AI Portfolio Summary
In 2026 Q1, LeClair Wealth Partners LLC maintained a portfolio of 204 distinct positions. The most significant new addition to the portfolio was PGIM ETF TR, which now represents 11.71% of the total fund value. The fund also reduced its exposure to APPLE INC by 88.1%.
Total Positions
204
Quarter
2026 Q1
Top Holding
PULS (11.7%)
Top 10 Concentration
62.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 204
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PULS
PGIM ETF TR
|
ETF | 11.71% | — |
#1
Prev: #—
|
9.5 | 684,685 | no change |
NEW
|
684,685 | $33,891,929 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 7.37% | — |
#2
Prev: #—
|
7.9 | 453,035 | no change |
NEW
|
453,035 | $21,328,873 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
UITB
VICTORY PORTFOL...
|
Bond/Debt | 7.13% | — |
#3
Prev: #—
|
7.4 | 438,763 | no change |
NEW
|
438,763 | $20,629,338 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
XMHQ
INVESCO EXCHANG...
|
ETF | 6.96% | — |
#4
Prev: #—
|
6.8 | 194,843 | no change |
NEW
|
194,843 | $20,140,899 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 6.40% | — |
#5
Prev: #—
|
6.6 | 241,897 | no change |
NEW
|
241,897 | $18,514,833 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
USVM
VICTORY PORTFOL...
|
ETF | 6.25% | — |
#6
Prev: #—
|
6.0 | 191,096 | no change |
NEW
|
191,096 | $18,092,770 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
EVSD
MORGAN STANLEY ...
|
ETF | 5.79% | — |
#7
Prev: #—
|
5.8 | 329,166 | no change |
NEW
|
329,166 | $16,767,734 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
RWL
INVESCO EXCH TR...
|
ETF | 5.59% | — |
#8
Prev: #—
|
5.7 | 140,791 | no change |
NEW
|
140,791 | $16,178,261 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
HMOP
HARTFORD FDS EX...
|
ETF | 3.00% | — |
#9
Prev: #—
|
4.7 | 223,764 | no change |
NEW
|
223,764 | $8,668,617 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GSIE
GOLDMAN SACHS E...
|
Bond/Debt | 2.43% | — |
#10
Prev: #—
|
4.5 | 162,905 | no change |
NEW
|
162,905 | $7,026,092 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VRP
INVESCO EXCH TR...
|
Preferred | 2.42% | — |
#11
Prev: #—
|
4.5 | 291,785 | no change |
NEW
|
291,785 | $6,996,996 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 2.29% | — |
#12
Prev: #—
|
4.4 | 117,113 | no change |
NEW
|
117,113 | $6,637,960 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 2.14% | — |
#13
Prev: #—
|
4.4 | 122,289 | no change |
NEW
|
122,289 | $6,189,026 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
UTES
ETFIS SER TR I
|
ETF | 2.07% | — |
#14
Prev: #—
|
4.3 | 75,038 | no change |
NEW
|
75,038 | $5,995,517 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PJAN
INNOVATOR ETFS ...
|
ETF | 2.01% | — |
#15
Prev: #—
|
4.3 | 126,115 | no change |
NEW
|
126,115 | $5,817,685 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 1.99% | — |
#16
Prev: #—
|
4.3 | 8 | no change |
NEW
|
8 | $5,745,120 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PAPI
MORGAN STANLEY ...
|
ETF | 1.84% | — |
#17
Prev: #—
|
4.2 | 194,162 | no change |
NEW
|
194,162 | $5,312,272 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PBJA
PGIM ROCK ETF T...
|
ETF | 1.68% | — |
#18
Prev: #—
|
4.2 | 159,830 | no change |
NEW
|
159,830 | $4,863,052 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JXN
JACKSON FINANCI...
|
Financial Services | 1.36% | — |
#19
Prev: #—
|
4.0 | 37,173 | no change |
NEW
|
37,173 | $3,929,894 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PBNV
PGIM ROCK ETF T...
|
ETF | 1.29% | — |
#20
Prev: #—
|
4.0 | 128,780 | no change |
NEW
|
128,780 | $3,722,605 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PFEB
INNOVATOR ETFS ...
|
ETF | 0.86% | — |
#21
Prev: #—
|
3.8 | 62,171 | no change |
NEW
|
62,171 | $2,493,057 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PAPR
INNOVATOR ETFS ...
|
ETF | 0.74% | — |
#22
Prev: #—
|
3.8 | 53,803 | no change |
NEW
|
53,803 | $2,141,359 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PBDE
PGIM ROCK ETF T...
|
ETF | 0.70% | — |
#23
Prev: #—
|
3.8 | 70,321 | no change |
NEW
|
70,321 | $2,039,942 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JANW
AIM ETF PRODUCT...
|
ETF | 0.56% | — |
#24
Prev: #—
|
3.7 | 44,490 | no change |
NEW
|
44,490 | $1,622,995 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.55% | 3.63% |
#25
18
Prev: #7
|
0.2 | -8,608 | -66.6% |
P
S
|
4,325 | $1,601,078 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PMAR
INNOVATOR ETFS ...
|
ETF | 0.54% | — |
#26
Prev: #—
|
3.7 | 35,052 | no change |
NEW
|
35,052 | $1,564,020 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CMS
CMS ENERGY CORP
|
Utilities | 0.54% | — |
#27
Prev: #—
|
3.7 | 20,073 | no change |
NEW
|
20,073 | $1,557,247 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.51% | 0.34% |
#28
24
Prev: #52
|
3.2 | 2,267 | 124.3% |
P
S
|
4,091 | $1,463,228 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AAPL
APPLE INC
|
Technology | 0.50% | 7.53% |
#29
27
Prev: #2
|
0.2 | -42,033 | -88.1% |
P
S
|
5,704 | $1,447,708 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.41% | — |
#30
Prev: #—
|
3.7 | 7,982 | no change |
NEW
|
7,982 | $1,182,189 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PBAP
PGIM ROCK ETF T...
|
ETF | 0.40% | — |
#31
Prev: #—
|
3.7 | 39,619 | no change |
NEW
|
39,619 | $1,164,917 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PJUN
INNOVATOR ETFS ...
|
ETF | 0.38% | — |
#32
Prev: #—
|
3.7 | 26,441 | no change |
NEW
|
26,441 | $1,105,940 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DTE
DTE ENERGY CO
|
Utilities | 0.37% | — |
#33
Prev: #—
|
3.6 | 7,325 | no change |
NEW
|
7,325 | $1,071,110 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 0.36% | — |
#34
Prev: #—
|
3.6 | 34,866 | no change |
NEW
|
34,866 | $1,048,424 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
F
FORD MTR CO
|
Consumer Cyclical | 0.36% | 0.59% |
#35
1
Prev: #34
|
2.1 | 13,570 | 17.6% |
P
S
|
90,711 | $1,046,801 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.36% | 0.15% |
#36
55
Prev: #91
|
3.1 | 2,979 | 235.9% |
P
S
|
4,242 | $1,036,885 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CPSA
CALAMOS ETF TR
|
ETF | 0.35% | — |
#37
Prev: #—
|
3.6 | 38,021 | no change |
NEW
|
38,021 | $1,022,400 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.31% | — |
#38
Prev: #—
|
3.6 | 2,695 | no change |
NEW
|
2,695 | $885,701 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CPSO
CALAMOS ETF TR
|
ETF | 0.29% | — |
#39
Prev: #—
|
3.6 | 30,803 | no change |
NEW
|
30,803 | $831,817 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 0.29% | — |
#40
Prev: #—
|
3.6 | 3,491 | no change |
NEW
|
3,491 | $829,629 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PBFB
PGIM ROCK ETF T...
|
ETF | 0.28% | — |
#41
Prev: #—
|
3.6 | 26,957 | no change |
NEW
|
26,957 | $809,799 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FDVV
FIDELITY COVING...
|
ETF | 0.27% | — |
#42
Prev: #—
|
3.6 | 14,368 | no change |
NEW
|
14,368 | $793,677 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CPSJ
CALAMOS ETF TR
|
ETF | 0.27% | — |
#43
Prev: #—
|
3.6 | 29,178 | no change |
NEW
|
29,178 | $784,112 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.26% | — |
#44
Prev: #—
|
3.6 | 3,672 | no change |
NEW
|
3,672 | $759,773 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PBJN
PGIM ROCK ETF T...
|
ETF | 0.26% | — |
#45
Prev: #—
|
3.6 | 25,355 | no change |
NEW
|
25,355 | $757,255 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.26% | — |
#46
Prev: #—
|
3.6 | 3,459 | no change |
NEW
|
3,459 | $738,975 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
OCTP
PGIM ROCK ETF T...
|
ETF | 0.25% | — |
#47
Prev: #—
|
3.6 | 24,890 | no change |
NEW
|
24,890 | $737,404 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 0.23% | — |
#48
Prev: #—
|
3.6 | 9,656 | no change |
NEW
|
9,656 | $657,960 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CPSD
CALAMOS ETF TR
|
ETF | 0.22% | — |
#49
Prev: #—
|
3.6 | 24,974 | no change |
NEW
|
24,974 | $647,211 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CB
CHUBB LTD SWITZ
|
Financial Services | 0.22% | 0.27% |
#50
7
Prev: #57
|
2.6 | 497 | 33.6% |
P
S
|
1,978 | $644,808 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-50 of 204 holdings