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 Market Cap. of $10 Billions to $200 Billions
