LeClair Wealth Partners
LeClair Wealth Partners reported 132 stocks worth $193M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are FIXD (9.3%), AAPL (7.0%) and VTV (5.9%). Compared with Q1 2026, the fund opened new positions in FIXD, VTV and BUFR, added to AAPL, MSFT and NVDA, trimmed F, ETN and CB and sold out of PULS, JCPB and UITB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FIXD First TR Exchng Traded FD VI | $17.9M | 9.3% | 411K | New position | 6 of 7 | |
| 2 |  AAPL Apple Inc | $13.6M | 7.0% | 47K | +41K (+722%) | 7 of 7 | |
| 3 |  VTV Vanguard Index Fds | $11.4M | 5.9% | 52K | New position | 3 of 7 | |
| 4 |  BUFR First Trust | $8.4M | 4.4% | 231K | New position | 5 of 7 | |
| 5 |  JAAA Janus Detroit Str TR | $6.9M | 3.6% | 138K | New position | 5 of 7 | |
| 6 |  RDVY First TR Exchange Traded FD | $6.5M | 3.4% | 80K | New position | 6 of 7 | |
| 7 |  WSM Williams Sonoma Inc | $5M | 2.6% | 22K | New position | 6 of 7 | |
| 8 |  GOOGL Alphabet Inc | $4.9M | 2.5% | 14K | New position | 6 of 7 | |
| 9 |  MSFT Microsoft Corp | $4.7M | 2.4% | 13K | +8,266 (+191%) | 7 of 7 | |
| 10 |  PH Parker Hannifin Corp | $4.5M | 2.3% | 4,574 | New position | 6 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PULS Pgim ETF TR | $33.9M | 685K |
 JCPB J P Morgan Exchange Traded F | $21.3M | 453K |
 UITB Victoryshares Core | $20.6M | 439K |
 XMHQ Invesco S&P | $20.1M | 195K |
 SPYM Spdr Series Trust | $18.5M | 242K |
🔒 Free account: see all 30.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 4, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →LeClair Wealth Partners 13F FAQ
What does LeClair Wealth Partners own?
LeClair Wealth Partners reported 132 stocks worth $193M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are FIXD (9.3%), AAPL (7.0%) and VTV (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did LeClair Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 119 new positions, 7 added to, 6 trimmed and 90 sold out. New positions include FIXD, VTV and BUFR. It sold all of PULS, JCPB and UITB.
When will LeClair Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is LeClair Wealth Partners's portfolio worth?
The Q2 2026 filing reports $193M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.