13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002056667
Total reported value
$193.0M
$193.0M
103 檔
59.3%
The Q1 2026 SEC filing reveals that LeClair Wealth Partners LLC held a total portfolio value of $193.0M, covering 103 public equity positions.
LeClair Wealth Partners LLC executed strategic sector rebalancing during Q1 2026, establishing 92 new positions while fully exiting 99 holdings and trimming 6 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 11.71% | -11.71% | EXIT | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 7.37% | -7.37% | EXIT | |
| 3 | UITB | Victoryshares Core Intermedi | ETF-Other | 7.13% | -7.13% | EXIT | |
| 4 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 6.96% | -6.96% | EXIT | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.40% | -6.40% | EXIT | |
| 6 | USVM | Victoryshares US Small Mid C | ETF-Other | 6.25% | -6.25% | EXIT | |
| 7 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 5.79% | -5.79% | EXIT | |
| 8 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 5.59% | -5.59% | EXIT | |
| 9 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 3.00% | -3.00% | EXIT | |
| 10 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 2.43% | -2.43% | EXIT | |
| 11 | VRP | Invesco Variable Rate Prefer | ETF-Other | 2.42% | -2.42% | EXIT | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.29% | -2.29% | EXIT | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.14% | -2.14% | EXIT | |
| 14 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 2.07% | -2.07% | EXIT | |
| 15 | PJAN | Innovator U.s. Equity Power | ETF-Other | 2.01% | -2.01% | EXIT | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.99% | -1.99% | EXIT | |
| 17 | PAPI | Parametric Equity Prem Inco | ETF-Other | 1.84% | -1.84% | EXIT | |
| 18 | PBJA | Pgim S&p500 Buf20 ETF Jan-us | ETF-Other | 1.68% | -1.68% | EXIT | |
| 19 | JXN | Jackson Financial Inc-a | Stock-Financials | 1.36% | -1.36% | EXIT | |
| 20 | PBNV | Pgim S&p 500 Buffer 20 ETF - | ETF-Large Cap & Growth | 1.29% | -1.29% | EXIT | |
| 21 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.86% | -0.86% | EXIT | |
| 22 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.74% | -0.74% | EXIT | |
| 23 | PBDE | Pgim S&p 500 Buff 20 ETF Dec | ETF-Large Cap & Growth | 0.70% | -0.70% | EXIT | |
| 24 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 0.56% | -0.56% | EXIT | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | +1.88% | -66.56% | |
| 26 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.54% | -0.54% | EXIT | |
| 27 | CMS | Cms Energy CORP | Stock-Utilities | 0.54% | -0.54% | EXIT | |
| 28 | ETN | Eaton Corporation plc | Stock-Industrials | 0.51% | -0.10% | +124.29% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.50% | +6.53% | -88.05% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.41% | -0.41% | EXIT | |
| 31 | PBAP | Pgim S&p 500 Buffer 20 ETF - | ETF-Large Cap & Growth | 0.40% | -0.40% | EXIT | |
| 32 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.38% | -0.38% | EXIT | |
| 33 | DTE | Dte Energy Company | Stock-Utilities | 0.37% | -0.37% | EXIT | |
| 34 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.36% | -0.36% | EXIT | |
| 35 | F | Ford Motor Co | Stock-Consumer Disc | 0.36% | +0.20% | +17.59% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.18% | +235.87% | |
| 37 | CPSA | Calamos Sp500 Strct Alt-aug | ETF-Other | 0.35% | -0.35% | EXIT | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.31% | -0.31% | EXIT | |
| 39 | CPSO | Calamos S&p 500 Alt Prot Oct | ETF-Large Cap & Growth | 0.29% | -0.29% | EXIT | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.29% | -0.29% | EXIT | |
| 41 | PBFB | Pgim S&p 500 Buffer 20 ETF - | ETF-Large Cap & Growth | 0.28% | -0.28% | EXIT | |
| 42 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.27% | -0.27% | EXIT | |
| 43 | CPSJ | Calamos S&p 500 Sap ETF July | ETF-Large Cap & Growth | 0.27% | -0.27% | EXIT | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.26% | EXIT | |
| 45 | PBJN | Pgim S&p500 Buf20 ETF Jun-us | ETF-Other | 0.26% | -0.26% | EXIT | |
| 46 | LRCX | Lam Research CORP | Stock-Tech | 0.26% | -0.03% | — | |
| 47 | OCTP | Pgim S&p 500 Buffer 12 ETF - | ETF-Large Cap & Growth | 0.25% | -0.25% | EXIT | |
| 48 | SLV | Ishares Silver Trust | ETF-Commodities | 0.23% | -0.23% | EXIT | |
| 49 | CPSD | Clms S&p Str Alt Dec | ETF-Other | 0.22% | -0.22% | EXIT | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.22% | +0.04% | +33.56% |
According to official SEC Form 13F filings, LeClair Wealth Partners LLC reported a total U.S. public equity portfolio value of $193.0M across 103 disclosed positions in Q1 2026.
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 PULS, JCPB, UITB) accounted for 59.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
PULS
市值: $33.9M
Top Position Liquidated / Trimmed
FIXD
前期市值: $17.7M
During Q1 2026, LeClair Wealth Partners LLC's top holdings by market value included PULS (11.7%)、JCPB (7.4%)、UITB (7.1%). The largest single position, PULS, represented 11.7% of total portfolio value.
In Q1 2026, LeClair Wealth Partners LLC made 200 total portfolio adjustments, initiating 92 new buys, adding to 3 positions, trimming 6 holdings, and fully liquidating 99 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.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.