DOSSIER · 13F-HR · Q2 2026

LeClair Wealth Partners LLC

$193M in tracked AUM across 132 positions as of Q2 2026.

LW
CIK 0002056667 · last filed Jun 30, 2026
Total AUM
$193M
as of Q2 2026
Holdings
132
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

LeClair Wealth Partners LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FIXD
FIRST TR EXCHNG TRADED FD VI
$18M411K9.3%
02
AAPL
APPLE INC
$14M47K7.0%
03
VTV
VANGUARD INDEX FDS
$11M52K5.9%
04
BUFR
FIRST TR EXCHNG TRADED FD VI
$8M231K4.4%
05
JAAA
JANUS DETROIT STR TR
$7M138K3.6%
06
RDVY
FIRST TR EXCHANGE TRADED FD
$6M80K3.4%
07
WSM
WILLIAMS SONOMA INC
$5M22K2.6%
08
GOOGL
ALPHABET INC
$5M14K2.5%
09
MSFT
MICROSOFT CORP
$5M13K2.4%
10
PH
PARKER-HANNIFIN CORP
$4M5K2.3%

Filing history

2026Q2Jun 30
$193M 33.3%
132 positionsView →
2026Q1Mar 31
$289M 67.9%
103 positionsView →
2025Q4Dec 31
$172M 7.4%
112 positionsView →
2025Q3Sep 30
$160M 9.0%
105 positionsView →
2025Q2Jun 30
$147M 6.1%
100 positionsLocked
2025Q1Mar 31
$139M 7.5%
95 positionsLocked
2024Q4Dec 31
$150M
96 positionsLocked