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Keith Dwyer

Leclair Wealth Partners Llc

Assets Managed
$289.385M
Holdings
103
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
67.88%(2Q avg: 37.65%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Leclair Wealth Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of Leclair Wealth Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 289.385M in assets, with a quarterly growth rate of 67.88% and a 2-quarter average growth rate of 37.65%. The portfolio is managed by Keith Dwyer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PULS
Pgim Ultra Short Bond Etf
Recent Activity
New Position
11.72%
$33.892M
684,685 shares@ $49.51 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
New Position
7.38%
$21.329M
453,035 shares@ $47.08 avg price
UITB
Victoryshares Core Intermedi
Recent Activity
New Position
7.13%
$20.629M
438,763 shares@ $47.02 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
New Position
6.96%
$20.141M
194,843 shares@ $103.37 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
New Position
6.4%
$18.515M
241,897 shares@ $76.55 avg price
USVM
Victoryshares Us Small Mid C
Recent Activity
New Position
6.26%
$18.093M
191,096 shares@ $94.68 avg price
EVSD
Eaton Vance Shrt Dur Inc
Recent Activity
New Position
5.8%
$16.768M
329,166 shares@ $50.95 avg price
RWL
Invesco S&p 500 Revenue Etf
Recent Activity
New Position
5.6%
$16.178M
140,791 shares@ $114.91 avg price
HMOP
Hartford Municipal Opp Etf
Recent Activity
New Position
3%
$8.669M
223,764 shares@ $38.74 avg price
GSIE
Goldman Sachs Activebeta Int
Recent Activity
New Position
2.43%
$7.026M
162,905 shares@ $43.13 avg price

1-10 of 103