Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LeClair Wealth Partners LLC (CIK 2056667) reported $289.4M across 103 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PULS ($33.9M, 11.71%), JCPB ($21.3M, 7.37%), UITB ($20.6M, 7.13%), XMHQ ($20.1M, 6.96%), SPLG ($18.5M, 6.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PULS | PGIM ETF TR | $33.9M | 11.71% | 684,685 | New |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $21.3M | 7.37% | 453,035 | New |
| 3 | UITB | VICTORY PORTFOLIOS II | $20.6M | 7.13% | 438,763 | New |
| 4 | XMHQ | INVESCO EXCHANGE TRADED FD T | $20.1M | 6.96% | 194,843 | New |
| 5 | SPLG | SPDR SERIES TRUST | $18.5M | 6.40% | 241,897 | New |
| 6 | USVM | VICTORY PORTFOLIOS II | $18.1M | 6.25% | 191,096 | New |
| 7 | EVSD | MORGAN STANLEY ETF TRUST | $16.8M | 5.79% | 329,166 | New |
| 8 | RWL | INVESCO EXCH TRADED FD TR II | $16.2M | 5.59% | 140,791 | New |
| 9 | HMOP | HARTFORD FDS EXCHANGE TRADED | $8.7M | 3.00% | 223,764 | New |
| 10 | GSIE | GOLDMAN SACHS ETF TR | $7.0M | 2.43% | 162,905 | New |
| 11 | VRP | INVESCO EXCH TRADED FD TR II | $7.0M | 2.42% | 291,785 | New |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $6.6M | 2.29% | 117,113 | New |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $6.2M | 2.14% | 122,289 | New |
| 14 | UTES | ETFIS SER TR I | $6.0M | 2.07% | 75,038 | New |
| 15 | PJAN | INNOVATOR ETFS TRUST | $5.8M | 2.01% | 126,115 | New |
| 16 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.7M | 1.99% | 8 | New |
| 17 | PAPI | MORGAN STANLEY ETF TRUST | $5.3M | 1.84% | 194,162 | New |
| 18 | PBJA | PGIM ROCK ETF TR | $4.9M | 1.68% | 159,830 | New |
| 19 | JXN | JACKSON FINANCIAL INC | $3.9M | 1.36% | 37,173 | New |
| 20 | PBNV | PGIM ROCK ETF TR | $3.7M | 1.29% | 128,780 | New |
| 21 | PFEB | INNOVATOR ETFS TRUST | $2.5M | 0.86% | 62,171 | New |
| 22 | PAPR | INNOVATOR ETFS TRUST | $2.1M | 0.74% | 53,803 | New |
| 23 | PBDE | PGIM ROCK ETF TR | $2.0M | 0.70% | 70,321 | New |
| 24 | JANW | AIM ETF PRODUCTS TRUST | $1.6M | 0.56% | 44,490 | New |
| 25 | MSFT | MICROSOFT CORP | $1.6M | 0.55% | 4,325 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31