13F Filings History of LeClair Wealth Partners LLC
- Latest 13F filing
- Q2 2026 - 04 Aug 2026
- Latest reported 13F value
- $193,029,753
- Largest 13F holdings
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FIXD AAPL VTV BUFR JAAA RDVY WSM GOOGL MSFT PH CTAS QQQ
+8 more
CGGR NVDA AVGO WOR VIG BRKB BSCW BSCV - Form 13F summary
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- LeClair Wealth Partners LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- LeClair Wealth Partners LLC reported 132 equity holdings with a total reported market value of $193,029,753 for Q2 2026. Top reported holdings included FIXD, AAPL, VTV, BUFR, and JAAA.
- Manager signature
- Keith Dwyer - Chief Compliance Officer
- Manager location
- Dublin, OH
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$193,029,753
Quarter delta
-$96,355,111
Accepted
04 Aug 2026, 14:10
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 132 | $193,029,753 | +$184,592,639 | -$282,604,455 | -$98,011,816 | FIXD, AAPL, VTV, BUFR, JAAA | 13F-HR | 04 Aug 2026, 14:10 |
| Q1 2026 | 103 | $289,384,864 | +$282,430,443 | -$162,385,117 | +$120,045,326 | PULS, JCPB, UITB, XMHQ, SPYM | 13F-HR | 05 May 2026, 13:27 |
| Q4 2025 | 112 | $172,376,321 | +$18,871,355 | -$9,138,100 | +$9,733,255 | FIXD, AAPL, VTV, BUFR, RDVY | 13F-HR | 11 Feb 2026, 12:59 |
| Q3 2025 | 105 | $160,498,095 | +$13,019,002 | -$8,614,839 | +$4,404,163 | FIXD, AAPL, BUFR, VTV, RDVY | 13F-HR | 12 Nov 2025, 08:16 |
| Q2 2025 | 100 | $147,304,470 | +$5,299,525 | -$6,129,212 | -$829,687 | FIXD, AAPL, BUFR, MSFT, RDVY | 13F-HR | 06 Aug 2025, 10:38 |
| Q1 2025 | 95 | $138,771,997 | +$17,166,186 | -$23,408,436 | -$6,242,250 | FIXD, AAPL, BUFR, RDVY, CTAS | 13F-HR | 14 May 2025, 08:58 |
| Q4 2024 | 96 | $149,991,232 | $0 | $0 | $0 | FIXD, FOCT, AAPL, RDVY, MSFT | 13F-HR | 14 Feb 2025, 13:13 |