Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002056667

LeClair Wealth Partners LLC

DUBLIN, OH · File #028-25224

Latest AUM
$172.4M
Positions
112
Top-10 Concentration
54.7%
Filings
5

Sector Allocation

Technology
17.1%$29.4M
Financials
11.7%$20.2M
Industrials
9.1%$15.7M
Healthcare
2.4%$4.1M
Energy
1.6%$2.8M
Consumer Staples
0.3%$619,997

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1FIRST TR EXCHNG TRADED FD VI33740F805398,454$17.7M11.52%
2APPLE INCAAPL47,737$13.0M8.47%
3VANGUARD INDEX FDS92290874455,521$10.6M6.92%
4FIRST TR EXCHNG TRADED FD VI33740F755266,500$9.1M5.96%
5FIRST TR EXCHANGE TRADED FD33738R506103,273$7.2M4.68%
6JANUS DETROIT STR TR47103U845128,444$6.5M4.24%
7MICROSOFT CORPMSFT12,933$6.3M4.08%
8CINTAS CORPCTAS27,063$5.1M3.32%
9ALPHABET INCGOOG13,837$4.3M2.83%
10PARKER-HANNIFIN CORPPH4,658$4.1M2.67%
11NVIDIA CORPORATIONNVDA20,981$3.9M2.55%
12WILLIAMS SONOMA INCWSM21,594$3.9M2.52%
13INVESCO QQQ TRIVZ5,810$3.6M2.33%
14CAPITAL GROUP GROWTH ETF14020G10179,320$3.5M2.30%
15BROADCOM INCAVGO9,185$3.2M2.07%
16WORTHINGTON ENTERPRISES INCWOR58,542$3.0M1.97%
17BERKSHIRE HATHAWAY INC DELBRK-A5,855$2.9M1.92%
18VANGUARD SPECIALIZED FUNDS92190884413,083$2.9M1.88%
19INVESCO EXCH TRD SLF IDX FDIVZ143,741$2.4M1.57%
20INVESCO EXCH TRD SLF IDX FDIVZ114,843$2.4M1.56%