LeClair Wealth Partners LLC
Follow13F filer, CIK 2056667, DUBLIN, OH
LeClair Wealth Partners LLC reported holdings worth $289,384,864 (the sum of its rows) across 103 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05. The total stated on the cover page is $168,738,039. Its ten largest share positions make up 62.63% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001765380-26-000162
The cover page states a total of $168,738,039, 42% less than the sum of the rows, $289,384,864. This page uses the sum of the rows.
- Period
- 2026-03-31
- Value, sum of rows
- $289M
- Stated on the cover page
- $169M
- Holdings
- 103
- Top 10 weight
- 62.63%
- New
- 92
- Sold out
- 101
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| PULSnew | +684,685 | $33.9M |
| JCPBnew | +453,035 | $21.3M |
| UITBnew | +438,763 | $20.6M |
| XMHQnew | +194,843 | $20.1M |
| SPYMnew | +241,897 | $18.5M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| FIXDexited | -398,454 | -$17.7M |
| AAPLreduced | -42,033 | -$10.7M |
| VTVexited | -55,521 | -$10.6M |
| BUFRexited | -266,500 | -$9.13M |
| RDVYexited | -103,273 | -$7.17M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 103 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| FIXDFIRST TR EXCHNG TRADED FD VI | 398,454 | $17.7M | shares |
| VTVVANGUARD INDEX FDS | 55,521 | $10.6M | shares |
| BUFRFIRST TR EXCHNG TRADED FD VI | 266,500 | $9.13M | shares |
| RDVYFIRST TR EXCHANGE TRADED FD | 103,273 | $7.17M | shares |
| JAAAJANUS DETROIT STR TR | 128,444 | $6.5M | shares |
| CTASCINTAS CORP | 27,063 | $5.09M | shares |
| GOOGLALPHABET INC | 13,837 | $4.33M | shares |
| PHPARKER-HANNIFIN CORP | 4,658 | $4.09M | shares |
| WSMWILLIAMS SONOMA INC | 21,594 | $3.86M | shares |
| QQQINVESCO QQQ TR | 5,810 | $3.57M | shares |
| CGGRCAPITAL GROUP GROWTH ETF | 79,320 | $3.53M | shares |
| AVGOBROADCOM INC | 9,185 | $3.18M | shares |
| WORWORTHINGTON ENTERPRISES INC | 58,542 | $3.02M | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 5,855 | $2.94M | shares |
| VIGVANGUARD SPECIALIZED FUNDS | 13,083 | $2.88M | shares |
| BSCVINVESCO EXCH TRD SLF IDX FD | 143,741 | $2.4M | shares |
| BSCWINVESCO EXCH TRD SLF IDX FD | 114,843 | $2.4M | shares |
| BSCXINVESCO EXCH TRD SLF IDX FD | 110,978 | $2.38M | shares |
| BSCYINVESCO EXCH TRD SLF IDX FD | 113,099 | $2.38M | shares |
| BSCZINVESCO EXCH TRD SLF IDX FD | 112,532 | $2.34M | shares |
| XOMEXXON MOBIL CORP | 17,287 | $2.08M | shares |
| WSWORTHINGTON STL INC | 58,314 | $2.02M | shares |
| SDVYFIRST TR EXCHANGE TRADED FD | 52,442 | $2.01M | shares |
| MRKMERCK & CO INC | 17,132 | $1.8M | shares |
| TDIVFIRST TR EXCHANGE TRADED FD | 18,027 | $1.75M | shares |
| METAMETA PLATFORMS INC | 2,063 | $1.36M | shares |
| GOOGALPHABET INC | 4,107 | $1.29M | shares |
| VVISA INC | 2,980 | $1.05M | shares |
| HDHOME DEPOT INC | 2,883 | $992K | shares |
| TSLATESLA INC | 2,032 | $914K | shares |
| EMREMERSON ELEC CO | 6,854 | $910K | shares |
| CINFCINCINNATI FINL CORP | 5,342 | $872K | shares |
| XLKSELECT SECTOR SPDR TR | 5,946 | $856K | shares |
| FEMSFIRST TR EXCH TRD ALPHDX FD | 18,413 | $775K | shares |
| XLISELECT SECTOR SPDR TR | 4,750 | $737K | shares |
| LLYELI LILLY & CO | 680 | $731K | shares |
| FTCSFIRST TR EXCHANGE-TRADED FD | 7,623 | $705K | shares |
| TTTRANE TECHNOLOGIES PLC | 1,786 | $695K | shares |
| TJXTJX COS INC NEW | 4,366 | $671K | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 748 | $645K | shares |
| MPCMARATHON PETE CORP | 3,863 | $628K | shares |
| VSXYVICTORIAS SECRET AND CO | 11,565 | $626K | shares |
| WMTWALMART INC | 5,565 | $620K | shares |
| PSECPROSPECT CAP CORP | 239,118 | $619K | shares |
| FVDFIRST TR EXCHANGE-TRADED FD | 11,929 | $550K | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 9,636 | $520K | shares |
| BXBLACKSTONE INC | 3,258 | $502K | shares |
| MFICMIDCAP FINANCIAL INVSTMNT CO | 40,885 | $468K | shares |
| ARCCARES CAPITAL CORP | 21,087 | $427K | shares |
| NFLXNETFLIX INC. | 4,440 | $416K | shares |
| ACNACCENTURE PLC IRELAND | 1,488 | $399K | shares |
| MSIMOTOROLA SOLUTIONS INC | 1,023 | $392K | shares |
| NEENEXTERA ENERGY INC | 4,743 | $381K | shares |
| PGPROCTER & GAMBLE CO | 2,649 | $380K | shares |
| ORLYOREILLY AUTOMOTIVE INC | 4,155 | $379K | shares |
| TXNTEXAS INSTRS INC | 2,119 | $368K | shares |
| QCOMQUALCOMM INC | 2,135 | $365K | shares |
| CSCOCISCO SYS INC | 4,672 | $360K | shares |
| MAMASTERCARD INCORPORATED | 630 | $360K | shares |
| MRSHMARSH & MCLENNAN COS INC | 1,820 | $338K | shares |
| BACBANK OF AMER CORP | 6,097 | $335K | shares |
| ALLALLSTATE CORP | 1,601 | $333K | shares |
| AEPAMERICAN ELEC PWR CO INC | 2,874 | $331K | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 2,035 | $330K | shares |
| AMDADVANCED MICRO DEVICES INC | 1,509 | $323K | shares |
| ABBVABBVIE INC | 1,403 | $321K | shares |
| ORCLORACLE CORP | 1,631 | $318K | shares |
| DHRDANAHER CORP DEL | 1,337 | $306K | shares |
| TAT&T INC | 12,201 | $303K | shares |
| UNHUNITEDHEALTH GROUP INC | 905 | $299K | shares |
| RTXRTX CORPORATION | 1,544 | $283K | shares |
| GEGE AEROSPACE | 904 | $278K | shares |
| HALHALLIBURTON CO | 9,801 | $277K | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 1,551 | $276K | shares |
| CSMPROSHARES TR | 3,426 | $273K | shares |
| SPGIS&P GLOBAL INC | 521 | $272K | shares |
| XLVSELECT SECTOR SPDR TR | 1,742 | $270K | shares |
| EWEDWARDS LIFESCIENCES CORP | 3,156 | $269K | shares |
| ROKROCKWELL AUTOMATION INC | 688 | $268K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 7,159 | $265K | shares |
| MUMICRON TECHNOLOGY INC | 908 | $259K | shares |
| SRESEMPRA | 2,920 | $258K | shares |
| PSXPHILLIPS 66 | 1,992 | $257K | shares |
| CRMSALESFORCE INC | 967 | $256K | shares |
| CATCATERPILLAR INC | 445 | $255K | shares |
| UNPUNION PAC CORP | 1,094 | $253K | shares |
| KLACKLA CORP | 191 | $232K | shares |
| GSGOLDMAN SACHS GROUP INC | 262 | $230K | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 397 | $230K | shares |
| CVSCVS HEALTH CORP | 2,885 | $229K | shares |
| KEYSKEYSIGHT TECHNOLOGIES INC | 1,078 | $219K | shares |
| IJHISHARES TR | 3,309 | $218K | shares |
| ETRENTERGY CORP NEW | 2,302 | $213K | shares |
| TRGPTARGA RES CORP | 1,111 | $205K | shares |
| LMTLOCKHEED MARTIN CORP | 419 | $203K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 682 | $202K | shares |
| PGRPROGRESSIVE CORP | 884 | $201K | shares |
| POWWOUTDOOR HOLDING CO | 100,000 | $171K | shares |
| FUNSIX FLAGS ENTERTAINMENT CORP | 10,600 | $163K | shares |
| FEAM5E ADVANCED MATERIALS INC | 30,000 | $91.5K | shares |
| OXSQOXFORD SQUARE CAP CORP | 18,122 | $31.9K | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001765380-26-000162 | base | 2026-05-05 | acceptance time not in the bulk data set |