LeClair Wealth Partners

LeClair Wealth Partners as of March 31, 2026

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