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CIK: 0002056667
Total reported value
$193.0M
$193.0M
100 檔
27.3%
During the Q2 2025 filing period, LeClair Wealth Partners LLC (CIK: 0002056667) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $193.0M across 100 reported positions.
During Q2 2025, LeClair Wealth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FIXD | First Trust Smith Opportunis | ETF-Other | 15.31% | +9.28% | NEW | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.57% | +6.53% | -0.23% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 5.22% | +4.38% | NEW | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.62% | +1.88% | -1.65% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 4.12% | +3.36% | NEW | |
| 6 | CTAS | Cintas CORP | Stock-Industrials | 4.11% | +2.22% | NEW | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.05% | +1.16% | NEW | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.02% | +3.60% | NEW | |
| 9 | WOR | Worthington Enterprises Inc | Stock-Other | 2.52% | +1.62% | NEW | |
| 10 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.39% | +2.60% | NEW | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.25% | +1.82% | -0.87% | |
| 12 | PH | Parker Hannifin CORP | Stock-Industrials | 2.22% | +2.32% | NEW | |
| 13 | CGGR | Cap Group Growth Equity | ETF-Other | 2.20% | +1.92% | NEW | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.18% | +2.20% | NEW | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.95% | +2.53% | NEW | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.91% | +1.51% | NEW | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.84% | +1.54% | NEW | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.69% | +1.68% | NEW | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | +1.05% | -3.18% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | +0.92% | -3.50% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.26% | +1.23% | NEW | |
| 22 | WS | Worthington Steel Inc | Stock-Other | 1.18% | +1.03% | NEW | |
| 23 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.11% | +1.06% | NEW | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | +0.60% | NEW | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | +0.52% | NEW | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | +0.53% | NEW | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | +1.15% | NEW | |
| 28 | TT | Trane Technologies plc | Stock-Industrials | 0.90% | +0.45% | NEW | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.66% | +0.34% | NEW | |
| 30 | EMR | Emerson Electric Co | Stock-Industrials | 0.62% | +0.51% | NEW | |
| 31 | AON | Aon plc | Stock-Financials | 0.58% | +0.29% | -0.04% | |
| 32 | ICE | Intercontinental Exchange In | Stock-Financials | 0.57% | +0.13% | NEW | |
| 33 | F | Ford Motor Co | Stock-Consumer Disc | 0.57% | +0.20% | -2.31% | |
| 34 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.54% | +0.51% | NEW | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.59% | NEW | |
| 36 | ALL | Allstate CORP | Stock-Financials | 0.53% | +0.22% | NEW | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | +0.36% | NEW | |
| 38 | FEMS | First Trust Emerging Markets | ETF-Emerging Markets | 0.51% | +0.43% | NEW | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.71% | NEW | |
| 40 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.49% | +0.16% | NEW | |
| 41 | XLI | Ss Industrial Select Sector | ETF-Other | 0.48% | +0.46% | NEW | |
| 42 | FTCS | First Trust Capital Strength | ETF-Other | 0.47% | +0.36% | NEW | |
| 43 | SPGI | S&p Global Inc | Stock-Financials | 0.47% | — | -8.22% | |
| 44 | FVD | First Trust Value Line Dvd | ETF-Other | 0.46% | +0.30% | NEW | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.44% | — | -9.20% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | +0.44% | NEW | |
| 47 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.40% | +0.12% | NEW | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | +0.17% | NEW | |
| 49 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.36% | +0.45% | NEW | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.44% | NEW |
According to official SEC Form 13F filings, LeClair Wealth Partners LLC reported a total U.S. public equity portfolio value of $193.0M across 100 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FIXD, AAPL, BUFR) accounted for 27.3% of total reported equity market value during Q2 2025.
During Q2 2025, LeClair Wealth Partners LLC's top holdings by market value included FIXD (15.3%)、AAPL (6.6%)、BUFR (5.2%). The largest single position, FIXD, represented 15.3% of total portfolio value.
In Q2 2025, LeClair Wealth Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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