LeClair Wealth Partners LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location dublin, OHCIK 0002056667All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
103 | $289.39M | PULS, JCPB, UITB, XMHQ | 13F-HR | May 5, 2026 | 000176538026000162 | ||
112 | $172.38M | FIXD, AAPL, VTV, FIRST TR EXCHNG TRADED FD VI | 13F-HR | Feb 11, 2026 | 000176538026000105 | ||
105 | $160.5M | FIXD, AAPL, FIRST TR EXCHNG TRADED FD VI, VTV | 13F-HR | Nov 12, 2025 | 000176538025000465 | ||
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 |