LeClair Wealth Partners LLC
SEC Form 13F institutional filer · CIK 0002056667
13F-HR · 33 reported holdings · 2026-03-31
Reported long-US-equity value
$0.12B
Top-10 concentration
90.7%
LeClair Wealth Partners LLC — $117M AUM allocation strategy
LeClair Wealth Partners LLC files SEC Form 13F and reports $117M of long US equity value across 33 reported holdings for 2026-03-31.
Its largest sector bet is Financials 65.4%, followed by Industrials 6.2% and Information Technology 3.3%.
The top 10 holdings account for 91% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
LeClair Wealth Partners LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$117M
total across 33 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
91% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +369K sh · +$38.5M+$GS +173K sh · +$7.76M+$F +13.6K sh · +$34.7K
Biggest trims (shares)
−$AAPL −42K sh · −$11.5M−$NVDA −19.7K sh · −$3.69M−$MSFT −8.61K sh · −$4.65M
Exited to nil (held last quarter, gone now)
$CTAS ($5.09M last qtr)$GOOG ($4.33M last qtr)$PH ($4.09M last qtr)$WSM ($3.86M last qtr)$QQQ ($3.57M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks37.1%—
- Investment Banking & Brokerage26.6%—
- Aerospace & Defense4.9%—
- Multi-Utilities2.2%—
- Systems Software1.4%—
- Electrical Components & Equipment1.3%—
- Technology Hardware, Storage & Peripherals1.3%—
- Automobile Manufacturers0.9%—
- Other holdings24.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 627K | $43.3M | +369K | 37.1% |
| $MS | Morgan Stanley | 537K | $23.1M | — | 19.8% |
| $GS | Goldman Sachs Group Inc | 173K | $7.99M | +173K | 6.8% |
| $HONA | Honeywell Aerospace Inc | 8 | $5.75M | — | 4.9% |
| $MSFT | Microsoft Corporation | 4.33K | $1.6M | -8.61K | 1.4% |
| $CMS | CMS Energy Corporation | 20.1K | $1.56M | — | 1.3% |
| $ETN | Eaton Corporation PLC | 4.09K | $1.46M | +2.27K | 1.3% |
| $AAPL | Apple Inc | 5.7K | $1.45M | -42K | 1.2% |
| $DTE | DTE Energy Company | 7.33K | $1.07M | — | 0.9% |
…and 24 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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