LeClair Wealth Partners LLC 13F Holdings
CIK 0002056667 · DUBLIN, OH
As of Sep 30, 2025, LeClair Wealth Partners LLC reported 105 positions worth
CIK 0002056667 · DUBLIN, OH
As of Sep 30, 2025, LeClair Wealth Partners LLC reported 105 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | FIXD | — | 525,519 | $23.3M | 14.54% |
| APPLE INC | AAPL | Technology | 47,809 | 2.2M | 7.58% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 263,335 | $8.8M | 5.48% |
| VANGUARD VALUE INDEX FUND | VTV | — | 42,411 | $7.9M | 4.93% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 103,630 | $7.0M | 4.34% |
| MICROSOFT CORP | MSFT | Technology | 12,933 | $6.7M | 4.17% |
| CINTAS CORP | CTAS | Industrials | 27,143 | $5.6M | 3.47% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 95,565 | $4.9M | 3.02% |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | SDVY | — | 114,224 | $4.3M | 2.71% |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 21,594 | $4.2M | 2.63% |
| NVIDIA CORP | NVDA | Technology | 20,921 | $3.9M | 2.43% |
| PARKER-HANNIFIN CORP | PH | Industrials | 4,673 | $3.5M | 2.21% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 5,810 | $3.5M | 2.17% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 79,320 | $3.5M | 2.17% |
| ALPHABET INC | GOOGL | Equity | 13,870 | $3.4M | 2.10% |
| WORTHINGTON ENTERPRISES INC | WOR | Industrials | 58,642 | $3.3M | 2.03% |
| BROADCOM INC | AVGO | Technology | 9,773 | $3.2M | 2.01% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,797 | $2.9M | 1.82% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 13,272 | $2.9M | 1.78% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 6,311 | $2.0M | 1.24% |
| EXXON MOBIL CORP | XOM | Energy | 17,249 | .9M | 1.21% |
| AMAZON.COM INC | AMZN | Equity | 8,765 | .9M | 1.20% |
| FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | TDIV | — | 18,027 | .8M | 1.11% |
| WORTHINGTON STEEL INC | WS | Basic Materials | 58,314 | .8M | 1.10% |
| META PLATFORMS INC | META | Communication Services | 2,062 | .5M | 0.94% |