Leclair Wealth Partners LLC Top Holdings and 13F Report (2026) About Leclair Wealth Partners LLCInvestment ActivityLeclair Wealth Partners LLC has $193.03 million in total holdings as of June 30, 2026.Leclair Wealth Partners LLC owns shares of 132 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 95.63% of the portfolio was purchased this quarter.About 146.40% of the portfolio was sold this quarter.This quarter, Leclair Wealth Partners LLC has purchased 103 new stocks and bought additional shares in 7 stocks.Leclair Wealth Partners LLC sold shares of 6 stocks and completely divested from 90 stocks this quarter.Largest Holdings First Trust TCW Opportunistic Fixed Income ETF $17,921,151Apple $13,572,343Vanguard Value ETF $11,415,861FT Vest Laddered Buffer ETF $8,448,489Janus Henderson AAA CLO ETF $6,943,341 Largest New Holdings this Quarter 33740F805 - First Trust TCW Opportunistic Fixed Income ETF $17,921,151 Holding922908744 - Vanguard Value ETF $11,415,861 Holding33740F755 - FT Vest Laddered Buffer ETF $8,448,489 Holding47103U845 - Janus Henderson AAA CLO ETF $6,943,341 Holding33738R506 - First Trust Rising Dividend Achievers ETF $6,492,306 Holding Largest Purchases this Quarter First Trust TCW Opportunistic Fixed Income ETF 410,941 shares (about $17.92M)Apple 41,201 shares (about $11.92M)Vanguard Value ETF 52,383 shares (about $11.42M)FT Vest Laddered Buffer ETF 231,275 shares (about $8.45M)Janus Henderson AAA CLO ETF 137,519 shares (about $6.94M) Largest Sales this Quarter LAM RESEARCH CORP 2,420 shares (about $1.05M)Eaton 2,229 shares (about $949.95K)Johnson & Johnson 2,907 shares (about $738.31K)Ford Motor 13,561 shares (about $188.50K)Chubb 492 shares (about $167.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeclair Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFIXDFirst Trust TCW Opportunistic Fixed Income ETF$17,921,151$17,921,151 ▲New Holding410,9419.3%ETFAAPLApple$13,572,343$11,921,844 ▲722.3%46,9057.0%TechnologyVTVVanguard Value ETF$11,415,861$11,415,861 ▲New Holding52,3835.9%ETFBUFRFT Vest Laddered Buffer ETF$8,448,489$8,448,489 ▲New Holding231,2754.4%ETFJAAAJanus Henderson AAA CLO ETF$6,943,341$6,943,341 ▲New Holding137,5193.6%ETFRDVYFirst Trust Rising Dividend Achievers ETF$6,492,306$6,492,306 ▲New Holding80,0933.4%ETFWSMWilliams-Sonoma$5,012,582$5,012,582 ▲New Holding21,5042.6%Consumer DiscretionaryGOOGLAlphabet$4,886,705$4,886,705 ▲New Holding13,6742.5%Communication ServicesMSFTMicrosoft$4,696,665$3,083,364 ▲191.1%12,5912.4%TechnologyPHParker-Hannifin$4,474,330$4,474,330 ▲New Holding4,5742.3%IndustrialsCTASCintas$4,289,020$4,289,020 ▲New Holding25,2182.2%IndustrialsQQQInvesco QQQ$4,243,137$4,243,137 ▲New Holding5,7622.2%ETFCGGRCapital Group Growth ETF$3,712,469$3,712,469 ▲New Holding78,6541.9%ETFNVDANVIDIA$3,658,711$3,401,391 ▲1,321.9%18,2851.9%TechnologyAVGOBroadcom$3,238,602$3,238,602 ▲New Holding8,5731.7%TechnologyWORWorthington Enterprises$3,130,284$3,130,284 ▲New Holding58,2271.6%IndustrialsVIGVanguard Dividend Appreciation ETF$2,981,200$2,981,200 ▲New Holding12,5991.5%ETFBRK.BBerkshire Hathaway$2,920,510$2,920,510 ▲New Holding5,8361.5%FinanceBSCWInvesco BulletShares 2032 Corporate Bond ETF$2,472,913$2,472,913 ▲New Holding120,5711.3%ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$2,471,726$2,471,726 ▲New Holding150,8531.3%ETFINVESCO EXCH TRD SLF IDX FD$2,458,070$2,458,070 ▲New Holding120,0821.3%BULLETSHARESINVESCO EXCH TRD SLF IDX FD$2,457,007$2,457,007 ▲New Holding116,6951.3%BUL 2033 COR ETFINVESCO EXCH TRD SLF IDX FD$2,455,466$2,455,466 ▲New Holding118,8221.3%BULL 2034 CO ETFXOMExxonMobil$2,365,514$2,365,514 ▲New Holding17,3021.2%EnergySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$2,230,539$2,230,539 ▲New Holding51,7051.2%ETFMRKMerck & Co., Inc.$2,217,154$2,217,154 ▲New Holding17,2541.1%HealthcareAMZNAmazon.com$2,201,260$1,887,611 ▲601.8%9,2361.1%Consumer DiscretionaryJPMJPMorgan Chase & Co.$2,088,074$1,575,466 ▲307.3%6,3791.1%FinanceTDIVFirst Trust NASDAQ Technology Dividend Index Fund$2,045,898$2,045,898 ▲New Holding17,8091.1%ETFWORTHINGTON STL INC$1,986,929$1,986,929 ▲New Holding59,1701.0%COM SHSFIWFirst Trust Water ETF$1,791,797$1,791,797 ▲New Holding16,3600.9%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$1,681,122$1,681,122 ▲New Holding8,7670.9%ETFEMLPFirst Trust North American Energy Infrastructure Fund$1,656,648$1,656,648 ▲New Holding38,0840.9%ETFSETMSprott Critical Materials ETF$1,490,671$1,490,671 ▲New Holding47,8390.8%ETFGOOGAlphabet$1,372,406$1,372,406 ▲New Holding3,8840.7%Communication ServicesSILVER BOW MNG CORP$1,204,835$1,204,835 ▲New Holding178,2300.6%COMMON SHARESMUMicron Technology$1,185,387$1,185,387 ▲New Holding1,0270.6%TechnologyMETAMeta Platforms$1,158,803$1,158,803 ▲New Holding2,0570.6%Communication ServicesXLKTechnology Select Sector SPDR Fund$1,132,832$1,132,832 ▲New Holding5,9460.6%ETFFFord Motor$1,072,385$188,498 ▼-14.9%77,1500.6%Consumer DiscretionaryHDHome Depot$1,018,393$1,018,393 ▲New Holding2,8880.5%Consumer DiscretionaryVVisa$1,003,701$1,003,701 ▲New Holding2,9250.5%FinanceCINFCincinnati Financial$985,500$985,500 ▲New Holding5,3230.5%FinanceEMREmerson Electric$979,896$979,896 ▲New Holding6,8450.5%IndustrialsVICTORIAS SECRET AND CO$965,446$965,446 ▲New Holding11,5650.5%COMMON STOCKXLIIndustrial Select Sector SPDR Fund$879,843$879,843 ▲New Holding4,7500.5%ETFAMDAdvanced Micro Devices$877,498$877,498 ▲New Holding1,5110.5%TechnologyTTTrane Technologies$874,017$874,017 ▲New Holding1,7790.5%IndustrialsMPCMarathon Petroleum$865,869$865,869 ▲New Holding3,3870.4%EnergyTSLATesla$846,763$846,763 ▲New Holding2,0130.4%Consumer DiscretionaryLLYEli Lilly and Company$844,569$844,569 ▲New Holding7040.4%HealthcareFEMSFirst Trust Emerging Markets Small Cap AlphaDEX Fund$835,387$835,387 ▲New Holding18,2950.4%ETFETNEaton$793,546$949,954 ▼-54.5%1,8620.4%IndustrialsAONAON$787,568$431,603 ▲121.2%2,3740.4%FinanceCOSTCostco Wholesale$699,079$699,079 ▲New Holding7470.4%Consumer StaplesFTCSFirst Trust Capital Strength ETF$690,876$690,876 ▲New Holding7,3560.4%ETFTJXTJX Companies$658,963$658,963 ▲New Holding4,3500.3%Consumer DiscretionaryWALMART INC$640,418$640,418 ▲New Holding5,6540.3%COMTXNTexas Instruments$632,334$632,334 ▲New Holding2,1210.3%TechnologyKLACKLA$584,774$584,774 ▲New Holding1,9380.3%TechnologyCSCOCisco Systems$583,072$583,072 ▲New Holding4,9640.3%TechnologyBMYBristol Myers Squibb$571,684$571,684 ▲New Holding9,9220.3%HealthcareFVDFirst Trust Value Line Dividend Index Fund$570,066$570,066 ▲New Holding11,8320.3%ETFPSECProspect Capital$552,231$552,231 ▲New Holding239,0610.3%FinanceINTCIntel$517,564$517,564 ▲New Holding3,7070.3%TechnologyCBChubb$506,259$167,617 ▼-24.9%1,4860.3%FinanceCATCaterpillar$501,801$501,801 ▲New Holding4710.3%IndustrialsAMATApplied Materials$453,705$453,705 ▲New Holding6280.2%TechnologyLAM RESEARCH CORP$450,340$1,048,915 ▼-70.0%1,0390.2%COM NEWUNHUnitedHealth Group$442,251$442,251 ▲New Holding1,0640.2%HealthcareNEENextEra Energy$439,155$439,155 ▲New Holding5,0030.2%UtilitiesMSIMotorola Solutions$428,526$428,526 ▲New Holding1,0320.2%TechnologyALLAllstate$421,630$421,630 ▲New Holding1,7720.2%FinanceAEPAmerican Electric Power$415,824$415,824 ▲New Holding3,0390.2%UtilitiesGEGE Aerospace$412,900$412,900 ▲New Holding1,1050.2%IndustrialsMFICMidCap Financial Investment$412,121$412,121 ▲New Holding40,8850.2%FinanceBXBlackstone$394,595$394,595 ▲New Holding3,3530.2%FinanceARCCAres Capital$390,742$390,742 ▲New Holding21,0870.2%FinanceQCOMQualcomm$389,772$389,772 ▲New Holding2,1090.2%TechnologyABBVAbbVie$385,203$385,203 ▲New Holding1,5310.2%HealthcareORLYO'Reilly Automotive$383,718$383,718 ▲New Holding4,1670.2%Consumer DiscretionaryKEYSKeysight Technologies$380,176$380,176 ▲New Holding1,0860.2%TechnologyPGProcter & Gamble$371,749$371,749 ▲New Holding2,5350.2%Consumer StaplesSANDISK CORP$359,249$359,249 ▲New Holding1580.2%COMROKRockwell Automation$344,081$344,081 ▲New Holding6950.2%IndustrialsBACBank of America$343,613$343,613 ▲New Holding6,0300.2%FinanceGE VERNOVA INC$341,973$341,973 ▲New Holding2910.2%COMJNJJohnson & Johnson$339,059$738,310 ▼-68.5%1,3350.2%HealthcarePSXPhillips 66$338,945$338,945 ▲New Holding2,0050.2%EnergyHALHalliburton$333,559$333,559 ▲New Holding9,8250.2%EnergyRTXRTX$329,241$329,241 ▲New Holding1,7350.2%IndustrialsMAMastercard$328,994$328,994 ▲New Holding6410.2%FinanceBABoeing$327,367$29,446 ▼-8.3%1,5120.2%IndustrialsNFLXNetflix$324,937$324,937 ▲New Holding4,5510.2%Communication ServicesCVSCVS Health$313,679$313,679 ▲New Holding3,0320.2%HealthcareDVNDevon Energy$306,470$306,470 ▲New Holding7,4170.2%EnergyEWEdwards Lifesciences$306,388$306,388 ▲New Holding3,3870.2%HealthcareMARSH & MCLENNAN COS INC$303,660$303,660 ▲New Holding1,8220.2%COMETREntergy$298,177$298,177 ▲New Holding2,5960.2%UtilitiesUNPUnion Pacific$295,921$295,921 ▲New Holding1,0880.2%IndustrialsShowing largest 100 holdings. 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