LeClair Wealth Partners LLC

Est. AUM

$289.4M

13F long equity, this entity only

Positions

103

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PGIM ETF TR	PGIM ULTRA SH BD	$33.9M	684685	11.71%	SOLE
2	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$21.3M	453035	7.37%	SOLE
3	VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$20.6M	438763	7.13%	SOLE
4	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$20.1M	194843	6.96%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$18.5M	241897	6.40%	SOLE
6	VICTORY PORTFOLIOS II	USAA MSCI USA SM	$18.1M	191096	6.25%	SOLE
7	MORGAN STANLEY ETF TRUST	EATON VANCE SHOR	$16.8M	329166	5.79%	SOLE
8	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$16.2M	140791	5.59%	SOLE
9	HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$8.7M	223764	3.00%	SOLE
10	GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$7.0M	162905	2.43%	SOLE
11	INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$7.0M	291785	2.42%	SOLE
12	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$6.6M	117113	2.29%	SOLE
13	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.2M	122289	2.14%	SOLE
14	ETFIS SER TR I	VIRTUS REAVES UT	$6.0M	75038	2.07%	SOLE
15	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$5.8M	126115	2.01%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL A	$5.7M	8	1.99%	SOLE
17	MORGAN STANLEY ETF TRUST	PARAMETRIC EQUIT	$5.3M	194162	1.84%	SOLE
18	PGIM ROCK ETF TR	S&P 500 BUFFER	$4.9M	159830	1.68%	SOLE
19	JACKSON FINANCIAL INC	COM CL A	$3.9M	37173	1.36%	SOLE
20	PGIM ROCK ETF TR	S&P 500 BUFFER	$3.7M	128780	1.29%	SOLE
21	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.5M	62171	0.86%	SOLE
22	INNOVATOR ETFS TRUST	US EQT PWR BUF	$2.1M	53803	0.74%	SOLE
23	PGIM ROCK ETF TR	S&P 500 BUFFER	$2.0M	70321	0.70%	SOLE
24	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$1.6M	44490	0.56%	SOLE
25	MICROSOFT CORP	COM	$1.6M	4325	0.55%	SOLE
26	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.6M	35052	0.54%	SOLE
27	CMS ENERGY CORP	COM	$1.6M	20073	0.54%	SOLE
28	EATON CORP PLC	SHS	$1.5M	4091	0.51%	SOLE
29	APPLE INC	COM	$1.4M	5704	0.50%	SOLE
30	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.2M	7982	0.41%	SOLE
31	PGIM ROCK ETF TR	S&P 500 BUFFER	$1.2M	39619	0.40%	SOLE
32	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.1M	26441	0.38%	SOLE
33	DTE ENERGY CO	COM	$1.1M	7325	0.37%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	34866	0.36%	SOLE
35	FORD MTR CO	COM	$1.0M	90711	0.36%	SOLE
36	JOHNSON & JOHNSON	COM	$1.0M	4242	0.36%	SOLE
37	CALAMOS ETF TR	S&P 500 STRUCTRD	$1.0M	38021	0.35%	SOLE
38	STRYKER CORPORATION	COM	$886K	2695	0.31%	SOLE
39	CALAMOS ETF TR	S&P 500 STRUCTUR	$832K	30803	0.29%	SOLE
40	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$830K	3491	0.29%	SOLE
41	PGIM ROCK ETF TR	S&P 500 BUFFER	$810K	26957	0.28%	SOLE
42	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$794K	14368	0.27%	SOLE
43	CALAMOS ETF TR	S&P 500 STRUCTUR	$784K	29178	0.27%	SOLE
44	CHEVRON CORPORATION	COM	$760K	3672	0.26%	SOLE
45	PGIM ROCK ETF TR	S&P 500 BUFFER	$757K	25355	0.26%	SOLE
46	LAM RESEARCH CORP	COM NEW	$739K	3459	0.26%	SOLE
47	PGIM ROCK ETF TR	S&P 500 BUFFER	$737K	24890	0.25%	SOLE
48	ISHARES SILVER TR	ISHARES	$658K	9656	0.23%	SOLE
49	CALAMOS ETF TR	S&P 500 STRUCTU	$647K	24974	0.22%	SOLE
50	CHUBB LTD SWITZ	COM	$645K	1978	0.22%	SOLE

1–50 of 103

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.