• 13F History

LeClair Wealth Partners LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$150M
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 96 stock holdings with total value $150M as of Q4 2024. Top holdings included FIXD, FOCT, AAPL, RDVY, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 96 $150M $0 $0 FIXD, FOCT, AAPL, RDVY, MSFT 13F-HR 2/14/2025, 01:13 PM