LeClair Wealth Partners LLC
Q3 2025 13F Holdings
- Locationdublin, OH
- Num holdings
105
- Value ($000)
$160,498
- Date Filed11/12/2025
- Form type13F-HR
- CIK0002056667
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIXD FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | 33740F805 | $23.34 M | 15 % | 525,519 | ||
AAPL APPLE INC | COM | 037833100 | $12.17 M | 8 % | 47,809 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $8.80 M | 6 % | 263,335 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $7.91 M | 5 % | 42,411 | ||
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $6.97 M | 4 % | 103,630 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.70 M | 4 % | 12,933 | ||
CIT CINTAS CORP | COM | 172908105 | $5.57 M | 4 % | 27,143 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $4.85 M | 3 % | 95,565 | ||
SDVY FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $4.34 M | 3 % | 114,224 | ||
WSM WILLIAMS SONOMA INC | COM | 969904101 | $4.22 M | 3 % | 21,594 |
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