LeClair Wealth Partners LLC
Sector Allocation
- Other42.6%$82.3M
- Technology21.5%$41.4M
- Financials10.7%$20.7M
- Consumer Discretionary8.9%$17.2M
- Industrials4.9%$9.5M
- Materials3.4%$6.6M
- Healthcare2.9%$5.6M
- Energy2.3%$4.5M
- Consumer Staples0.9%$1.7M
- Utilities0.8%$1.4M
AUM History
13fpro.ai/research/fund/leclair-wealth-partners-llc-2056667
Conviction and streaks
Diversifying · top 10 = 43.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- FIRST$17.9M
AAPL
$13.6M- VANGUARD$11.4M
- FIRST$8.4M
- JANUS$6.9M
- FIRST$6.5M
WSM
$5.0MGOOGL
$4.9MMSFT
$4.7MPH
$4.5MCTAS
$4.3MQQQ
$4.2M- CAPITAL$3.7M
NVDA
$3.7MAVGO
$3.2MWOR
$3.1M- VANGUARD$3.0M
BRK.B
$2.9MIVZ
$2.5M- $2.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/leclair-wealth-partners-llc-2056667
LeClair Wealth Partners LLC 13F holdings — Q2 2026
$193.0M portfolio (-33.3% QoQ) · 132 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio
- 1
FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD
$17.9M
9.3% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $13.6M
7.0% of stocks
+722%This quarter+11.2%Since filed1+ qtrsHeld- 3
VANGUARD INDEX FDS - VALUE ETF
$11.4M
5.9% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 4
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF
$8.4M
4.4% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 5
JANUS DETROIT STR TR - HENDRSON AAA CL
$6.9M
3.6% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 6
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
$6.5M
3.4% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $5.0M
2.6% of stocks
NewThis quarter+0.4%Since filedNew this quarterHeld$4.9M
2.5% of stocks
NewThis quarter-16.3%Since filedNew this quarterHeld$4.7M
2.4% of stocks
+191%This quarter+8.1%Since filed1+ qtrsHeld$4.5M
2.3% of stocks
NewThis quarter-8.9%Since filedNew this quarterHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | $17.9M | 9.3% | New | — | New this quarter | — | — | |
| 2 | $13.6M | 7.0% | +722% | +11.2% | 1+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | VANGUARD INDEX FDS - VALUE ETF | $11.4M | 5.9% | New | — | New this quarter | — | — | |
| 4 | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $8.4M | 4.4% | New | — | New this quarter | — | — | |
| 5 | JANUS DETROIT STR TR - HENDRSON AAA CL | $6.9M | 3.6% | New | — | New this quarter | — | — | |
| 6 | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $6.5M | 3.4% | New | — | New this quarter | — | — | |
| 7 | $5.0M | 2.6% | New | +0.4% | New this quarter | 62.8#667 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $4.9M | 2.5% | New | -16.3% | New this quarter | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $4.7M | 2.4% | +191% | +8.1% | 1+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $4.5M | 2.3% | New | -8.9% | New this quarter | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — LeClair Wealth Partners LLC (Q2 2026)
132 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CINTAS CORP | Consumer Discretionary | $4.3M | 2.2% | 25K | New | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $4.2M | 2.2% | 5,762 | New | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNITetf/fund | — | $3.7M | 1.9% | 79K | New | — | — | 13F |
| 14 | NVIDIA CORP | Technology | $3.7M | 1.9% | 18K | +1322% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Broadcom Inc. | Technology | $3.2M | 1.7% | 8,573 | New | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | WORTHINGTON ENTERPRISES, INC. | Materials | $3.1M | 1.6% | 58K | New | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $3.0M | 1.5% | 13K | New | — | — | 13F |
| 18 | BERKSHIRE HATHAWAY INC | Financials | $2.9M | 1.5% | 5,836 | New | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Invesco Ltd. | Financials | $2.5M | 1.3% | 121K | New | 1+ qtrs | — | 13F | |
| 20 | Invesco Ltd. | Financials | $2.5M | 1.3% | 151K | New | 1+ qtrs | — | 13F | |
| 21 | — | INVESCO EXCH TRD SLF IDX FD - BULLETSHARES | — | $2.5M | 1.3% | 120K | New | — | — | 13F |
| 22 | Invesco Ltd.etf/fund | Financials | $2.5M | 1.3% | 117K | New | 1+ qtrs | — | 13F | |
| 23 | Invesco Ltd.etf/fund | Financials | $2.5M | 1.3% | 119K | New | 1+ qtrs | — | 13F | |
| 24 | EXXON MOBIL CORP | Energy | $2.4M | 1.2% | 17K | New | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETFetf/fund | — | $2.2M | 1.2% | 52K | New | — | — | 13F |
| 26 | $MRK | Merck & Co., Inc. | Healthcare | $2.2M | 1.1% | 17K | New | |||
| 27 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.2M | 1.1% | 9,236 | +602% | |||
| 28 | $JPM | JPMORGAN CHASE & CO | Financials | $2.1M | 1.1% | 6,379 | +307% | |||
| 29 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $2.0M | 1.1% | 18K | New | |||
| 30 | $WS | Worthington Steel, Inc. | Materials | $2.0M | 1.0% | 59K | New | |||
| 31 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | — | $1.8M | 0.9% | 16K | New | |||
| 32 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $1.7M | 0.9% | 8,767 | New | |||
| 33 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | — | $1.7M | 0.9% | 38K | New | |||
| 34 | — | SPROTT FDS TR - SPROTT CRITICAL | — | $1.5M | 0.8% | 48K | New | |||
| 35 | $GOOG | Alphabet Inc. | Technology | $1.4M | 0.7% | 3,884 | New | |||
| 36 | $SBMT | SILVER BOW MINING CORP. | Materials | $1.2M | 0.6% | 178K | New | |||
| 37 | $MU | MICRON TECHNOLOGY INC | Technology | $1.2M | 0.6% | 1,027 | New | |||
| 38 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.6% | 2,057 | New | |||
| 39 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.1M | 0.6% | 5,946 | New | |||
| 40 | $F | FORD MOTOR CO | Consumer Discretionary | $1.1M | 0.6% | 77K | -15% | |||
| 41 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.0M | 0.5% | 2,888 | New | |||
| 42 | $V | VISA INC. | Financials | $1.0M | 0.5% | 2,925 | New | |||
| 43 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $986K | 0.5% | 5,323 | New | |||
| 44 | $EMR | EMERSON ELECTRIC CO | Industrials | $980K | 0.5% | 6,845 | New | |||
| 45 | $VSXY | Victoria's Secret & Co. | Consumer Discretionary | $965K | 0.5% | 12K | New | |||
| 46 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $880K | 0.5% | 4,750 | New | |||
| 47 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $877K | 0.5% | 1,511 | New | |||
| 48 | $TT | Trane Technologies plc | Technology | $874K | 0.5% | 1,779 | New | |||
| 49 | $MPC | Marathon Petroleum Corp | Energy | $866K | 0.5% | 3,387 | New | |||
| 50 | $TSLA | Tesla, Inc. | Consumer Discretionary | $847K | 0.4% | 2,013 | New | |||
| 51 | $LLY | ELI LILLY & Co | Healthcare | $845K | 0.4% | 704 | New | |||
| 52 | — | FIRST TR EXCH TRD ALPHDX FD - EM SML CP ALPH | — | $835K | 0.4% | 18K | New | |||
| 53 | $ETN | Eaton Corp plc | Industrials | $794K | 0.4% | 1,862 | -54% | |||
| 54 | $AON | Aon plc | Financials | $788K | 0.4% | 2,374 | +121% | |||
| 55 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $699K | 0.4% | 747 | New | |||
| 56 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | — | $691K | 0.4% | 7,356 | New | |||
| 57 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $659K | 0.3% | 4,350 | New | |||
| 58 | $WMT | Walmart Inc. | Consumer Staples | $640K | 0.3% | 5,654 | New | |||
| 59 | $TXN | TEXAS INSTRUMENTS INC | Technology | $632K | 0.3% | 2,121 | New | |||
| 60 | $KLAC | KLA CORP | Technology | $585K | 0.3% | 1,938 | New | |||
| 61 | $CSCO | CISCO SYSTEMS, INC. | Technology | $583K | 0.3% | 4,964 | New | |||
| 62 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $572K | 0.3% | 9,922 | New | |||
| 63 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $570K | 0.3% | 12K | New | |||
| 64 | $PSEC | PROSPECT CAPITAL CORP | Other | $552K | 0.3% | 239K | New | |||
| 65 | $INTC | INTEL CORP | Technology | $518K | 0.3% | 3,707 | New | |||
| 66 | $CB | Chubb Ltd | Financials | $506K | 0.3% | 1,486 | -25% | |||
| 67 | $CAT | CATERPILLAR INC | Industrials | $502K | 0.3% | 471 | New | |||
| 68 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $454K | 0.2% | 628 | New | |||
| 69 | $LRCX | LAM RESEARCH CORP | Technology | $450K | 0.2% | 1,039 | -70% | |||
| 70 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $442K | 0.2% | 1,064 | New | |||
| 71 | $NEE | NEXTERA ENERGY INC | Utilities | $439K | 0.2% | 5,003 | New | |||
| 72 | $MSI | Motorola Solutions, Inc. | Technology | $429K | 0.2% | 1,032 | New | |||
| 73 | $ALL | ALLSTATE CORP | Financials | $422K | 0.2% | 1,772 | New | |||
| 74 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $416K | 0.2% | 3,039 | New | |||
| 75 | $GE | GENERAL ELECTRIC CO | Industrials | $413K | 0.2% | 1,105 | New | |||
| 76 | $MFIC | MidCap Financial Investment Corp | Other | $412K | 0.2% | 41K | New | |||
| 77 | $BX | Blackstone Inc. | Financials | $395K | 0.2% | 3,353 | New | |||
| 78 | $ARCC | ARES CAPITAL CORP | Other | $391K | 0.2% | 21K | New | |||
| 79 | $QCOM | QUALCOMM INC/DE | Technology | $390K | 0.2% | 2,109 | New | |||
| 80 | $ABBV | AbbVie Inc. | Healthcare | $385K | 0.2% | 1,531 | New | |||
| 81 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $384K | 0.2% | 4,167 | New | |||
| 82 | $KEYS | Keysight Technologies, Inc. | Technology | $380K | 0.2% | 1,086 | New | |||
| 83 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $372K | 0.2% | 2,535 | New | |||
| 84 | $SNDK | Sandisk Corp | Technology | $359K | 0.2% | 158 | New | |||
| 85 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $344K | 0.2% | 695 | New | |||
| 86 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $344K | 0.2% | 6,030 | New | |||
| 87 | $GEV | GE Vernova Inc. | Industrials | $342K | 0.2% | 291 | New | |||
| 88 | $JNJ | JOHNSON & JOHNSON | Healthcare | $339K | 0.2% | 1,335 | -69% | |||
| 89 | $PSX | Phillips 66 | Energy | $339K | 0.2% | 2,005 | New | |||
| 90 | $HAL | HALLIBURTON CO | Energy | $334K | 0.2% | 9,825 | New | |||
| 91 | $RTX | RTX Corp | Industrials | $329K | 0.2% | 1,735 | New | |||
| 92 | $MA | Mastercard Inc | Financials | $329K | 0.2% | 641 | New | |||
| 93 | $BA | BOEING CO | Industrials | $327K | 0.2% | 1,512 | -8% | |||
| 94 | $NFLX | NETFLIX INC | Communication Services | $325K | 0.2% | 4,551 | New | |||
| 95 | $CVS | CVS HEALTH Corp | Healthcare | $314K | 0.2% | 3,032 | New | |||
| 96 | $DVN | DEVON ENERGY CORP/DE | Energy | $306K | 0.2% | 7,417 | New | |||
| 97 | $EW | Edwards Lifesciences Corp | Healthcare | $306K | 0.2% | 3,387 | New | |||
| 98 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $304K | 0.2% | 1,822 | New | |||
| 99 | $ETR | ENTERGY CORP /DE/ | Utilities | $298K | 0.1% | 2,596 | New | |||
| 100 | $UNP | UNION PACIFIC CORP | Industrials | $296K | 0.1% | 1,088 | New | |||
| 101 | $RLJ | RLJ Lodging Trust | Real Estate | $294K | 0.1% | 25K | New | |||
| 102 | — | PROSHARES TR - LARGE CAP CRE | — | $292K | 0.1% | 3,426 | New | |||
| 103 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $287K | 0.1% | 6,785 | +17% | |||
| 104 | $SRE | SEMPRA | Utilities | $287K | 0.1% | 3,091 | New | |||
| 105 | $T | AT&T INC. | Communication Services | $284K | 0.1% | 14K | New | |||
| 106 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $276K | 0.1% | 1,742 | New | |||
| 107 | $GS | GOLDMAN SACHS GROUP INC | Financials | $274K | 0.1% | 271 | -94% | |||
| 108 | $CBRL | CRACKER BARREL OLD COUNTRY STORE, INC | Consumer Discretionary | $268K | 0.1% | 5,032 | New | |||
| 109 | $TRGP | Targa Resources Corp. | Energy | $262K | 0.1% | 978 | New | |||
| 110 | — | ISHARES TR - CORE S&P MCP ETF | — | $255K | 0.1% | 3,309 | New | |||
| 111 | $CLDT | Chatham Lodging Trust | Real Estate | $253K | 0.1% | 19K | New | |||
| 112 | $ICE | Intercontinental Exchange, Inc. | Financials | $251K | 0.1% | 2,042 | New | |||
| 113 | $LIN | LINDE PLC | Materials | $251K | 0.1% | 483 | New | |||
| 114 | $MRVL | Marvell Technology, Inc. | Technology | $243K | 0.1% | 816 | New | |||
| 115 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $242K | 0.1% | 7,122 | New | |||
| 116 | $XHR | Xenia Hotels & Resorts, Inc. | Consumer Discretionary | $240K | 0.1% | 12K | New | |||
| 117 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $240K | 0.1% | 852 | New | |||
| 118 | $KRG | KITE REALTY GROUP TRUST | Real Estate | $238K | 0.1% | 8,398 | New | |||
| 119 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $236K | 0.1% | 2,738 | New | |||
| 120 | $NXPI | NXP Semiconductors N.V. | Technology | $235K | 0.1% | 837 | New | |||
| 121 | $POWW | Outdoor Holding Co | Industrials | $228K | 0.1% | 100K | New | |||
| 122 | $FUN | Six Flags Entertainment Corporation/NEW | Communication Services | $226K | 0.1% | 11K | New | |||
| 123 | $ORCL | ORACLE CORP | Technology | $225K | 0.1% | 1,538 | New | |||
| 124 | $DHI | HORTON D R INC /DE/ | Industrials | $217K | 0.1% | 1,335 | New | |||
| 125 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $214K | 0.1% | 427 | New | |||
| 126 | $LMT | LOCKHEED MARTIN CORP | Industrials | $214K | 0.1% | 419 | New | |||
| 127 | $SPGI | S&P Global Inc. | Financials | $208K | 0.1% | 511 | New | |||
| 128 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $203K | 0.1% | 2,855 | New | |||
| 129 | $ADI | ANALOG DEVICES INC | Technology | $203K | 0.1% | 512 | New | |||
| 130 | $DRH | DiamondRock Hospitality Co | Real Estate | $193K | 0.1% | 16K | New | |||
| 131 | $FEAM | 5E Advanced Materials, Inc. | Materials | $56K | 0.0% | 40K | New | |||
| 132 | $OXSQ | Oxford Square Capital Corp. | Other | $24K | 0.0% | 18K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 113 new, 8 added to, 7 trimmed, 82 sold out. Share-count changes; largest moves by dollar size first.
New positions (113)
- FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD$17.9M
first bought this quarter
- VANGUARD INDEX FDS - VALUE ETF$11.4M
first bought this quarter
- FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF$8.4M
first bought this quarter
- JANUS DETROIT STR TR - HENDRSON AAA CL$6.9M
first bought this quarter
- FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV$6.5M
first bought this quarter
first bought this quarter
+107 more in the Excel export
Added to (8)
now $13.6M · held 1+ qtrs
now $3.7M · held 1+ qtrs
now $4.7M · held 1+ qtrs
$AMZNAMAZON COM INC+602%
now $2.2M · held 1+ qtrs
$JPMJPMORGAN CHASE & CO+307%
now $2.1M · held 1+ qtrs
$AONAon plc+121%
now $788K · held 1+ qtrs
+2 more in the Excel export
Trimmed (7)
$GSGOLDMAN SACHS GROUP INC-94%
now $274K · held 1+ qtrs
$LRCXLAM RESEARCH CORP-70%
now $450K · held 1+ qtrs
$ETNEaton Corp plc-54%
now $794K · held 1+ qtrs
$JNJJOHNSON & JOHNSON-69%
now $339K · held 1+ qtrs
$FFORD MOTOR CO-15%
now $1.1M · held 1+ qtrs
$CBChubb Ltd-25%
now $506K · held 1+ qtrs
+1 more in the Excel export
Sold out (82)
- PGIM ETF TRwas $33.9M
- J P MORGAN EXCHANGE TRADED Fwas $21.3M
- VICTORY PORTFOLIOS IIwas $20.6M
- SPDR SERIES TRUSTwas $18.5M
- VICTORY PORTFOLIOS IIwas $18.1M
- MORGAN STANLEY ETF TRUSTwas $16.8M
+76 more in the Excel export
Holdings by quarter
Every 13F LeClair Wealth Partners LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow LeClair Wealth Partners?
Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LeClair Wealth Partners's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.0%
Value-weighted move of the 10 largest stock positions
Turnover
—
Last quarter
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LeClair Wealth Partners LLC disclosed 132 positions worth $193.0M in its Form 13F-HR for Q2 2026, followed by $AAPL. During the quarter the fund opened 113 new positions and exited 82. The portfolio is most concentrated in Other (42.6% of disclosed assets). All figures are sourced directly from LeClair Wealth Partners LLC’s Form 13F-HR filing with the SEC under CIK 2056667.
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AI-Powered Hedge Fund Analysis: LeClair Wealth Partners LLC
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Every holding in LeClair Wealth Partners LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.