§ 13F · FUND PROFILE
LeClair Wealth Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $160M (13F)Positions · 105Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$281M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PULS | PGIM ETF TR | 685K | $34M | 11.7% | NEW |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 453K | $21M | 7.4% | NEW |
| 3 | UITB | VICTORY PORTFOLIOS II | 439K | $21M | 7.1% | NEW |
| 4 | XMHQ | INVESCO EXCHANGE TRADED FD T | 195K | $20M | 7.0% | NEW |
| 5 | SPYM | SPDR SERIES TRUST | 242K | $19M | 6.4% | NEW |
| 6 | USVM | VICTORY PORTFOLIOS II | 191K | $18M | 6.3% | NEW |
| 7 | EVSD | MORGAN STANLEY ETF TRUST | 329K | $17M | 5.8% | NEW |
| 8 | RWL | INVESCO EXCH TRADED FD TR II | 141K | $16M | 5.6% | NEW |
| 9 | HMOP | HARTFORD FDS EXCHANGE TRADED | 224K | $9M | 3.0% | NEW |
| 10 | GSIE | GOLDMAN SACHS ETF TR | 163K | $7M | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LECLAIR SIGNAL
AC read
LeClair Wealth Partners LLC is a Other fund managing $160 million in assets. The fund runs a portfolio of 105 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed