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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$146M
$128 Million 0.09% of portfolio
100,026
Q2 2025 New
$119M
$40.4 Million 0.03% of portfolio
18,122
Q1 2025 New

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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