Le Clair Wealth Partners LLC Portfolio Holdings

Le Clair Wealth Partners LLC

  • $147 Billion
  • Q2 2025

Le Clair Wealth Partners LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $147 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Viii Tcw Opportun with a value of $22.6B, Apple Inc. with a value of $9.67B, First Tr Ex Td Viii Ft Cboe Ve with a value of $7.69B, Microsoft Corp with a value of $6.81B, and First Trust Rising Dividend Ac with a value of $6.07B.

Examining the 13F form we can see an increase of $8.53B in the current position value, from $139B to 147B.

Le Clair Wealth Partners LLC is based out at Dublin, OH

Below you can find more details about Le Clair Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $60.5 Billion
Technology: $26.4 Billion
Industrials: $17.1 Billion
Financial Services: $13.9 Billion
Consumer Cyclical: $11 Billion
Communication Services: $6.08 Billion
Healthcare: $4.58 Billion
Energy: $2.84 Billion
Other: $2.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$9.67 Billion 6.57% of portfolio
47,148
Q2 2025 Reduced 0.23%
$3.95T
$6.81 Billion 4.62% of portfolio
13,681
Q2 2025 Reduced 1.65%
$22.7B
$6.05 Billion 4.11% of portfolio
27,161
Q2 2025 Reduced 0.8%
$3.23B
$3.71 Billion 2.52% of portfolio
58,227
Q4 2024 New
$13.8B
$3.53 Billion 2.39% of portfolio
21,594
Q2 2025 Reduced 0.03%
$456B
$3.32 Billion 2.25% of portfolio
20,994
Q2 2025 Reduced 0.87%
$96.6B
$3.26 Billion 2.22% of portfolio
4,673
Q1 2025 Added 130.2%
$1.21T
$2.87 Billion 1.95% of portfolio
16,292
Q2 2025 Reduced 2.91%
$621B
$2.82 Billion 1.91% of portfolio
5,797
Q1 2025 Reduced 0.82%
$127B
$2.49 Billion 1.69% of portfolio
9,049
Q2 2025 Reduced 1.98%
$2.26T
$2.38 Billion 1.62% of portfolio
10,870
Q2 2025 Reduced 3.18%
$859B
$2.17 Billion 1.47% of portfolio
7,490
Q2 2025 Reduced 3.5%
$442B
$1.86 Billion 1.26% of portfolio
17,283
Q2 2025 Reduced 0.31%
$1.78T
$1.52 Billion 1.03% of portfolio
2,062
Q2 2025 Reduced 0.43%
$551B
$1.49 Billion 1.01% of portfolio
4,208
Q2 2025 Reduced 5.52%
$405B
$1.37 Billion 0.93% of portfolio
3,729
Q2 2025 Reduced 5.4%
$102B
$1.32 Billion 0.9% of portfolio
3,022
Q2 2025 Reduced 6.21%
$155B
$969 Million 0.66% of portfolio
7,848
Q2 2025 Reduced 6.68%
$78.6B
$914 Million 0.62% of portfolio
6,854
Q2 2025 Reduced 0.7%
$75.3B
$849 Million 0.58% of portfolio
2,379
Q2 2025 Reduced 0.04%
$44.4B
$837 Million 0.57% of portfolio
77,141
Q2 2025 Reduced 2.31%
$102B
$843 Million 0.57% of portfolio
4,594
Q2 2025 Reduced 8.65%
$24.1B
$796 Million 0.54% of portfolio
5,342
Q4 2024 New
$55.9B
$779 Million 0.53% of portfolio
3,872
Q2 2025 Reduced 8.77%
$439B
$777 Million 0.53% of portfolio
785
Q2 2025 Reduced 0.38%
$1.24T
$751 Million 0.51% of portfolio
4,231
Q2 2025 Reduced 3.84%
$47.6B
$723 Million 0.49% of portfolio
9,241
Q2 2025 Reduced 9.45%
$182B
$695 Million 0.47% of portfolio
1,318
Q2 2025 Reduced 8.22%
$232B
$643 Million 0.44% of portfolio
2,358
Q2 2025 Reduced 9.2%
$1.08T
$625 Million 0.42% of portfolio
1,968
Q2 2025 Added 6.38%
$57.8B
$596 Million 0.4% of portfolio
2,727
Q2 2025 Reduced 15.55%
$545B
$595 Million 0.4% of portfolio
444
Q2 2025 Reduced 0.22%
$79.3B
$530 Million 0.36% of portfolio
3,193
Q1 2025 Added 0.31%
$608B
$525 Million 0.36% of portfolio
674
Q2 2025 Added 1.05%
$145B
$515 Million 0.35% of portfolio
1,444
Q4 2024 New
$893M
$516 Million 0.35% of portfolio
40,885
Q1 2025 New
$123B
$487 Million 0.33% of portfolio
3,258
Q2 2025 Reduced 0.03%
$0
$463 Million 0.31% of portfolio
21,087
Q2 2025 Reduced 6.23%
$177B
$442 Million 0.3% of portfolio
2,130
Q2 2025 Reduced 0.61%
$150B
$445 Million 0.3% of portfolio
1,488
Q4 2024 New
$368B
$446 Million 0.3% of portfolio
2,798
Q2 2025 Added 0.04%
$99B
$448 Million 0.3% of portfolio
9,676
Q2 2025 Reduced 0.13%
$34.5B
$449 Million 0.3% of portfolio
2,847
Q2 2025 Reduced 21.48%
$281B
$423 Million 0.29% of portfolio
4,322
Q2 2025 Added 0.54%
$1.19B
$404 Million 0.27% of portfolio
7,200
Q4 2024 New
$101B
$398 Million 0.27% of portfolio
1,820
Q2 2025 Reduced 0.05%
$6.4B
$374 Million 0.25% of portfolio
4,155
Q2 2025 Added 1,400.0%
$548B
$357 Million 0.24% of portfolio
635
Q2 2025 Reduced 0.31%
$684B
$359 Million 0.24% of portfolio
1,644
Q1 2025 Added 0.12%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $147 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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