Investor
LeClair Wealth Partners LLC
CIK 0002056667 · filed 2026-05-05 · SEC filing
13F book
$289.4M
Positions
103
92 new · 101 sold
Largest name
11.7%
Pgim Etf Tr
Est. mark
−$721.7K
Price effect on 11 names still held. Flow $117.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Pgim Etf Tr | — | 684.7K | $33.9M | 11.7% | — | New |
| J P Morgan Exchange Traded F | — | 453K | $21.3M | 7.4% | — | New |
| Victory Portfolios Ii | — | 438.8K | $20.6M | 7.1% | — | New |
| Invesco Exchange Traded Fd T | — | 194.8K | $20.1M | 7.0% | — | New |
| Spdr Series Trust | — | 241.9K | $18.5M | 6.4% | — | New |
| Victory Portfolios Ii | — | 191.1K | $18.1M | 6.3% | — | New |
| Morgan Stanley Etf Trust | — | 329.2K | $16.8M | 5.8% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 140.8K | $16.2M | 5.6% | — | New |
| Hartford Fds Exchange Traded | — | 223.8K | $8.67M | 3.0% | — | New |
| Goldman Sachs Etf Tr | — | 162.9K | $7.03M | 2.4% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 291.8K | $7M | 2.4% | — | New |
| J P Morgan Exchange Traded F | — | 117.1K | $6.64M | 2.3% | — | New |
| J P Morgan Exchange Traded F | — | 122.3K | $6.19M | 2.1% | — | New |
| Etfis Ser Tr I | — | 75K | $6M | 2.1% | — | New |
| Innovator Etfs Trust | — | 126.1K | $5.82M | 2.0% | — | New |
| Berkshire Hathaway Inc Del | — | 8 | $5.75M | 2.0% | — | New |
| Morgan Stanley Etf Trust | — | 194.2K | $5.31M | 1.8% | — | New |
| Pgim Rock Etf Tr | — | 159.8K | $4.86M | 1.7% | — | New |
| Jackson Financial Inc | — | 37.2K | $3.93M | 1.4% | — | New |
| Pgim Rock Etf Tr | — | 128.8K | $3.72M | 1.3% | — | New |
| Innovator Etfs Trust | — | 62.2K | $2.49M | 0.9% | — | New |
| Innovator Etfs Trust | — | 53.8K | $2.14M | 0.7% | — | New |
| Pgim Rock Etf Tr | — | 70.3K | $2.04M | 0.7% | — | New |
| Aim Etf Products Trust | — | 44.5K | $1.62M | 0.6% | — | New |
| Microsoft Corp | MSFT | 4.33K | $1.6M | 0.6% | −$490.6K | Cut−$4.65M |
| Innovator Etfs Trust | — | 35.1K | $1.56M | 0.5% | — | New |
| Cms Energy Corp | — | 20.1K | $1.56M | 0.5% | — | New |
| Eaton Corp Plc | ETN | 4.09K | $1.46M | 0.5% | $71.4K | Added$882.3K |
| Apple Inc. | AAPL | 5.7K | $1.45M | 0.5% | −$103K | Cut−$11.5M |
| Vanguard Whitehall Fds | — | 7.98K | $1.18M | 0.4% | — | New |
| Pgim Rock Etf Tr | — | 39.6K | $1.16M | 0.4% | — | New |
| Innovator Etfs Trust | — | 26.4K | $1.11M | 0.4% | — | New |
| Dte Energy Co | — | 7.33K | $1.07M | 0.4% | — | New |
| Spdr Series Trust | — | 34.9K | $1.05M | 0.4% | — | New |
| Ford Mtr Co | — | 90.7K | $1.05M | 0.4% | −$121.9K | Added$34.7K |
| Johnson & Johnson | JNJ | 4.24K | $1.04M | 0.4% | $47.3K | Added$775.5K |
| Calamos Etf Tr | — | 38K | $1.02M | 0.4% | — | New |
| Stryker Corp | SYK | 2.69K | $885.7K | 0.3% | — | New |
| Calamos Etf Tr | — | 30.8K | $831.8K | 0.3% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 3.49K | $829.6K | 0.3% | — | New |
| Pgim Rock Etf Tr | — | 27K | $809.8K | 0.3% | — | New |
| Fidelity Covington Trust | — | 14.4K | $793.7K | 0.3% | — | New |
| Calamos Etf Tr | — | 29.2K | $784.1K | 0.3% | — | New |
| Chevron Corp New | CVX | 3.67K | $759.8K | 0.3% | — | New |
| Pgim Rock Etf Tr | — | 25.4K | $757.3K | 0.3% | — | New |
| Lam Research Corp | LRCX | 3.46K | $739K | 0.3% | — | New |
| Pgim Rock Etf Tr | — | 24.9K | $737.4K | 0.3% | — | New |
| Ishares Silver Tr | — | 9.66K | $658K | 0.2% | — | New |
| Calamos Etf Tr | — | 25K | $647.2K | 0.2% | — | New |
| Chubb Limited | — | 1.98K | $644.8K | 0.2% | $20.5K | Added$182.6K |
| Morgan Stanley | — | 3.64K | $599.4K | 0.2% | — | New |
| Innovator Etfs Trust | — | 18.2K | $570.7K | 0.2% | — | New |
| Pgim Rock Etf Tr | — | 15.8K | $479.8K | 0.2% | — | New |
| Innovator Etfs Trust | — | 11.1K | $477.4K | 0.2% | — | New |
| Morgan Stanley Etf Trust | — | 9.7K | $467.2K | 0.2% | — | New |
| Innovator Etfs Trust | — | 10.9K | $465.4K | 0.2% | — | New |
| J P Morgan Exchange Traded F | — | 9.3K | $464.9K | 0.2% | — | New |
| Calamos Etf Tr | — | 16K | $460.6K | 0.2% | — | New |
| Jpmorgan Chase & Co. | — | 1.57K | $460.6K | 0.2% | −$44K | Cut−$1.6M |
| Aim Etf Products Trust | — | 13.7K | $456.5K | 0.2% | — | New |
| Fifth Third Bancorp | — | 9.77K | $453.7K | 0.2% | — | New |
| DT Midstream, Inc. | DTM | 3.35K | $451.5K | 0.2% | — | New |
| Calamos Etf Tr | — | 16.6K | $446.5K | 0.2% | — | New |
| Innovator Etfs Trust | — | 10.2K | $440.2K | 0.2% | — | New |
| Calamos Etf Tr | — | 16.7K | $421.1K | 0.1% | — | New |
| Spdr Series Trust | — | 7.01K | $417.8K | 0.1% | — | New |
| Vanguard Scottsdale Fds | — | 4.6K | $380.5K | 0.1% | — | New |
| Goldman Sachs Etf Tr | — | 2.97K | $371.5K | 0.1% | — | New |
| Vanguard Scottsdale Fds | — | 4.92K | $367.2K | 0.1% | — | New |
| Vanguard Index Fds | — | 1.28K | $366.8K | 0.1% | — | New |
| Innovator Etfs Trust | — | 9.25K | $362K | 0.1% | — | New |
| Aon plc | AON | 1.07K | $346.5K | 0.1% | −$32.1K | Cut−$493K |
| World Gold Tr | — | 3.74K | $346.3K | 0.1% | — | New |
| Xcel Energy Inc | — | 4.35K | $345.2K | 0.1% | — | New |
| Boeing Co | — | 1.65K | $328K | 0.1% | −$24.2K | Added$37.7K |
| Innovator Etfs Trust | — | 7.12K | $327.3K | 0.1% | — | New |
| Goldman Sachs Etf Tr | — | 4.39K | $327K | 0.1% | — | New |
| Ishares Tr | — | 3.67K | $318.4K | 0.1% | — | New |
| Vanguard Index Fds | — | 985 | $315.9K | 0.1% | — | New |
| Molson Coors Beverage Co | — | 7.25K | $312.3K | 0.1% | — | New |
| Pgim Rock Etf Tr | — | 10.5K | $310.8K | 0.1% | — | New |
| Series Portfolios Tr | — | 12.1K | $309.6K | 0.1% | — | New |
| Victory Portfolios Ii | — | 10.2K | $306K | 0.1% | — | New |
| Coca Cola Co | KO | 3.98K | $302.8K | 0.1% | — | New |
| Aim Etf Products Trust | — | 8.47K | $299.6K | 0.1% | — | New |
| Mercantile Bk Corp | — | 5.83K | $294.2K | 0.1% | — | New |
| Simplify Exchange Traded Fun | — | 8.73K | $293.8K | 0.1% | — | New |
| Verizon Communications Inc | VZ | 5.78K | $290.2K | 0.1% | — | New |
| Alps Etf Tr | — | 5.18K | $288.6K | 0.1% | — | New |
| Amazon Com Inc | AMZN | 1.32K | $274.1K | 0.1% | −$29.7K | Cut−$1.74M |
| Pgim Rock Etf Tr | — | 9.1K | $270.4K | 0.1% | — | New |
| Select Sector Spdr Tr | — | 5.47K | $270K | 0.1% | — | New |
| Eaton Vance Tax-Managed Glob | — | 30.9K | $267.9K | 0.1% | — | New |
| Spdr S&P 500 Etf Tr | — | 410 | $266.4K | 0.1% | — | New |
| Goldman Sachs Etf Tr | — | 3.11K | $263.1K | 0.1% | — | New |
| Vaneck Etf Trust | — | 629 | $241.1K | 0.1% | — | New |
| Pgim Rock Etf Tr | — | 7.57K | $229K | 0.1% | — | New |
| J P Morgan Exchange Traded F | — | 4.1K | $227.6K | 0.1% | — | New |
| Wintrust Finl Corp | — | 1.63K | $226.6K | 0.1% | — | New |
| Nvidia Corp | NVDA | 1.29K | $224.3K | 0.1% | −$15.5K | Cut−$3.69M |
| California Wtr Svc Group | — | 4.87K | $220.8K | 0.1% | — | New |
| Ishares Tr | — | 4.02K | $214.4K | 0.1% | — | New |
| Mondelez Intl Inc | — | 3.62K | $208.4K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.