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LeClair Wealth Partners LLC

Q1 2026 13F Holdings

  • Location
    dublin, OH
  • Num holdings

    103

  • Value ($000)

    $289,385

  • Date Filed
    05/05/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PULS

PGIM ETF TR

PGIM ULTRA SH BD
69344A107
$33.89M
12 %

684,685

J
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
46641Q670
$21.33M
7 %

453,035

U
UITB

VICTORY PORTFOLIOS II

CORE INTERMEDIAT
92647N527
$20.63M
7 %

438,763

X
XMHQ

INVESCO EXCHANGE TRADED FD T

S&P MDCP QUALITY
46137V472
$20.14M
7 %

194,843

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$18.51M
6 %

241,897

U
USVM

VICTORY PORTFOLIOS II

USAA MSCI USA SM
92647N568
$18.09M
6 %

191,096

E
EVSD

MORGAN STANLEY ETF TRUST

EATON VANCE SHOR
61774R825
$16.77M
6 %

329,166

R
RWL

INVESCO EXCH TRADED FD TR II

S&P 500 REVENUE
46138G698
$16.18M
6 %

140,791

H
HMOP

HARTFORD FDS EXCHANGE TRADED

MUN OPORTUNITE
41653L503
$8.67M
3 %

223,764

G
GSIE

GOLDMAN SACHS ETF TR

ACTIVEBETA INT
381430107
$7.03M
2 %

162,905

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