1y return+10.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $113 against $127 in the S&P 500.2
LeClair Wealth Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FIXDFirst Tr Exchng Traded Fd Vi | $17.9M | 9.3% | New |
| AAPLApple Inc | $13.6M | 7.0% | +722.3% |
| VTVVanguard Index Fds | $11.4M | 5.9% | New |
| BUFRFirst Tr Exchng Traded Fd Vi | $8.4M | 4.4% | New |
| JAAAJanus Detroit Str Tr | $6.9M | 3.6% | New |
| RDVYFirst Tr Exchange Traded Fd | $6.5M | 3.4% | New |
| WSMWilliams Sonoma Inc | $5.0M | 2.6% | New |
| GOOGLAlphabet Inc | $4.9M | 2.5% | New |
| MSFTMicrosoft Corp | $4.7M | 2.4% | +191.1% |
| PHParker-hannifin Corp | $4.5M | 2.3% | New |
| CTASCintas Corp | $4.3M | 2.2% | New |
| QQQInvesco Qqq Tr | $4.2M | 2.2% | New |
| CGGRCapital Group Growth Etf | $3.7M | 1.9% | New |
| NVDANvidia Corporation | $3.7M | 1.9% | +1321.9% |
| AVGOBroadcom Inc | $3.2M | 1.7% | New |
| WORWorthington Enterprises Inc | $3.1M | 1.6% | New |
| VIGVanguard Specialized Funds | $3.0M | 1.5% | New |
| BRK/BBerkshire Hathaway Inc Del | $2.9M | 1.5% | New |
| BSCWInvesco Exch Trd Slf Idx Fd | $2.5M | 1.3% | New |
| BSCVInvesco Exch Trd Slf Idx Fd | $2.5M | 1.3% | New |
| BSCZInvesco Exch Trd Slf Idx Fd | $2.5M | 1.3% | New |
| BSCXInvesco Exch Trd Slf Idx Fd | $2.5M | 1.3% | New |
| BSCYInvesco Exch Trd Slf Idx Fd | $2.5M | 1.3% | New |
| Exxon Mobil CorpCUSIP 30231G102 | $2.4M | 1.2% | New |
| SDVYFirst Tr Exchange Traded Fd | $2.2M | 1.2% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $3.7M |
| FFord Mtr Co | December 31, 2024 | +40.4% | $1.1M |
| JPMJpmorgan Chase & Co | December 31, 2024 | +36.6% | $2.1M |
| AAPLApple Inc | December 31, 2024 | +15.5% | $13.6M |
| AMZNAmazon Com Inc | December 31, 2024 | +8.6% | $2.2M |
| MSFTMicrosoft Corp | December 31, 2024 | −11.5% | $4.7M |
Sold off last quarter
- PULSPgim Etf Tr was $33.9M
- JCPBJ P Morgan Exchange Traded F was $21.3M
- UITBVictory Portfolios II was $20.6M
- XMHQInvesco Exchange Traded Fd T was $20.1M
- SPYMSpdr Series Trust was $18.5M
- USVMVictory Portfolios II was $18.1M
- EVSDMorgan Stanley Etf Trust was $16.8M
- RWLInvesco Exch Traded Fd Tr II was $16.2M
- HMOPHartford Fds Exchange Traded was $8.7M
- GSIEGoldman Sachs Etf Tr was $7.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.2% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +7.0% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: LeClair Wealth Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2056667&type=13F-HR&dateb=&owner=include&count=40CIK 2056667
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2056667/000176538026000269/Filed August 4, 2026 · accession 0001765380-26-000269