What is Leo Wealth, LLC's portfolio value?

As of Q4 2025, Leo Wealth, LLC manages $1.4B across 419 reported positions in their SEC 13F filing.

What are Leo Wealth, LLC's top holdings?

Leo Wealth, LLC's largest 13F positions include ESGV, AFRM, GSLC, representing approximately 15.5% of the reported portfolio.

How many stocks does Leo Wealth, LLC hold?

Leo Wealth, LLC holds 419 reported positions as of their Q4 2025 13F filing.

When did Leo Wealth, LLC last file a 13F?

The most recent 13F filing from Leo Wealth, LLC reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Leo Wealth, LLC

CIK: 0001912202SEC EDGAR →

Portfolio Value

$1.4B

Holdings

419

As of

Q4 2025

New Positions

Closed Positions

117

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	ESGV VANGUARD WORLD FD	694,165	$84.0M	6.09%
2	AFRM AFFIRM HLDGS INC	924,705	$68.8M	4.99%
3	GSLC GOLDMAN SACHS ETF TR	459,182	$60.8M	4.41%
4	VSGX VANGUARD WORLD FD	840,991	$60.3M	4.37%
5	AVUS AMERICAN CENTY ETF TR	483,817	$54.1M	3.92%
6	IEF ISHARES TR	417,952	$40.2M	2.92%
7	JNJ JOHNSON & JOHNSON	170,004	$35.2M	2.55%
8	AAPL APPLE INC	124,127	$33.7M	2.44%
9	SPYM SPDR SERIES TRUST	412,887	$33.2M	2.40%
10	AMZN AMAZON COM INC	133,098	$30.7M	2.23%

Quarterly Changes

Top Buys

ESGV↑ Increased

$39.3M

SPYMNEW

$33.2M

GSLC↑ Increased

$29.2M

AVUS↑ Increased

$25.0M

IEF↑ Increased

$24.8M

Top Sells

SBACCLOSED

$7.0M

IBDQCLOSED

$3.1M

IAUCLOSED

$1.5M

TTENCLOSED

$1.4M

BLK↓ Decreased

$1.4M

New Positions (148)

$33.2M · 413K shares

$18.7M · 574K shares

$17.1M · 257K shares

$10.6M · 332K shares

$9.1M · 421K shares

$8.5M · 363K shares

$8.4M · 381K shares

$7.3M · 275K shares

$7.0M · 169K shares

$5.2M · 117K shares

$5.0M · 106K shares

$4.9M · 250K shares

$3.5M · 14K shares

$2.9M · 36K shares

$2.8M · 21K shares

$2.7M · 35K shares

$2.2M · 11K shares

$2.1M · 32K shares

$2.0M · 7K shares

$2.0M · 44K shares

$2.0M · 117K shares

$2.0M · 2K shares

$1.7M · 37K shares

$1.7M · 26K shares

$1.6M · 19K shares

$1.5M · 23K shares

$1.5M · 6K shares

$1.4M · 59K shares

$1.1M · 13K shares

$1.1M · 10K shares

$1.1M · 57K shares

$1.0M · 18K shares

$1.0M · 56K shares

$997K · 1K shares

$979K · 23K shares

$963K · 28K shares

$956K · 27K shares

$951K · 42K shares

$922K · 12K shares

$888K · 5K shares

$861K · 2K shares

$834K · 1K shares

$829K · 16K shares

$819K · 20K shares

$800K · 4K shares

$757K · 13K shares

$757K · 15K shares

$705K · 12K shares

$678K · 41K shares

ZETA

$676K · 33K shares

ROST

$671K · 4K shares

CVS

$648K · 8K shares

$640K · 2K shares

$637K · 6K shares

$600K · 19K shares

$590K · 22K shares

$559K · 13K shares

$532K · 11K shares

$527K · 2K shares

$526K · 11K shares

$520K · 11K shares

$514K · 10K shares

$513K · 4K shares

$511K · 11K shares

$510K · 20K shares

$508K · 25K shares

$496K · 2K shares

$493K · 8K shares

$482K · 7K shares

$473K · 5K shares

$452K · 1K shares

$445K · 5K shares

$442K · 2K shares

$439K · 10K shares

$433K · 1K shares

$427K · 5K shares

$425K · 2K shares

$420K · 5K shares

$416K · 5K shares

$411K · 9K shares

$410K · 11K shares

$408K · 6K shares

$406K · 5K shares

$401K · 4K shares

$394K · 2K shares

$393K · 16K shares

$392K · 8K shares

$390K · 17K shares

$382K · 3K shares

$368K · 8K shares

$360K · 5K shares

$358K · 1K shares

$356K · 3K shares

$355K · 7K shares

$352K · 3K shares

$344K · 4K shares

$343K · 1K shares

PRF

$343K · 7K shares

$333K · 4K shares

IXC

$329K · 8K shares

SCCO

$325K · 2K shares

$323K · 5K shares

$323K · 7K shares

$322K · 3K shares

$308K · 4K shares

$308K · 23K shares

$307K · 13K shares

$305K · 5K shares

$303K · 5K shares

$302K · 13K shares

$291K · 5K shares

$287K · 2K shares

$286K · 995 shares

$283K · 2K shares

$280K · 1K shares

$273K · 3K shares

$272K · 8K shares

$267K · 2K shares

$265K · 2K shares

$264K · 2K shares

$260K · 5K shares

$259K · 6K shares

$257K · 9K shares

$256K · 11K shares

$250K · 2K shares

$244K · 5K shares

$244K · 10K shares

$244K · 9K shares

$233K · 3K shares

$227K · 3K shares

$227K · 2K shares

$226K · 4K shares

$225K · 1K shares

$224K · 397 shares

$217K · 1K shares

$214K · 2K shares

$211K · 14K shares

$207K · 2K shares

$207K · 317 shares

$205K · 4K shares

$204K · 3K shares

$202K · 14K shares

$202K · 787 shares

$200K · 5K shares

$166K · 11K shares

$111K · 11K shares

$81K · 33K shares

Closed Positions (15)

$7.0M · 36K shares

$3.1M · 124K shares

$1.5M · 57K shares

$1.4M · 24K shares

$1.2M · 58K shares

$729K · 31K shares

$368K · 5K shares

$301K · 3K shares

$233K · 662 shares

$218K · 237 shares

$216K · 4K shares

$211K · 1K shares

$202K · 1K shares

$202K · 2K shares

$74K · 14K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	223	$923.0M	66.2%
Technology	53	$187.0M	13.4%
Healthcare	24	$66.9M	4.8%
Unknown	21	$56.0M	4.0%
Consumer Cyclical	15	$53.9M	3.9%
Communication Services	10	$29.3M	2.1%
Industrials	17	$23.0M	1.6%
Consumer Defensive	17	$21.4M	1.5%
Energy	14	$16.7M	1.2%
Utilities	13	$11.5M	0.8%
Basic Materials	8	$3.0M	0.2%
Real Estate	4	$2.0M	0.1%