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Leclair Wealth Partners LLC
LeClair Wealth Partners LLC is an SEC-registered investment advisory firm headquartered in Dublin, Ohio. The firm is owned by Steve LeClair through LeClair HoldCo LLC and has a team of 4 employees. Founded in 2011, LeClair Wealth Partners provides investment advisory and wealth management services, focusing on high-net-worth individuals and families. They offer expertise in both comprehensive wealth planning and exclusive investment opportunities, serving clients seeking personalized strategies for asset protection, growth, and legacy planning.
Investment Strategy
LeClair Wealth Partners LLC employs a personalized and comprehensive investment advisory approach, focusing on aligning each client's wealth strategy with their unique goals, values, and desired legacy. The firm prioritizes understanding clients’ personal and financial objectives, developing dynamic, adaptable plans to grow, protect, and transfer wealth. Their services include both traditional asset management and access to exclusive private investment opportunities, employing a combination of due diligence, advanced planning, and regular review to navigate complex tax and financial landscapes and help clients achieve long-term financial success.
Latest 13F Filing Activity
Leclair Wealth Partners LLC filed their most recent 13F report on Jun 30, 2025 disclosing 99 equity positions with a total 13F market value of $147M. The fund increased holdings in First TR Exchng Traded FD VI, Microsoft Corp., Nvidia Corporation among other positions. Leclair Wealth Partners LLC reduced exposure to Apple Inc., First TR Exchng Traded FD VI, SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FIXD | FIRST TR EXCHNG TRADED FD VI | 15.31% | $22.6M | 513,808 | $43.13 | $43.89 | +$2.7M |
A AAPL | APPLE INC | 6.57% | $9.7M | 47,148 | $250.42 | $205.17 | -$823.8K |
B BUFR | FIRST TR EXCHNG TRADED FD VI | 5.22% | $7.7M | 241,910 | $29.69 | $31.80 | -$581.8K |
M MSFT | MICROSOFT CORP | 4.62% | $6.8M | 13,681 | $421.48 | $497.41 | +$1.6M |
R RDVY | FIRST TR EXCHANGE TRADED FD | 4.12% | $6.1M | 96,717 | $59.14 | $62.74 | -$258.9K |
Industry Allocation
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