LeClair Wealth Partners LLC

Q1 2026 13F-HR Holdings

Location
Dublin, OH
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$289,385
Net value change ($000)
+117,009 (67.9%)
New positions
92
Sold out positions
101
Turnover %
145.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PULS 33,892 NEW
JCPB 21,329 NEW
UITB 20,629 NEW
XMHQ 20,141 NEW
SPYM 18,515 NEW
USVM 18,093 NEW
EVSD 16,768 NEW
RWL 16,178 NEW
HMOP 8,669 NEW
GSIE 7,026 NEW
Top Reduces (Value $000, Stocks/ETFs)
FIXD -17,659 -100.0%
AAPL -11,530 -88.8%
VTV -10,604 -100.0%
BUFR -9,130 -100.0%
RDVY -7,174 -100.0%
JAAA -6,497 -100.0%
CTAS -5,090 -100.0%
MSFT -4,654 -74.4%
GOOGL -4,331 -100.0%
PH -4,094 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type