Leo Wealth, LLC Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$1.3T
Holdings
385
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (385 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ESGVVANGUARD WORLD FD | 678,646 | $74.5B | 5.79% | |
| 2 | AFRMAFFIRM HLDGS INC | 998,091 | $69.0B | 5.37% | |
| 3 | JNJJOHNSON & JOHNSON | 382,885 | $58.5B | 4.55% | |
| 4 | VSGXVANGUARD WORLD FD | 816,012 | $53.5B | 4.16% | |
| 5 | GSLCGOLDMAN SACHS ETF TR | 439,959 | $53.4B | 4.16% | |
| 6 | AVUSAMERICAN CENTY ETF TR | 465,124 | $46.9B | 3.65% | |
| 7 | IEFISHARES TR | 377,239 | $36.2B | 2.81% | |
| 8 | AMZNAMAZON COM INC | 134,219 | $29.4B | 2.29% | |
| 9 | AAPLAPPLE INC | 133,850 | $27.4B | 2.13% | |
| 10 | USFRWISDOMTREE TR | 533,436 | $26.8B | 2.09% | |
| 11 | SPYMSPDR SERIES TRUST | 366,552 | $26.6B | 2.07% | |
| 12 | LQDISHARES TR | 220,779 | $24.2B | 1.88% | |
| 13 | LQDHISHARES U S ETF TR | 240,710 | $22.3B | 1.73% | |
| 14 | SCHDSCHWAB STRATEGIC TR | 829,095 | $22.0B | 1.71% | |
| 15 | JIREJ P MORGAN EXCHANGE TRADED F | 290,730 | $20.6B | 1.60% | |
| 16 | MSFTMICROSOFT CORP | 40,726 | $20.2B | 1.57% | |
| 17 | JMBSJANUS DETROIT STR TR | 392,306 | $17.7B | 1.38% | |
| 18 | HELOJ P MORGAN EXCHANGE TRADED F | 267,931 | $16.8B | 1.30% | |
| 19 | SCHGSCHWAB STRATEGIC TR | 553,870 | $16.2B | 1.26% | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 30,755 | $14.9B | 1.16% | |
| 21 | VGKVANGUARD INTL EQUITY INDEX F | 177,336 | $13.8B | 1.07% | |
| 22 | BSCPINVESCO EXCH TRD SLF IDX FD | 598,265 | $12.4B | 0.96% | |
| 23 | IXJISHARES TR | 140,172 | $12.1B | 0.94% | |
| 24 | NVDANVIDIA CORPORATION | 73,404 | $11.6B | 0.90% | |
| 25 | VUGVANGUARD INDEX FDS | 24,130 | $10.6B | 0.82% | |
| 26 | HONHONEYWELL INTL INC | 43,285 | $10.1B | 0.78% | |
| 27 | CEMBISHARES INC | 205,682 | $9.4B | 0.73% | |
| 28 | BLKBLACKROCK INC | 8,830 | $9.3B | 0.72% | |
| 29 | VOOVANGUARD INDEX FDS | 15,138 | $8.6B | 0.67% | |
| 30 | SBACSBA COMMUNICATIONS CORP NEW | 36,356 | $8.5B | 0.66% | |
| 31 | MCDMCDONALDS CORP | 29,111 | $8.5B | 0.66% | |
| 32 | SPYSPDR S&P 500 ETF TR | 13,750 | $8.5B | 0.66% | |
| 33 | NDQINVESCO QQQ TR | 15,077 | $8.3B | 0.65% | |
| 34 | GCCWISDOMTREE TR | 417,436 | $8.3B | 0.65% | |
| 35 | VIGVANGUARD SPECIALIZED FUNDS | 37,287 | $7.6B | 0.59% | |
| 36 | FLCHFRANKLIN TEMPLETON ETF TR | 311,510 | $6.8B | 0.53% | |
| 37 | XLGINVESCO EXCHANGE TRADED FD T | 125,795 | $6.6B | 0.51% | |
| 38 | IAGGISHARES TR | 121,878 | $6.2B | 0.48% | |
| 39 | IVVISHARES TR | 10,020 | $6.2B | 0.48% | |
| 40 | METAMETA PLATFORMS INC | 8,358 | $6.2B | 0.48% | |
| 41 | TLTISHARES TR | 68,657 | $6.1B | 0.47% | |
| 42 | VEAVANGUARD TAX-MANAGED FDS | 105,808 | $6.0B | 0.47% | |
| 43 | BSJQINVESCO EXCH TRD SLF IDX FD | 252,279 | $5.9B | 0.46% | |
| 44 | XOMEXXON MOBIL CORP | 49,964 | $5.4B | 0.42% | |
| 45 | LEMBISHARES INC | 127,951 | $5.2B | 0.40% | |
| 46 | GOOGLALPHABET INC | 28,616 | $5.0B | 0.39% | |
| 47 | EMREMERSON ELEC CO | 37,574 | $5.0B | 0.39% | |
| 48 | IBMINTERNATIONAL BUSINESS MACHS | 16,612 | $4.9B | 0.38% | |
| 49 | IBDSISHARES TR | 199,970 | $4.9B | 0.38% | |
| 50 | MAMASTERCARD INCORPORATED | 8,549 | $4.8B | 0.37% | |
| 51 | BSJSINVESCO EXCH TRD SLF IDX FD | 217,208 | $4.8B | 0.37% | |
| 52 | BSJPINVESCO EXCH TRD SLF IDX FD | 206,218 | $4.8B | 0.37% | |
| 53 | IJRISHARES TR | 42,288 | $4.6B | 0.36% | |
| 54 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 151,944 | $4.6B | 0.36% | |
| 55 | IVEISHARES TR | 23,251 | $4.5B | 0.35% | |
| 56 | IBDTISHARES TR | 174,045 | $4.4B | 0.34% | |
| 57 | AVGOBROADCOM INC | 15,716 | $4.3B | 0.34% | |
| 58 | ABBVABBVIE INC | 22,576 | $4.2B | 0.33% | |
| 59 | JCPBJ P MORGAN EXCHANGE TRADED F | 87,289 | $4.1B | 0.32% | |
| 60 | VTVVANGUARD INDEX FDS | 23,193 | $4.1B | 0.32% | |
| 61 | CSCOCISCO SYS INC | 57,913 | $4.0B | 0.31% | |
| 62 | TAT&T INC | 136,278 | $3.9B | 0.31% | |
| 63 | BACVERIZON COMMUNICATIONS INC | 90,204 | $3.9B | 0.30% | |
| 64 | SCHBSCHWAB STRATEGIC TR | 161,270 | $3.8B | 0.30% | |
| 65 | IBDQISHARES TR | 151,487 | $3.8B | 0.30% | |
| 66 | 8CWCROWN CASTLE INC | 37,115 | $3.8B | 0.30% | |
| 67 | NFLXNETFLIX INC | 2,842 | $3.8B | 0.30% | |
| 68 | CERYSPDR SERIES TRUST | 138,906 | $3.8B | 0.29% | |
| 69 | IBDUISHARES TR | 157,165 | $3.7B | 0.29% | |
| 70 | GOOGALPHABET INC | 20,350 | $3.6B | 0.28% | |
| 71 | DBAWDBX ETF TR | 95,729 | $3.5B | 0.27% | |
| 72 | IWFISHARES TR | 8,128 | $3.5B | 0.27% | |
| 73 | BKNGBOOKING HOLDINGS INC | 585 | $3.4B | 0.26% | |
| 74 | VTIVANGUARD INDEX FDS | 10,895 | $3.3B | 0.26% | |
| 75 | FLQMFRANKLIN TEMPLETON ETF TR | 59,202 | $3.2B | 0.25% | |
| 76 | KVUEKENVUE INC | 153,392 | $3.2B | 0.25% | |
| 77 | MGCVANGUARD WORLD FD | 14,225 | $3.2B | 0.25% | |
| 78 | LLYELI LILLY & CO | 4,106 | $3.2B | 0.25% | |
| 79 | VXUSVANGUARD STAR FDS | 45,741 | $3.2B | 0.25% | |
| 80 | PFEPFIZER INC | 130,023 | $3.2B | 0.25% | |
| 81 | IBDRISHARES TR | 126,122 | $3.1B | 0.24% | |
| 82 | MRKMERCK & CO INC | 38,118 | $3.0B | 0.23% | |
| 83 | GQ9SPDR GOLD TR | 9,854 | $3.0B | 0.23% | |
| 84 | DUKDUKE ENERGY CORP NEW | 25,355 | $3.0B | 0.23% | |
| 85 | SOSOUTHERN CO | 32,303 | $3.0B | 0.23% | |
| 86 | IMCGISHARES TR | 36,298 | $2.9B | 0.23% | |
| 87 | PEPPEPSICO INC | 21,448 | $2.8B | 0.22% | |
| 88 | JPMJPMORGAN CHASE & CO. | 9,753 | $2.8B | 0.22% | |
| 89 | VVISA INC | 7,903 | $2.8B | 0.22% | |
| 90 | COSTCOSTCO WHSL CORP NEW | 2,802 | $2.8B | 0.22% | |
| 91 | CVXCHEVRON CORP NEW | 19,272 | $2.8B | 0.21% | |
| 92 | KMBKIMBERLY-CLARK CORP | 21,257 | $2.7B | 0.21% | |
| 93 | BSCQINVESCO EXCH TRD SLF IDX FD | 137,037 | $2.7B | 0.21% | |
| 94 | DGROISHARES TR | 40,203 | $2.6B | 0.20% | |
| 95 | HDHOME DEPOT INC | 6,847 | $2.5B | 0.19% | |
| 96 | ESGUISHARES TR | 18,393 | $2.5B | 0.19% | |
| 97 | GISGENERAL MLS INC | 47,814 | $2.5B | 0.19% | |
| 98 | ABTABBOTT LABS | 18,099 | $2.5B | 0.19% | |
| 99 | WMTWALMART INC | 24,325 | $2.4B | 0.18% | |
| 100 | IBTIISHARES TR | 104,929 | $2.3B | 0.18% |
Page 1 of 4Next