LeClair Wealth Partners LLC

Q2 2026 13F-HR Holdings

Location
Dublin, OH
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
132
Total value ($000)
$193,030
Net value change ($000)
-96,355 (-33.3%)
New positions
119
Sold out positions
90
Turnover %
228.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FIXD 17,921 NEW
AAPL 12,124 837.3%
VTV 11,416 NEW
BUFR 8,448 NEW
JAAA 6,943 NEW
RDVY 6,492 NEW
WSM 5,013 NEW
GOOGL 4,887 NEW
PH 4,474 NEW
CTAS 4,289 NEW
Top Reduces (Value $000, Stocks/ETFs)
PULS -33,892 -100.0%
JCPB -21,329 -100.0%
UITB -20,629 -100.0%
XMHQ -20,141 -100.0%
SPYM -18,515 -100.0%
USVM -18,093 -100.0%
EVSD -16,768 -100.0%
RWL -16,178 -100.0%
HMOP -8,669 -100.0%
GSIE -7,026 -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