Funds › LeClair Wealth Partners LLC
LeClair Wealth Partners LLC
13F for Q3 2026, filed Nov 10, 2026. 141 positions worth $232.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 10, 2026
Reported value
$232.6M
+$39.6M (20.5%) vs Q2 2026
Positions
141
132 in Q2 2026
Top 10 share
45.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange-Traded Fd First Tr Enh New | 431,561 | $25.7M | 11.0% | New | 13F ↗ |
| 2 | AAPL Apple Inc. | 46,875 | $15.6M | 6.7% | -0.1% | 13F ↗ |
| 3 | First Tr Exchng Traded Fd Vi Smith Opport Fxd | 357,713 | $14.8M | 6.3% | -13.0% | 13F ↗ |
| 4 | Vanguard Index Fds Mrngstr Val Etf | 52,710 | $11.4M | 4.9% | +0.6% | 13F ↗ |
| 5 | First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf | 233,437 | $8.7M | 3.8% | +0.9% | 13F ↗ |
| 6 | Nylim Active ETF Tr Mack Core Bd Etf | 380,865 | $7.6M | 3.3% | New | 13F ↗ |
| 7 | Janus Detroit Str Tr Hendrson Aaa Cl | 137,419 | $6.9M | 3.0% | -0.1% | 13F ↗ |
| 8 | MSFT Microsoft Corporation | 12,548 | $6.4M | 2.8% | -0.3% | 13F ↗ |
| 9 | WSM Williams-Sonoma, Inc. | 21,510 | $4.9M | 2.1% | Unchanged | 13F ↗ |
| 10 | CTAS Cintas Corporation | 23,748 | $4.6M | 2.0% | -5.8% | 13F ↗ |
| 11 | GOOGL Alphabet Inc. Class A | 13,385 | $4.6M | 2.0% | -2.1% | 13F ↗ |
| 12 | First Tr Exchange Traded Fd Risng Divd Achiv | 56,455 | $4.4M | 1.9% | -29.5% | 13F ↗ |
| 13 | PH Parker-Hannifin Corporation | 4,488 | $4.3M | 1.8% | -1.9% | 13F ↗ |
| 14 | Invesco Qqq Tr | 5,762 | $4.3M | 1.8% | Unchanged | 13F ↗ |
| 15 | NVDA NVIDIA Corporation | 18,015 | $4.1M | 1.8% | -1.5% | 13F ↗ |
| 16 | Schwab Strategic Tr Internl Divid | 129,840 | $4.1M | 1.8% | New | 13F ↗ |
| 17 | Capital Group Growth ETF Units | 78,654 | $3.7M | 1.6% | Unchanged | 13F ↗ |
| 18 | WOR Worthington Enterprises, Inc. | 58,285 | $3.5M | 1.5% | +0.1% | 13F ↗ |
| 19 | AVGO Broadcom Inc. | 8,564 | $3.0M | 1.3% | -0.1% | 13F ↗ |
| 20 | Vanguard Specialized Funds Div App Etf | 12,764 | $3.0M | 1.3% | +1.3% | 13F ↗ |
| 21 | BRK-B Berkshire Hathaway Inc. Class B | 5,840 | $2.9M | 1.3% | +0.1% | 13F ↗ |
| 22 | First Tr Exchange-Traded Fd Ft Vest Ris | 102,929 | $2.9M | 1.2% | New | 13F ↗ |
| 23 | XOM ExxonMobil Holdings Corporation | 17,393 | $2.8M | 1.2% | New | 13F ↗ |
| 24 | MRK Merck & Company, Inc. | 17,254 | $2.5M | 1.1% | Unchanged | 13F ↗ |
| 25 | Invesco Exch Trd Slf Idx Fd Buletshs 2031 Cp | 152,720 | $2.4M | 1.0% | +1.2% | 13F ↗ |
| 26 | Invesco Exch Trd Slf Idx Fd Bulletshs 2032 | 122,082 | $2.4M | 1.0% | +1.3% | 13F ↗ |
| 27 | Invesco Exch Trd Slf Idx Fd Bul 2033 Cor Etf | 118,262 | $2.4M | 1.0% | +1.3% | 13F ↗ |
| 28 | Invesco Exch Trd Slf Idx Fd Etf | 120,158 | $2.3M | 1.0% | +1.1% | 13F ↗ |
| 29 | Invesco Exch Trd Slf Idx Fd Etf | 121,042 | $2.3M | 1.0% | +0.8% | 13F ↗ |
| 30 | AMZN Amazon.com, Inc. | 9,196 | $2.3M | 1.0% | -0.4% | 13F ↗ |
| 31 | JPM JPMorgan Chase & Co. | 6,383 | $2.1M | 0.9% | +0.1% | 13F ↗ |
| 32 | First Tr Exchange Traded Fd Smid Risng Etf | 51,735 | $2.1M | 0.9% | +0.1% | 13F ↗ |
| 33 | WS Worthington Steel, Inc. | 59,104 | $2.1M | 0.9% | -0.1% | 13F ↗ |
| 34 | First Tr Exchange Traded Fd Nasd Tech Div | 17,816 | $2.0M | 0.9% | Unchanged | 13F ↗ |
| 35 | Sprott Fds Tr Sprott Critical | 58,510 | $1.7M | 0.7% | +22.3% | 13F ↗ |
| 36 | First Tr Exchange-Traded Fd | 9,543 | $1.7M | 0.7% | +8.9% | 13F ↗ |
| 37 | First Tr Exchange-Traded Fd Wtr Etf | 15,827 | $1.6M | 0.7% | -3.3% | 13F ↗ |
| 38 | First Tr Exchange-Traded Fd No Amer Energy | 38,896 | $1.6M | 0.7% | +2.1% | 13F ↗ |
| 39 | META Meta Platforms, Inc. | 2,092 | $1.5M | 0.7% | +1.7% | 13F ↗ |
| 40 | SBMT Silver Bow Mining Corp. | 158,230 | $1.4M | 0.6% | -11.2% | 13F ↗ |
| 41 | GOOG Alphabet Inc. Class C | 3,713 | $1.3M | 0.5% | -4.4% | 13F ↗ |
| 42 | MPC Marathon Petroleum Corporation | 3,150 | $1.2M | 0.5% | -7.0% | 13F ↗ |
| 43 | Select Sector Spdr Tr St Str Techn Etf | 5,946 | $1.2M | 0.5% | Unchanged | 13F ↗ |
| 44 | MU Micron Technology, Inc. | 1,027 | $1.1M | 0.5% | Unchanged | 13F ↗ |
| 45 | EMR Emerson Electric Company | 6,865 | $1.1M | 0.5% | +0.3% | 13F ↗ |
| 46 | V Visa Inc. | 2,925 | $1.1M | 0.5% | Unchanged | 13F ↗ |
| 47 | VSXY Victorias Secret & Co. | 11,565 | $1.0M | 0.4% | Unchanged | 13F ↗ |
| 48 | F Ford Motor Company | 78,084 | $941.7K | 0.4% | +1.2% | 13F ↗ |
| 49 | AMD Advanced Micro Devices, Inc. | 1,528 | $934.5K | 0.4% | +1.1% | 13F ↗ |
| 50 | CINF Cincinnati Financial Corporation | 5,323 | $848.3K | 0.4% | Unchanged | 13F ↗ |
Showing the top 50 of 141 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
15 new, 59 added to, 44 trimmed, 6 exited, 23 unchanged. By estimated dollars.
New positions (15)
| First Tr Exchange-Traded Fd First Tr Enh New | 431,561 | New | $25.7M |
| Nylim Active ETF Tr Mack Core Bd Etf | 380,865 | New | $7.6M |
| Schwab Strategic Tr Internl Divid | 129,840 | New | $4.1M |
| First Tr Exchange-Traded Fd Ft Vest Ris | 102,929 | New | $2.9M |
| XOM ExxonMobil Holdings Corporation | 17,393 | New | $2.8M |
| PLTR Palantir Technologies Inc. | 1,876 | New | $350.9K |
| ACN Accenture plc | 1,576 | New | $289.0K |
| iShares Tr Core S&P Ttl Stk | 1,480 | New | $246.1K |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 538 | New | $245.4K |
| PANW Palo Alto Networks, Inc. | 591 | New | $234.8K |
Added to (59)
| Sprott Fds Tr Sprott Critical | 58,510 | +22.3% | $312.7K |
| First Tr Exchange-Traded Fd | 9,543 | +8.9% | $137.4K |
| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf | 233,437 | +0.9% | $81.0K |
| Vanguard Index Fds Mrngstr Val Etf | 52,710 | +0.6% | $70.7K |
| INTC Intel Corporation | 4,172 | +12.5% | $55.9K |
| iShares Tr Core S&P Mcp Etf | 3,978 | +20.2% | $48.1K |
| PG Procter & Gamble Company | 2,866 | +13.1% | $48.1K |
| Vanguard Specialized Funds Div App Etf | 12,764 | +1.3% | $38.5K |
| First Tr Exchange-Traded Fd No Amer Energy | 38,896 | +2.1% | $33.3K |
| Invesco Exch Trd Slf Idx Fd Bul 2033 Cor Etf | 118,262 | +1.3% | $31.3K |
Trimmed (44)
| First Tr Exchng Traded Fd Vi Smith Opport Fxd | 357,713 | -13.0% | -$2.2M |
| First Tr Exchange Traded Fd Risng Divd Achiv | 56,455 | -29.5% | -$1.9M |
| CTAS Cintas Corporation | 23,748 | -5.8% | -$286.7K |
| SBMT Silver Bow Mining Corp. | 158,230 | -11.2% | -$175.4K |
| GOOGL Alphabet Inc. Class A | 13,385 | -2.1% | -$99.4K |
| MPC Marathon Petroleum Corporation | 3,150 | -7.0% | -$93.7K |
| PH Parker-Hannifin Corporation | 4,488 | -1.9% | -$82.2K |
| NVDA NVIDIA Corporation | 18,015 | -1.5% | -$61.7K |
| GOOG Alphabet Inc. Class C | 3,713 | -4.4% | -$58.3K |
| First Tr Exchange-Traded Fd Wtr Etf | 15,827 | -3.3% | -$55.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 10, 2026 | 13F-HR | 141 | $232.6M | Current | SEC ↗ |
| Q2 2026 | Aug 4, 2026 | 13F-HR | 132 | $193.0M | Current | SEC ↗ |
| Q1 2026 | May 5, 2026 | 13F-HR | 103 | $289.4M | Current | SEC ↗ |
| Q4 2025 | Feb 11, 2026 | 13F-HR | 112 | $172.4M | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 105 | $160.5M | Current | SEC ↗ |
| Q2 2025 | Aug 6, 2025 | 13F-HR | 100 | $147.3M | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 95 | $138.8M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer