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Portfolio (Quarterly) Guide ↗

LeClair Wealth Partners LLC

· CIK 0002056667
13F Portfolio $193M AUM 132 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 132 New
Page 2 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSCZ INVESCO EXCH TRD SLF IDX FD 120,082.0 $2.5M 1.27% NEW $20.47 -2.2%
22 BSCX INVESCO EXCH TRD SLF IDX FD 116,695.0 $2.5M 1.27% NEW $21.05 -1.7%
23 BSCY INVESCO EXCH TRD SLF IDX FD 118,822.0 $2.5M 1.27% NEW $20.67 -1.9%
24 XOM EXXON MOBIL CORP Energy 17,302.0 $2.4M 1.23% NEW $136.72 +14.6%
25 SDVY FIRST TR EXCHANGE TRADED FD 51,705.0 $2.2M 1.16% NEW $43.14 +1.2%
26 MRK MERCK & CO INC Healthcare 17,254.0 $2.2M 1.15% NEW $128.50 +15.4%
27 AMZN AMAZON COM INC Consumer Cyclical 9,236.0 $2.2M 1.14% NEW $238.33 +11.8%
28 JPM JPMORGAN CHASE & CO Financial Services 6,379.0 $2.1M 1.08% NEW $327.34 +9.3%
29 TDIV FIRST TR EXCHANGE TRADED FD 17,809.0 $2.0M 1.06% NEW $114.88 +0.8%
30 WS WORTHINGTON STL INC Basic Materials 59,170.0 $2.0M 1.03% NEW $33.58 +1.4%
31 FIW FIRST TR EXCHANGE-TRADED FD 16,360.0 $1.8M 0.93% NEW $109.52 +0.9%
32 GRID FIRST TR EXCHANGE-TRADED FD 8,767.0 $1.7M 0.87% NEW $191.76 -6.6%
33 EMLP FIRST TR EXCHANGE-TRADED FD 38,084.0 $1.7M 0.86% NEW $43.50 +1.1%
34 SETM SPROTT FDS TR 47,839.0 $1.5M 0.77% NEW $31.16 +11.3%
35 GOOG ALPHABET INC 3,884.0 $1.4M 0.71% NEW $353.35
36 SILVER BOW MNG CORP 178,230.0 $1.2M 0.62% NEW $6.76
37 MU MICRON TECHNOLOGY INC Technology 1,027.0 $1.2M 0.61% NEW $1154.22 -19.2%
38 META META PLATFORMS INC Communication Services 2,057.0 $1.2M 0.60% NEW $563.35 +2.6%
39 XLK SELECT SECTOR SPDR TR 5,946.0 $1.1M 0.59% NEW $190.52 -2.5%
40 F FORD MTR CO Consumer Cyclical 77,150.0 $1.1M 0.56% NEW $13.90 -0.2%
Page 2 of 7  ·  132 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.2%
Industrials 17.2%
Financial Services 12.9%
Consumer Cyclical 12.9%
Communication Services 6.9%
Healthcare 5.6%
Energy 4.5%
Basic Materials 2.3%
Consumer Defensive 1.7%
Utilities 1.5%