LeClair Wealth Partners LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), LeClair Wealth Partners LLC reported 100 stock positions worth $147.3 million. Its top holding was First Trust Smith Opportunis (FIXD) at 15.3% of the portfolio, followed by Apple (AAPL, 6.6%) and FT Vest Lad Buffervetf-Usd I (BUFR, 5.2%). Compared with Q1 2025, it opened 9 new positions, sold out of 4, added to 11 and reduced 54. The biggest buy was First Trust Smith Opportunis (FIXD, shares +13%) and the biggest sale Apple (AAPL, shares −0%).

Most Recent 13F
Q2 2026
Location
DUBLIN, OH
CIK
0002056667
Portfolio Value
$147.3M (Q2 2025)
SEC Filing
0001765380-25-000291 ↗ filed Aug 6, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q4 2024: $150.0M Q4 2024 Q1 2025: $138.8M Q1 2025 Q2 2025: $147.3M $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 100 stocks · $147.3M
FIXD First Trust Smith Opportunis 15.31% 513,808 $22.6M Add +13.3%
AAPL Apple Inc. 6.57% 47,148 $9.7M Reduce -0.2%
BUFR FT Vest Lad Buffervetf-Usd I 5.22% 241,910 $7.7M Reduce -13.2%
MSFT Microsoft Corp. 4.62% 13,681 $6.8M Reduce -1.6%
RDVY First Trust Rising Dividend 4.12% 96,717 $6.1M Reduce -10.5%
CTAS Cintas Corp. 4.11% 27,161 $6.1M Reduce -0.8%
SDVY First Trust Smid Cap Rising 3.05% 127,274 $4.5M Reduce -9.5%
JAAA Janus Henderson Aaa Clo ETF 3.02% 87,736 $4.5M Add +5.3%
WOR Worthington Enterprises Inc. 2.52% 58,227 $3.7M No change
WSM Williams-Sonoma Inc. 2.39% 21,594 $3.5M Reduce -0.0%
NVDA Nvidia Corp. 2.25% 20,994 $3.3M Reduce -0.9%
PH Parker Hannifin Corp. 2.22% 4,673 $3.3M No change
CGGR Cap Group Growth Equity 2.20% 79,765 $3.2M Reduce -0.8%
QQQ Invesco QQQ Trust Series 1 2.18% 5,823 $3.2M Reduce -0.8%
GOOGL Alphabet Inc. Class A 1.95% 16,292 $2.9M Reduce -2.9%
BRK.B Berkshire Hathaway Inc. Class B 1.91% 5,797 $2.8M No change
VIG Vanguard Dividend Apprec ETF 1.84% 13,272 $2.7M Reduce -0.4%
AVGO Broadcom Inc. 1.69% 9,049 $2.5M Reduce -2.0%
AMZN Amazon.com Inc. 1.62% 10,870 $2.4M Reduce -3.2%
JPM JPMorgan Chase & Co. 1.47% 7,490 $2.2M Reduce -3.5%
XOM Exxon Mobil Corp. 1.26% 17,283 $1.9M Reduce -0.3%
WS Worthington Steel Inc. 1.18% 58,314 $1.7M No change
TDIV FT Nasdaq Tech DVD Index FD 1.11% 18,132 $1.6M Reduce -1.8%
META Meta Platforms Inc. Class A 1.03% 2,062 $1.5M Reduce -0.4%
V Visa Inc. Class A 1.01% 4,208 $1.5M Reduce -5.5%
HD Home Depot Inc. 0.93% 3,729 $1.4M Reduce -5.4%
MRK Merck & Co. Inc. 0.92% 17,120 $1.4M Reduce -2.0%
TT Trane Technologies PLC 0.90% 3,022 $1.3M Reduce -6.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.66% 7,848 $969K Reduce -6.7%
EMR Emerson Electric Co. 0.62% 6,854 $914K Reduce -0.7%
AON Aon PLC Class A 0.58% 2,379 $849K Reduce -0.0%
ICE Intercontinental Exchange Inc. 0.57% 4,594 $843K Reduce -8.7%
F Ford Motor Co. filed as FORD MTR CO 0.57% 77,141 $837K Reduce -2.3%
CINF Cincinnati Financial Corp. 0.54% 5,342 $796K No change
XLK SS Technology Select Sector 0.53% 3,101 $785K Reduce -2.2%
ALL Allstate Corp. 0.53% 3,872 $779K Reduce -8.8%
COST Costco Wholesale Corp. 0.53% 785 $777K Reduce -0.4%
FEMS First Trust Emerging Markets 0.51% 18,514 $752K Reduce -34.7%
GOOG Alphabet Inc. Class C 0.51% 4,231 $751K Reduce -3.8%
EW Edwards Lifesciences Corp. 0.49% 9,241 $723K Reduce -9.4%
XLI SS Industrial Select Sector 0.48% 4,750 $701K No change
FTCS First Trust Capital Strength 0.47% 7,663 $696K Reduce -19.6%
SPGI S&P Global Inc. 0.47% 1,318 $695K Reduce -8.2%
FVD First Trust Value Line DVD 0.46% 15,060 $673K Reduce -1.8%
CRM Salesforce Inc. 0.44% 2,358 $643K Reduce -9.2%
TSLA Tesla Inc. 0.42% 1,968 $625K Add +6.4%
NXPI NXP Semiconductors NV 0.40% 2,727 $596K Reduce -15.6%
NFLX Netflix Inc. 0.40% 444 $595K Reduce -0.2%
MPC Marathon Petroleum Corp. 0.36% 3,193 $530K No change
LLY Eli Lilly & Co. 0.36% 674 $525K Add +1.1%
MFIC Midcap Financial Investment 0.35% 40,885 $516K No change
ETN Eaton Corp. PLC 0.35% 1,444 $515K No change
BX Blackstone Inc. 0.33% 3,258 $487K Reduce -0.0%
ARCC Ares Capital Corp. 0.31% 21,087 $463K Reduce -6.2%
IQV Iqvia Holdings Inc. 0.30% 2,847 $449K Reduce -21.5%
BMY Bristol-Myers Squibb Co. 0.30% 9,676 $448K Reduce -0.1%
PG The Procter & Gamble Co. 0.30% 2,798 $446K Add +0.0%
ACN Accenture PLC Class A 0.30% 1,488 $445K No change
TXN Texas Instruments Inc. 0.30% 2,130 $442K Reduce -0.6%
WMT Walmart Inc. 0.29% 4,322 $423K Add +0.5%
CMG Chipotle Mexican Grill Inc. 0.27% 7,200 $404K No change
MRSH Marsh & McLennan Cos 0.27% 1,820 $398K Reduce -0.1%
ORLY O'reilly Automotive Inc. 0.25% 4,155 $374K No change
ORCL Oracle Corp. 0.24% 1,644 $359K No change
MA Mastercard Inc. Class A 0.24% 635 $357K Reduce -0.3%
UNH Unitedhealth Group Inc. 0.23% 1,107 $345K Reduce -11.2%
T AT&T Inc. 0.23% 11,931 $345K No change
QCOM Qualcomm Inc. 0.23% 2,135 $340K Reduce -1.9%
PSEC Prospect Capital Corp. 0.23% 105,220 $335K Add +75.0%
XLV SS Health Care Select Sector 0.23% 2,477 $334K No change
NEE Nextera Energy Inc. 0.22% 4,743 $329K No change
CSCO Cisco Systems Inc. 0.22% 4,672 $324K No change
FUN Six Flags Entertainment Corp. 0.22% 10,600 $323K No change
CB Chubb Ltd. 0.22% 1,108 $321K No change
CBRL Cracker Barrel Old Country 0.21% 5,032 $307K New
AEP American Electric Power 0.20% 2,874 $298K No change
MSI Motorola Solutions Inc. 0.20% 702 $295K Add +0.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.19% 5,998 $284K Reduce -2.0%
BA The Boeing Co. 0.19% 1,314 $275K Add +1.0%
DHR Danaher Corp. 0.18% 1,348 $266K Reduce -0.6%
ABBV Abbvie Inc. 0.18% 1,425 $265K Add +0.2%
CSM Proshares Large Cap Core Plu 0.18% 3,686 $260K No change
UNP Union Pacific Corp. 0.17% 1,102 $254K Reduce -11.9%
RTX RTX Corp. 0.17% 1,678 $245K No change
PGR Progressive Corp. 0.16% 890 $238K Add +3.6%
PSX Phillips 66 0.16% 1,956 $233K Reduce -2.4%
GE General Electric filed as GE AEROSPACE 0.16% 900 $232K New
LIN Linde PLC 0.16% 489 $229K No change
ROK Rockwell Automation Inc. 0.16% 688 $229K New
SRE Sempra 0.15% 3,007 $228K Reduce -0.7%
INTU Intuit Inc. 0.15% 286 $225K New
HAL Halliburton Co. 0.15% 10,697 $218K Reduce -0.0%
VSXY Victoria's Secret & Co. 0.15% 11,565 $214K No change
AMD Advanced Micro Devices 0.14% 1,497 $212K New
CI The Cigna Group 0.14% 626 $207K No change
IJH iShares Core S&P Midcap ETF 0.14% 3,321 $206K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 682 $201K New
FEAM 5E Advanced Materials Inc. 0.09% 37,208 $131K New
POWW Outdoor Holding Co. 0.09% 100,026 $128K New
OXSQ Oxford Square Capital Corp. 0.03% 18,122 $40K No change

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -0.2% 6.57% −1.00
BUFR FT Vest Lad Buffervetf-Usd I Reduce -13.2% 5.22% −0.74
RDVY First Trust Rising Dividend Reduce -10.5% 4.12% −0.44
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −0.37
SDVY First Trust Smid Cap Rising Reduce -9.5% 3.05% −0.35
FXZ First Trust Materials Alphad Sold out 0.00% −0.35
FEMS First Trust Emerging Markets Reduce -34.7% 0.51% −0.25
UNH Unitedhealth Group Inc. Reduce -11.2% 0.23% −0.24
XOM Exxon Mobil Corp. Reduce -0.3% 1.26% −0.22
MRK Merck & Co. Inc. Reduce -2.0% 0.92% −0.21
TRGP Targa Resources Corp. Sold out 0.00% −0.17
IQV Iqvia Holdings Inc. Reduce -21.5% 0.30% −0.16
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.15
FTCS First Trust Capital Strength Reduce -19.6% 0.47% −0.14
BMY Bristol-Myers Squibb Co. Reduce -0.1% 0.30% −0.12
HD Home Depot Inc. Reduce -5.4% 0.93% −0.11
V Visa Inc. Class A Reduce -5.5% 1.01% −0.11
AON Aon PLC Class A Reduce -0.0% 0.58% −0.11
ALL Allstate Corp. Reduce -8.8% 0.53% −0.10
TJX TJX Companies Inc. Reduce -6.7% 0.66% −0.08
WSM Williams-Sonoma Inc. Reduce -0.0% 2.39% −0.07
CRM Salesforce Inc. Reduce -9.2% 0.44% −0.07
SPGI S&P Global Inc. Reduce -8.2% 0.47% −0.05
ICE Intercontinental Exchange Inc. Reduce -8.7% 0.57% −0.05
MRSH Marsh & McLennan Cos Reduce -0.1% 0.27% −0.05
HAL Halliburton Co. Reduce -0.0% 0.15% −0.05
ARCC Ares Capital Corp. Reduce -6.2% 0.31% −0.04
EW Edwards Lifesciences Corp. Reduce -9.4% 0.49% −0.04
UNP Union Pacific Corp. Reduce -11.9% 0.17% −0.04
NXPI NXP Semiconductors NV Reduce -15.6% 0.40% −0.04
FVD First Trust Value Line DVD Reduce -1.8% 0.46% −0.04
PSX Phillips 66 Reduce -2.4% 0.16% −0.02
DHR Danaher Corp. Reduce -0.6% 0.18% −0.02
VIG Vanguard Dividend Apprec ETF Reduce -0.4% 1.84% −0.02
QCOM Qualcomm Inc. Reduce -1.9% 0.23% −0.01
COST Costco Wholesale Corp. Reduce -0.4% 0.53% −0.01
MA Mastercard Inc. Class A Reduce -0.3% 0.24% −0.01
F Ford Motor Co. Reduce -2.3% 0.57% −0.00
SRE Sempra Reduce -0.7% 0.15% −0.00
BX Blackstone Inc. Reduce -0.0% 0.33% +0.00
BAC Bank of America Corp. Reduce -2.0% 0.19% +0.01
GOOG Alphabet Inc. Class C Reduce -3.8% 0.51% +0.01
TXN Texas Instruments Inc. Reduce -0.6% 0.30% +0.02
CTAS Cintas Corp. Reduce -0.8% 4.11% +0.05
XLK SS Technology Select Sector Reduce -2.2% 0.53% +0.06
EMR Emerson Electric Co. Reduce -0.7% 0.62% +0.08
GOOGL Alphabet Inc. Class A Reduce -2.9% 1.95% +0.08
AMZN Amazon.com Inc. Reduce -3.2% 1.62% +0.08
JPM JPMorgan Chase & Co. Reduce -3.5% 1.47% +0.10
NFLX Netflix Inc. Reduce -0.2% 0.40% +0.10

Portfolio Buys Q1 2025 → Q2 2025
FIXD First Trust Smith Opportunis Add +13.3% 15.31% +0.99
CBRL Cracker Barrel Old Country New 0.21% +0.21
GE General Electric New 0.16% +0.16
ROK Rockwell Automation Inc. New 0.16% +0.16
INTU Intuit Inc. New 0.15% +0.15
AMD Advanced Micro Devices New 0.14% +0.14
IJH iShares Core S&P Midcap ETF New 0.14% +0.14
IBM Intl Business Machines Corp. New 0.14% +0.14
FEAM 5E Advanced Materials Inc. New 0.09% +0.09
POWW Outdoor Holding Co. New 0.09% +0.09
TSLA Tesla Inc. Add +6.4% 0.42% +0.08
PSEC Prospect Capital Corp. Add +75.0% 0.23% +0.05
BA The Boeing Co. Add +1.0% 0.19% +0.03
WMT Walmart Inc. Add +0.5% 0.29% +0.01
PGR Progressive Corp. Add +3.6% 0.16% −0.01
MSI Motorola Solutions Inc. Add +0.3% 0.20% −0.02
JAAA Janus Henderson Aaa Clo ETF Add +5.3% 3.02% −0.02
ABBV Abbvie Inc. Add +0.2% 0.18% −0.04
LLY Eli Lilly & Co. Add +1.1% 0.36% −0.04
PG The Procter & Gamble Co. Add +0.0% 0.30% −0.04

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