LeClair Wealth Partners LLC

CIK

2056667

Location

DUBLIN, OH

Portfolio Value

Small $104,948,962

Diversification

Diversified

Filing Date

Global Rank

#5,837 / 8,517 ▲ 1585

Top Industry

Consumer Electronics 13.5%

3Y Alpha vs SPY

+4.5%

Period ended 46 days ago

Filed Aug 4, 2026 · 11d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+34.3%

SPY

+27.3%

Annualised alpha

+4.3%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

12.9%

−23.8 pts

Top 5

31.1%

−33.8 pts

Top 10

48.8%

−29.4 pts

HHI

366

Diversified−1,303

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.6%	$33,155,660	21
Industrials	16.7%	$17,534,733	15
Consumer Cyclical	12.5%	$13,113,268	12
Financial Services	11.4%	$11,988,261	17
Communication Services	6.6%	$6,941,398	5
Healthcare	5.4%	$5,633,909	9
Energy	4.3%	$4,472,696	6
Unclassified	4.0%	$4,243,136	1
Basic Materials	3.3%	$3,498,010	4
Consumer Defensive	1.6%	$1,710,900	3
Utilities	1.4%	$1,439,620	4
Real Estate	1.2%	$1,217,371	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
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

6 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	−13,561	77,150	$1,072,385
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
WSM	Williams Sonoma Inc	21,504	$5,012,582
GOOGL	Alphabet Inc.	13,674	$4,886,677
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
AVGO	Broadcom Inc.	8,573	$3,238,450
WOR	Worthington Enterprises, Inc.	58,227	$3,130,283
XOM	ExxonMobil Holdings Corp	17,302	$2,365,529
MRK	Merck & Co., Inc.	17,254	$2,217,139
WS	Worthington Steel, Inc.	59,170	$1,986,928
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
V	Visa Inc.	2,925	$1,003,538
CINF	Cincinnati Financial Corp	5,323	$985,500
EMR	Emerson Electric Co	6,845	$979,861
VSXY	Victoria's Secret & Co.	11,565	$965,446
AMD	Advanced Micro Devices Inc	1,511	$877,755
TT	Trane Technologies plc	1,779	$873,773
MPC	Marathon Petroleum Corp	3,387	$865,954
TSLA	Tesla, Inc.	2,013	$846,667
LLY	ELI LILLY & Co	704	$844,398
COST	Costco Wholesale Corp /New	747	$698,796
TJX	Tjx Companies Inc /De/	4,350	$659,025
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
EVSD	Eaton Vance Short Duration Income ETF	329,166	$16,767,716
JXN	Jackson Financial Inc.	37,173	$3,929,929
CMS	Cms Energy Corp	20,073	$1,557,263
DTE	Dte Energy Co	7,325	$1,071,061
SYK	Stryker Corp	2,695	$885,550
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
DTM	DT Midstream, Inc.	3,353	$451,548
TAP-A	Molson Coors Beverage Co	7,253	$355,324
GLDM	World Gold Trust	3,736	$346,289
XEL	Xcel Energy Inc	4,346	$345,246
KO	Coca Cola Co	3,982	$302,831
MBWM	Mercantile Bank Corp	5,826	$294,213
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	30,938	$267,923
SPY	Spdr S&P 500 ETF Trust	410	$266,639
WTFC	Wintrust Financial Corp	1,631	$226,611
CWT	California Water Service Group	4,871	$220,851
MDLZ	Mondelez International, Inc.	3,615	$208,368
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

102 tracked positions · $104,948,962 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 102 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	46,905	+41,201	$13,572,430	+837.6%	12.93%
WSM	Williams Sonoma Inc Consumer Cyclical	NEW	21,504	NEW	$5,012,582	NEW	4.78%
GOOGL	Alphabet Inc. Communication Services	NEW	13,674	NEW	$4,886,677	NEW	4.66%
MSFT	Microsoft Corp Technology	Added	12,591	+8,266	$4,696,694	+193.4%	4.48%
PH	Parker-Hannifin Corp Industrials	NEW	4,574	NEW	$4,473,920	NEW	4.26%
CTAS	Cintas Corp Industrials	NEW	25,218	NEW	$4,289,077	NEW	4.09%
QQQ	Invesco Qqq Trust, Series 1	NEW	5,762	NEW	$4,243,136	NEW	4.04%
NVDA	Nvidia Corp Technology	Added	18,285	+16,999	$3,658,645	+1531.3%	3.49%
AVGO	Broadcom Inc. Technology	NEW	8,573	NEW	$3,238,450	NEW	3.09%
WOR	Worthington Enterprises, Inc. Industrials	NEW	58,227	NEW	$3,130,283	NEW	2.98%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,836	+5,828	$2,920,276	−49.2%	2.78%
XOM	ExxonMobil Holdings Corp Energy	NEW	17,302	NEW	$2,365,529	NEW	2.25%
MRK	Merck & Co., Inc. Healthcare	NEW	17,254	NEW	$2,217,139	NEW	2.11%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,236	+7,920	$2,201,308	+703.2%	2.10%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,379	+4,813	$2,088,038	+353.3%	1.99%
WS	Worthington Steel, Inc. Basic Materials	NEW	59,170	NEW	$1,986,928	NEW	1.89%
SBMT	Silver Bow Mining Corp. Basic Materials	NEW	178,230	NEW	$1,204,834	NEW	1.15%
MU	Micron Technology Inc Technology	NEW	1,027	NEW	$1,185,455	NEW	1.13%
META	Meta Platforms, Inc. Communication Services	NEW	2,057	NEW	$1,158,687	NEW	1.10%
F	Ford Motor Co Consumer Cyclical	Reduced	77,150	-13,561	$1,072,385	+2.4%	1.02%
HD	Home Depot, Inc. Consumer Cyclical	NEW	2,888	NEW	$1,018,539	NEW	0.97%
V	Visa Inc. Financial Services	NEW	2,925	NEW	$1,003,538	NEW	0.96%
CINF	Cincinnati Financial Corp Financial Services	NEW	5,323	NEW	$985,500	NEW	0.94%
EMR	Emerson Electric Co Industrials	NEW	6,845	NEW	$979,861	NEW	0.93%
VSXY	Victoria's Secret & Co. Consumer Cyclical	NEW	11,565	NEW	$965,446	NEW	0.92%
AMD	Advanced Micro Devices Inc Technology	NEW	1,511	NEW	$877,755	NEW	0.84%
TT	Trane Technologies plc Industrials	NEW	1,779	NEW	$873,773	NEW	0.83%
MPC	Marathon Petroleum Corp Energy	NEW	3,387	NEW	$865,954	NEW	0.83%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	2,013	NEW	$846,667	NEW	0.81%
LLY	ELI LILLY & Co Healthcare	NEW	704	NEW	$844,398	NEW	0.80%
ETN	Eaton Corp plc Industrials	Reduced	1,862	-2,229	$793,435	−45.8%	0.76%
AON	Aon plc Financial Services	Added	2,374	+1,301	$787,432	+127.4%	0.75%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	747	NEW	$698,796	NEW	0.67%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	4,350	NEW	$659,025	NEW	0.63%
WMT	Walmart Inc. Consumer Defensive	NEW	5,654	NEW	$640,372	NEW	0.61%
TXN	Texas Instruments Inc Technology	NEW	2,121	NEW	$632,206	NEW	0.60%
KLAC	Kla Corp Technology	NEW	1,938	NEW	$584,713	NEW	0.56%
CSCO	Cisco Systems, Inc. Technology	NEW	4,964	NEW	$583,071	NEW	0.56%
BMY	Bristol Myers Squibb Co Healthcare	NEW	9,922	NEW	$571,705	NEW	0.54%
PSEC	Prospect Capital Corp Financial Services	NEW	239,061	NEW	$552,230	NEW	0.53%
INTC	Intel Corp Technology	NEW	3,707	NEW	$517,608	NEW	0.49%
CB	Chubb Ltd Financial Services	Reduced	1,486	-492	$506,339	−21.5%	0.48%
CAT	Caterpillar Inc Industrials	NEW	471	NEW	$501,567	NEW	0.48%
AMAT	Applied Materials Inc /De Technology	NEW	628	NEW	$454,044	NEW	0.43%
LRCX	Lam Research Corp Technology	Reduced	1,039	-2,420	$450,229	−39.1%	0.43%
UNH	Unitedhealth Group Inc Healthcare	NEW	1,064	NEW	$442,230	NEW	0.42%
NEE	Nextera Energy Inc Utilities	NEW	5,003	NEW	$439,113	NEW	0.42%
MSI	Motorola Solutions, Inc. Technology	NEW	1,032	NEW	$428,579	NEW	0.41%
ALL	Allstate Corp Financial Services	NEW	1,772	NEW	$421,629	NEW	0.40%
AEP	American Electric Power Co Inc Utilities	NEW	3,039	NEW	$415,765	NEW	0.40%

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.