LeClair Wealth Partners LLC

Q3 2025 13F Holdings

  • Location
    dublin, OH
  • Num holdings

    105

  • Value ($000)

    $160,498

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0002056667
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FIXD

FIRST TR EXCHNG TRADED FD VI

SMITH OPPORT FXD
$23.34M
15 %

525,519

A
AAPL

APPLE INC

COM
$12.17M
8 %

47,809

---

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
$8.80M
6 %

263,335

V
VTV

VANGUARD INDEX FDS

VALUE ETF
$7.91M
5 %

42,411

R
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
$6.97M
4 %

103,630

M
MSFT

MICROSOFT CORP

COM
$6.70M
4 %

12,933

C
CIT

CINTAS CORP

COM
$5.57M
4 %

27,143

J
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
$4.85M
3 %

95,565

S
SDVY

FIRST TR EXCHANGE-TRADED FD

SMID RISNG ETF
$4.34M
3 %

114,224

W
WSM

WILLIAMS SONOMA INC

COM
$4.22M
3 %

21,594

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