LeClair Wealth Partners LLC holds a focused book of 132 stocks worth $193.0M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened First Trust Smith Opportunis and trimmed Ford Motor Co. Their largest long position is First Trust Smith Opportunis at 9% of the equity book. Cloning the disclosed picks since 2025 would be +17% (+11.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056667/holdings"
Use Arkolith to show LeClair Wealth Partners LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.8 points over this window.
Growth of $10,000 cloning LeClair Wealth Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
52% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | First TR Exchng Traded FD VI SMITH OPPORT FXD | $17.9M | 410.9K | 9.3% | ▲New New position | |
| 2 | Apple Inc COM | $13.6M | 46.9K | 7.0% | ▲+722% Added · +41K sh | |
| 3 | Vanguard Index FDS VALUE ETF | $11.4M | 52.4K | 5.9% | ▲New New position | |
| 4 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $8.4M | 231.3K | 4.4% | ▲New New position | |
| 5 | Janus Detroit STR TR HENDRSON AAA CL | $6.9M | 137.5K | 3.6% | ▲New New position | |
| 6 | First TR Exchange Traded FD RISNG DIVD ACHIV | $6.5M | 80.1K | 3.4% | ▲New New position | |
| 7 | Williams Sonoma Inc COM | $5.0M | 21.5K | 2.6% | ▲New New position | |
| 8 | Alphabet Inc CAP STK CL A | $4.9M | 13.7K | 2.5% | ▲New New position | |
| 9 | Microsoft Corp COM | $4.7M | 12.6K | 2.4% | ▲+191% Added · +8K sh | |
| 10 | Parker-Hannifin Corp COM | $4.5M | 4.6K | 2.3% | ▲New New position | |
| 11 | Cintas Corp COM | $4.3M | 25.2K | 2.2% | ▲New New position | |
| 12 | Invesco QQQ TR UNIT SER 1 | $4.2M | 5.8K | 2.2% | ▲New New position | |
| 13 | Capital Group Growth ETF SHS CREAT UNIT | $3.7M | 78.7K | 1.9% | ▲New New position | |
| 14 | Nvidia Corporation COM | $3.7M | 18.3K | 1.9% | ▲14× Added · +17K sh | |
| 15 | Broadcom Inc COM | $3.2M | 8.6K | 1.7% | ▲New New position | |
| 16 | Worthington Enterprises Inc COM | $3.1M | 58.2K | 1.6% | ▲New New position | |
| 17 | Vanguard Specialized Funds DIV APP ETF | $3.0M | 12.6K | 1.5% | ▲New New position | |
| 18 | Berkshire Hathaway Inc Del CL B NEW | $2.9M | 5.8K | 1.5% | ▲New New position | |
| 19 | Invesco Exch TRD SLF Idx FD BULLETSHS 2032 | $2.5M | 120.6K | 1.3% | ▲New New position | |
| 20 | Invesco Exch TRD SLF Idx FD BULETSHS 2031 CP | $2.5M | 150.9K | 1.3% | ▲New New position | |
| 21 | Invesco Exch TRD SLF Idx FD BULLETSHARES | $2.5M | 120.1K | 1.3% | ▲New New position | |
| 22 | Invesco Exch TRD SLF Idx FD BUL 2033 COR ETF | $2.5M | 116.7K | 1.3% | ▲New New position | |
| 23 | Invesco Exch TRD SLF Idx FD BULL 2034 CO ETF | $2.5M | 118.8K | 1.3% | ▲New New position | |
| 24 | Exxon Mobil Corp COM | $2.4M | 17.3K | 1.2% | ▲New New position | |
| 25 | First TR Exchange Traded FD SMID RISNG ETF | $2.2M | 51.7K | 1.2% | ▲New New position | |
| 26 | Merck & Co Inc COM | $2.2M | 17.3K | 1.1% | ▲New New position | |
| 27 | Amazon Com Inc COM | $2.2M | 9.2K | 1.1% | ▲+602% Added · +8K sh | |
| 28 | JPMorgan Chase & Co COM | $2.1M | 6.4K | 1.1% | ▲+307% Added · +5K sh | |
| 29 | First TR Exchange Traded FD NASD TECH DIV | $2.0M | 17.8K | 1.1% | ▲New New position | |
| 30 | Worthington STL Inc COM SHS | $2.0M | 59.2K | 1.0% | ▲New New position | |
| 31 | First TR Exchange-Traded FD WTR ETF | $1.8M | 16.4K | 0.9% | ▲New New position | |
| 32 | First TR Exchange-Traded FD NASDQ CLN EDGE | $1.7M | 8.8K | 0.9% | ▲New New position | |
| 33 | First TR Exchange-Traded FD NO AMER ENERGY | $1.7M | 38.1K | 0.9% | ▲New New position | |
| 34 | Sprott FDS TR SPROTT CRITICAL | $1.5M | 47.8K | 0.8% | ▲New New position | |
| 35 | Alphabet Inc CAP STK CL C | $1.4M | 3.9K | 0.7% | ▲New New position | |
| 36 | Silver Bow MNG Corp COMMON SHARES | $1.2M | 178.2K | 0.6% | ▲New New position | |
| 37 | Micron Technology Inc COM | $1.2M | 1.0K | 0.6% | ▲New New position | |
| 38 | Meta Platforms Inc CL A | $1.2M | 2.1K | 0.6% | ▲New New position | |
| 39 | Select Sector SPDR TR ST STR TECHN ETF | $1.1M | 5.9K | 0.6% | ▲New New position | |
| 40 | Ford MTR Co COM | $1.1M | 77.2K | 0.6% | ▼−15% Reduced · −14K sh | |
| 41 | Home Depot Inc COM | $1.0M | 2.9K | 0.5% | ▲New New position | |
| 42 | Visa Inc COM CL A | $1.0M | 2.9K | 0.5% | ▲New New position | |
| 43 | Cincinnati Finl Corp COM | $986K | 5.3K | 0.5% | ▲New New position | |
| 44 | Emerson Elec Co COM | $980K | 6.8K | 0.5% | ▲New New position | |
| 45 | Victorias Secret And Co COMMON STOCK | $965K | 11.6K | 0.5% | ▲New New position | |
| 46 | Select Sector SPDR TR ST STR INDL ETF | $880K | 4.8K | 0.5% | ▲New New position | |
| 47 | Advanced Micro Devices Inc COM | $877K | 1.5K | 0.5% | ▲New New position | |
| 48 | Trane Technologies PLC SHS | $874K | 1.8K | 0.5% | ▲New New position | |
| 49 | Marathon Pete Corp COM | $866K | 3.4K | 0.4% | ▲New New position | |
| 50 | Tesla Inc COM | $847K | 2.0K | 0.4% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 132 | $193.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 103 | $289.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 112 | $172.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 105 | $160.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 100 | $147.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 95 | $138.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 96 | $150.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.