LeClair Wealth Partners LLC — 13F holdings
LeClair Wealth Partners LLC reported 132 holdings worth $193M in its 13F filing for Q2 2026, filed August 4, 2026.
Largest positions
- FIXD FIRST TR EXCHNG TRADED FD VI — $17.9M (9.3%)
- AAPL APPLE INC — $13.6M (7.0%)
- VTV VANGUARD INDEX FDS — $11.4M (5.9%)
- BUFR FIRST TR EXCHNG TRADED FD VI — $8.45M (4.4%)
- JAAA JANUS DETROIT STR TR — $6.94M (3.6%)
- RDVY FIRST TR EXCHANGE TRADED FD — $6.49M (3.4%)
- WSM WILLIAMS SONOMA INC — $5.01M (2.6%)
- GOOGL ALPHABET INC — $4.89M (2.5%)
- MSFT MICROSOFT CORP — $4.70M (2.4%)
- PH Parker-Hannifin Corp — $4.47M (2.3%)