LeClair Wealth Partners LLC

CIK

2056667

Location

DUBLIN, OH

Portfolio Value

Micro $823,513

Diversification

Diversified

Filing Date

Global Rank

#7,273 / 8,232 ▼ 1491

Top Industry

Insurance - Life 18.0%

3Y Alpha vs SPY

-3.2%

Period ended 2 months ago

Filed May 5, 2026 · 40d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+19.0%

SPY

+23.4%

Annualised alpha

-3.2%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.0%

+3.2 pts

Top 5

43.4%

+8.4 pts

Top 10

64.2%

+10.4 pts

HHI

620

Diversified+189

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	31.3%	$7,223,405	9
Technology	17.4%	$4,011,930	4
Utilities	13.9%	$3,194,421	4
Healthcare	8.3%	$1,922,464	2
Industrials	7.8%	$1,791,228	2
Consumer Cyclical	5.7%	$1,320,887	2
Unclassified	5.5%	$1,270,887	3
Energy	5.3%	$1,211,284	2
Consumer Defensive	3.6%	$823,513	3
Communication Services	1.3%	$290,256	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	+13,570	90,711	$1,046,804
JNJ	Johnson & Johnson	+2,979	4,242	$1,036,914
ETN	Eaton Corp plc	+2,267	4,091	$1,463,227
CB	Chubb Ltd	+497	1,978	$644,689
BA	Boeing Co	+311	1,648	$328,001
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−42,033	5,704	$1,447,618
NVDA	Nvidia Corp	−19,695	1,286	$224,278
MSFT	Microsoft Corp	−8,608	4,325	$1,600,985
AMZN	Amazon Com Inc	−7,429	1,316	$274,083
JPM	Jpmorgan Chase & Co	−4,821	1,566	$460,654
AON	Aon plc	−1,306	1,073	$346,342
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
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
LRCX	Lam Research Corp	3,459	$739,049
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
GLDM	World Gold Trust	3,736	$346,289
XEL	Xcel Energy Inc	4,346	$345,246
TAP	Molson Coors Beverage Co	7,253	$312,314
KO	Coca Cola Co	3,982	$302,831
MBWM	Mercantile Bank Corp	5,826	$294,213
VZ	Verizon Communications Inc	5,782	$290,256
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.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CTAS	Cintas Corp	27,063	$5,089,738
GOOGL	Alphabet Inc.	13,837	$4,330,981
PH	Parker-Hannifin Corp	4,658	$4,094,195
WSM	Williams Sonoma Inc	21,594	$3,856,472
QQQ	Invesco Qqq Trust, Series 1	5,810	$3,569,141
AVGO	Broadcom Inc.	9,185	$3,178,928
WOR	Worthington Enterprises, Inc.	58,542	$3,019,010
BRK-B	Berkshire Hathaway Inc	5,855	$2,943,015
XOM	Exxon Mobil Corp	17,287	$2,080,317
WS	Worthington Steel, Inc.	58,314	$2,018,830
MRK	Merck & Co., Inc.	17,132	$1,803,314
META	Meta Platforms, Inc.	2,063	$1,361,765
V	Visa Inc.	2,980	$1,045,115
HD	Home Depot, Inc.	2,883	$992,040
TSLA	Tesla, Inc.	2,032	$913,831
EMR	Emerson Electric Co	6,854	$909,662
CINF	Cincinnati Financial Corp	5,342	$872,455
LLY	ELI LILLY & Co	680	$730,782
TT	Trane Technologies plc	1,786	$695,111
TJX	Tjx Companies Inc /De/	4,366	$670,661
COST	Costco Wholesale Corp /New	748	$645,030
MPC	Marathon Petroleum Corp	3,863	$628,239
VSCO	Victoria's Secret & Co.	11,565	$626,476
WMT	Walmart Inc.	5,565	$619,996
PSEC	Prospect Capital Corp	239,118	$619,315
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $823,513 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TAP	Molson Coors Beverage Co Consumer Defensive	NEW	7,253	NEW	$312,314	NEW	37.92%
KO	Coca Cola Co Consumer Defensive	NEW	3,982	NEW	$302,831	NEW	36.77%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	3,615	NEW	$208,368	NEW	25.30%