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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$209M
$148 Million 0.09% of portfolio
100,000
Q3 2025 Reduced 0.03%
$95.5M
$28.8 Million 0.02% of portfolio
18,122
Q1 2025 New

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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