Leo Wealth, LLC Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$1.4B
Holdings
419
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (419 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ESGVVANGUARD WORLD FD | 694,165 | $84.0M | 6.09% | |
| 2 | AFRMAFFIRM HLDGS INC | 924,705 | $68.8M | 4.99% | |
| 3 | GSLCGOLDMAN SACHS ETF TR | 459,182 | $60.8M | 4.41% | |
| 4 | VSGXVANGUARD WORLD FD | 840,991 | $60.3M | 4.37% | |
| 5 | AVUSAMERICAN CENTY ETF TR | 483,817 | $54.1M | 3.92% | |
| 6 | IEFISHARES TR | 417,952 | $40.2M | 2.92% | |
| 7 | JNJJOHNSON & JOHNSON | 170,004 | $35.2M | 2.55% | |
| 8 | AAPLAPPLE INC | 124,127 | $33.7M | 2.44% | |
| 9 | SPYMSPDR SERIES TRUST | 412,887 | $33.2M | 2.40% | |
| 10 | AMZNAMAZON COM INC | 133,098 | $30.7M | 2.23% | |
| 11 | LQDISHARES TR | 238,770 | $26.3M | 1.91% | |
| 12 | LQDHISHARES U S ETF TR | 262,375 | $24.5M | 1.78% | |
| 13 | JIREJ P MORGAN EXCHANGE TRADED F | 313,751 | $23.5M | 1.70% | |
| 14 | USFRWISDOMTREE TR | 455,137 | $23.0M | 1.67% | |
| 15 | SCHDSCHWAB STRATEGIC TR | 802,763 | $22.0M | 1.60% | |
| 16 | JMBSJANUS DETROIT STR TR | 434,248 | $19.8M | 1.44% | |
| 17 | MSFTMICROSOFT CORP | 40,359 | $19.5M | 1.42% | |
| 18 | SCHGSCHWAB STRATEGIC TR | 573,896 | $18.7M | 1.36% | |
| 19 | HELOJ P MORGAN EXCHANGE TRADED F | 256,911 | $17.1M | 1.24% | |
| 20 | VGKVANGUARD INTL EQUITY INDEX F | 190,115 | $15.9M | 1.15% | |
| 21 | IXJISHARES TR | 146,798 | $14.3M | 1.04% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 26,446 | $13.3M | 0.96% | |
| 23 | NVDANVIDIA CORPORATION | 68,244 | $12.7M | 0.92% | |
| 24 | VUGVANGUARD INDEX FDS | 25,291 | $12.3M | 0.89% | |
| 25 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 331,506 | $10.6M | 0.77% | |
| 26 | VOOVANGUARD INDEX FDS | 16,760 | $10.5M | 0.76% | |
| 27 | CEMBISHARES INC | 219,562 | $10.1M | 0.73% | |
| 28 | GCCWISDOMTREE TR | 448,948 | $9.5M | 0.69% | |
| 29 | BSJTINVESCO EXCH TRD SLF IDX FD | 421,448 | $9.1M | 0.66% | |
| 30 | MCDMCDONALDS CORP | 28,995 | $8.9M | 0.64% | |
| 31 | GOOGLALPHABET INC | 27,680 | $8.7M | 0.63% | |
| 32 | BSJQINVESCO EXCH TRD SLF IDX FD | 363,358 | $8.5M | 0.62% | |
| 33 | VIGVANGUARD SPECIALIZED FUNDS | 38,527 | $8.5M | 0.61% | |
| 34 | SPYSPDR S&P 500 ETF TR | 12,343 | $8.4M | 0.61% | |
| 35 | BSJSINVESCO EXCH TRD SLF IDX FD | 381,273 | $8.4M | 0.61% | |
| 36 | HONHONEYWELL INTL INC | 41,206 | $8.0M | 0.58% | |
| 37 | BLKBLACKROCK INC | 7,434 | $8.0M | 0.58% | |
| 38 | NDQINVESCO QQQ TR | 12,660 | $7.8M | 0.56% | |
| 39 | FLCHFRANKLIN TEMPLETON ETF TR | 325,978 | $7.8M | 0.56% | |
| 40 | BSJVINVESCO EXCH TRD SLF IDX FD | 274,538 | $7.3M | 0.53% | |
| 41 | TLTISHARES TR | 84,016 | $7.3M | 0.53% | |
| 42 | IVVISHARES TR | 10,456 | $7.2M | 0.52% | |
| 43 | DBAWDBX ETF TR | 168,674 | $7.0M | 0.51% | |
| 44 | VEAVANGUARD TAX-MANAGED FDS | 106,836 | $6.7M | 0.48% | |
| 45 | IAGGISHARES TR | 131,450 | $6.6M | 0.48% | |
| 46 | LEMBISHARES INC | 137,572 | $5.7M | 0.41% | |
| 47 | GOOGALPHABET INC | 18,318 | $5.7M | 0.41% | |
| 48 | MAMASTERCARD INCORPORATED | 9,706 | $5.6M | 0.40% | |
| 49 | AVGOBROADCOM INC | 15,379 | $5.3M | 0.38% | |
| 50 | DIVOAMPLIFY ETF TR | 116,744 | $5.2M | 0.38% | |
| 51 | IJRISHARES TR | 43,099 | $5.2M | 0.38% | |
| 52 | JCPBJ P MORGAN EXCHANGE TRADED F | 106,030 | $5.0M | 0.36% | |
| 53 | IBDTISHARES TR | 193,443 | $4.9M | 0.36% | |
| 54 | BSCQINVESCO EXCH TRD SLF IDX FD | 250,100 | $4.9M | 0.36% | |
| 55 | METAMETA PLATFORMS INC | 7,389 | $4.9M | 0.35% | |
| 56 | IBMINTERNATIONAL BUSINESS MACHS | 16,308 | $4.8M | 0.35% | |
| 57 | IBDSISHARES TR | 197,599 | $4.8M | 0.35% | |
| 58 | IVEISHARES TR | 22,341 | $4.7M | 0.34% | |
| 59 | SCHBSCHWAB STRATEGIC TR | 178,996 | $4.7M | 0.34% | |
| 60 | VTIVANGUARD INDEX FDS | 13,966 | $4.7M | 0.34% | |
| 61 | VTVVANGUARD INDEX FDS | 24,407 | $4.7M | 0.34% | |
| 62 | XOMEXXON MOBIL CORP | 38,378 | $4.6M | 0.33% | |
| 63 | CSCOCISCO SYS INC | 54,853 | $4.1M | 0.30% | |
| 64 | GQ9SPDR GOLD TR | 10,319 | $4.1M | 0.30% | |
| 65 | IBDUISHARES TR | 173,943 | $4.1M | 0.30% | |
| 66 | IWFISHARES TR | 8,545 | $4.0M | 0.29% | |
| 67 | XLGINVESCO EXCHANGE TRADED FD T | 62,363 | $3.7M | 0.27% | |
| 68 | WMTWALMART INC | 32,914 | $3.7M | 0.27% | |
| 69 | BACVERIZON COMMUNICATIONS INC | 88,140 | $3.6M | 0.26% | |
| 70 | MGCVANGUARD WORLD FD | 14,130 | $3.5M | 0.26% | |
| 71 | ABBVABBVIE INC | 15,388 | $3.5M | 0.25% | |
| 72 | CERYSPDR SERIES TRUST | 121,787 | $3.5M | 0.25% | |
| 73 | VXUSVANGUARD STAR FDS | 45,762 | $3.5M | 0.25% | |
| 74 | TAT&T INC | 138,087 | $3.4M | 0.25% | |
| 75 | PFEPFIZER INC | 135,861 | $3.4M | 0.25% | |
| 76 | BKNGBOOKING HOLDINGS INC | 626 | $3.3M | 0.24% | |
| 77 | LLYELI LILLY & CO | 3,107 | $3.3M | 0.24% | |
| 78 | IBDRISHARES TR | 135,674 | $3.3M | 0.24% | |
| 79 | BIIBBIOGEN INC | 18,133 | $3.2M | 0.23% | |
| 80 | DUKDUKE ENERGY CORP NEW | 25,898 | $3.0M | 0.22% | |
| 81 | CVXCHEVRON CORP NEW | 19,550 | $3.0M | 0.22% | |
| 82 | IMCGISHARES TR | 36,361 | $2.9M | 0.21% | |
| 83 | DGROISHARES TR | 41,234 | $2.9M | 0.21% | |
| 84 | MRKMERCK & CO INC | 26,848 | $2.8M | 0.20% | |
| 85 | EMREMERSON ELEC CO | 21,255 | $2.8M | 0.20% | |
| 86 | BMYBRISTOL-MYERS SQUIBB CO | 52,134 | $2.8M | 0.20% | |
| 87 | JPMJPMORGAN CHASE & CO. | 8,619 | $2.8M | 0.20% | |
| 88 | GSGOLDMAN SACHS GROUP INC | 3,154 | $2.8M | 0.20% | |
| 89 | GLDMWORLD GOLD TR | 32,381 | $2.8M | 0.20% | |
| 90 | ESGUISHARES TR | 18,373 | $2.7M | 0.20% | |
| 91 | VGMINVESCO TR INVT GRADE MUNS | 261,050 | $2.7M | 0.20% | |
| 92 | LMNDLEMONADE INC | 34,532 | $2.7M | 0.20% | |
| 93 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 231,524 | $2.7M | 0.20% | |
| 94 | KVUEKENVUE INC | 153,995 | $2.7M | 0.19% | |
| 95 | TSLATESLA INC | 5,865 | $2.6M | 0.19% | |
| 96 | MMUWESTERN ASSET MANAGED MUNS F | 247,215 | $2.6M | 0.19% | |
| 97 | NFLXNETFLIX INC | 27,080 | $2.5M | 0.18% | |
| 98 | FEFIRSTENERGY CORP | 55,640 | $2.5M | 0.18% | |
| 99 | XSOEWISDOMTREE TR | 63,446 | $2.5M | 0.18% | |
| 100 | JPSTJ P MORGAN EXCHANGE TRADED F | 48,939 | $2.5M | 0.18% |
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