LeClair Wealth Partners LLC
Q2 2025 13F Holdings
- Locationdublin, OH
- Num holdings
100
- Value ($000)
$147,304
- Date Filed08/06/2025
- Form type13F-HR
- CIK0002056667
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIXD FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | 33740F805 | $22.55M | 15 % | 513,808 | ||
AAPL APPLE INC | COM | 037833100 | $9.67M | 7 % | 47,148 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $7.69M | 5 % | 241,910 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.81M | 5 % | 13,681 | ||
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $6.07M | 4 % | 96,717 | ||
CIT CINTAS CORP | COM | 172908105 | $6.05M | 4 % | 27,161 | ||
SDVY FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $4.49M | 3 % | 127,274 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $4.45M | 3 % | 87,736 | ||
WTH WORTHINGTON ENTERPRISES INC | COM | 981811102 | $3.71M | 3 % | 58,227 | ||
WSM WILLIAMS SONOMA INC | COM | 969904101 | $3.53M | 2 % | 21,594 |
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