🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 763.96 -1.2% NASDAQ 100: 704.47 -2.9% Dow Jones: 534.08 -0.5%

Leclair Wealth Partners - Q4 2025 13F Filings

LE

Leclair Wealth Partners LLC

CIK: 0002056667
Address: Ohio Dublin 6515 Longshore Loop Suite 100
$172.38 M
Portfolio Value
112
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/04/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. VTV Vanguard Value Etf
+$2.5 M
2. BSCV Invesco Bulletshares 2031 Corporate Bond Etf
+$2.4 M
3. BSCW Invesco Bulletshares 2032 Corporate Bond Etf
+$2.4 M
4. BSCX Invesco Bulletshares 2033 Corporate Bond Etf
+$2.38 M
5. BSCY Invesco Bulletshares 2034 Corporate Bond Etf
+$2.38 M

Top Sells

Q4 2025
1. FIXD First Trust Smith Opportunistic Fixed Income Etf
−$5.63 M
2. SDVY First Trust Smid Cap Rising Dividend Achievers Etf
−$2.37 M
3. LIN Linde PLC
−$231,800
4. CBRL Cracker Barrel Old Country Store
−$221,710
5. BLK Blackrock
−$206,359

Asset Allocation

Stocks/ETFs
+7.95%
$172.38 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Leclair Wealth Partners Q4 2025 Filing Summary

Leclair Wealth Partners LLC filed its 13F report for Q4 2025 on February 11, 2026. The portfolio totaled 172.38 M reflecting a +7.40% change from the prior quarter, spanning 112 assets. The top 10 holdings comprised 48.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 3 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Leclair Wealth Partners’s Q4 2025 Filing

Leclair Wealth Partners submitted their Form 13F-HR for the Q4 2025 period on 02/11/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Leclair Wealth Partners reported a managed portfolio value of 172.38 M, consisting of 112 individual positions.

This page displays the raw filing documents. To see which stocks Leclair Wealth Partners bought or sold during Q4 2025, please visit Leclair Wealth Partners's Portfolio Analysis page.