Leclair Wealth Partners Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationdublin, OH
- CIK0002056667
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
112 | $172.38M | FIXD, AAPL, VTV, FIRST TR EXCHNG TRADED FD VI | 13F-HR | Feb 11, 2026 | 000176538026000105 | ||
105 | $160.5M | FIXD, AAPL, FIRST TR EXCHNG TRADED FD VI, VTV | 13F-HR | Nov 12, 2025 | 000176538025000465 | ||
100 | $147.31M | FIXD, AAPL, FIRST TR EXCHNG TRADED FD VI, MSFT | 13F-HR | Aug 6, 2025 | 000176538025000291 | ||
95 | $138.77M | FIXD, AAPL, FIRST TR EXCHNG TRADED FD VI, RDVY | 13F-HR | May 14, 2025 | 000176538025000227 | ||
96 | $149.99M | FIXD, FOCT, AAPL, RDVY | 13F-HR | Feb 14, 2025 | 000176538025000117 |