LeClair Wealth Partners LLC
All 13F Filings
- Location
- Dublin, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 289,385
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 103 | 289,385 | 13F-HR | LeClair Wealth Partners LLC |
| Q4 2025 | 2/11/2026 | 112 | 172,376 | 13F-HR | LeClair Wealth Partners LLC |
| Q3 2025 | 11/12/2025 | 105 | 160,498 | 13F-HR | LeClair Wealth Partners LLC |
| Q2 2025 | 8/6/2025 | 100 | 147,304 | 13F-HR | LeClair Wealth Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 88.63 K | 30.6% | 0 | 64.95 K | -64.95 K |
| ETFs | 200.8 K | 69.4% | 182 K | 0 | 182 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
289,385
Holdings
103
QoQ value change ($000)
117,009
(67.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.