LeClair Wealth Partners LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    dublin, OH
  • CIK
    0002056667
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

100

$147.31M
FIXD, AAPL, FIRST TR EXCHNG TRADED FD VI, MSFT
13F-HR
Aug 6, 2025
000176538025000291

95

$138.77M
FIXD, AAPL, FIRST TR EXCHNG TRADED FD VI, RDVY
13F-HR
May 14, 2025
000176538025000227

96

$149.99M
FIXD, FOCT, AAPL, RDVY
13F-HR
Feb 14, 2025
000176538025000117
Leclair Wealth Partners Llc 13F Filings