LeClair Wealth Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), LeClair Wealth Partners LLC reported 96 stock positions worth $150.0 million. Its top holding was First Trust Smith Opportunis (FIXD) at 12.2% of the portfolio, followed by FT Vest U.S. Equity Buffer E (FOCT, 8.1%) and Apple (AAPL, 8.0%).
- Most Recent 13F
- Q2 2026
- Location
- DUBLIN, OH
- CIK
- 0002056667
- Portfolio Value
- $150.0M (Q4 2024)
- SEC Filing
- 0001765380-25-000117 ↗ filed Feb 14, 2025
Holdings Value
Holdings 96 stocks · $150.0M
| FIXD First Trust Smith Opportunis | 12.17% | 424,773 | $18.3M | — |
| FOCT FT Vest U.S. Equity Buffer E | 8.10% | 285,025 | $12.2M | — |
| AAPL Apple Inc. | 7.95% | 47,642 | $11.9M | — |
| RDVY First Trust Rising Dividend | 6.52% | 165,445 | $9.8M | — |
| MSFT Microsoft Corp. | 3.91% | 13,905 | $5.9M | — |
| CTAS Cintas Corp. | 3.34% | 27,404 | $5.0M | — |
| SDVY First Trust Smid Cap Rising | 3.19% | 133,579 | $4.8M | — |
| WSM Williams-Sonoma Inc. | 2.67% | 21,594 | $4.0M | — |
| GOOGL Alphabet Inc. Class A | 2.19% | 17,373 | $3.3M | — |
| CGGR Cap Group Growth Equity | 2.10% | 84,616 | $3.1M | — |
| QQQ Invesco QQQ Trust Series 1 | 2.01% | 5,897 | $3.0M | — |
| NVDA Nvidia Corp. | 1.89% | 21,120 | $2.8M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.77% | 5,845 | $2.6M | — |
| VIG Vanguard Dividend Apprec ETF | 1.75% | 13,406 | $2.6M | — |
| AMZN Amazon.com Inc. | 1.70% | 11,635 | $2.6M | — |
| FMAR FT Vest US Equity Buffer ETF | 1.60% | 55,609 | $2.4M | — |
| WOR Worthington Enterprises Inc. | 1.56% | 58,227 | $2.3M | — |
| AVGO Broadcom Inc. | 1.42% | 9,216 | $2.1M | — |
| JPM JPMorgan Chase & Co. | 1.35% | 8,420 | $2.0M | — |
| XOM Exxon Mobil Corp. | 1.25% | 17,437 | $1.9M | — |
| WS Worthington Steel Inc. | 1.24% | 58,314 | $1.9M | — |
| MRK Merck & Co. Inc. | 1.15% | 17,363 | $1.7M | — |
| TDIV FT Nasdaq Tech DVD Index FD | 1.08% | 20,741 | $1.6M | — |
| HD Home Depot Inc. | 1.03% | 3,985 | $1.6M | — |
| V Visa Inc. Class A | 1.02% | 4,843 | $1.5M | — |
| BBWI Bath & Body Works Inc. | 0.90% | 34,785 | $1.3M | — |
| UNH Unitedhealth Group Inc. | 0.89% | 2,650 | $1.3M | — |
| PH Parker Hannifin Corp. | 0.86% | 2,030 | $1.3M | — |
| TT Trane Technologies PLC | 0.84% | 3,418 | $1.3M | — |
| META Meta Platforms Inc. Class A | 0.81% | 2,071 | $1.2M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.75% | 9,285 | $1.1M | — |
| FEMS First Trust Emerging Markets | 0.72% | 28,492 | $1.1M | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.63% | 95,110 | $942K | — |
| TSLA Tesla Inc. | 0.61% | 2,271 | $917K | — |
| ALL Allstate Corp. | 0.59% | 4,627 | $892K | — |
| CRM Salesforce Inc. | 0.59% | 2,650 | $886K | — |
| EMR Emerson Electric Co. | 0.57% | 6,902 | $855K | — |
| AON Aon PLC Class A | 0.57% | 2,380 | $855K | — |
| ICE Intercontinental Exchange Inc. | 0.56% | 5,674 | $845K | — |
| FTCS First Trust Capital Strength | 0.56% | 9,622 | $845K | — |
| GOOG Alphabet Inc. Class C | 0.56% | 4,403 | $839K | — |
| SPGI S&P Global Inc. | 0.55% | 1,650 | $822K | — |
| FVD First Trust Value Line DVD | 0.54% | 18,461 | $806K | — |
| CINF Cincinnati Financial Corp. | 0.51% | 5,342 | $768K | — |
| XLK SS Technology Select Sector | 0.49% | 3,170 | $737K | — |
| COST Costco Wholesale Corp. | 0.48% | 788 | $722K | — |
| NXPI NXP Semiconductors NV | 0.44% | 3,154 | $656K | — |
| XLI SS Industrial Select Sector | 0.42% | 4,750 | $626K | — |
| IQV Iqvia Holdings Inc. | 0.41% | 3,091 | $607K | — |
| BX Blackstone Inc. | 0.38% | 3,318 | $572K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 970 | $568K | — |
| EW Edwards Lifesciences Corp. | 0.38% | 7,666 | $568K | — |
| BMY Bristol-Myers Squibb Co. | 0.36% | 9,663 | $547K | — |
| FXZ First Trust Materials Alphad | 0.35% | 9,348 | $531K | — |
| ANF Abercrombie & Fitch Co. Class A | 0.35% | 3,513 | $525K | — |
| ACN Accenture PLC Class A | 0.35% | 1,488 | $523K | — |
| LLY Eli Lilly & Co. | 0.34% | 666 | $514K | — |
| FUN Six Flags Entertainment Corp. | 0.34% | 10,600 | $511K | — |
| ARCC Ares Capital Corp. | 0.33% | 22,487 | $492K | — |
| ETN Eaton Corp. PLC | 0.32% | 1,444 | $479K | — |
| VSXY Victoria's Secret & Co. | 0.32% | 11,565 | $479K | — |
| PG The Procter & Gamble Co. | 0.31% | 2,795 | $469K | — |
| MPC Marathon Petroleum Corp. | 0.30% | 3,183 | $444K | — |
| CMG Chipotle Mexican Grill Inc. | 0.29% | 7,200 | $434K | — |
| TXN Texas Instruments Inc. | 0.27% | 2,151 | $403K | — |
| NFLX Netflix Inc. | 0.26% | 444 | $396K | — |
| WMT Walmart Inc. | 0.26% | 4,299 | $388K | — |
| MRSH Marsh & McLennan Cos | 0.26% | 1,821 | $387K | — |
| XLV SS Health Care Select Sector | 0.23% | 2,532 | $348K | — |
| NEE Nextera Energy Inc. | 0.23% | 4,743 | $340K | — |
| MA Mastercard Inc. Class A | 0.23% | 643 | $339K | — |
| QCOM Qualcomm Inc. | 0.22% | 2,188 | $336K | — |
| ORLY O'reilly Automotive Inc. | 0.22% | 277 | $328K | — |
| MSI Motorola Solutions Inc. | 0.22% | 700 | $324K | — |
| DHR Danaher Corp. | 0.21% | 1,374 | $315K | — |
| CB Chubb Ltd. | 0.20% | 1,108 | $306K | — |
| HAL Halliburton Co. | 0.20% | 10,783 | $293K | — |
| UNP Union Pacific Corp. | 0.19% | 1,281 | $292K | — |
| CSCO Cisco Systems Inc. | 0.18% | 4,672 | $277K | — |
| ORCL Oracle Corp. | 0.18% | 1,642 | $274K | — |
| T AT&T Inc. | 0.18% | 11,931 | $272K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 6,119 | $269K | — |
| CBRL Cracker Barrel Old Country | 0.18% | 5,032 | $266K | — |
| AEP American Electric Power | 0.18% | 2,874 | $265K | — |
| SRE Sempra | 0.18% | 3,011 | $264K | — |
| ABBV Abbvie Inc. | 0.17% | 1,421 | $253K | — |
| CSM Proshares Large Cap Core Plu | 0.16% | 3,686 | $244K | — |
| PSX Phillips 66 | 0.15% | 2,003 | $228K | — |
| BA The Boeing Co. | 0.15% | 1,286 | $228K | — |
| TMO Thermo Fisher Scientific Inc. | 0.15% | 431 | $224K | — |
| LIN Linde PLC | 0.15% | 533 | $223K | — |
| ADBE Adobe Inc. | 0.14% | 470 | $209K | — |
| IJH iShares Core S&P Midcap ETF | 0.14% | 3,327 | $207K | — |
| LMT Lockheed Martin Corp. | 0.14% | 425 | $207K | — |
| PGR Progressive Corp. | 0.14% | 860 | $206K | — |
| TRGP Targa Resources Corp. | 0.14% | 1,147 | $205K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 132 | $193.0M | FIXD, AAPL, VTV, BUFR, JAAA |
| Q1 2026 | 103 | $289.4M | PULS, JCPB, UITB, XMHQ, SPYM |
| Q4 2025 | 112 | $172.4M | FIXD, AAPL, VTV, BUFR, RDVY |
| Q3 2025 | 105 | $160.5M | FIXD, AAPL, BUFR, VTV, RDVY |
| Q2 2025 | 100 | $147.3M | FIXD, AAPL, BUFR, MSFT, RDVY |
| Q1 2025 | 95 | $138.8M | FIXD, AAPL, BUFR, RDVY, CTAS |
| Q4 2024 | 96 | $150.0M | FIXD, FOCT, AAPL, RDVY, MSFT |