LeClair Wealth Partners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, LeClair Wealth Partners LLC held in its portfolio 112 assets valued at $172,376,321 (i.e. $172.38M).
The most valuable assets in the portfolio included: FIRST TR EXCHNG TRADED FD VI ($17.66M), APPLE INC ($12.98M), and VANGUARD INDEX FDS ($10.60M).
The chart below shows the top 10 valuable assets, and the table below shows the top 112 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LeClair Wealth Partners LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | 398454 | 17659488 | SMITH OPPORT FXD |
| APPLE INC | 47737 | 12977781 | COM |
| VANGUARD INDEX FDS | 55521 | 10603937 | VALUE ETF |
| FIRST TR EXCHNG TRADED FD VI | 266500 | 9130288 | FT VEST LADDERED |
| FIRST TR EXCHANGE TRADED FD | 103273 | 7174407 | RISNG DIVD ACHIV |
| JANUS DETROIT STR TR | 128444 | 6496680 | HENDRSON AAA CL |
| MICROSOFT CORP | 12933 | 6254657 | COM |
| CINTAS CORP | 27063 | 5089738 | COM |
| ALPHABET INC | 13837 | 4330981 | CAP STK CL A |
| PARKER-HANNIFIN CORP | 4658 | 4094196 | COM |
| NVIDIA CORPORATION | 20981 | 3912957 | COM |
| WILLIAMS SONOMA INC | 21594 | 3856472 | COM |
| INVESCO QQQ TR | 5810 | 3569141 | UNIT SER 1 |
| CAPITAL GROUP GROWTH ETF | 79320 | 3527360 | SHS CREATION UNI |
| BROADCOM INC | 9185 | 3179064 | COM |
| WORTHINGTON ENTERPRISES INC | 58542 | 3019011 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5855 | 2943016 | CL B NEW |
| VANGUARD SPECIALIZED FUNDS | 13083 | 2875382 | DIV APP ETF |
| INVESCO EXCH TRD SLF IDX FD | 143741 | 2399764 | BULETSHS 2031 CP |
| INVESCO EXCH TRD SLF IDX FD | 114843 | 2397352 | BULLETSHS 2032 |
| INVESCO EXCH TRD SLF IDX FD | 110978 | 2381596 | INVESCO BULLETSH |
| INVESCO EXCH TRD SLF IDX FD | 113099 | 2377342 | BULLETSHARES 203 |
| INVESCO EXCH TRD SLF IDX FD | 112532 | 2341791 | BULLETSHARES |
| EXXON MOBIL CORP | 17287 | 2080318 | COM |
| JPMORGAN CHASE & CO. | 6387 | 2058019 | COM |
| WORTHINGTON STL INC | 58314 | 2018831 | COM SHS |
| AMAZON COM INC | 8745 | 2018521 | COM |
| FIRST TR EXCHANGE-TRADED FD | 52442 | 2009579 | SMID RISNG ETF |
| MERCK & CO INC | 17132 | 1803314 | COM |
| FIRST TR EXCHANGE TRADED FD | 18027 | 1745735 | NASD TECH DIV |
| META PLATFORMS INC | 2063 | 1361766 | CL A |
| ALPHABET INC | 4107 | 1288777 | CAP STK CL C |
| VISA INC | 2980 | 1045116 | COM CL A |
| FORD MTR CO | 77141 | 1012090 | COM |
| HOME DEPOT INC | 2883 | 992204 | COM |
| TESLA INC | 2032 | 913831 | COM |
| EMERSON ELEC CO | 6854 | 909663 | COM |
| CINCINNATI FINL CORP | 5342 | 872455 | COM |
| SELECT SECTOR SPDR TR | 5946 | 856046 | STATE STREET TEC |
| AON PLC | 2379 | 839502 | SHS CL A |
| FIRST TR EXCH TRD ALPHDX FD | 18413 | 775095 | EM SML CP ALPH |
| SELECT SECTOR SPDR TR | 4750 | 736820 | STATE STREET IND |
| ELI LILLY & CO | 680 | 730782 | COM |
| FIRST TR EXCHANGE-TRADED FD | 7623 | 705212 | CAP STRENGTH ETF |
| TRANE TECHNOLOGIES PLC | 1786 | 695111 | SHS |
| TJX COS INC NEW | 4366 | 670661 | COM |
| COSTCO WHSL CORP NEW | 748 | 645030 | COM |
| MARATHON PETE CORP | 3863 | 628240 | COM |
| VICTORIAS SECRET AND CO | 11565 | 626476 | COMMON STOCK |
| WALMART INC | 5565 | 619997 | COM |
| PROSPECT CAP CORP | 239118 | 619316 | COM |
| EATON CORP PLC | 1824 | 580962 | SHS |
| FIRST TR EXCHANGE-TRADED FD | 11929 | 549688 | SHS |
| BRISTOL-MYERS SQUIBB CO | 9636 | 519766 | COM |
| BLACKSTONE INC | 3258 | 502188 | COM |
| MIDCAP FINANCIAL INVSTMNT CO | 40885 | 467724 | COM NEW |
| CHUBB LIMITED | 1481 | 462250 | COM |
| ARES CAPITAL CORP | 21087 | 426590 | COM |
| NETFLIX INC | 4440 | 416294 | COM |
| ACCENTURE PLC IRELAND | 1488 | 399230 | SHS CLASS A |
| MOTOROLA SOLUTIONS INC | 1023 | 392136 | COM NEW |
| NEXTERA ENERGY INC | 4743 | 380768 | COM |
| PROCTER AND GAMBLE CO | 2649 | 379687 | COM |
| OREILLY AUTOMOTIVE INC | 4155 | 378978 | COM |
| TEXAS INSTRS INC | 2119 | 367625 | COM |
| QUALCOMM INC | 2135 | 365192 | COM |
| CISCO SYS INC | 4672 | 359884 | COM |
| MASTERCARD INCORPORATED | 630 | 359654 | CL A |
| MARSH & MCLENNAN COS INC | 1820 | 337646 | COM |
| BANK AMERICA CORP | 6097 | 335335 | COM |
| ALLSTATE CORP | 1601 | 333248 | COM |
| AMERICAN ELEC PWR CO INC | 2874 | 331401 | COM |
| INTERCONTINENTAL EXCHANGE IN | 2035 | 329589 | COM |
| ADVANCED MICRO DEVICES INC | 1509 | 323167 | COM |
| ABBVIE INC | 1403 | 320571 | COM |
| ORACLE CORP | 1631 | 317898 | COM |
| DANAHER CORPORATION | 1337 | 306066 | COM |
| AT&T INC | 12201 | 303073 | COM |
| UNITEDHEALTH GROUP INC | 905 | 298750 | COM |
| BOEING CO | 1337 | 290289 | COM |
| RTX CORPORATION | 1544 | 283170 | COM |
| GE AEROSPACE | 904 | 278320 | COM NEW |
| HALLIBURTON CO | 9801 | 276976 | COM |
| PALANTIR TECHNOLOGIES INC | 1551 | 275690 | CL A |
| PROSHARES TR | 3426 | 272984 | LARGE CAP CRE |
| S&P GLOBAL INC | 521 | 272269 | COM |
| SELECT SECTOR SPDR TR | 1742 | 269662 | STATE STREET HEA |
| EDWARDS LIFESCIENCES CORP | 3156 | 269049 | COM |
| ROCKWELL AUTOMATION INC | 688 | 267680 | COM |
| CHIPOTLE MEXICAN GRILL INC | 7159 | 264883 | COM |
| JOHNSON & JOHNSON | 1263 | 261378 | COM |
| MICRON TECHNOLOGY INC | 908 | 259152 | COM |
| SEMPRA | 2920 | 257807 | COM |
| PHILLIPS 66 | 1992 | 257048 | COM |
| SALESFORCE INC | 967 | 256168 | COM |
| CATERPILLAR INC | 445 | 254927 | COM |
| UNION PAC CORP | 1094 | 253064 | COM |
| KLA CORP | 191 | 232080 | COM NEW |
| GOLDMAN SACHS GROUP INC | 262 | 230298 | COM |
| THERMO FISHER SCIENTIFIC INC | 397 | 230042 | COM |
| CVS HEALTH CORP | 2885 | 228954 | COM |
| KEYSIGHT TECHNOLOGIES INC | 1078 | 219039 | COM |
| ISHARES TR | 3309 | 218394 | CORE S&P MCP ETF |
| ENTERGY CORP NEW | 2302 | 212774 | COM |
| TARGA RES CORP | 1111 | 204980 | COM |
| LOCKHEED MARTIN CORP | 419 | 202658 | COM |
| INTERNATIONAL BUSINESS MACHS | 682 | 202015 | COM |
| PROGRESSIVE CORP | 884 | 201304 | COM |
| OUTDOOR HOLDING CO | 100000 | 171000 | COM |
| SIX FLAGS ENTERTAINMENT CORP | 10600 | 162604 | COM |
| 5E ADVANCED MATERIALS INC | 30000 | 91500 | COM NEW |
| OXFORD SQUARE CAP CORP | 18122 | 31895 | COM |
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