LeClair Wealth Partners LLC - Portfolio overview

LeClair Wealth Partners LLC has 197 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. PULS - PGIM ETF TR, 8.07%
2. FIXD - FIRST TR EXCHNG TRADED FD VI, 5.56%
3. JCPB - J P MORGAN EXCHANGE TRADED F, 5.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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