LeClair Wealth Partners LLC
CIK 2056667 · Holdings on Mar 31, 2025 · First reported May 14, 2025
Top ten holdings
Q1 2025- FIXD14.32%
- AAPL7.56%
- BUFR5.96%
- RDVY4.56%
- CTAS4.06%
- MSFT3.76%
- SDVY3.39%
- JAAA3.04%
- WSM2.46%
- BRK.B2.22%
Share classes counted separately51.33%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FIXDWeight increased · +2.15 pp12.17% → 14.32%Shares +28.61K (+6.74%)
- RDVYWeight decreased · -1.96 pp6.52% → 4.56%Shares -57.37K (-34.67%)
- PHWeight increased · +1.19 pp0.86% → 2.05%Shares +2.64K (+130.20%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | FIXDFIRST TRUST SMITH OPPORTUNISTCW OPPORTUNIS View history and evidence | $19.88M | 14.32% | 453.39K shares | 12.17% → 14.32%+2.15 pp +28.61K (+6.74%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $10.50M | 7.56% | 47.26K shares | 7.95% → 7.56%-0.39 pp -385 (-0.81%) | Reduced | ↗▾ |
| 03 | BUFRFT VEST LAD BUFFERVETF-USD IFT VEST LADDERED View history and evidence | $8.27M | 5.96% | 278.70K shares | Prior unavailable +278.70K | New | ↗▾ |
| 04 | RDVYFIRST TRUST RISING DIVIDENDRISNG DIVD ACHIV View history and evidence | $6.33M | 4.56% | 108.08K shares | 6.52% → 4.56%-1.96 pp -57.37K (-34.67%) | Reduced | ↗▾ |
| 05 | CTASCINTAS CORP View history and evidence | $5.63M | 4.06% | 27.38K shares | 3.34% → 4.06%+0.72 pp -24 (-0.09%) | Reduced | ↗▾ |
| 06 | MSFTMICROSOFT CORP View history and evidence | $5.22M | 3.76% | 13.91K shares | 3.91% → 3.76%-0.15 pp +5 (+0.04%) | Added | ↗▾ |
| 07 | SDVYFIRST TRUST SMID CAP RISINGSMID RISNG ETF View history and evidence | $4.71M | 3.39% | 140.61K shares | 3.19% → 3.39%+0.20 pp +7.03K (+5.26%) | Added | ↗▾ |
| 08 | JAAAJANUS HENDERSON AAA CLO ETFHENDRSON AAA CL View history and evidence | $4.22M | 3.04% | 83.29K shares | Prior unavailable +83.29K | New | ↗▾ |
| 09 | WSMWILLIAMS-SONOMA INC View history and evidence | $3.42M | 2.46% | 21.60K shares | 2.67% → 2.46%-0.21 pp +7 (+0.03%) | Added | ↗▾ |
| 10 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $3.09M | 2.22% | 5.80K shares | 1.77% → 2.22%+0.45 pp -48 (-0.82%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FOCT FT VEST U.S. EQUITY BUFFER E | Non-derivative | -285,025 | -$12.15M | SEC filing ↗ | SEC filing ↗ |
| FMAR FT VEST US EQUITY BUFFER ETF | Non-derivative | -55,609 | -$2.41M | SEC filing ↗ | SEC filing ↗ |
| BBWI BATH & BODY WORKS INC | Non-derivative | -34,785 | -$1.35M | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2056667 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 138771997
}Research all 95 reported holdings.
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