LeClair Wealth Partners LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Keith Dwyer, lists a total of 141 separate equity positions held by the firm.
The portfolio is diversified across a wide range of sectors, with the largest positions held in exchange-traded funds and major technology and consumer companies. The top holdings include First Trust Exchange-Traded Fund VI Sm Opportunities Fixed Income, which is held in 357,713 shares, and Apple Inc., with 46,875 shares. Other notable individual stock positions include Microsoft Corporation (12,548 shares), Williams-Sonoma Inc. (21,510 shares), Cintas Corporation (23,748 shares), and Alphabet Inc. Class A (13,385 shares).
The report also details significant holdings in energy and financial sectors. ExxonMobil Holdings Corp. is held in 17,393 shares, and ProSpect Cap Corp. is held in 238,984 shares. The filing includes a detailed list of all 141 positions, ranging from Vanguard Index Funds Morningstar Value ETF to specific equities like Eli Lilly & Co. and Home Depot Inc.
