LeClair Wealth Partners LLC
CIK: 0002056667SEC EDGAR →
Portfolio Value
$172.4M
Holdings
112
As of
Q4 2025
New Positions
10
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIRST TR EXCHNG TRADED FD VI | 398,454 | $17.7M | 10.24% |
| 2 | APPLE INC | 47,737 | $13.0M | 7.53% |
| 3 | VANGUARD INDEX FDS | 55,521 | $10.6M | 6.15% |
| 4 | FIRST TR EXCHNG TRADED FD VI | 266,500 | $9.1M | 5.30% |
| 5 | FIRST TR EXCHANGE TRADED FD | 103,273 | $7.2M | 4.16% |
| 6 | JANUS DETROIT STR TR | 128,444 | $6.5M | 3.77% |
| 7 | MICROSOFT CORP | 12,933 | $6.3M | 3.63% |
| 8 | CINTAS CORP | 27,063 | $5.1M | 2.95% |
| 9 | ALPHABET INC | 13,837 | $4.3M | 2.51% |
| 10 | PARKER-HANNIFIN CORP | 4,658 | $4.1M | 2.38% |
Quarterly Changes
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $86.9M | 50.4% |
| Technology | 17 | $30.3M | 17.6% |
| Unknown | 5 | $15.0M | 8.7% |
| Consumer Cyclical | 10 | $10.9M | 6.3% |
| Industrials | 12 | $8.3M | 4.8% |
| Communication Services | 5 | $7.7M | 4.5% |
| Healthcare | 10 | $5.0M | 2.9% |
| Energy | 5 | $3.4M | 2.0% |
| Basic Materials | 2 | $2.1M | 1.2% |
| Consumer Defensive | 3 | $1.6M | 1.0% |
| Utilities | 4 | $1.2M | 0.7% |