LeClair Wealth Partners LLC

CIK 0002056667 • 6 13F filings • May 14, 2025 – Aug 4, 2026

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Filer information

Filed by: LeClair Wealth Partners LLC, Chief Compliance Officer
Address: 6515 LONGSHORE LOOP, SUITE 100, DUBLIN, OH, 43017
Phone: 513-977-8196
AUM: $172.4M

AUM over time

$193.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $172.4M112 positionsView on SEC.gov

			% of Portfolio
5E ADVANCED MATERIALS INC	COM NEW	$92K	0.1%Prev: 0.1%	30,000 SH	Increased+4,990 SH
ABBVIE INC	COM	$321K	0.2%Prev: 0.2%	1,403 SH	Decreased-21 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$399K	0.2%Prev: 0.2%	1,488 SH	Increased
ADVANCED MICRO DEVICES INC	COM	$323K	0.2%Prev: 0.2%	1,509 SH	Increased+12 SH
ALLSTATE CORP	COM	$333K	0.2%Prev: 0.2%	1,601 SH	Decreased+19 SH
ALPHABET INC	CAP STK CL A	$4.3M	2.5%Prev: 2.1%	13,837 SH	Increased-33 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.7%Prev: 0.6%	4,107 SH	Increased-65 SH
AMAZON COM INC	COM	$2.0M	1.2%Prev: 1.2%	8,745 SH	Increased-20 SH
AMERICAN ELEC PWR CO INC	COM	$331K	0.2%Prev: 0.2%	2,874 SH	Increased
AON PLC	SHS CL A	$840K	0.5%Prev: 0.5%	2,379 SH	Decreased
APPLE INC	COM	$13.0M	7.5%Prev: 7.6%	47,737 SH	Increased-72 SH
ARES CAPITAL CORP	COM	$427K	0.2%Prev: 0.3%	21,087 SH	Decreased
AT&T INC	COM	$303K	0.2%Prev: 0.2%	12,201 SH	Decreased+270 SH
BANK AMERICA CORP	COM	$335K	0.2%Prev: 0.2%	6,097 SH	Increased+118 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.9M	1.7%Prev: 1.8%	5,855 SH	Increased+58 SH
BLACKSTONE INC	COM	$502K	0.3%Prev: 0.3%	3,258 SH	Decreased
BOEING CO	COM	$290K	0.2%Prev: 0.2%	1,337 SH	Increased+23 SH
BRISTOL-MYERS SQUIBB CO	COM	$520K	0.3%Prev: 0.3%	9,636 SH	Increased
BROADCOM INC	COM	$3.2M	1.8%Prev: 2.0%	9,185 SH	Decreased-588 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$3.5M	2.0%Prev: 2.2%	79,320 SH	Increased
CATERPILLAR INC	COM	$255K	0.1%Prev: 0.1%	445 SH	Increased
CHIPOTLE MEXICAN GRILL INC	COM	$265K	0.2%Prev: 0.2%	7,159 SH	Decreased-41 SH
CHUBB LIMITED	COM	$462K	0.3%Prev: 0.3%	1,481 SH	Increased
CINCINNATI FINL CORP	COM	$872K	0.5%Prev: 0.5%	5,342 SH	Increased
CINTAS CORP	COM	$5.1M	3.0%Prev: 3.5%	27,063 SH	Decreased-80 SH
CISCO SYS INC	COM	$360K	0.2%Prev: 0.2%	4,672 SH	Increased
COSTCO WHSL CORP NEW	COM	$645K	0.4%Prev: 0.4%	748 SH	Decreased-21 SH
CVS HEALTH CORP	COM	$229K	0.1%Prev: 0.1%	2,885 SH	Increased+15 SH
DANAHER CORPORATION	COM	$306K	0.2%Prev: 0.2%	1,337 SH	Increased-11 SH
EATON CORP PLC	SHS	$581K	0.3%Prev: 0.4%	1,824 SH	Decreased
EDWARDS LIFESCIENCES CORP	COM	$269K	0.2%Prev: 0.2%	3,156 SH	Increased
ELI LILLY & CO	COM	$731K	0.4%Prev: 0.3%	680 SH	Increased+10 SH
EMERSON ELEC CO	COM	$910K	0.5%Prev: 0.6%	6,854 SH	Increased
ENTERGY CORP NEW	COM	$213K	0.1%Prev: 0.1%	2,302 SH	Increased+96 SH
EXXON MOBIL CORP	COM	$2.1M	1.2%Prev: 1.2%	17,287 SH	Increased+38 SH
FIRST TR EXCH TRD ALPHDX FD	EM SML CP ALPH	$775K	0.4%Prev: 0.5%	18,413 SH	Decreased-55 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$1.7M	1.0%Prev: 1.1%	18,027 SH	Decreased
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$7.2M	4.2%Prev: 4.3%	103,273 SH	Increased-357 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$705K	0.4%Prev: 0.4%	7,623 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	SHS	$550K	0.3%Prev: 0.3%	11,929 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$2.0M	1.2%Prev: 2.7%	52,442 SH	Decreased-61,782 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$9.1M	5.3%Prev: 5.5%	266,500 SH	Increased+3,165 SH
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$17.7M	10.2%Prev: 14.5%	398,454 SH	Decreased-127,065 SH
FORD MTR CO	COM	$1.0M	0.6%Prev: 0.6%	77,141 SH	Increased
GE AEROSPACE	COM NEW	$278K	0.2%Prev: 0.2%	904 SH	Increased+3 SH
GOLDMAN SACHS GROUP INC	COM	$230K	0.1%Prev: 0.1%	262 SH	Increased
HALLIBURTON CO	COM	$277K	0.2%Prev: 0.2%	9,801 SH	Increased
HOME DEPOT INC	COM	$992K	0.6%Prev: 0.7%	2,883 SH	Decreased-5 SH
INTERCONTINENTAL EXCHANGE IN	COM	$330K	0.2%Prev: 0.2%	2,035 SH	Decreased-5 SH
INTERNATIONAL BUSINESS MACHS	COM	$202K	0.1%	682 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$2.4M	1.4%	143,741 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHARES	$2.3M	1.4%	112,532 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHARES 203	$2.4M	1.4%	113,099 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2032	$2.4M	1.4%	114,843 SH	New
INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$2.4M	1.4%	110,978 SH	New
INVESCO QQQ TR	UNIT SER 1	$3.6M	2.1%Prev: 2.2%	5,810 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$218K	0.1%Prev: 0.1%	3,309 SH	Increased
JANUS DETROIT STR TR	HENDRSON AAA CL	$6.5M	3.8%Prev: 3.0%	128,444 SH	Increased+32,879 SH
JOHNSON & JOHNSON	COM	$261K	0.2%Prev: 0.1%	1,263 SH	Increased+159 SH
JPMORGAN CHASE & CO.	COM	$2.1M	1.2%Prev: 1.2%	6,387 SH	Increased+76 SH
KEYSIGHT TECHNOLOGIES INC	COM	$219K	0.1%	1,078 SH	New
KLA CORP	COM NEW	$232K	0.1%Prev: 0.1%	191 SH	Increased
LOCKHEED MARTIN CORP	COM	$203K	0.1%Prev: 0.1%	419 SH	Decreased-5 SH
MARATHON PETE CORP	COM	$628K	0.4%Prev: 0.5%	3,863 SH	Decreased
MARSH & MCLENNAN COS INC	COM	$338K	0.2%Prev: 0.2%	1,820 SH	Decreased
MASTERCARD INCORPORATED	CL A	$360K	0.2%Prev: 0.2%	630 SH	Increased
MERCK & CO INC	COM	$1.8M	1.0%Prev: 0.9%	17,132 SH	Increased+160 SH
META PLATFORMS INC	CL A	$1.4M	0.8%Prev: 0.9%	2,063 SH	Decreased+1 SH
MICRON TECHNOLOGY INC	COM	$259K	0.2%	908 SH	New
MICROSOFT CORP	COM	$6.3M	3.6%Prev: 4.2%	12,933 SH	Decreased
MIDCAP FINANCIAL INVSTMNT CO	COM NEW	$468K	0.3%Prev: 0.3%	40,885 SH	Decreased
MOTOROLA SOLUTIONS INC	COM NEW	$392K	0.2%Prev: 0.3%	1,023 SH	Decreased
NETFLIX INC	COM	$416K	0.2%Prev: 0.3%	4,440 SH	Decreased+3,996 SH
NEXTERA ENERGY INC	COM	$381K	0.2%Prev: 0.2%	4,743 SH	Increased
NVIDIA CORPORATION	COM	$3.9M	2.3%Prev: 2.4%	20,981 SH	Increased+60 SH
ORACLE CORP	COM	$318K	0.2%Prev: 0.3%	1,631 SH	Decreased-3 SH
OREILLY AUTOMOTIVE INC	COM	$379K	0.2%Prev: 0.3%	4,155 SH	Decreased
OUTDOOR HOLDING CO	COM	$171K	0.1%Prev: 0.1%	100,000 SH	Increased
OXFORD SQUARE CAP CORP	COM	$32K	0.0%Prev: 0.0%	18,122 SH	Increased
PALANTIR TECHNOLOGIES INC	CL A	$276K	0.2%Prev: 0.2%	1,551 SH	Increased+103 SH
PARKER-HANNIFIN CORP	COM	$4.1M	2.4%Prev: 2.2%	4,658 SH	Increased-15 SH
PHILLIPS 66	COM	$257K	0.1%Prev: 0.2%	1,992 SH	Decreased+36 SH
PROCTER AND GAMBLE CO	COM	$380K	0.2%Prev: 0.3%	2,649 SH	Decreased-128 SH
PROGRESSIVE CORP	COM	$201K	0.1%Prev: 0.1%	884 SH	Decreased+25 SH
PROSHARES TR	LARGE CAP CRE	$273K	0.2%Prev: 0.2%	3,426 SH	Decreased-260 SH
PROSPECT CAP CORP	COM	$619K	0.4%Prev: 0.1%	239,118 SH	Increased+198,683 SH
QUALCOMM INC	COM	$365K	0.2%Prev: 0.2%	2,135 SH	Increased
ROCKWELL AUTOMATION INC	COM	$268K	0.2%Prev: 0.1%	688 SH	Increased
RTX CORPORATION	COM	$283K	0.2%Prev: 0.2%	1,544 SH	Increased-128 SH
S&P GLOBAL INC	COM	$272K	0.2%Prev: 0.2%	521 SH	Increased
SALESFORCE INC	COM	$256K	0.1%Prev: 0.1%	967 SH	Increased+29 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$270K	0.2%	1,742 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$737K	0.4%	4,750 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$856K	0.5%	5,946 SH	New
SEMPRA	COM	$258K	0.1%Prev: 0.2%	2,920 SH	Decreased-82 SH
SIX FLAGS ENTERTAINMENT CORP	COM	$163K	0.1%Prev: 0.2%	10,600 SH	Decreased
TARGA RES CORP	COM	$205K	0.1%	1,111 SH	New
TESLA INC	COM	$914K	0.5%Prev: 0.5%	2,032 SH	Increased+86 SH
TEXAS INSTRS INC	COM	$368K	0.2%Prev: 0.2%	2,119 SH	Decreased-8 SH
THERMO FISHER SCIENTIFIC INC	COM	$230K	0.1%	397 SH	New
TJX COS INC NEW	COM	$671K	0.4%Prev: 0.4%	4,366 SH	Increased+12 SH
TRANE TECHNOLOGIES PLC	SHS	$695K	0.4%Prev: 0.5%	1,786 SH	Decreased
UNION PAC CORP	COM	$253K	0.1%Prev: 0.2%	1,094 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$299K	0.2%Prev: 0.2%	905 SH	Decreased-27 SH
VANGUARD INDEX FDS	VALUE ETF	$10.6M	6.2%Prev: 4.9%	55,521 SH	Increased+13,110 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.9M	1.7%Prev: 1.8%	13,083 SH	Increased-189 SH
VICTORIAS SECRET AND CO	COMMON STOCK	$626K	0.4%Prev: 0.2%	11,565 SH	Increased
VISA INC	COM CL A	$1.0M	0.6%Prev: 0.6%	2,980 SH	Increased
WALMART INC	COM	$620K	0.4%Prev: 0.4%	5,565 SH	Increased+66 SH
WILLIAMS SONOMA INC	COM	$3.9M	2.2%Prev: 2.6%	21,594 SH	Decreased
WORTHINGTON ENTERPRISES INC	COM	$3.0M	1.8%Prev: 2.0%	58,542 SH	Decreased-100 SH
WORTHINGTON STL INC	COM SHS	$2.0M	1.2%Prev: 1.1%	58,314 SH	Increased

Sold (vs prior filing)

BLACKROCK INC — $206K
CRACKER BARREL OLD CTRY STOR — $222K
LINDE PLC — $232K
SELECT SECTOR SPDR TR — $733K
SELECT SECTOR SPDR TR — $248K
SELECT SECTOR SPDR TR — $838K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001765380-26-000105	$172.4M	View
Nov 12, 2025	Q3 2025	13F-HR	0001765380-25-000465	$160.5M	View
Aug 4, 2026	Q2 2026