account_balance
Investment manager · 13F filer · SEC CIK 2056667
LeClair Wealth Partners LLC
Reported value$233Mas of Sep 30, 2026
Positions141 14 new, 5 sold out
Top 10 weight45.9%FTSM alone is 11%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FTSMFirst Tr Exchange-traded Fd
11.0%New
AAPLApple Inc
6.7%
FIXDFirst Tr Exchng Traded Fd Vi
6.3%Trimmed −13%
VTVVanguard Index FDS
4.9%
BUFRFirst Tr Exchng Traded Fd Vi
3.8%
CPLBNylim Active ETF Tr
3.3%New
JAAAJanus Detroit STR Tr
3.0%
MSFTMicrosoft Corp
2.8%
WSMWilliams Sonoma Inc
2.1%
CTASCintas Corp
2.0%Trimmed −6%
GOOGLAlphabet Inc
2.0%Trimmed −2%
RDVYFirst Tr Exchange Traded Fd
1.9%Trimmed −30%
FTSMFirst Tr Exchange-traded Fd
11.0%New
AAPLApple Inc
6.7%
FIXD6.3%
VTV4.9%
BUFR3.8%
CPLB3.3%
JAAA3.0%
MSFT2.8%WSM2.1%CTAS2.0%GOOGL2.0%RDVY1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FTSM First Tr Exchange-traded Fd 11.0% New
AAPL Apple Inc 6.7% HeldFIXD First Tr Exchng Traded Fd Vi 6.3% Trimmed −13%
VTV Vanguard Index FDS 4.9% Held
BUFR First Tr Exchng Traded Fd Vi 3.8% Held
CPLB Nylim Active ETF Tr 3.3% New
JAAA Janus Detroit STR Tr 3.0% Held
MSFT Microsoft Corp 2.8% HeldWSM Williams Sonoma Inc 2.1% HeldCTAS Cintas Corp 2.0% Trimmed −6%GOOGL Alphabet Inc 2.0% Trimmed −2%RDVY First Tr Exchange Traded Fd 1.9% Trimmed −30%
What changed