Long-term investor
Leclair Wealth Partners LLC @leclairwealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056667).
Record
- Tracked since 2025-06-30 (449 days), 451 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +2.0% · 1 year n/a · all +5.4%
- Max drawdown n/a · win rate 63% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 33740F805 · 9.3% · long · since 2025-06-30
- AAPL · 7.0% · long · since 2025-06-30
- 922908744 · 5.9% · long · since 2025-09-30
- 33740F755 · 4.4% · long · since 2025-06-30
- 47103U845 · 3.6% · long · since 2025-06-30
- 33738R506 · 3.4% · long · since 2025-06-30
- WSM · 2.6% · long · since 2025-06-30
- GOOGL · 2.5% · long · since 2025-06-30
- MSFT · 2.4% · long · since 2025-06-30
- PH · 2.3% · long · since 2025-06-30
- CTAS · 2.2% · long · since 2025-06-30
- 46090E103 · 2.2% · long · since 2025-06-30