DOSSIER · 13F-HR · Q1 2026

LeClair Wealth Partners LLC

$289M in tracked AUM across 103 positions as of Q1 2026.

LW
CIK 0002056667 · last filed Mar 31, 2026
Total AUM
$289M
as of Q1 2026
Holdings
103
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

LeClair Wealth Partners LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PULS
PGIM ETF TR
$34M685K11.7%
02
JCPB
J P MORGAN EXCHANGE TRADED F
$21M453K7.4%
03
UITB
VICTORY PORTFOLIOS II
$21M439K7.1%
04
XMHQ
INVESCO EXCHANGE TRADED FD T
$20M195K7.0%
05
SPYM
SPDR SERIES TRUST
$19M242K6.4%
06
USVM
VICTORY PORTFOLIOS II
$18M191K6.3%
07
EVSD
MORGAN STANLEY ETF TRUST
$17M329K5.8%
08
RWL
INVESCO EXCH TRADED FD TR II
$16M141K5.6%
09
HMOP
HARTFORD FDS EXCHANGE TRADED
$9M224K3.0%
10
GSIE
GOLDMAN SACHS ETF TR
$7M163K2.4%

Filing history

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