LeClair Wealth Partners

DUBLIN, OHfiles as LeClair Wealth Partners LLC

$193m in 132 US stocks at the end of 30 June 2026. The top 10 are 43.4% of the money. It changed about 96.9% of the portfolio this quarter.

Value

$193m

Stocks

132

Top 10 share

43.4%

Turnover

96.9%

What changed this quarter

New

Bought for the first time this quarter.

First TR Exchng Traded FD VIFIXD
9.3% of the fund
Vanguard Index FDSVTV
5.9% of the fund
First TR Exchng Traded FD VIBUFR
4.4% of the fund
Janus Detroit STR TRJAAA
3.6% of the fund
First TR Exchange Traded FDRDVY
3.4% of the fund
Williams SonomaWSM
2.6% of the fund
AlphabetGOOGL
2.5% of the fund
Parker-HannifinPH
2.3% of the fund
CintasCTAS
2.2% of the fund
Invesco QQQ TRQQQ
2.2% of the fund
Capital Group Growth ETFCGGR
1.9% of the fund
BroadcomAVGO
1.7% of the fund
Worthington EnterprisesWOR
1.6% of the fund
Vanguard Specialized FundsVIG
1.5% of the fund
Berkshire HathawayBRK-B
1.5% of the fund
Invesco Exch TRD SLF IDX FDBSCW
1.3% of the fund
Invesco Exch TRD SLF IDX FDBSCV
1.3% of the fund
Invesco Exch TRD SLF IDX FDBSCZ
1.3% of the fund
Invesco Exch TRD SLF IDX FDBSCX
1.3% of the fund
Invesco Exch TRD SLF IDX FDBSCY
1.3% of the fund
ExxonMobil HoldingsXOM
1.2% of the fund
First TR Exchange Traded FDSDVY
1.2% of the fund
MerckMRK
1.1% of the fund
First TR Exchange Traded FDTDIV
1.1% of the fund
Worthington SteelWS
1.0% of the fund

Added

Bought more of a stock they already held.

AppleAAPL
7.0% of the fund
+722%
MicrosoftMSFT
2.4% of the fund
+191%
NvidiaNVDA
1.9% of the fund
+1322%
Amazon.comAMZN
1.1% of the fund
+602%
JPMorgan ChaseJPM
1.1% of the fund
+307%
AonAON
0.4% of the fund
+121%
Verizon CommunicationsVZ
0.1% of the fund
+17%

Cut

Sold some of their stake.

Ford MotorF
0.6% of the fund
-15%
EatonETN
0.4% of the fund
-54%
ChubbCB
0.3% of the fund
-25%
Lam ResearchLRCX
0.2% of the fund
-70%
Johnson & JohnsonJNJ
0.2% of the fund
-69%
BoeingBA
0.2% of the fund
-8%

Sold out

Sold their entire stake.

Pgim ETF TRPULS
-100%
J P Morgan Exchange Traded FJCPB
-100%
Victory Portfolios IIUITB
-100%
Invesco Exchange Traded FD TXMHQ
-100%
Spdr Series TrustSPYM
-100%
Victory Portfolios IIUSVM
-100%
Morgan Stanley ETF TrustEVSD
-100%
Invesco Exch Traded FD TR IIRWL
-100%
Hartford FDS Exchange TradedHMOP
-100%
Goldman Sachs ETF TRGSIE
-100%
Invesco Exch Traded FD TR IIVRP
-100%
J P Morgan Exchange Traded FJEPI
-100%
J P Morgan Exchange Traded FJPST
-100%
Etfis SER TR IUTES
-100%
Innovator Etfs TrustPJAN
-100%
Berkshire Hathaway INC DELBRK-A
-100%
Morgan Stanley ETF TrustPAPI
-100%
Pgim Rock ETF TRPBJA
-100%
Jackson FinancialJXN
-100%
Pgim Rock ETF TRPBNV
-100%
Innovator Etfs TrustPFEB
-100%
Innovator Etfs TrustPAPR
-100%
Pgim Rock ETF TRPBDE
-100%
AIM ETF Products TrustJANW
-100%
Innovator Etfs TrustPMAR
-100%

Holdings

First TR Exchng Traded FD VIFIXD
Share
9.3%
Value
$18m
Shares
410,941
New
AppleAAPL
Share
7.0%
Value
$14m
Shares
46,905
+722%
Vanguard Index FDSVTV
Share
5.9%
Value
$11m
Shares
52,383
New
First TR Exchng Traded FD VIBUFR
Share
4.4%
Value
$8m
Shares
231,275
New
Janus Detroit STR TRJAAA
Share
3.6%
Value
$7m
Shares
137,519
New
First TR Exchange Traded FDRDVY
Share
3.4%
Value
$6m
Shares
80,093
New
Williams SonomaWSM
Share
2.6%
Value
$5m
Shares
21,504
New
AlphabetGOOGL
Share
2.5%
Value
$5m
Shares
13,674
New
MicrosoftMSFT
Share
2.4%
Value
$5m
Shares
12,591
+191%
Parker-HannifinPH
Share
2.3%
Value
$4m
Shares
4,574
New
CintasCTAS
Share
2.2%
Value
$4m
Shares
25,218
New
Invesco QQQ TRQQQ
Share
2.2%
Value
$4m
Shares
5,762
New
Capital Group Growth ETFCGGR
Share
1.9%
Value
$4m
Shares
78,654
New
NvidiaNVDA
Share
1.9%
Value
$4m
Shares
18,285
+1322%
BroadcomAVGO
Share
1.7%
Value
$3m
Shares
8,573
New
Worthington EnterprisesWOR
Share
1.6%
Value
$3m
Shares
58,227
New
Vanguard Specialized FundsVIG
Share
1.5%
Value
$3m
Shares
12,599
New
Berkshire HathawayBRK-B
Share
1.5%
Value
$3m
Shares
5,836
New
Invesco Exch TRD SLF IDX FDBSCW
Share
1.3%
Value
$2m
Shares
120,571
New
Invesco Exch TRD SLF IDX FDBSCV
Share
1.3%
Value
$2m
Shares
150,853
New
Invesco Exch TRD SLF IDX FDBSCZ
Share
1.3%
Value
$2m
Shares
120,082
New
Invesco Exch TRD SLF IDX FDBSCX
Share
1.3%
Value
$2m
Shares
116,695
New
Invesco Exch TRD SLF IDX FDBSCY
Share
1.3%
Value
$2m
Shares
118,822
New
ExxonMobil HoldingsXOM
Share
1.2%
Value
$2m
Shares
17,302
New
First TR Exchange Traded FDSDVY
Share
1.2%
Value
$2m
Shares
51,705
New
MerckMRK
Share
1.1%
Value
$2m
Shares
17,254
New
Amazon.comAMZN
Share
1.1%
Value
$2m
Shares
9,236
+602%
JPMorgan ChaseJPM
Share
1.1%
Value
$2m
Shares
6,379
+307%
First TR Exchange Traded FDTDIV
Share
1.1%
Value
$2m
Shares
17,809
New
Worthington SteelWS
Share
1.0%
Value
$2m
Shares
59,170
New
First TR Exchange-Traded FDFIW
Share
0.9%
Value
$2m
Shares
16,360
New
First TR Exchange-Traded FDGRID
Share
0.9%
Value
$2m
Shares
8,767
New
First TR Exchange-Traded FDEMLP
Share
0.9%
Value
$2m
Shares
38,084
New
Sprott FDS TRSETM
Share
0.8%
Value
$1m
Shares
47,839
New
AlphabetGOOG
Share
0.7%
Value
$1m
Shares
3,884
New
Silver BOW MiningSBMT
Share
0.6%
Value
$1m
Shares
178,230
New
Micron TechnologyMU
Share
0.6%
Value
$1m
Shares
1,027
New
Meta PlatformsMETA
Share
0.6%
Value
$1m
Shares
2,057
New
Select Sector Spdr TRXLK
Share
0.6%
Value
$1m
Shares
5,946
New
Ford MotorF
Share
0.6%
Value
$1m
Shares
77,150
-15%
Home DepotHD
Share
0.5%
Value
$1m
Shares
2,888
New
VisaV
Share
0.5%
Value
$1m
Shares
2,925
New
Cincinnati FinancialCINF
Share
0.5%
Value
$985,500
Shares
5,323
New
Emerson ElectricEMR
Share
0.5%
Value
$979,896
Shares
6,845
New
Victoria's SecretVSXY
Share
0.5%
Value
$965,446
Shares
11,565
New
Select Sector Spdr TRXLI
Share
0.5%
Value
$879,843
Shares
4,750
New
Advanced Micro DevicesAMD
Share
0.5%
Value
$877,498
Shares
1,511
New
Trane TechnologiesTT
Share
0.5%
Value
$874,017
Shares
1,779
New
Marathon PetroleumMPC
Share
0.4%
Value
$865,869
Shares
3,387
New
TeslaTSLA
Share
0.4%
Value
$846,763
Shares
2,013
New
Eli LillyLLY
Share
0.4%
Value
$844,569
Shares
704
New
First TR Exch TRD Alphdx FDFEMS
Share
0.4%
Value
$835,387
Shares
18,295
New
EatonETN
Share
0.4%
Value
$793,546
Shares
1,862
-54%
AonAON
Share
0.4%
Value
$787,568
Shares
2,374
+121%
Costco WholesaleCOST
Share
0.4%
Value
$699,079
Shares
747
New
First TR Exchange-Traded FDFTCS
Share
0.4%
Value
$690,876
Shares
7,356
New
TJX CompaniesTJX
Share
0.3%
Value
$658,963
Shares
4,350
New
WalmartWMT
Share
0.3%
Value
$640,418
Shares
5,654
New
Texas InstrumentsTXN
Share
0.3%
Value
$632,334
Shares
2,121
New
KLAKLAC
Share
0.3%
Value
$584,774
Shares
1,938
New
Cisco SystemsCSCO
Share
0.3%
Value
$583,072
Shares
4,964
New
Bristol-Myers SquibbBMY
Share
0.3%
Value
$571,684
Shares
9,922
New
First TR Exchange-Traded FDFVD
Share
0.3%
Value
$570,066
Shares
11,832
New
Prospect CapitalPSEC
Share
0.3%
Value
$552,231
Shares
239,061
New
IntelINTC
Share
0.3%
Value
$517,564
Shares
3,707
New
ChubbCB
Share
0.3%
Value
$506,259
Shares
1,486
-25%
CaterpillarCAT
Share
0.3%
Value
$501,801
Shares
471
New
Applied MaterialsAMAT
Share
0.2%
Value
$453,705
Shares
628
New
Lam ResearchLRCX
Share
0.2%
Value
$450,340
Shares
1,039
-70%
UnitedHealth GroupUNH
Share
0.2%
Value
$442,251
Shares
1,064
New
NextEra EnergyNEE
Share
0.2%
Value
$439,155
Shares
5,003
New
Motorola SolutionsMSI
Share
0.2%
Value
$428,526
Shares
1,032
New
AllstateALL
Share
0.2%
Value
$421,630
Shares
1,772
New
American Electric PowerAEP
Share
0.2%
Value
$415,824
Shares
3,039
New
General ElectricGE
Share
0.2%
Value
$412,900
Shares
1,105
New
MidCap Financial InvestmentMFIC
Share
0.2%
Value
$412,121
Shares
40,885
New
BlackstoneBX
Share
0.2%
Value
$394,595
Shares
3,353
New
Ares CapitalARCC
Share
0.2%
Value
$390,742
Shares
21,087
New
QualcommQCOM
Share
0.2%
Value
$389,772
Shares
2,109
New
AbbVieABBV
Share
0.2%
Value
$385,203
Shares
1,531
New
O'Reilly AutomotiveORLY
Share
0.2%
Value
$383,718
Shares
4,167
New
Keysight TechnologiesKEYS
Share
0.2%
Value
$380,176
Shares
1,086
New
Procter & GamblePG
Share
0.2%
Value
$371,749
Shares
2,535
New
SandiskSNDK
Share
0.2%
Value
$359,249
Shares
158
New
Rockwell AutomationROK
Share
0.2%
Value
$344,081
Shares
695
New
Bank of AmericaBAC
Share
0.2%
Value
$343,613
Shares
6,030
New
GE VernovaGEV
Share
0.2%
Value
$341,973
Shares
291
New
Johnson & JohnsonJNJ
Share
0.2%
Value
$339,059
Shares
1,335
-69%
Phillips 66PSX
Share
0.2%
Value
$338,945
Shares
2,005
New
HalliburtonHAL
Share
0.2%
Value
$333,559
Shares
9,825
New
RTXRTX
Share
0.2%
Value
$329,241
Shares
1,735
New
MastercardMA
Share
0.2%
Value
$328,994
Shares
641
New
BoeingBA
Share
0.2%
Value
$327,367
Shares
1,512
-8%
NetflixNFLX
Share
0.2%
Value
$324,937
Shares
4,551
New
CVS HealthCVS
Share
0.2%
Value
$313,679
Shares
3,032
New
Devon EnergyDVN
Share
0.2%
Value
$306,470
Shares
7,417
New
Edwards LifesciencesEW
Share
0.2%
Value
$306,388
Shares
3,387
New
Marsh & McLennan CompaniesMRSH
Share
0.2%
Value
$303,660
Shares
1,822
New
EntergyETR
Share
0.2%
Value
$298,177
Shares
2,596
New
Union PacificUNP
Share
0.2%
Value
$295,921
Shares
1,088
New

Company	Share of fund	Value	Shares	Change
First TR Exchng Traded FD VIFIXD	9.3%	$18m	410,941	New
AppleAAPL	7.0%	$14m	46,905	+722%
Vanguard Index FDSVTV	5.9%	$11m	52,383	New
First TR Exchng Traded FD VIBUFR	4.4%	$8m	231,275	New
Janus Detroit STR TRJAAA	3.6%	$7m	137,519	New
First TR Exchange Traded FDRDVY	3.4%	$6m	80,093	New
Williams SonomaWSM	2.6%	$5m	21,504	New
AlphabetGOOGL	2.5%	$5m	13,674	New
MicrosoftMSFT	2.4%	$5m	12,591	+191%
Parker-HannifinPH	2.3%	$4m	4,574	New
CintasCTAS	2.2%	$4m	25,218	New
Invesco QQQ TRQQQ	2.2%	$4m	5,762	New
Capital Group Growth ETFCGGR	1.9%	$4m	78,654	New
NvidiaNVDA	1.9%	$4m	18,285	+1322%
BroadcomAVGO	1.7%	$3m	8,573	New
Worthington EnterprisesWOR	1.6%	$3m	58,227	New
Vanguard Specialized FundsVIG	1.5%	$3m	12,599	New
Berkshire HathawayBRK-B	1.5%	$3m	5,836	New
Invesco Exch TRD SLF IDX FDBSCW	1.3%	$2m	120,571	New
Invesco Exch TRD SLF IDX FDBSCV	1.3%	$2m	150,853	New
Invesco Exch TRD SLF IDX FDBSCZ	1.3%	$2m	120,082	New
Invesco Exch TRD SLF IDX FDBSCX	1.3%	$2m	116,695	New
Invesco Exch TRD SLF IDX FDBSCY	1.3%	$2m	118,822	New
ExxonMobil HoldingsXOM	1.2%	$2m	17,302	New
First TR Exchange Traded FDSDVY	1.2%	$2m	51,705	New
MerckMRK	1.1%	$2m	17,254	New
Amazon.comAMZN	1.1%	$2m	9,236	+602%
JPMorgan ChaseJPM	1.1%	$2m	6,379	+307%
First TR Exchange Traded FDTDIV	1.1%	$2m	17,809	New
Worthington SteelWS	1.0%	$2m	59,170	New
First TR Exchange-Traded FDFIW	0.9%	$2m	16,360	New
First TR Exchange-Traded FDGRID	0.9%	$2m	8,767	New
First TR Exchange-Traded FDEMLP	0.9%	$2m	38,084	New
Sprott FDS TRSETM	0.8%	$1m	47,839	New
AlphabetGOOG	0.7%	$1m	3,884	New
Silver BOW MiningSBMT	0.6%	$1m	178,230	New
Micron TechnologyMU	0.6%	$1m	1,027	New
Meta PlatformsMETA	0.6%	$1m	2,057	New
Select Sector Spdr TRXLK	0.6%	$1m	5,946	New
Ford MotorF	0.6%	$1m	77,150	-15%
Home DepotHD	0.5%	$1m	2,888	New
VisaV	0.5%	$1m	2,925	New
Cincinnati FinancialCINF	0.5%	$985,500	5,323	New
Emerson ElectricEMR	0.5%	$979,896	6,845	New
Victoria's SecretVSXY	0.5%	$965,446	11,565	New
Select Sector Spdr TRXLI	0.5%	$879,843	4,750	New
Advanced Micro DevicesAMD	0.5%	$877,498	1,511	New
Trane TechnologiesTT	0.5%	$874,017	1,779	New
Marathon PetroleumMPC	0.4%	$865,869	3,387	New
TeslaTSLA	0.4%	$846,763	2,013	New
Eli LillyLLY	0.4%	$844,569	704	New
First TR Exch TRD Alphdx FDFEMS	0.4%	$835,387	18,295	New
EatonETN	0.4%	$793,546	1,862	-54%
AonAON	0.4%	$787,568	2,374	+121%
Costco WholesaleCOST	0.4%	$699,079	747	New
First TR Exchange-Traded FDFTCS	0.4%	$690,876	7,356	New
TJX CompaniesTJX	0.3%	$658,963	4,350	New
WalmartWMT	0.3%	$640,418	5,654	New
Texas InstrumentsTXN	0.3%	$632,334	2,121	New
KLAKLAC	0.3%	$584,774	1,938	New
Cisco SystemsCSCO	0.3%	$583,072	4,964	New
Bristol-Myers SquibbBMY	0.3%	$571,684	9,922	New
First TR Exchange-Traded FDFVD	0.3%	$570,066	11,832	New
Prospect CapitalPSEC	0.3%	$552,231	239,061	New
IntelINTC	0.3%	$517,564	3,707	New
ChubbCB	0.3%	$506,259	1,486	-25%
CaterpillarCAT	0.3%	$501,801	471	New
Applied MaterialsAMAT	0.2%	$453,705	628	New
Lam ResearchLRCX	0.2%	$450,340	1,039	-70%
UnitedHealth GroupUNH	0.2%	$442,251	1,064	New
NextEra EnergyNEE	0.2%	$439,155	5,003	New
Motorola SolutionsMSI	0.2%	$428,526	1,032	New
AllstateALL	0.2%	$421,630	1,772	New
American Electric PowerAEP	0.2%	$415,824	3,039	New
General ElectricGE	0.2%	$412,900	1,105	New
MidCap Financial InvestmentMFIC	0.2%	$412,121	40,885	New
BlackstoneBX	0.2%	$394,595	3,353	New
Ares CapitalARCC	0.2%	$390,742	21,087	New
QualcommQCOM	0.2%	$389,772	2,109	New
AbbVieABBV	0.2%	$385,203	1,531	New
O'Reilly AutomotiveORLY	0.2%	$383,718	4,167	New
Keysight TechnologiesKEYS	0.2%	$380,176	1,086	New
Procter & GamblePG	0.2%	$371,749	2,535	New
SandiskSNDK	0.2%	$359,249	158	New
Rockwell AutomationROK	0.2%	$344,081	695	New
Bank of AmericaBAC	0.2%	$343,613	6,030	New
GE VernovaGEV	0.2%	$341,973	291	New
Johnson & JohnsonJNJ	0.2%	$339,059	1,335	-69%
Phillips 66PSX	0.2%	$338,945	2,005	New
HalliburtonHAL	0.2%	$333,559	9,825	New
RTXRTX	0.2%	$329,241	1,735	New
MastercardMA	0.2%	$328,994	641	New
BoeingBA	0.2%	$327,367	1,512	-8%
NetflixNFLX	0.2%	$324,937	4,551	New
CVS HealthCVS	0.2%	$313,679	3,032	New
Devon EnergyDVN	0.2%	$306,470	7,417	New
Edwards LifesciencesEW	0.2%	$306,388	3,387	New
Marsh & McLennan CompaniesMRSH	0.2%	$303,660	1,822	New
EntergyETR	0.2%	$298,177	2,596	New
Union PacificUNP	0.2%	$295,921	1,088	New

Showing the largest 100 of 132.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 31.0% since 30 June 2025.

Where the money is

Technology17.3%

Industrials7.3%

Retail & consumer6.9%

Financial services5.5%

Media & telecom4.3%

Materials3.4%

Health care2.9%

Energy2.3%

Everyday goods0.9%

Utilities0.7%

Real estate0.5%

Other47.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.