Fund HoldingsLeClair Wealth Partners LLC

Total Portfolio Value
$193.03M
Total Bought
$184.90M
Total Sold
$281.30M
Net Transaction
-$96.40M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
0410,941+410,941017,9219.28%+17,921
APPLE INC(AAPL)5,70446,905+41,2011,44813,5727.03%+12,125
VANGUARD INDEX FDS052,383+52,383011,4165.91%+11,416
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0231,275+231,27508,4484.38%+8,448
JANUS DETROIT STR TR
HENDRSON AAA CL
0137,519+137,51906,9433.60%+6,943
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
080,093+80,09306,4923.36%+6,492
WILLIAMS SONOMA INC(WSM)021,504+21,50405,0132.60%+5,013
ALPHABET INC(GOOG)013,674+13,67404,8872.53%+4,887
PARKER-HANNIFIN CORP(PH)04,574+4,57404,4742.32%+4,474
CINTAS CORP(CTAS)025,218+25,21804,2892.22%+4,289
INVESCO QQQ TR05,762+5,76204,2432.20%+4,243
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
078,654+78,65403,7121.92%+3,712
NVIDIA CORPORATION(NVDA)1,28618,285+16,9992243,6591.90%+3,434
BROADCOM INC(AVGO)08,573+8,57303,2391.68%+3,239
WORTHINGTON ENTERPRISES INC(WOR)058,227+58,22703,1301.62%+3,130
MICROSOFT CORP(MSFT)4,32512,591+8,2661,6014,6972.43%+3,096
VANGUARD SPECIALIZED FUNDS012,599+12,59902,9811.54%+2,981
BERKSHIRE HATHAWAY INC DEL05,836+5,83602,9211.51%+2,921
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2032
0120,571+120,57102,4731.28%+2,473
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2031 CP
0150,853+150,85302,4721.28%+2,472
INVESCO EXCH TRD SLF IDX FD
BULLETSHARES
0120,082+120,08202,4581.27%+2,458
INVESCO EXCH TRD SLF IDX FD
BUL 2033 COR ETF
0116,695+116,69502,4571.27%+2,457
INVESCO EXCH TRD SLF IDX FD
BULL 2034 CO ETF
0118,822+118,82202,4551.27%+2,455
EXXON MOBIL CORP017,302+17,30202,3661.23%+2,366
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
051,705+51,70502,2311.16%+2,231
MERCK & CO INC(MRK)017,254+17,25402,2171.15%+2,217
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
017,809+17,80902,0461.06%+2,046
WORTHINGTON STL INC(WS)059,170+59,17001,9871.03%+1,987
AMAZON COM INC(AMZN)1,3169,236+7,9202742,2011.14%+1,927
FIRST TR EXCHANGE-TRADED FD
WTR ETF
016,360+16,36001,7920.93%+1,792
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
08,767+8,76701,6810.87%+1,681
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
038,084+38,08401,6570.86%+1,657
JPMORGAN CHASE & CO(JPM)1,5666,379+4,8134612,0881.08%+1,628
SPROTT FDS TR
SPROTT CRITICAL
047,839+47,83901,4910.77%+1,491
ALPHABET INC(GOOG)03,884+3,88401,3720.71%+1,372
SILVER BOW MNG CORP0178,230+178,23001,2050.62%+1,205
MICRON TECHNOLOGY INC(MU)01,027+1,02701,1850.61%+1,185
META PLATFORMS INC(META)02,057+2,05701,1590.60%+1,159
SELECT SECTOR SPDR TR
ST STR TECHN ETF
05,946+5,94601,1330.59%+1,133
HOME DEPOT INC(HD)02,888+2,88801,0180.53%+1,018
VISA INC(V)02,925+2,92501,0040.52%+1,004
CINCINNATI FINL CORP(CINF)05,323+5,32309860.51%+986
EMERSON ELEC CO(EMR)06,845+6,84509800.51%+980
VICTORIAS SECRET AND CO(VSXY)011,565+11,56509650.50%+965
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,750+4,75008800.46%+880
ADVANCED MICRO DEVICES INC(AMD)01,511+1,51108770.45%+877
TRANE TECHNOLOGIES PLC(TT)01,779+1,77908740.45%+874
MARATHON PETE CORP(MPC)03,387+3,38708660.45%+866
TESLA INC(TSLA)02,013+2,01308470.44%+847
ELI LILLY & CO(LLY)0704+70408450.44%+845
FIRST TR EXCH TRD ALPHDX FD
EM SML CP ALPH
018,295+18,29508350.43%+835
COSTCO WHOLESALE CORPORATION(COST)0747+74706990.36%+699
FIRST TR EXCHANGE-TRADED FD07,356+7,35606910.36%+691
TJX COS INC NEW(TJX)04,350+4,35006590.34%+659
WALMART INC(WMT)05,654+5,65406400.33%+640
TEXAS INSTRS INC(TXN)02,121+2,12106320.33%+632
KLA CORP(KLAC)01,938+1,93805850.30%+585
CISCO SYS INC(CSCO)04,964+4,96405830.30%+583
BRISTOL-MYERS SQUIBB CO(BMY)09,922+9,92205720.30%+572
FIRST TR EXCHANGE-TRADED FD
SHS
011,832+11,83205700.30%+570
PROSPECT CAP CORP(PSEC)0239,061+239,06105520.29%+552
INTEL CORP(INTC)03,707+3,70705180.27%+518
CATERPILLAR INC(CAT)0471+47105020.26%+502
APPLIED MATLS INC0628+62804540.24%+454
UNITEDHEALTH GROUP INC(UNH)01,064+1,06404420.23%+442
AON PLC(AON)1,0732,374+1,3013467880.41%+441
NEXTERA ENERGY INC(NEE)05,003+5,00304390.23%+439
MOTOROLA SOLUTIONS INC(MSI)01,032+1,03204290.22%+429
ALLSTATE CORP(ALL)01,772+1,77204220.22%+422
AMERICAN ELEC PWR CO INC03,039+3,03904160.22%+416
GE AEROSPACE(GE)01,105+1,10504130.21%+413
MIDCAP FINANCIAL INVSTMNT CO(MFIC)040,885+40,88504120.21%+412
BLACKSTONE INC(BX)03,353+3,35303950.20%+395
ARES CAPITAL CORP(ARCC)021,087+21,08703910.20%+391
QUALCOMM INC(QCOM)02,109+2,10903900.20%+390
ABBVIE INC(ABBV)01,531+1,53103850.20%+385
OREILLY AUTOMOTIVE INC(ORLY)04,167+4,16703840.20%+384
KEYSIGHT TECHNOLOGIES INC(KEYS)01,086+1,08603800.20%+380
PROCTER & GAMBLE CO(PG)02,535+2,53503720.19%+372
SANDISK CORP(SNDK)0158+15803590.19%+359
ROCKWELL AUTOMATION INC(ROK)0695+69503440.18%+344
BANK OF AMER CORP06,030+6,03003440.18%+344
GE VERNOVA INC(GEV)0291+29103420.18%+342
PHILLIPS 66(PSX)02,005+2,00503390.18%+339
HALLIBURTON CO(HAL)09,825+9,82503340.17%+334
RTX CORPORATION(RTX)01,735+1,73503290.17%+329
MASTERCARD INCORPORATED(MA)0641+64103290.17%+329
NETFLIX INC.(NFLX)04,551+4,55103250.17%+325
CVS HEALTH CORP(CVS)03,032+3,03203140.16%+314
DEVON ENERGY CORP NEW(DVN)07,417+7,41703060.16%+306
EDWARDS LIFESCIENCES CORP03,387+3,38703060.16%+306
MARSH & MCLENNAN COS INC(MRSH)01,822+1,82203040.16%+304
ENTERGY CORP NEW(ETR)02,596+2,59602980.15%+298
UNION PAC CORP(UNP)01,088+1,08802960.15%+296
RLJ LODGING TR(RLJ)024,803+24,80302940.15%+294
PROSHARES TR
LARGE CAP CRE
03,426+3,42602920.15%+292
SEMPRA(SRE)03,091+3,09102870.15%+287
AT&T INC(T)013,711+13,71102840.15%+284
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,742+1,74202760.14%+276
GOLDMAN SACHS GROUP INC(GS)0271+27102740.14%+274
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