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CIK: 0002056667
Total reported value
$193.0M
$193.0M
112 檔
29.8%
In Q4 2025, LeClair Wealth Partners LLC's U.S. equity holdings reached a combined market value of $193.0M, distributed across 112 disclosed stock positions.
In Q4 2025, LeClair Wealth Partners LLC displayed an active expansion posture, initiating 10 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FIXD | First Trust Smith Opportunis | ETF-Other | 10.24% | +9.28% | NEW | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.53% | +6.53% | -0.15% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 6.15% | +5.91% | NEW | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 5.30% | +4.38% | NEW | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 4.16% | +3.36% | NEW | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.77% | +3.60% | NEW | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.63% | +1.88% | — | |
| 8 | CTAS | Cintas CORP | Stock-Industrials | 2.95% | +2.22% | NEW | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.51% | +2.53% | NEW | |
| 10 | PH | Parker Hannifin CORP | Stock-Industrials | 2.38% | +2.32% | NEW | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | +1.82% | +0.29% | |
| 12 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.24% | +2.60% | NEW | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.07% | +2.20% | NEW | |
| 14 | CGGR | Cap Group Growth Equity | ETF-Other | 2.05% | +1.92% | NEW | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.84% | +1.68% | NEW | |
| 16 | WOR | Worthington Enterprises Inc | Stock-Other | 1.75% | +1.62% | NEW | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.71% | +1.51% | NEW | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.67% | +1.54% | NEW | |
| 19 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.39% | +1.28% | NEW | |
| 20 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.39% | +1.28% | NEW | |
| 21 | BSCX | Invesco Bulletshares 2033 Cb | ETF-Other | 1.38% | +1.27% | NEW | |
| 22 | BSCY | Invesco Bulletshares 2034 Cb | ETF-Other | 1.38% | +1.27% | NEW | |
| 23 | BSCZ | Invesco Bulletshares 2035 Cb | ETF-Other | 1.36% | +1.27% | NEW | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.21% | +1.23% | NEW | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | +0.92% | +1.20% | |
| 26 | WS | Worthington Steel Inc | Stock-Other | 1.17% | +1.03% | NEW | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +1.05% | -0.23% | |
| 28 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.17% | +1.16% | NEW | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.05% | +1.15% | NEW | |
| 30 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.01% | +1.06% | NEW | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | +0.60% | NEW | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.71% | NEW | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | +0.52% | NEW | |
| 34 | F | Ford Motor Co | Stock-Consumer Disc | 0.59% | +0.20% | — | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | +0.53% | NEW | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | +0.44% | NEW | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.53% | +0.51% | NEW | |
| 38 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.51% | +0.51% | NEW | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.50% | +0.59% | NEW | |
| 40 | AON | Aon plc | Stock-Financials | 0.49% | +0.29% | — | |
| 41 | FEMS | First Trust Emerging Markets | ETF-Emerging Markets | 0.45% | +0.43% | NEW | |
| 42 | XLI | Ss Industrial Select Sector | ETF-Other | 0.43% | +0.46% | NEW | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.44% | NEW | |
| 44 | FTCS | First Trust Capital Strength | ETF-Other | 0.41% | +0.36% | NEW | |
| 45 | TT | Trane Technologies plc | Stock-Industrials | 0.40% | +0.45% | NEW | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.39% | +0.34% | NEW | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | +0.36% | NEW | |
| 48 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.36% | +0.45% | NEW | |
| 49 | VSXY | Victoria's Secret & Co | Stock-Consumer Disc | 0.36% | +0.50% | NEW | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | +0.33% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +1.2% | +30.91% | Add |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | +0.8% | +34.40% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.24% | Trim |
| 4 | PSEC | Prospect Capital CORP | +0.3% | +491.36% | Add |
| 5 | PH | Parker Hannifin CORP | +0.2% | -0.32% | Trim |
| 6 | MRK | Merck & Co. Inc. | +0.2% | +0.94% | Add |
| 7 | VSXY | Victoria's Secret & Co | +0.2% | — | Unchanged |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | -1.56% | Trim |
| 9 | LLY | Eli Lilly & Co | +0.1% | +1.49% | Add |
| 10 | WS | Worthington Steel Inc | +0.1% | — | Unchanged |
| 11 | AMD | Advanced Micro Devices | 0% | +0.80% | Add |
| 12 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 13 | F | Ford Motor Co | 0% | — | Unchanged |
| 14 | XOM | Exxon Mobil CORP | — | +0.22% | Add |
| 15 | AMZN | Amazon.com Inc | 0% | -0.23% | Trim |
| 16 | AAPL | Apple Inc | -0.1% | -0.15% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | -0.1% | +1.20% | Add |
| 18 | FUN | Six Flags Entertainment CORP | -0.1% | — | Unchanged |
| 19 | MSI | Motorola Solutions Inc | -0.1% | — | Unchanged |
| 20 | ORLY | O'reilly Automotive Inc | -0.1% | — | Unchanged |
| 21 | COST | Costco Wholesale CORP | -0.1% | -2.73% | Trim |
| 22 | TT | Trane Technologies plc | -0.1% | — | Unchanged |
| 23 | NFLX | Netflix Inc | -0.1% | +900.00% | Add |
| 24 | ETN | Eaton Corporation plc | -0.1% | — | Unchanged |
| 25 | MPC | Marathon Petroleum CORP | -0.1% | — | Unchanged |
| 26 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | — | Unchanged |
| 27 | ORCL | Oracle CORP | -0.1% | -0.18% | Trim |
| 28 | HD | Home Depot Inc | -0.2% | -0.17% | Trim |
| 29 | META | Meta Platforms Inc-class A | -0.2% | +0.05% | Add |
| 30 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.2% | +1.20% | Add |
| 31 | RDVY | First Trust Rising Dividend | -0.2% | -0.34% | Trim |
| 32 | WOR | Worthington Enterprises Inc | -0.3% | -0.17% | Trim |
| 33 | WSM | Williams-sonoma Inc | -0.4% | — | Unchanged |
| 34 | CTAS | Cintas CORP | -0.5% | -0.29% | Trim |
| 35 | MSFT | Microsoft CORP | -0.5% | — | Unchanged |
| 36 | SDVY | First Trust Smid Cap Rising | -1.5% | -54.09% | Trim |
| 37 | FIXD | First Trust Smith Opportunis | -4.3% | -24.18% | Trim |
| 38 | BSCV | Invesco Bulletshares 2031 Cb | — | NEW | New buy |
| 39 | BSCW | Invesco Bulletshares 2032 Cb | — | NEW | New buy |
| 40 | BSCX | Invesco Bulletshares 2033 Cb | — | NEW | New buy |
| 41 | BSCY | Invesco Bulletshares 2034 Cb | — | NEW | New buy |
| 42 | BSCZ | Invesco Bulletshares 2035 Cb | — | NEW | New buy |
| 43 | MU | Micron Technology Inc | — | NEW | New buy |
| 44 | LIN | Linde plc | — | EXIT | Sold out |
| 45 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 46 | CBRL | Cracker Barrel Old Country | — | EXIT | Sold out |
| 47 | KEYS | Keysight Technologies In | — | NEW | New buy |
| 48 | BLK | Blackrock Inc | — | EXIT | Sold out |
| 49 | TRGP | Targa Resources CORP | — | NEW | New buy |
| 50 | IBM | Intl Business Machines CORP | — | NEW | New buy |
According to official SEC Form 13F filings, LeClair Wealth Partners LLC reported a total U.S. public equity portfolio value of $193.0M across 112 disclosed positions in Q4 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, VTV) accounted for 29.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
BSCV
市值: $2.4M
Top Position Liquidated / Trimmed
LIN
前期市值: $231.8K
During Q4 2025, LeClair Wealth Partners LLC's top holdings by market value included FIXD (10.2%)、AAPL (7.5%)、VTV (6.2%). The largest single position, FIXD, represented 10.2% of total portfolio value.
In Q4 2025, LeClair Wealth Partners LLC made 37 total portfolio adjustments, initiating 10 new buys, adding to 11 positions, trimming 13 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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