LeClair Wealth Partners LLC has disclosed its latest holdings in a recent filing, reporting a total value of $232.58 million as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategy and portfolio composition, particularly in the technology and consumer goods sectors.

As a wealth management firm based in Dublin, Ohio, LeClair Wealth Partners LLC focuses on providing financial advisory services to its clients. The firm operates under the SEC's regulations and regularly submits filings to maintain transparency in its investment activities.

The 13F-HR filing, submitted on November 10, 2026, includes a detailed summary of the firm's holdings. Notably, the report indicates that the firm has invested in various prominent companies, including:

  • Apple Inc - $15.61 million
  • Microsoft Corp - $6.44 million
  • Amazon.com Inc - $2.29 million
  • Alphabet Inc (Google) - $4.61 million
  • NVIDIA Corp - $4.11 million

The filing indicates that LeClair Wealth Partners holds a total of 141 different securities, reflecting a diverse investment strategy aimed at capitalizing on various market opportunities. The firm has shown a preference for technology stocks, which have been performing well in recent years.

According to the filing, the firm maintains sole investment discretion over its holdings, meaning it has complete control over the investment decisions regarding these securities. This level of discretion allows LeClair Wealth Partners to adapt its portfolio quickly in response to market changes.

The impact of this filing extends beyond just the firm itself; it provides valuable insights for investors and analysts monitoring trends in the wealth management industry. As firms like LeClair Wealth Partners continue to adapt their strategies, understanding their holdings can help inform broader market analyses.

Looking ahead, it remains to be seen how LeClair Wealth Partners will adjust its investment strategy in response to market conditions. The firm has consistently filed its 13F-HR reports, indicating a commitment to transparency and regulatory compliance. Future filings will be crucial for stakeholders interested in the firm's performance and investment direction.

Details were not available in the SEC filing regarding specific future actions or changes in strategy. Investors and analysts will need to monitor upcoming filings for further insights into LeClair Wealth Partners' investment approach.