LeClair Wealth Partners LLC: 13F holdings
CIK 20566672026Q2
| Positions | 132 |
|---|
| Reported value | $193.0m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 132 (+29 vs prior quarter) |
|---|
| Reported value | $193.0m (-33.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FIXD FIRST TR EXCHNG TRADED FD VI | 410,941 | $17.9m | 9.3% |
| AAPL APPLE INC | 46,905 | $13.6m | 7.0% |
| VTV VANGUARD INDEX FDS | 52,383 | $11.4m | 5.9% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 231,275 | $8.4m | 4.4% |
| JAAA JANUS DETROIT STR TR | 137,519 | $6.9m | 3.6% |
| RDVY FIRST TR EXCHANGE TRADED FD | 80,093 | $6.5m | 3.4% |
| WSM WILLIAMS SONOMA INC | 21,504 | $5.0m | 2.6% |
| GOOGL ALPHABET INC | 13,674 | $4.9m | 2.5% |
| MSFT MICROSOFT CORP | 12,591 | $4.7m | 2.4% |
| PH PARKER-HANNIFIN CORP | 4,574 | $4.5m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056667")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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