LeClair Wealth Partners LLC - Portfolio Stock Holdings
LeClair Wealth Partners LLC disclosed 220 stock positions in a recent SEC 13F filing. $190,454,116 of stock holdings were filed, with the largest holdings including FIXD, AAPL, and VTV. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $362,976,084 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
220Est. Stock Holding Value:
$190,454,116Top Stock Holdings By Sector
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Portfolio Stock Holdings - LeClair Wealth Partners LLC
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% of Portfolio
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