LeClair Wealth Partners LLC 13F Holdings · Q2 2026
LeClair Wealth Partners LLC reported 132 securities worth $193.03M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: FIXD (9.28%), AAPL (7.03%), VTV (5.91%). Among its top 25 positions this quarter: 22 new, 3 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FIXD | FIRST TR EXCHNG TRADED FD VI | $17.9M | 9.28% | 410,941 | New |
| 2 | AAPL | APPLE INC | $13.6M | 7.03% | 46,905 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $11.4M | 5.91% | 52,383 | New |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | $8.4M | 4.38% | 231,275 | New |
| 5 | JAAA | JANUS DETROIT STR TR | $6.9M | 3.60% | 137,519 | New |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | $6.5M | 3.36% | 80,093 | New |
| 7 | WSM | WILLIAMS SONOMA INC | $5.0M | 2.60% | 21,504 | New |
| 8 | GOOGL | ALPHABET INC | $4.9M | 2.53% | 13,674 | New |
| 9 | MSFT | MICROSOFT CORP | $4.7M | 2.43% | 12,591 | Added |
| 10 | PH | PARKER-HANNIFIN CORP | $4.5M | 2.32% | 4,574 | New |
| 11 | CTAS | CINTAS CORP | $4.3M | 2.22% | 25,218 | New |
| 12 | QQQ | INVESCO QQQ TR | $4.2M | 2.20% | 5,762 | New |
| 13 | CGGR | CAPITAL GROUP GROWTH ETF | $3.7M | 1.92% | 78,654 | New |
| 14 | NVDA | NVIDIA CORPORATION | $3.7M | 1.90% | 18,285 | Added |
| 15 | AVGO | BROADCOM INC | $3.2M | 1.68% | 8,573 | New |
| 16 | WOR | WORTHINGTON ENTERPRISES INC | $3.1M | 1.62% | 58,227 | New |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $3.0M | 1.54% | 12,599 | New |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.51% | 5,836 | New |
| 19 | BSCV | INVESCO EXCH TRD SLF IDX FD | $2.5M | 1.28% | 150,853 | New |
| 20 | BSCW | INVESCO EXCH TRD SLF IDX FD | $2.5M | 1.28% | 120,571 | New |
| 21 | BSCX | INVESCO EXCH TRD SLF IDX FD | $2.5M | 1.27% | 116,695 | New |
| 22 | BSCY | INVESCO EXCH TRD SLF IDX FD | $2.5M | 1.27% | 118,822 | New |
| 23 | BSCZ | INVESCO EXCH TRD SLF IDX FD | $2.5M | 1.27% | 120,082 | New |
| 24 | XOM | EXXON MOBIL CORP | $2.4M | 1.23% | 17,302 | New |
| 25 | SDVY | FIRST TR EXCHANGE TRADED FD | $2.2M | 1.16% | 51,705 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR