LeClair Wealth Partners LLC

CIK

2056667

Location

DUBLIN, OH

Portfolio Value

Small $192,819,554

Diversification

Diversified

Filing Date

Global Rank

#6,610 / 8,794 ▼ 2047 · as of Jun 2026

Top Industry

Consumer Electronics 13.3%

Period ended 3 months ago

Filed Aug 4, 2026 · 2mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

117 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.7%

−6.8 pts

Top 5

38.7%

−20.8 pts

Top 10

52.9%

−26.9 pts

HHI

434

Diversified−501

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	47.1%	$90,741,395	16
Technology	17.2%	$33,155,660	21
Industrials	9.1%	$17,534,733	15
Consumer Cyclical	6.8%	$13,113,268	12
Financial Services	6.2%	$11,988,261	17
Communication Services	4.3%	$8,313,731	5
Healthcare	2.9%	$5,633,909	9
Energy	2.3%	$4,472,696	6
Basic Materials	1.8%	$3,498,010	4
Consumer Defensive	0.9%	$1,710,900	3
Utilities	0.7%	$1,439,620	4
Real Estate	0.6%	$1,217,371	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+52,859	55,121	$11,651,678
AAPL	Apple Inc.	+41,201	46,905	$13,572,430
NVDA	Nvidia Corp	+16,999	18,285	$3,658,645
MSFT	Microsoft Corp	+8,266	12,591	$4,696,694
AMZN	Amazon Com Inc	+7,920	9,236	$2,201,308
BRK-B	Berkshire Hathaway Inc	+5,828	5,836	$2,920,276
JPM	Jpmorgan Chase & Co	+4,813	6,379	$2,088,038
AON	Aon plc	+1,301	2,374	$787,432
VZ	Verizon Communications Inc	+1,003	6,785	$287,276
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	−13,561	77,150	$1,072,385
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−4,385	3,309	$255,156
JNJ	Johnson & Johnson	−2,907	1,335	$339,049
LRCX	Lam Research Corp	−2,420	1,039	$450,229
ETN	Eaton Corp plc	−2,229	1,862	$793,435
CB	Chubb Ltd	−492	1,486	$506,339
BA	Boeing Co	−136	1,512	$327,302
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AFGR	First Trust Active Factor Large Cap Growth ETF	642,216	$26,369,612
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	627,023	$12,315,184
AIRR	First Trust RBA American Industrial Renaissance ETF	149,607	$10,768,788
JA	Janus Henderson AA-A CLO ETF	137,519	$6,943,334
GOOGL	Alphabet Inc.	17,558	$6,259,010
WSM	Williams Sonoma Inc	21,504	$5,012,582
PH	Parker-Hannifin Corp	4,574	$4,473,920
CTAS	Cintas Corp	25,218	$4,289,077
QQQ	Invesco Qqq Trust, Series 1	5,762	$4,243,136
CGGR	Capital Group Growth ETF	78,654	$3,712,468
AVGO	Broadcom Inc.	8,573	$3,238,450
WOR	Worthington Enterprises, Inc.	58,227	$3,130,283
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	35,548	$3,052,687
VIG	Vanguard Dividend Appreciation ETF	12,599	$2,981,175
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	27,062	$2,516,421
XOM	ExxonMobil Holdings Corp	17,302	$2,365,529
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	12,438	$2,289,058
MRK	Merck & Co., Inc.	17,254	$2,217,139
WS	Worthington Steel, Inc.	59,170	$1,986,928
CAAA	First Trust AAA CMBS ETF	38,084	$1,656,654
SETM	Sprott Funds Trust Sprott Critical Materials ETF	47,839	$1,490,663
SBMT	Silver Bow Mining Corp.	178,230	$1,204,834
MU	Micron Technology Inc	1,027	$1,185,455
META	Meta Platforms, Inc.	2,057	$1,158,687
HD	Home Depot, Inc.	2,888	$1,018,539
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ABI	VictoryShares Pioneer Asset-Based Income ETF	834,893	$59,169,052
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	705,834	$34,848,426
AAAD	PGIM AAA CLO Aggregate Duration ETF	684,685	$33,891,907
IVZ	Invesco Ltd.	436,067	$24,004,828
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	283,778	$19,980,959
EVSD	Eaton Vance Short Duration Income ETF	329,166	$16,767,716
APRP	PGIM S&P 500 Buffer 12 ETF - April	518,728	$15,384,939
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	237,206	$9,620,015
ACGO	Hartford Alpha Capture Growth ETF	223,764	$8,668,617
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	173,369	$7,987,767
BAPR	Innovator U.S. Equity Buffer ETF - April	133,235	$6,144,976
AMZA	InfraCap MLP ETF	75,038	$5,995,536
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	203,860	$5,779,521
CAGE	Calamos Autocallable Growth ETF	155,490	$4,192,578
JXN	Jackson Financial Inc.	37,173	$3,929,929
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	66,622	$2,379,064
CMS	Cms Energy Corp	20,073	$1,557,263
VIGI	Vanguard International Dividend Appreciation ETF	7,982	$1,182,134
DTE	Dte Energy Co	7,325	$1,071,061
SYK	Stryker Corp	2,695	$885,550
FBCG	Fidelity Blue Chip Growth ETF	14,368	$793,688
CVX	Chevron Corp	3,672	$759,736
SLV	iShares Silver Trust	9,656	$657,959
MS	Morgan Stanley	3,642	$599,363
FITB	Fifth Third Bancorp	9,765	$453,681
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

117 tracked positions · $192,819,554 total · filing declares 132 positions · $193,029,753 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 117 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AFGR	First Trust Active Factor Large Cap Growth ETF	NEW	642,216	NEW	$26,369,612	NEW	13.68%
AAPL	Apple Inc. Technology	Added	46,905	+41,201	$13,572,430	+837.6%	7.04%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	NEW	627,023	NEW	$12,315,184	NEW	6.39%
VB	Vanguard Morningstar Small-Cap ETF	Added	55,121	+52,859	$11,651,678	+2758.1%	6.04%
AIRR	First Trust RBA American Industrial Renaissance ETF	NEW	149,607	NEW	$10,768,788	NEW	5.58%
JA	Janus Henderson AA-A CLO ETF	NEW	137,519	NEW	$6,943,334	NEW	3.60%
GOOGL	Alphabet Inc. Communication Services	NEW	17,558	NEW	$6,259,010	NEW	3.25%
WSM	Williams Sonoma Inc Consumer Cyclical	NEW	21,504	NEW	$5,012,582	NEW	2.60%
MSFT	Microsoft Corp Technology	Added	12,591	+8,266	$4,696,694	+193.4%	2.44%
PH	Parker-Hannifin Corp Industrials	NEW	4,574	NEW	$4,473,920	NEW	2.32%
CTAS	Cintas Corp Industrials	NEW	25,218	NEW	$4,289,077	NEW	2.22%
QQQ	Invesco Qqq Trust, Series 1	NEW	5,762	NEW	$4,243,136	NEW	2.20%
CGGR	Capital Group Growth ETF	NEW	78,654	NEW	$3,712,468	NEW	1.93%
NVDA	Nvidia Corp Technology	Added	18,285	+16,999	$3,658,645	+1531.3%	1.90%
AVGO	Broadcom Inc. Technology	NEW	8,573	NEW	$3,238,450	NEW	1.68%
WOR	Worthington Enterprises, Inc. Industrials	NEW	58,227	NEW	$3,130,283	NEW	1.62%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	NEW	35,548	NEW	$3,052,687	NEW	1.58%
VIG	Vanguard Dividend Appreciation ETF	NEW	12,599	NEW	$2,981,175	NEW	1.55%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,836	+5,828	$2,920,276	−49.2%	1.51%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	NEW	27,062	NEW	$2,516,421	NEW	1.31%
XOM	ExxonMobil Holdings Corp Energy	NEW	17,302	NEW	$2,365,529	NEW	1.23%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	NEW	12,438	NEW	$2,289,058	NEW	1.19%
MRK	Merck & Co., Inc. Healthcare	NEW	17,254	NEW	$2,217,139	NEW	1.15%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,236	+7,920	$2,201,308	+703.2%	1.14%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,379	+4,813	$2,088,038	+353.3%	1.08%
WS	Worthington Steel, Inc. Basic Materials	NEW	59,170	NEW	$1,986,928	NEW	1.03%
CAAA	First Trust AAA CMBS ETF	NEW	38,084	NEW	$1,656,654	NEW	0.86%
SETM	Sprott Funds Trust Sprott Critical Materials ETF	NEW	47,839	NEW	$1,490,663	NEW	0.77%
SBMT	Silver Bow Mining Corp. Basic Materials	NEW	178,230	NEW	$1,204,834	NEW	0.62%
MU	Micron Technology Inc Technology	NEW	1,027	NEW	$1,185,455	NEW	0.61%
META	Meta Platforms, Inc. Communication Services	NEW	2,057	NEW	$1,158,687	NEW	0.60%
F	Ford Motor Co Consumer Cyclical	Reduced	77,150	-13,561	$1,072,385	+2.4%	0.56%
HD	Home Depot, Inc. Consumer Cyclical	NEW	2,888	NEW	$1,018,539	NEW	0.53%
V	Visa Inc. Financial Services	NEW	2,925	NEW	$1,003,538	NEW	0.52%
CINF	Cincinnati Financial Corp Financial Services	NEW	5,323	NEW	$985,500	NEW	0.51%
EMR	Emerson Electric Co Industrials	NEW	6,845	NEW	$979,861	NEW	0.51%
VSXY	Victoria's Secret & Co. Consumer Cyclical	NEW	11,565	NEW	$965,446	NEW	0.50%
AMD	Advanced Micro Devices Inc Technology	NEW	1,511	NEW	$877,755	NEW	0.46%
TT	Trane Technologies plc Industrials	NEW	1,779	NEW	$873,773	NEW	0.45%
MPC	Marathon Petroleum Corp Energy	NEW	3,387	NEW	$865,954	NEW	0.45%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	2,013	NEW	$846,667	NEW	0.44%
LLY	ELI LILLY & Co Healthcare	NEW	704	NEW	$844,398	NEW	0.44%
ETN	Eaton Corp plc Industrials	Reduced	1,862	-2,229	$793,435	−45.8%	0.41%
AON	Aon plc Financial Services	Added	2,374	+1,301	$787,432	+127.4%	0.41%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	747	NEW	$698,796	NEW	0.36%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	4,350	NEW	$659,025	NEW	0.34%
WMT	Walmart Inc. Consumer Defensive	NEW	5,654	NEW	$640,372	NEW	0.33%
TXN	Texas Instruments Inc Technology	NEW	2,121	NEW	$632,206	NEW	0.33%
KLAC	Kla Corp Technology	NEW	1,938	NEW	$584,713	NEW	0.30%
CSCO	Cisco Systems, Inc. Technology	NEW	4,964	NEW	$583,071	NEW	0.30%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.