§ 13F · FUND PROFILE
LeClair Wealth Partners LLC.
AUM · $193M (13F)Positions · 132Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$162M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FIXD | FIRST TR EXCHNG TRADED FD VI | 411K | $18M | 9.3% | NEW |
| 2 | AAPL | APPLE INC | 47K | $14M | 7.0% | +722% |
| 3 | VTV | VANGUARD INDEX FDS | 52K | $11M | 5.9% | NEW |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | 231K | $8M | 4.4% | NEW |
| 5 | JAAA | JANUS DETROIT STR TR | 138K | $7M | 3.6% | NEW |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | 80K | $6M | 3.4% | NEW |
| 7 | WSM | WILLIAMS SONOMA INC | 22K | $5M | 2.6% | NEW |
| 8 | GOOGL | ALPHABET INC | 14K | $5M | 2.5% | NEW |
| 9 | MSFT | MICROSOFT CORP | 13K | $5M | 2.4% | +191% |
| 10 | PH | PARKER-HANNIFIN CORP | 5K | $4M | 2.3% | 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 $193 million in assets. The fund runs a portfolio of 132 positions.
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