LeClair Wealth Partners LLC

Q3 2026 13F-HR Holdings

Location
Dublin, OH
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$232,582
Net value change ($000)
+39,552 (20.5%)
New positions
15
Sold out positions
6
Turnover %
21.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
FTSM 25,682 NEW
CPLB 7,621 NEW
SCHY 4,077 NEW
RDVI 2,870 NEW
XOM 2,831 NEW
AAPL 2,038 15.0%
MSFT 1,739 37.0%
NVDA 455 12.4%
MPC 379 43.8%
META 358 30.9%
Top Reduces (Value $000, Stocks/ETFs)
FIXD -3,158 -17.6%
XOM -2,366 -100.0%
RDVY -2,072 -31.9%
GOOGL -281 -5.7%
IBM -240 -100.0%
KRG -238 -100.0%
NXPI -235 -100.0%
AVGO -231 -7.1%
DHI -217 -100.0%
KLAC -215 -36.8%
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