	6,387	1.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.