LeClair Wealth Partners LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), LeClair Wealth Partners LLC reported 95 stock positions worth $138.8 million. Its top holding was First Trust Smith Opportunis (FIXD) at 14.3% of the portfolio, followed by Apple (AAPL, 7.6%) and FT Vest Lad Buffervetf-Usd I (BUFR, 6.0%). Compared with Q4 2024, it opened 7 new positions, sold out of 8, added to 20 and reduced 41. The biggest buy was a new position in FT Vest Lad Buffervetf-Usd I (BUFR) and the biggest sale an exit from FT Vest U.S. Equity Buffer E (FOCT).

Most Recent 13F
Q2 2026
Location
DUBLIN, OH
CIK
0002056667
Portfolio Value
$138.8M (Q1 2025)
SEC Filing
0001765380-25-000227 ↗ filed May 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q4 2024: $150.0M Q4 2024 Q1 2025: $138.8M $138.8M Q1 2025 Q2 2025: $147.3M Q2 2025 Q3 2025: $160.5M Q3 2025 Q4 2025: $172.4M Q4 2025 Q1 2026: $289.4M Q1 2026 Q2 2026: $193.0M Q2 2026

Holdings 95 stocks · $138.8M
FIXD First Trust Smith Opportunis 14.32% 453,387 $19.9M Add +6.7%
AAPL Apple Inc. 7.56% 47,257 $10.5M Reduce -0.8%
BUFR FT Vest Lad Buffervetf-Usd I 5.96% 278,698 $8.3M New
RDVY First Trust Rising Dividend 4.56% 108,079 $6.3M Reduce -34.7%
CTAS Cintas Corp. 4.06% 27,380 $5.6M Reduce -0.1%
MSFT Microsoft Corp. 3.76% 13,910 $5.2M Add +0.0%
SDVY First Trust Smid Cap Rising 3.39% 140,606 $4.7M Add +5.3%
JAAA Janus Henderson Aaa Clo ETF 3.04% 83,290 $4.2M New
WSM Williams-Sonoma Inc. 2.46% 21,601 $3.4M Add +0.0%
BRK.B Berkshire Hathaway Inc. Class B 2.22% 5,797 $3.1M Reduce -0.8%
WOR Worthington Enterprises Inc. 2.10% 58,227 $2.9M No change
PH Parker Hannifin Corp. 2.05% 4,673 $2.8M Add +130.2%
QQQ Invesco QQQ Trust Series 1 1.98% 5,873 $2.8M Reduce -0.4%
CGGR Cap Group Growth Equity 1.98% 80,383 $2.8M Reduce -5.0%
GOOGL Alphabet Inc. Class A 1.87% 16,780 $2.6M Reduce -3.4%
VIG Vanguard Dividend Apprec ETF 1.86% 13,323 $2.6M Reduce -0.6%
NVDA Nvidia Corp. 1.65% 21,179 $2.3M Add +0.3%
AMZN Amazon.com Inc. 1.54% 11,227 $2.1M Reduce -3.5%
XOM Exxon Mobil Corp. 1.49% 17,337 $2.1M Reduce -0.6%
JPM JPMorgan Chase & Co. 1.37% 7,762 $1.9M Reduce -7.8%
MRK Merck & Co. Inc. 1.13% 17,472 $1.6M Add +0.6%
V Visa Inc. Class A 1.12% 4,454 $1.6M Reduce -8.0%
AVGO Broadcom Inc. 1.11% 9,232 $1.5M Add +0.2%
WS Worthington Steel Inc. 1.06% 58,314 $1.5M No change
HD Home Depot Inc. 1.04% 3,942 $1.4M Reduce -1.1%
TDIV FT Nasdaq Tech DVD Index FD 0.98% 18,463 $1.4M Reduce -11.0%
META Meta Platforms Inc. Class A 0.86% 2,071 $1.2M No change
TT Trane Technologies PLC 0.78% 3,222 $1.1M Reduce -5.7%
FEMS First Trust Emerging Markets 0.76% 28,334 $1.1M Reduce -0.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.74% 8,410 $1.0M Reduce -9.4%
AON Aon PLC Class A 0.68% 2,380 $950K No change
ALL Allstate Corp. 0.63% 4,244 $879K Reduce -8.3%
ICE Intercontinental Exchange Inc. 0.63% 5,029 $868K Reduce -11.4%
FTCS First Trust Capital Strength 0.62% 9,530 $854K Reduce -1.0%
F Ford Motor Co. filed as FORD MTR CO 0.57% 78,963 $792K Reduce -17.0%
CINF Cincinnati Financial Corp. 0.57% 5,342 $789K No change
EMR Emerson Electric Co. 0.55% 6,902 $757K No change
COST Costco Wholesale Corp. 0.54% 788 $745K No change
EW Edwards Lifesciences Corp. 0.53% 10,205 $740K Add +33.1%
SPGI S&P Global Inc. 0.53% 1,436 $730K Reduce -13.0%
CRM Salesforce Inc. 0.50% 2,597 $697K Reduce -2.0%
GOOG Alphabet Inc. Class C 0.50% 4,400 $687K Reduce -0.1%
FVD First Trust Value Line DVD 0.49% 15,340 $684K Reduce -16.9%
XLK SS Technology Select Sector 0.47% 3,170 $655K No change
UNH Unitedhealth Group Inc. 0.47% 1,246 $653K Reduce -53.0%
IQV Iqvia Holdings Inc. 0.46% 3,626 $639K Add +17.3%
XLI SS Industrial Select Sector 0.45% 4,750 $623K No change
NXPI NXP Semiconductors NV 0.44% 3,229 $614K Add +2.4%
BMY Bristol-Myers Squibb Co. 0.43% 9,689 $591K Add +0.3%
LLY Eli Lilly & Co. 0.40% 667 $551K Add +0.1%
MFIC Midcap Financial Investment 0.38% 40,885 $526K New
SPY SS SPDR S&P 500 ETF Trust-US 0.37% 920 $515K Reduce -5.2%
ARCC Ares Capital Corp. 0.36% 22,487 $498K No change
FXZ First Trust Materials Alphad 0.35% 8,657 $480K Reduce -7.4%
TSLA Tesla Inc. 0.35% 1,850 $479K Reduce -18.5%
PG The Procter & Gamble Co. 0.34% 2,797 $477K Add +0.1%
MPC Marathon Petroleum Corp. 0.34% 3,193 $465K Add +0.3%
ACN Accenture PLC Class A 0.33% 1,488 $464K No change
BX Blackstone Inc. 0.33% 3,259 $456K Reduce -1.8%
MRSH Marsh & McLennan Cos 0.32% 1,821 $444K No change
NFLX Netflix Inc. 0.30% 445 $415K Add +0.2%
ORLY O'reilly Automotive Inc. 0.29% 277 $397K No change
ETN Eaton Corp. PLC 0.28% 1,444 $393K No change
TXN Texas Instruments Inc. 0.28% 2,143 $385K Reduce -0.4%
FUN Six Flags Entertainment Corp. 0.27% 10,600 $378K No change
WMT Walmart Inc. 0.27% 4,299 $377K No change
XLV SS Health Care Select Sector 0.26% 2,477 $362K Reduce -2.2%
CMG Chipotle Mexican Grill Inc. 0.26% 7,200 $362K No change
MA Mastercard Inc. Class A 0.25% 637 $349K Reduce -0.9%
T AT&T Inc. 0.24% 11,931 $337K No change
NEE Nextera Energy Inc. 0.24% 4,743 $336K No change
CB Chubb Ltd. 0.24% 1,108 $335K No change
QCOM Qualcomm Inc. 0.24% 2,176 $334K Reduce -0.6%
AEP American Electric Power 0.23% 2,874 $314K No change
MSI Motorola Solutions Inc. 0.22% 700 $306K No change
ABBV Abbvie Inc. 0.21% 1,422 $298K Add +0.1%
UNP Union Pacific Corp. 0.21% 1,251 $296K Reduce -2.3%
CSCO Cisco Systems Inc. 0.21% 4,672 $288K No change
DHR Danaher Corp. 0.20% 1,356 $278K Reduce -1.3%
HAL Halliburton Co. 0.20% 10,700 $271K Reduce -0.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.18% 6,119 $255K No change
PSX Phillips 66 0.18% 2,003 $247K No change
PSEC Prospect Capital Corp. 0.18% 60,131 $247K New
PGR Progressive Corp. 0.18% 859 $243K Reduce -0.1%
CSM Proshares Large Cap Core Plu 0.17% 3,686 $235K No change
ORCL Oracle Corp. 0.17% 1,644 $230K Add +0.1%
TRGP Targa Resources Corp. 0.17% 1,144 $229K Reduce -0.3%
LIN Linde PLC 0.16% 489 $228K Reduce -8.3%
RTX RTX Corp. 0.16% 1,678 $222K New
BA The Boeing Co. 0.16% 1,301 $222K Add +1.2%
SRE Sempra 0.16% 3,027 $216K Add +0.5%
VSXY Victoria's Secret & Co. 0.15% 11,565 $215K No change
CI The Cigna Group 0.15% 626 $206K New
TMO Thermo Fisher Scientific Inc. 0.15% 410 $204K Reduce -4.9%
OXSQ Oxford Square Capital Corp. 0.03% 18,122 $47K New

Portfolio Sells Q4 2024 → Q1 2025
FOCT FT Vest U.S. Equity Buffer E Sold out 0.00% −8.10
RDVY First Trust Rising Dividend Reduce -34.7% 4.56% −1.96
FMAR FT Vest US Equity Buffer ETF Sold out 0.00% −1.60
BBWI Bath & Body Works Inc. Sold out 0.00% −0.90
UNH Unitedhealth Group Inc. Reduce -53.0% 0.47% −0.42
AAPL Apple Inc. Reduce -0.8% 7.56% −0.39
ANF Abercrombie & Fitch Co. Class A Sold out 0.00% −0.35
GOOGL Alphabet Inc. Class A Reduce -3.4% 1.87% −0.32
TSLA Tesla Inc. Reduce -18.5% 0.35% −0.27
CBRL Cracker Barrel Old Country Sold out 0.00% −0.18
AMZN Amazon.com Inc. Reduce -3.5% 1.54% −0.16
ADBE Adobe Inc. Sold out 0.00% −0.14
IJH iShares Core S&P Midcap ETF Sold out 0.00% −0.14
LMT Lockheed Martin Corp. Sold out 0.00% −0.14
CGGR Cap Group Growth Equity Reduce -5.0% 1.98% −0.11
TDIV FT Nasdaq Tech DVD Index FD Reduce -11.0% 0.98% −0.11
CRM Salesforce Inc. Reduce -2.0% 0.50% −0.09
GOOG Alphabet Inc. Class C Reduce -0.1% 0.50% −0.06
TT Trane Technologies PLC Reduce -5.7% 0.78% −0.06
F Ford Motor Co. Reduce -17.0% 0.57% −0.06
BX Blackstone Inc. Reduce -1.8% 0.33% −0.05
FVD First Trust Value Line DVD Reduce -16.9% 0.49% −0.04
QQQ Invesco QQQ Trust Series 1 Reduce -0.4% 1.98% −0.03
SPGI S&P Global Inc. Reduce -13.0% 0.53% −0.02
DHR Danaher Corp. Reduce -1.3% 0.20% −0.01
TJX TJX Companies Inc. Reduce -9.4% 0.74% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -5.2% 0.37% −0.01
FXZ First Trust Materials Alphad Reduce -7.4% 0.35% −0.01
TMO Thermo Fisher Scientific Inc. Reduce -4.9% 0.15% −0.00
HAL Halliburton Co. Reduce -0.8% 0.20% +0.00
HD Home Depot Inc. Reduce -1.1% 1.04% +0.01
TXN Texas Instruments Inc. Reduce -0.4% 0.28% +0.01
LIN Linde PLC Reduce -8.3% 0.16% +0.02
QCOM Qualcomm Inc. Reduce -0.6% 0.24% +0.02
UNP Union Pacific Corp. Reduce -2.3% 0.21% +0.02
MA Mastercard Inc. Class A Reduce -0.9% 0.25% +0.03
JPM JPMorgan Chase & Co. Reduce -7.8% 1.37% +0.03
XLV SS Health Care Select Sector Reduce -2.2% 0.26% +0.03
TRGP Targa Resources Corp. Reduce -0.3% 0.17% +0.03
PGR Progressive Corp. Reduce -0.1% 0.18% +0.04
ALL Allstate Corp. Reduce -8.3% 0.63% +0.04
FEMS First Trust Emerging Markets Reduce -0.6% 0.76% +0.04
FTCS First Trust Capital Strength Reduce -1.0% 0.62% +0.05
ICE Intercontinental Exchange Inc. Reduce -11.4% 0.63% +0.06
V Visa Inc. Class A Reduce -8.0% 1.12% +0.10
VIG Vanguard Dividend Apprec ETF Reduce -0.6% 1.86% +0.11
XOM Exxon Mobil Corp. Reduce -0.6% 1.49% +0.24
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.8% 2.22% +0.46
CTAS Cintas Corp. Reduce -0.1% 4.06% +0.72

Portfolio Buys Q4 2024 → Q1 2025
BUFR FT Vest Lad Buffervetf-Usd I New 5.96% +5.96
JAAA Janus Henderson Aaa Clo ETF New 3.04% +3.04
FIXD First Trust Smith Opportunis Add +6.7% 14.32% +2.15
PH Parker Hannifin Corp. Add +130.2% 2.05% +1.19
MFIC Midcap Financial Investment New 0.38% +0.38
SDVY First Trust Smid Cap Rising Add +5.3% 3.39% +0.20
PSEC Prospect Capital Corp. New 0.18% +0.18
RTX RTX Corp. New 0.16% +0.16
EW Edwards Lifesciences Corp. Add +33.1% 0.53% +0.15
CI The Cigna Group New 0.15% +0.15
BMY Bristol-Myers Squibb Co. Add +0.3% 0.43% +0.06
IQV Iqvia Holdings Inc. Add +17.3% 0.46% +0.06
LLY Eli Lilly & Co. Add +0.1% 0.40% +0.05
ABBV Abbvie Inc. Add +0.1% 0.21% +0.05
MPC Marathon Petroleum Corp. Add +0.3% 0.34% +0.04
NFLX Netflix Inc. Add +0.2% 0.30% +0.04
OXSQ Oxford Square Capital Corp. New 0.03% +0.03
PG The Procter & Gamble Co. Add +0.1% 0.34% +0.03
BA The Boeing Co. Add +1.2% 0.16% +0.01
NXPI NXP Semiconductors NV Add +2.4% 0.44% +0.01
ORCL Oracle Corp. Add +0.1% 0.17% −0.02
SRE Sempra Add +0.5% 0.16% −0.02
MRK Merck & Co. Inc. Add +0.6% 1.13% −0.02
MSFT Microsoft Corp. Add +0.0% 3.76% −0.14
WSM Williams-Sonoma Inc. Add +0.0% 2.46% −0.21
NVDA Nvidia Corp. Add +0.3% 1.65% −0.24
AVGO Broadcom Inc. Add +0.2% 1.11% −0.31

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 132$193.0MFIXD, AAPL, VTV, BUFR, JAAA
Q1 2026 103$289.4MPULS, JCPB, UITB, XMHQ, SPYM
Q4 2025 112$172.4MFIXD, AAPL, VTV, BUFR, RDVY
Q3 2025 105$160.5MFIXD, AAPL, BUFR, VTV, RDVY
Q2 2025 100$147.3MFIXD, AAPL, BUFR, MSFT, RDVY
Q1 2025 95$138.8MFIXD, AAPL, BUFR, RDVY, CTAS
Q4 2024 96$150.0MFIXD, FOCT, AAPL, RDVY, MSFT