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LeClair Wealth Partners

Latest statistics and disclosures from LeClair Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are PULS, JCPB, UITB, XMHQ, SPYM, and represent 39.57% of LeClair Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: PULS (+$34M), JCPB (+$21M), UITB (+$21M), XMHQ (+$20M), SPYM (+$19M), USVM (+$18M), EVSD (+$17M), RWL (+$16M), HMOP (+$8.7M), GSIE (+$7.0M).
Started 92 new stock positions in CLOX, SPY, XBJA, KO, CVX, PMAR, EVLN, USVM, JXN, JANW.
Reduced shares in these 10 stocks: FIXD (-$18M), AAPL (-$11M), VTV (-$11M), BUFR (-$9.1M), RDVY (-$7.2M), JAAA (-$6.5M), CTAS (-$5.1M), GOOGL, PH, WSM.
Sold out of its positions in POWW, T, ABBV, AMD, ALL, GOOG, GOOGL, AEP, MFIC, ARCC.
LeClair Wealth Partners was a net buyer of stock by $120M.
LeClair Wealth Partners has $289M in assets under management (AUM), dropping by 67.88%.
Central Index Key (CIK): 0002056667

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Portfolio Holdings for LeClair Wealth Partners

LeClair Wealth Partners holds 103 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	11.7	$34M	NEW	685k	49.50	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	7.4	$21M	NEW	453k	47.08	View chart
Victory Portfolios Ii Core Intermediat (UITB)	7.1	$21M	NEW	439k	47.02	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	7.0	$20M	NEW	195k	103.37	View chart
Spdr Series Trust State Street Spd (SPYM)	6.4	$19M	NEW	242k	76.54	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	6.3	$18M	NEW	191k	94.68	View chart
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)	5.8	$17M	NEW	329k	50.94	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	5.6	$16M	NEW	141k	114.91	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	3.0	$8.7M	NEW	224k	38.74	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	2.4	$7.0M	NEW	163k	43.13	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	2.4	$7.0M	NEW	292k	23.98	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.3	$6.6M	NEW	117k	56.68	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.1	$6.2M	NEW	122k	50.61	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	2.1	$6.0M	NEW	75k	79.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	2.0	$5.8M	NEW	126k	46.13	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	2.0	$5.7M	NEW	8.00	718140.00	View chart
Morgan Stanley Etf Trust Parametric Equit (PAPI)	1.8	$5.3M	NEW	194k	27.36	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBJA)	1.7	$4.9M	NEW	160k	30.43	View chart
Jackson Financial Com Cl A (JXN)	1.4	$3.9M	NEW	37k	105.72	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBNV)	1.3	$3.7M	NEW	129k	28.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.9	$2.5M	NEW	62k	40.10	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.7	$2.1M	NEW	54k	39.80	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBDE)	0.7	$2.0M	NEW	70k	29.01	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.6	$1.6M	NEW	45k	36.48	View chart
Microsoft Corporation (MSFT)	0.6	$1.6M	-66%	4.3k	370.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.5	$1.6M	NEW	35k	44.62	View chart
CMS Energy Corporation (CMS)	0.5	$1.6M	NEW	20k	77.58	View chart
Eaton Corp SHS (ETN)	0.5	$1.5M	+124%	4.1k	357.67	View chart
Apple (AAPL)	0.5	$1.4M	-88%	5.7k	253.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.2M	NEW	8.0k	148.11	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBAP)	0.4	$1.2M	NEW	40k	29.40	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.4	$1.1M	NEW	26k	41.83	View chart
DTE Energy Company (DTE)	0.4	$1.1M	NEW	7.3k	146.23	View chart
Spdr Series Trust State Street Spd (SPSB)	0.4	$1.0M	NEW	35k	30.07	View chart
Ford Motor Company (F)	0.4	$1.0M	+17%	91k	11.54	View chart
Johnson & Johnson (JNJ)	0.4	$1.0M	+235%	4.2k	244.43	View chart
Calamos Etf Tr S&p 500 Structrd (CPSA)	0.4	$1.0M	NEW	38k	26.89	View chart
Stryker Corporation (SYK)	0.3	$886k	NEW	2.7k	328.65	View chart
Calamos Etf Tr S&p 500 Structur (CPSO)	0.3	$832k	NEW	31k	27.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$830k	NEW	3.5k	237.65	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBFB)	0.3	$810k	NEW	27k	30.04	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$794k	NEW	14k	55.24	View chart
Calamos Etf Tr S&p 500 Structur (CPSJ)	0.3	$784k	NEW	29k	26.87	View chart
Chevron Corporation (CVX)	0.3	$760k	NEW	3.7k	206.91	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)	0.3	$757k	NEW	25k	29.87	View chart
Lam Research Corp Com New (LRCX)	0.3	$739k	NEW	3.5k	213.64	View chart
Pgim Rock Etf Tr S&p 500 Buffer (OCTP)	0.3	$737k	NEW	25k	29.63	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$658k	NEW	9.7k	68.14	View chart
Calamos Etf Tr S&p 500 Structu (CPSD)	0.2	$647k	NEW	25k	25.92	View chart
Chubb (CB)	0.2	$645k	+33%	2.0k	325.99	View chart
Morgan Stanley Com New (MS)	0.2	$599k	NEW	3.6k	164.59	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	0.2	$571k	NEW	18k	31.28	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBMR)	0.2	$480k	NEW	16k	30.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$477k	NEW	11k	43.11	View chart
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)	0.2	$467k	NEW	9.7k	48.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$465k	NEW	11k	42.50	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$465k	NEW	9.3k	49.99	View chart
Calamos Etf Tr S P 500 Structur (CPSM)	0.2	$461k	NEW	16k	28.86	View chart
JPMorgan Chase & Co. (JPM)	0.2	$461k	-75%	1.6k	294.10	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.2	$457k	NEW	14k	33.41	View chart
Fifth Third Ban (FITB)	0.2	$454k	NEW	9.8k	46.46	View chart
Dt Midstream Common Stock (DTM)	0.2	$452k	NEW	3.4k	134.65	View chart
Calamos Etf Tr S&p 500 Structur (CPST)	0.2	$447k	NEW	17k	26.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$440k	NEW	10k	43.06	View chart
Calamos Etf Tr S&p 500 Structur (CPSR)	0.1	$421k	NEW	17k	25.27	View chart
Spdr Series Trust State Street Spd (KBE)	0.1	$418k	NEW	7.0k	59.55	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$381k	NEW	4.6k	82.75	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$372k	NEW	3.0k	125.12	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$367k	NEW	4.9k	74.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$367k	NEW	1.3k	287.26	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$362k	NEW	9.2k	39.14	View chart
Aon Shs Cl A (AON)	0.1	$347k	-54%	1.1k	322.92	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$346k	NEW	3.7k	92.69	View chart
Xcel Energy (XEL)	0.1	$345k	NEW	4.3k	79.44	View chart
Boeing Company (BA)	0.1	$328k	+23%	1.6k	199.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$327k	NEW	7.1k	45.97	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$327k	NEW	4.4k	74.54	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$318k	NEW	3.7k	86.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$316k	NEW	985.00	320.76	View chart
Molson Coors Beverage CL B (TAP)	0.1	$312k	NEW	7.3k	43.06	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBAU)	0.1	$311k	NEW	11k	29.64	View chart
Series Portfolios Tr Eldridge Aaa Clo (CLOX)	0.1	$310k	NEW	12k	25.57	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.1	$306k	NEW	10k	30.03	View chart
Coca-Cola Company (KO)	0.1	$303k	NEW	4.0k	76.05	View chart
Aim Etf Products Trust Allianzim Us Eqt (APRW)	0.1	$300k	NEW	8.5k	35.38	View chart
Mercantile Bank (MBWM)	0.1	$294k	NEW	5.8k	50.50	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.1	$294k	NEW	8.7k	33.66	View chart
Verizon Communications (VZ)	0.1	$290k	NEW	5.8k	50.20	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$289k	NEW	5.2k	55.67	View chart
Amazon (AMZN)	0.1	$274k	-84%	1.3k	208.27	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)	0.1	$270k	NEW	9.1k	29.72	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$270k	NEW	5.5k	49.37	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$268k	NEW	31k	8.66	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$266k	NEW	410.00	649.73	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$263k	NEW	3.1k	84.66	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$241k	NEW	629.00	383.27	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBMY)	0.1	$229k	NEW	7.6k	30.26	View chart
J P Morgan Exchange Traded F Healthcare Leade (JDOC)	0.1	$228k	NEW	4.1k	55.57	View chart
Wintrust Financial Corporation (WTFC)	0.1	$227k	NEW	1.6k	138.92	View chart
NVIDIA Corporation (NVDA)	0.1	$224k	-93%	1.3k	174.44	View chart
California Water Service (CWT)	0.1	$221k	NEW	4.9k	45.34	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$214k	NEW	4.0k	53.35	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$208k	NEW	3.6k	57.64	View chart

Past Filings by LeClair Wealth Partners

SEC 13F filings are viewable for LeClair Wealth Partners going back to 2025

LeClair Wealth Partners 2026 Q1 filed May 5, 2026
LeClair Wealth Partners 2025 Q4 filed Feb. 11, 2026
LeClair Wealth Partners 2025 Q3 filed Nov. 12, 2025
LeClair Wealth Partners 2025 Q2 filed Aug. 6, 2025

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