LeClair Wealth Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), LeClair Wealth Partners LLC reported 103 stock positions worth $289.4 million. Its top holding was Pgim Ultra Short Bond ETF (PULS) at 11.7% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 7.4%) and Victoryshares Core Intermedi (UITB, 7.1%). Compared with Q4 2025, it opened 92 new positions, sold out of 101, added to 5 and reduced 6. The biggest buy was a new position in Pgim Ultra Short Bond ETF (PULS) and the biggest sale an exit from First Trust Smith Opportunis (FIXD).
- Most Recent 13F
- Q2 2026
- Location
- DUBLIN, OH
- CIK
- 0002056667
- Portfolio Value
- $289.4M (Q1 2026)
- SEC Filing
- 0001765380-26-000162 ↗ filed May 5, 2026
Holdings Value
Holdings 103 stocks · $289.4M
| PULS Pgim Ultra Short Bond ETF | 11.71% | 684,685 | $33.9M | New |
| JCPB JPMorgan Core Plus Bond ETF | 7.37% | 453,035 | $21.3M | New |
| UITB Victoryshares Core Intermedi | 7.13% | 438,763 | $20.6M | New |
| XMHQ Invesco S&P Midcap Qual ETF | 6.96% | 194,843 | $20.1M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.40% | 241,897 | $18.5M | New |
| USVM Victoryshares US Small Mid C | 6.25% | 191,096 | $18.1M | New |
| EVSD Eaton Vance SHRT Dur Inc. | 5.79% | 329,166 | $16.8M | New |
| RWL Invesco S&P 500 Revenue ETF | 5.59% | 140,791 | $16.2M | New |
| HMOP Hartford Municipal Opp ETF | 3.00% | 223,764 | $8.7M | New |
| GSIE Goldman Sachs Activebeta Int | 2.43% | 162,905 | $7.0M | New |
| VRP Invesco Variable Rate Prefer | 2.42% | 291,785 | $7.0M | New |
| JEPI JPMorgan Equity Premium Inco | 2.29% | 117,113 | $6.6M | New |
| JPST JPMorgan Ultra-Short Income | 2.14% | 122,289 | $6.2M | New |
| UTES Virtus Reaves Utilities ETF | 2.07% | 75,038 | $6.0M | New |
| PJAN Innovator U.S. Equity Power | 2.01% | 126,115 | $5.8M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 1.99% | 8 | $5.7M | New |
| PAPI Parametric Equity Prem Inco | 1.84% | 194,162 | $5.3M | New |
| PBJA Pgim S&P 500 Buffer 20-Jan | 1.68% | 159,830 | $4.9M | New |
| JXN Jackson Financial Inc. Class A | 1.36% | 37,173 | $3.9M | New |
| PBNV Pgim S&P 500 Buffer 20-Nov | 1.29% | 128,780 | $3.7M | New |
| PFEB Innovator U.S. Equity Power | 0.86% | 62,171 | $2.5M | New |
| PAPR Innovator U.S. Equity Power | 0.74% | 53,803 | $2.1M | New |
| PBDE Pgim S&P 500 Buffer 20-Dec | 0.70% | 70,321 | $2.0M | New |
| JANW Alianzim US Eq BFR20 Jan-Usd | 0.56% | 44,490 | $1.6M | New |
| MSFT Microsoft Corp. | 0.55% | 4,325 | $1.6M | Reduce -66.6% |
| PMAR Innovator U.S. Equity Power | 0.54% | 35,052 | $1.6M | New |
| CMS CMS Energy Corp. | 0.54% | 20,073 | $1.6M | New |
| ETN Eaton Corp. PLC | 0.51% | 4,091 | $1.5M | Add +124.3% |
| AAPL Apple Inc. | 0.50% | 5,704 | $1.4M | Reduce -88.0% |
| VYM Vanguard High DVD Yield ETF | 0.41% | 7,982 | $1.2M | New |
| PBAP Pgim S&P 500 Buffer 20-Apr | 0.40% | 39,619 | $1.2M | New |
| PJUN Innovator U.S. Equity Power | 0.38% | 26,441 | $1.1M | New |
| DTE DTE Energy Company | 0.37% | 7,325 | $1.1M | New |
| SPSB SS SPDR P St C Corp. ETF | 0.36% | 34,866 | $1.0M | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.36% | 90,711 | $1.0M | Add +17.6% |
| JNJ Johnson & Johnson | 0.36% | 4,242 | $1.0M | Add +235.9% |
| CPSA Calamos SP500 Strct Alt-Aug | 0.35% | 38,021 | $1.0M | New |
| SYK Stryker Corp. | 0.31% | 2,695 | $886K | New |
| CPSO Calamos S&P 500 Alt Prot Oct | 0.29% | 30,803 | $832K | New |
| QQQM Invesco Nasdaq 100 ETF | 0.29% | 3,491 | $830K | New |
| PBFB Pgim S&P 500 Buffer 20-Feb | 0.28% | 26,957 | $810K | New |
| FDVV Fidelity High Dividend ETF | 0.27% | 14,368 | $794K | New |
| CPSJ Calamos S&P 500 Sap ETF July | 0.27% | 29,178 | $784K | New |
| CVX Chevron Corp. | 0.26% | 3,672 | $760K | New |
| PBJN Pgim S&P 500 Buffer 20-Jun | 0.26% | 25,355 | $757K | New |
| LRCX Lam Research Corp. | 0.26% | 3,459 | $739K | New |
| OCTP Pgim S&P 500 Buffer 12-Oct | 0.25% | 24,890 | $737K | New |
| SLV iShares Silver Trust | 0.23% | 9,656 | $658K | New |
| CPSD CLMS S&P STR Alt Dec | 0.22% | 24,974 | $647K | New |
| CB Chubb Ltd. | 0.22% | 1,978 | $645K | Add +33.6% |
| MS Morgan Stanley | 0.21% | 3,642 | $599K | New |
| XBJA Innovator US Eq Ac 9 Buff-J | 0.20% | 18,246 | $571K | New |
| PBMR Pgim S&P 500 Buffer 20-Mar | 0.17% | 15,826 | $480K | New |
| POCT Innovator U.S. Equity Power | 0.17% | 11,073 | $477K | New |
| EVLN Eaton Vance Floating-Rate | 0.16% | 9,698 | $467K | New |
| PDEC Innovator U.S. Equity Power | 0.16% | 10,950 | $465K | New |
| JMUB JPMorgan Municipal ETF | 0.16% | 9,301 | $465K | New |
| CPSM Calamos SP500 STR Alt Promay | 0.16% | 15,962 | $461K | New |
| JPM JPMorgan Chase & Co. | 0.16% | 1,566 | $461K | Reduce -75.5% |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.16% | 13,664 | $457K | New |
| FITB Fifth Third Bancorp | 0.16% | 9,765 | $454K | New |
| DTM DT Midstream Inc. | 0.16% | 3,353 | $451K | New |
| CPST Calamos S&P 500 Alt Sept | 0.15% | 16,552 | $446K | New |
| PSEP Innovator U.S. Equity Power | 0.15% | 10,223 | $440K | New |
| CPSR Cal S&P 500 St Alt P ETF - M | 0.15% | 16,665 | $421K | New |
| KBE SS SPDR S&P Bank ETF | 0.14% | 7,015 | $418K | New |
| VCIT Vanguard Int-Term Corporate | 0.13% | 4,598 | $380K | New |
| GSLC Goldman Activebeta US LC ETF | 0.13% | 2,969 | $371K | New |
| VCLT Vanguard Long-Term Corp. Bond | 0.13% | 4,915 | $367K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 1,277 | $367K | New |
| XBAP Innovator US Eqy Accel 9 Buf | 0.13% | 9,247 | $362K | New |
| AON Aon PLC Class A | 0.12% | 1,073 | $346K | Reduce -54.9% |
| GLDM SPDR Gold Minishares Trust | 0.12% | 3,736 | $346K | New |
| XEL Xcel Energy Inc. | 0.12% | 4,346 | $345K | New |
| BA The Boeing Co. | 0.11% | 1,648 | $328K | Add +23.3% |
| PJUL Innovator U.S. Equity Power | 0.11% | 7,120 | $327K | New |
| GSSC Goldman Sachs Activebeta US | 0.11% | 4,387 | $327K | New |
| IXUS iShares Core Intl Stock ETF | 0.11% | 3,675 | $318K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 985 | $316K | New |
| TAP Molson Coors Beverage Co. Class B | 0.11% | 7,253 | $312K | New |
| PBAU Pgim S&P 500 Buffer 20-Aug | 0.11% | 10,483 | $311K | New |
| CLOX Eldridge Aaa Clo ETF | 0.11% | 12,108 | $310K | New |
| SFLO VS SM Cap Free Cash Flow ETF filed as VICTORY PORTFOLIOS II | 0.11% | 10,191 | $306K | New |
| KO The Coca-Cola Co. | 0.10% | 3,982 | $303K | New |
| APRW Allinzim US Eq BFR20 Apr-Usd | 0.10% | 8,468 | $300K | New |
| MBWM Mercantile Bank Corp. | 0.10% | 5,826 | $294K | New |
| PINK Simplify Health Care ETF | 0.10% | 8,728 | $294K | New |
| VZ Verizon Communications Inc. | 0.10% | 5,782 | $290K | New |
| OUSA Alps Oshares US Quality Divi | 0.10% | 5,183 | $289K | New |
| AMZN Amazon.com Inc. | 0.09% | 1,316 | $274K | Reduce -85.0% |
| PBJL Pgim S&P 500 Buffer 20-Jul | 0.09% | 9,098 | $270K | New |
| XLF SS Financial Select Sector | 0.09% | 5,469 | $270K | New |
| XEXGX Eaton Vance Tax-Managed Glob | 0.09% | 30,938 | $268K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 410 | $266K | New |
| GSEW Goldman Sachs Eql WGHT Large | 0.09% | 3,108 | $263K | New |
| SMH Vaneck Semiconductor ETF | 0.08% | 629 | $241K | New |
| PBMY Pgim S&P 500 Buffer 20-May | 0.08% | 7,569 | $229K | New |
| JDOC JPMorgan Healthcare Lead ETF | 0.08% | 4,096 | $228K | New |
| WTFC Wintrust Financial Corp. | 0.08% | 1,631 | $227K | New |
| NVDA Nvidia Corp. | 0.08% | 1,286 | $224K | Reduce -93.9% |
Portfolio Sells Q4 2025 → Q1 2026
| FIXD First Trust Smith Opportunis | Sold out | 0.00% | −10.24 |
| AAPL Apple Inc. | Reduce -88.0% | 0.50% | −7.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −6.15 |
| BUFR FT Vest Lad Buffervetf-Usd I | Sold out | 0.00% | −5.30 |
| RDVY First Trust Rising Dividend | Sold out | 0.00% | −4.16 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −3.77 |
| MSFT Microsoft Corp. | Reduce -66.6% | 0.55% | −3.08 |
| CTAS Cintas Corp. | Sold out | 0.00% | −2.95 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −2.51 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −2.38 |
| WSM Williams-Sonoma Inc. | Sold out | 0.00% | −2.24 |
| NVDA Nvidia Corp. | Reduce -93.9% | 0.08% | −2.19 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −2.07 |
| CGGR Cap Group Growth Equity | Sold out | 0.00% | −2.05 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −1.84 |
| WOR Worthington Enterprises Inc. | Sold out | 0.00% | −1.75 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −1.71 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −1.67 |
| BSCV Invesco Bulletshares 2031 CB | Sold out | 0.00% | −1.39 |
| BSCW Invesco Bulletshares 2032 CB | Sold out | 0.00% | −1.39 |
| BSCX Invesco Bulletshares 2033 CB | Sold out | 0.00% | −1.38 |
| BSCY Invesco Bulletshares 2034 CB | Sold out | 0.00% | −1.38 |
| BSCZ Invesco Bulletshares 2035 CB | Sold out | 0.00% | −1.36 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −1.21 |
| WS Worthington Steel Inc. | Sold out | 0.00% | −1.17 |
| SDVY First Trust Smid Cap Rising | Sold out | 0.00% | −1.17 |
| AMZN Amazon.com Inc. | Reduce -85.0% | 0.09% | −1.08 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −1.05 |
| JPM JPMorgan Chase & Co. | Reduce -75.5% | 0.16% | −1.03 |
| TDIV FT Nasdaq Tech DVD Index FD | Sold out | 0.00% | −1.01 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.79 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.75 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.61 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.58 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.53 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.53 |
| CINF Cincinnati Financial Corp. | Sold out | 0.00% | −0.51 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.50 |
| FEMS First Trust Emerging Markets | Sold out | 0.00% | −0.45 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.43 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.42 |
| FTCS First Trust Capital Strength | Sold out | 0.00% | −0.41 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.40 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.39 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.37 |
| AON Aon PLC Class A | Reduce -54.9% | 0.12% | −0.37 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.36 |
| VSXY Victoria's Secret & Co. | Sold out | 0.00% | −0.36 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.36 |
| PSEC Prospect Capital Corp. | Sold out | 0.00% | −0.36 |
Portfolio Buys Q4 2025 → Q1 2026
| PULS Pgim Ultra Short Bond ETF | New | 11.71% | +11.71 |
| JCPB JPMorgan Core Plus Bond ETF | New | 7.37% | +7.37 |
| UITB Victoryshares Core Intermedi | New | 7.13% | +7.13 |
| XMHQ Invesco S&P Midcap Qual ETF | New | 6.96% | +6.96 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 6.40% | +6.40 |
| USVM Victoryshares US Small Mid C | New | 6.25% | +6.25 |
| EVSD Eaton Vance SHRT Dur Inc. | New | 5.79% | +5.79 |
| RWL Invesco S&P 500 Revenue ETF | New | 5.59% | +5.59 |
| HMOP Hartford Municipal Opp ETF | New | 3.00% | +3.00 |
| GSIE Goldman Sachs Activebeta Int | New | 2.43% | +2.43 |
| VRP Invesco Variable Rate Prefer | New | 2.42% | +2.42 |
| JEPI JPMorgan Equity Premium Inco | New | 2.29% | +2.29 |
| JPST JPMorgan Ultra-Short Income | New | 2.14% | +2.14 |
| UTES Virtus Reaves Utilities ETF | New | 2.07% | +2.07 |
| PJAN Innovator U.S. Equity Power | New | 2.01% | +2.01 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 1.99% | +1.99 |
| PAPI Parametric Equity Prem Inco | New | 1.84% | +1.84 |
| PBJA Pgim S&P 500 Buffer 20-Jan | New | 1.68% | +1.68 |
| JXN Jackson Financial Inc. Class A | New | 1.36% | +1.36 |
| PBNV Pgim S&P 500 Buffer 20-Nov | New | 1.29% | +1.29 |
| PFEB Innovator U.S. Equity Power | New | 0.86% | +0.86 |
| PAPR Innovator U.S. Equity Power | New | 0.74% | +0.74 |
| PBDE Pgim S&P 500 Buffer 20-Dec | New | 0.70% | +0.70 |
| JANW Alianzim US Eq BFR20 Jan-Usd | New | 0.56% | +0.56 |
| PMAR Innovator U.S. Equity Power | New | 0.54% | +0.54 |
| CMS CMS Energy Corp. | New | 0.54% | +0.54 |
| VYM Vanguard High DVD Yield ETF | New | 0.41% | +0.41 |
| PBAP Pgim S&P 500 Buffer 20-Apr | New | 0.40% | +0.40 |
| PJUN Innovator U.S. Equity Power | New | 0.38% | +0.38 |
| DTE DTE Energy Company | New | 0.37% | +0.37 |
| SPSB SS SPDR P St C Corp. ETF | New | 0.36% | +0.36 |
| CPSA Calamos SP500 Strct Alt-Aug | New | 0.35% | +0.35 |
| SYK Stryker Corp. | New | 0.31% | +0.31 |
| CPSO Calamos S&P 500 Alt Prot Oct | New | 0.29% | +0.29 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.29% | +0.29 |
| PBFB Pgim S&P 500 Buffer 20-Feb | New | 0.28% | +0.28 |
| FDVV Fidelity High Dividend ETF | New | 0.27% | +0.27 |
| CPSJ Calamos S&P 500 Sap ETF July | New | 0.27% | +0.27 |
| CVX Chevron Corp. | New | 0.26% | +0.26 |
| PBJN Pgim S&P 500 Buffer 20-Jun | New | 0.26% | +0.26 |
| LRCX Lam Research Corp. | New | 0.26% | +0.26 |
| OCTP Pgim S&P 500 Buffer 12-Oct | New | 0.25% | +0.25 |
| SLV iShares Silver Trust | New | 0.23% | +0.23 |
| CPSD CLMS S&P STR Alt Dec | New | 0.22% | +0.22 |
| MS Morgan Stanley | New | 0.21% | +0.21 |
| JNJ Johnson & Johnson | Add +235.9% | 0.36% | +0.21 |
| XBJA Innovator US Eq Ac 9 Buff-J | New | 0.20% | +0.20 |
| ETN Eaton Corp. PLC | Add +124.3% | 0.51% | +0.17 |
| PBMR Pgim S&P 500 Buffer 20-Mar | New | 0.17% | +0.17 |
| POCT Innovator U.S. Equity Power | New | 0.17% | +0.17 |
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 |