LeClair Wealth Partners LLC reported 102 positions worth $102.08M for the quarter ended Jun 30, 2026, up 261.1% on the prior quarter. It opened 89 new positions, added to 7, trimmed 6 and exited 18. Its largest holding is Apple Inc. at 13.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +41.2K | +722.3% | $11.92M | 13.3% |
| WSM Williams Sonoma Inc | +21.5K | – | $5.01M | 4.91% |
| GOOGL Alphabet Inc. | +13.7K | – | $4.89M | 4.79% |
| PH Parker-Hannifin Corp | +4,574 | – | $4.47M | 4.38% |
| CTAS Cintas Corp | +25.2K | – | $4.29M | 4.2% |
| NVDA Nvidia Corp | +17.0K | +1,321.9% | $3.40M | 3.58% |
| AVGO Broadcom Inc. | +8,573 | – | $3.24M | 3.17% |
| WOR Worthington Enterprises, Inc. | +58.2K | – | $3.13M | 3.07% |
| MSFT Microsoft Corp | +8,266 | +191.1% | $3.08M | 4.6% |
| BRK-B Berkshire Hathaway Inc | +5,836 | – | $2.92M | 2.86% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-A Berkshire Hathaway Inc | -8 | -100.0% | $5.75M | Exited |
| JXN Jackson Financial Inc. | -37.2K | -100.0% | $3.93M | Exited |
| CMS Cms Energy Corp | -20.1K | -100.0% | $1.56M | Exited |
| DTE Dte Energy Co | -7,325 | -100.0% | $1.07M | Exited |
| LRCX Lam Research Corp | -2,420 | -70.0% | $1.05M | 0.441% |
| ETN Eaton Corp plc | -2,229 | -54.5% | $949.95K | 0.777% |
| SYK Stryker Corp | -2,695 | -100.0% | $885.70K | Exited |
| CVX Chevron Corp | -3,672 | -100.0% | $759.77K | Exited |
| JNJ Johnson & Johnson | -2,907 | -68.5% | $738.31K | 0.332% |
| SLV iShares Silver Trust | -9,656 | -100.0% | $657.96K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| WSM Williams Sonoma Inc | +21.5K | $5.01M | 4.91% |
| GOOGL Alphabet Inc. | +13.7K | $4.89M | 4.79% |
| PH Parker-Hannifin Corp | +4,574 | $4.47M | 4.38% |
| CTAS Cintas Corp | +25.2K | $4.29M | 4.2% |
| AVGO Broadcom Inc. | +8,573 | $3.24M | 3.17% |
| WOR Worthington Enterprises, Inc. | +58.2K | $3.13M | 3.07% |
| BRK-B Berkshire Hathaway Inc | +5,836 | $2.92M | 2.86% |
| XOM ExxonMobil Holdings Corp | +17.3K | $2.37M | 2.32% |
| MRK Merck & Co., Inc. | +17.3K | $2.22M | 2.17% |
| WS Worthington Steel, Inc. | +59.2K | $1.99M | 1.95% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| BRK-A Berkshire Hathaway Inc | -8 | $5.75M | 20.32% |
| JXN Jackson Financial Inc. | -37.2K | $3.93M | 13.9% |
| CMS Cms Energy Corp | -20.1K | $1.56M | 5.51% |
| DTE Dte Energy Co | -7,325 | $1.07M | 3.79% |
| SYK Stryker Corp | -2,695 | $885.70K | 3.13% |
| CVX Chevron Corp | -3,672 | $759.77K | 2.69% |
| SLV iShares Silver Trust | -9,656 | $657.96K | 2.33% |
| MS Morgan Stanley | -3,642 | $599.43K | 2.12% |
| FITB Fifth Third Bancorp | -9,765 | $453.67K | 1.6% |
| DTM DT Midstream, Inc. | -3,353 | $451.49K | 1.6% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 46.9K | $13.57M | 13.3% | +41.2K | +722.3% | Added | 0% |
| 2 | WSM Williams Sonoma Inc | Consumer Discretionary | 21.5K | $5.01M | 4.91% | +21.5K | – | New | 0.02% |
| 3 | GOOGL Alphabet Inc. | Technology | 13.7K | $4.89M | 4.79% | +13.7K | – | New | 0% |
| 4 | MSFT Microsoft Corp | Technology | 12.6K | $4.70M | 4.6% | +8,266 | +191.1% | Added | 0% |
| 5 | PH Parker-Hannifin Corp | Industrials | 4,574 | $4.47M | 4.38% | +4,574 | – | New | 0% |
| 6 | CTAS Cintas Corp | Industrials | 25.2K | $4.29M | 4.2% | +25.2K | – | New | 0.01% |
| 7 | NVDA Nvidia Corp | Technology | 18.3K | $3.66M | 3.58% | +17.0K | +1,321.9% | Added | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 8,573 | $3.24M | 3.17% | +8,573 | – | New | 0% |
| 9 | WOR Worthington Enterprises, Inc. | Industrials | 58.2K | $3.13M | 3.07% | +58.2K | – | New | 0.12% |
| 10 | BRK-B Berkshire Hathaway Inc | Financial Services | 5,836 | $2.92M | 2.86% | +5,836 | – | New | 0% |
| 11 | XOM ExxonMobil Holdings Corp | Energy | 17.3K | $2.37M | 2.32% | +17.3K | – | New | 0% |
| 12 | MRK Merck & Co., Inc. | Healthcare | 17.3K | $2.22M | 2.17% | +17.3K | – | New | 0% |
| 13 | AMZN Amazon Com Inc | Consumer Discretionary | 9,236 | $2.20M | 2.16% | +7,920 | +601.8% | Added | 0% |
| 14 | JPM Jpmorgan Chase & Co | Financial Services | 6,379 | $2.09M | 2.05% | +4,813 | +307.3% | Added | 0% |
| 15 | WS Worthington Steel, Inc. | Industrials | 59.2K | $1.99M | 1.95% | +59.2K | – | New | 0.12% |
Tip. Select a row to see that position’s full history at LeClair Wealth Partners.
As of its Q2 2026 13F filing, LeClair Wealth Partners LLC’s five largest positions were Apple Inc. (AAPL) at 13.3%, Williams Sonoma Inc (WSM) at 4.9%, Alphabet Inc. (GOOGL) at 4.8%, Microsoft Corp (MSFT) at 4.6%, Parker-Hannifin Corp (PH) at 4.4% of the reported portfolio.
LeClair Wealth Partners LLC reported a 13F portfolio worth $102.08M across 102 positions for Q2 2026. That is up 261.1% from the previous quarter.
Its largest purchases by value were Apple Inc. ($11.92M), Williams Sonoma Inc ($5.01M), Alphabet Inc. ($4.89M). It opened 89 new positions.
Its largest sales by value were Berkshire Hathaway Inc ($5.75M), Jackson Financial Inc. ($3.93M), Cms Energy Corp ($1.56M). It exited 18 positions entirely.
From the Form 13F-HR reports LeClair Wealth Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.