Le Clair Wealth Partners LLC Portfolio Holdings

Le Clair Wealth Partners LLC

  • $160 Billion
  • Q3 2025

Le Clair Wealth Partners LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $160 Billion distributed in 105 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 $23.3B, Apple Inc. with a value of $12.2B, First Tr Ex Td Viii Ft Cboe Ve with a value of $8.8B, Vanguard Value ETF with a value of $7.91B, and First Trust Rising Dividend Ac with a value of $6.97B.

Examining the 13F form we can see an increase of $13.2B in the current position value, from $147B to 160B.

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 $160 Billion
ETFs: $72.2 Billion
Technology: $29.3 Billion
Industrials: $16.6 Billion
Financial Services: $12 Billion
Consumer Cyclical: $11 Billion
Communication Services: $6.77 Billion
Healthcare: $3.96 Billion
Energy: $3.2 Billion
Other: $2.86 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.3 Billion 14.54% of portfolio
525,519
Q3 2025 Added 2.28%
$4.3T
$12.2 Billion 7.58% of portfolio
47,809
Q3 2025 Added 1.4%
$0
$8.8 Billion 5.48% of portfolio
263,335
Q3 2025 Added 8.86%
$0
$7.91 Billion 4.93% of portfolio
42,411
Q3 2025 New
$0
$6.97 Billion 4.34% of portfolio
103,630
Q3 2025 Added 7.15%
$3.78T
$6.7 Billion 4.17% of portfolio
12,933
Q3 2025 Reduced 5.47%
$19B
$5.57 Billion 3.47% of portfolio
27,143
Q3 2025 Reduced 0.07%
$0
$4.85 Billion 3.02% of portfolio
95,565
Q3 2025 Added 8.92%
$0
$4.34 Billion 2.71% of portfolio
114,224
Q3 2025 Reduced 10.25%
$12.2B
$4.22 Billion 2.63% of portfolio
21,594
Q2 2025 Reduced 0.03%
$465B
$3.9 Billion 2.43% of portfolio
20,921
Q3 2025 Reduced 0.35%
$107B
$3.54 Billion 2.21% of portfolio
4,673
Q1 2025 Added 130.2%
$0
$3.48 Billion 2.17% of portfolio
79,320
Q3 2025 Reduced 0.56%
$0
$3.49 Billion 2.17% of portfolio
5,810
Q3 2025 Reduced 0.22%
$1.65T
$3.37 Billion 2.1% of portfolio
13,870
Q3 2025 Reduced 14.87%
$2.71B
$3.25 Billion 2.03% of portfolio
58,642
Q3 2025 Added 0.71%
$662B
$2.91 Billion 1.82% of portfolio
5,797
Q1 2025 Reduced 0.82%
$0
$2.86 Billion 1.78% of portfolio
13,272
Q2 2025 Reduced 0.38%
$881B
$1.99 Billion 1.24% of portfolio
6,311
Q3 2025 Reduced 15.74%
$490B
$1.94 Billion 1.21% of portfolio
17,249
Q3 2025 Reduced 0.2%
$2.39T
$1.92 Billion 1.2% of portfolio
8,765
Q3 2025 Reduced 19.37%
$0
$1.78 Billion 1.11% of portfolio
18,027
Q3 2025 Reduced 0.58%
Worthington Stl Inc
-
$1.77 Billion 1.1% of portfolio
-
Q4 2024 New
$1.37T
$1.51 Billion 0.94% of portfolio
2,062
Q2 2025 Reduced 0.43%
$235B
$1.42 Billion 0.89% of portfolio
16,972
Q3 2025 Reduced 0.86%
$367B
$1.17 Billion 0.73% of portfolio
2,888
Q3 2025 Reduced 22.55%
$533B
$1.02 Billion 0.63% of portfolio
2,980
Q3 2025 Reduced 29.18%
$1.74T
$1.02 Billion 0.63% of portfolio
4,172
Q3 2025 Reduced 1.39%
$52.1B
$923 Million 0.57% of portfolio
77,141
Q2 2025 Reduced 2.31%
$75.4B
$899 Million 0.56% of portfolio
6,854
Q2 2025 Reduced 0.7%
$1.29T
$865 Million 0.54% of portfolio
1,946
Q3 2025 Reduced 1.12%
$26.1B
$845 Million 0.53% of portfolio
5,342
Q4 2024 New
$72.4B
$848 Million 0.53% of portfolio
2,379
Q2 2025 Reduced 0.04%
$0
$838 Million 0.52% of portfolio
2,973
Q3 2025 Reduced 4.13%
$0
$816 Million 0.51% of portfolio
18,468
Q3 2025 Reduced 0.25%
$96.9B
$754 Million 0.47% of portfolio
1,786
Q3 2025 Reduced 40.9%
$99.7B
$745 Million 0.46% of portfolio
3,863
Q3 2025 Added 20.98%
$0
$733 Million 0.46% of portfolio
4,750
Q4 2024 New
$404B
$712 Million 0.44% of portfolio
769
Q3 2025 Reduced 2.04%
$0
$714 Million 0.44% of portfolio
7,623
Q3 2025 Reduced 0.52%
$140B
$683 Million 0.43% of portfolio
1,824
Q3 2025 Added 26.32%
$170B
$629 Million 0.39% of portfolio
4,354
Q3 2025 Reduced 44.52%
$279B
$567 Million 0.35% of portfolio
5,499
Q3 2025 Added 27.23%
$98.1B
$557 Million 0.35% of portfolio
3,258
Q2 2025 Reduced 0.03%
$0
$552 Million 0.34% of portfolio
11,929
Q3 2025 Reduced 20.79%
$49.1B
$532 Million 0.33% of portfolio
444
Q2 2025 Reduced 0.22%
$971B
$511 Million 0.32% of portfolio
670
Q3 2025 Reduced 0.59%
$893M
$490 Million 0.31% of portfolio
40,885
Q1 2025 New
$63.4B
$468 Million 0.29% of portfolio
1,023
Q3 2025 Added 45.73%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $160 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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