13F Filings History of LeClair Wealth Partners LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$172,376,321
Signature - Title
Keith Dwyer - Chief Compliance Officer
Location
Dublin, OH
Summary
This page shows a list of all the recent 13F filings made by LeClair Wealth Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LeClair Wealth Partners LLC reported 112 stock holdings with total value $172,376,321 as of Q4 2025. Top holdings included FIXD, AAPL, VTV, BUFR, and RDVY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 112 $172,376,321 +$18,871,362 -$9,138,097 +$9,733,265 FIXD, AAPL, VTV, BUFR, RDVY 13F-HR 11 Feb 2026, 12:59
Q3 2025 105 $160,498,095 +$13,019,002 -$8,614,841 +$4,404,161 FIXD, AAPL, BUFR, VTV, RDVY 13F-HR 12 Nov 2025, 08:16
Q2 2025 100 $147,304,470 +$5,299,525 -$6,129,212 -$829,687 FIXD, AAPL, BUFR, MSFT, RDVY 13F-HR 06 Aug 2025, 10:38
Q1 2025 95 $138,771,997 +$17,166,186 -$23,408,436 -$6,242,250 FIXD, AAPL, BUFR, RDVY, CTAS 13F-HR 14 May 2025, 08:58
Q4 2024 96 $149,991,232 $0 $0 $0 FIXD, FOCT, AAPL, RDVY, MSFT 13F-HR 14 Feb 2025, 13:13