LeClair Wealth Partners LLC ETF holdings
Dublin, OH
Reported $90.7M in 29 ETFs in its Form 13F for June 30, 2026.
ETF value
$90.7M
ETFs held
29
Change from prior quarter
-65.3%
With price moves
ETFs as a share of its 13F
47.0%
of $193.0M
Top 10 of 29 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| FIXD | First Trust Smith Opportunistic Fixed Income ETF | $17.9M | 410,941 | New position |
| VTV | Vanguard Morningstar Value ETF | $11.4M | 52,383 | New position |
| BUFR | FT Vest Laddered Buffer ETF | $8.4M | 231,275 | New position |
| JAAA | Janus Henderson AAA CLO ETF | $6.9M | 137,519 | New position |
| RDVY | First Trust Rising Dividend Achievers ETF | $6.5M | 80,093 | New position |
| QQQ | Invesco QQQ Trust | $4.2M | 5,762 | New position |
| CGGR | Capital Group Growth ETF | $3.7M | 78,654 | New position |
| VIG | Vanguard Dividend Appreciation ETF | $3.0M | 12,599 | New position |
| BSCW | Invesco Bulletshares 2032 Corporate Bond ETF | $2.5M | 120,571 | New position |
| BSCV | Invesco BulletShares 2031 Corporate Bond ETF | $2.5M | 150,853 | New position |
19 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002056667. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LeClair Wealth Partners LLC own?
LeClair Wealth Partners LLC reported 29 ETF positions worth $90.7M in its Form 13F for June 30, 2026. The largest was FIXD, at $17.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.