LeClair Wealth Partners LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location dublin, OHCIK 0002056667All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
105 | $160.50M | 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 |