LeClair Wealth Partners LLC
•CIK: 2056667•Filing: Q4 2025
**LeClair Wealth Partners LLC** manages $172M across a diversified portfolio of 112 positions. The fund exhibits significant concentration in technology and fixed income, notably holding FIXD at $17.7M and AAPL at $13.0M. Further top holdings include VTV ($10.6M), BUFR ($9.1M), and RDVY ($7.2M), indicating a tactical allocation across sectors. This structure suggests a mandate focused on established growth names balanced with defensive income streams.
Total AUM
$172.4M
QoQ Performance
+7.4%
Positions
101
Top 10 Concentration
48.6%
Latest Filing
Q4 2025
Top Holdings Allocation
FIXD
AAPL
VTV
BUFR
FIXD10.2%
AAPL7.5%
VTV6.2%
BUFR5.3%
RDVY4.2%
JAAA3.8%
MSFT3.6%
CIT3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.4%
Technology20.8%
Financial4.8%
Consumer3.2%
Healthcare2.7%
Energy1.6%
Industrial0.9%
Communication0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑30 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024