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Leo Wealth

Latest statistics and disclosures from Leo Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are ESGV, AFRM, GSLC, VSGX, AVUS, and represent 23.79% of Leo Wealth's stock portfolio.
Added to shares of these 10 stocks: ESGV (+$38M), SPYM (+$33M), GSLC (+$29M), IEF (+$25M), AVUS (+$24M), SCHD (+$21M), SCHG (+$19M), HELO (+$17M), VSGX (+$16M), LQD (+$16M).
Started 148 new stock positions in FFIC, DIS, CAT, GEV, NKE, XLC, VOE, SCHX, ZETA, MU.
Reduced shares in these 10 stocks: SBAC (-$7.0M), IBDQ, IBMN, , BCIM, USFR, CMCSA, IBTF, BLK, KMB.
Sold out of its positions in BCIM, ANET, ARM, IGR, CDNS, SPLV, STIP, IBDQ, IBMN, IBTF. PAYX, SBAC, NOW, Total, LYB.
Leo Wealth was a net buyer of stock by $593M.
Leo Wealth has $1.4B in assets under management (AUM), dropping by 78.77%.
Central Index Key (CIK): 0001912202

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Portfolio Holdings for Leo Wealth

Leo Wealth holds 419 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Esg Us Stk Etf (ESGV)	6.1	$84M	+84%	694k	121.01	View chart
Affirm Hldgs Com Cl A (AFRM)	5.0	$69M		925k	74.43	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	4.4	$61M	+89%	459k	132.42	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	4.4	$60M	+36%	841k	71.65	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.9	$54M	+80%	484k	111.83	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.9	$40M	+161%	418k	96.18	View chart
Johnson & Johnson (JNJ)	2.6	$35M	+3%	170k	206.95	View chart
Apple (AAPL)	2.4	$34M	+60%	124k	271.51	View chart
Spdr Series Trust State Street Spd (SPYM)	2.4	$33M	NEW	413k	80.29	View chart
Amazon (AMZN)	2.2	$31M	+44%	133k	230.82	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.9	$26M	+151%	239k	110.22	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	1.8	$25M	+132%	262k	93.38	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.7	$24M	+61%	314k	74.91	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.7	$23M	-3%	455k	50.59	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$22M	+2577%	803k	27.43	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.4	$20M	+177%	434k	45.70	View chart
Microsoft Corporation (MSFT)	1.4	$20M	+143%	40k	483.62	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$19M	NEW	574k	32.67	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.2	$17M	NEW	257k	66.42	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	1.2	$16M	+63%	190k	83.64	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	1.0	$14M	+59%	147k	97.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$13M	+74%	26k	502.64	View chart
NVIDIA Corporation (NVDA)	0.9	$13M	+81%	68k	186.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$12M	+125%	25k	487.74	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.8	$11M	NEW	332k	32.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$11M	+49%	17k	627.11	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	0.7	$10M	+77%	220k	45.88	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.7	$9.5M	+74%	449k	21.16	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.7	$9.1M	NEW	421k	21.59	View chart
McDonald's Corporation (MCD)	0.6	$8.9M	+3%	29k	305.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$8.7M	+15%	28k	313.00	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.6	$8.5M	NEW	363k	23.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$8.5M	+8%	39k	219.78	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$8.4M	+5%	12k	681.93	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.6	$8.4M	NEW	381k	22.02	View chart
Honeywell International (HON)	0.6	$8.0M	-3%	41k	195.09	View chart
Blackrock (BLK)	0.6	$8.0M	-7%	7.4k	1070.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$7.8M	+60%	13k	614.31	View chart
Franklin Templeton Etf Tr Ftse China (FLCH)	0.6	$7.8M	+14%	326k	23.81	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV)	0.5	$7.3M	NEW	275k	26.75	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$7.3M	+119%	84k	87.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$7.2M	+59%	11k	684.91	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.5	$7.0M	NEW	169k	41.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$6.7M	+110%	107k	62.47	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$6.6M	+29%	132k	50.02	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.4	$5.7M	+85%	138k	41.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$5.7M	+87%	18k	312.09	View chart
Mastercard Incorporated Cl A (MA)	0.4	$5.6M	+350%	9.7k	574.50	View chart
Broadcom (AVGO)	0.4	$5.3M	+47%	15k	344.41	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.4	$5.2M	NEW	117k	44.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$5.2M		43k	120.18	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$5.0M	NEW	106k	47.35	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.4	$4.9M	+10%	193k	25.45	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.4	$4.9M	NEW	250k	19.57	View chart
Meta Platforms Cl A (META)	0.4	$4.9M	+76%	7.4k	660.10	View chart
International Business Machines (IBM)	0.4	$4.8M	+7%	16k	296.21	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$4.8M		198k	24.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$4.7M	+486%	22k	212.07	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$4.7M	+1719%	179k	26.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$4.7M	+49%	14k	335.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$4.7M	+59%	24k	190.99	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.6M	+101%	38k	120.34	View chart
Cisco Systems (CSCO)	0.3	$4.1M	+31%	55k	75.34	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$4.1M	+21%	10k	396.32	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.3	$4.1M		174k	23.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$4.0M	+5%	8.5k	473.30	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$3.7M	+17%	62k	59.28	View chart
Wal-Mart Stores (WMT)	0.3	$3.7M	+149%	33k	111.41	View chart
Verizon Communications (VZ)	0.3	$3.6M	+33%	88k	40.73	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$3.5M	NEW	14k	251.18	View chart
Abbvie (ABBV)	0.3	$3.5M	+21%	15k	228.48	View chart
Spdr Series Trust Bloomberg Enhncd (CERY)	0.3	$3.5M	-11%	122k	28.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$3.5M	+13%	46k	75.44	View chart
At&t (T)	0.2	$3.4M	+47%	138k	24.84	View chart
Pfizer (PFE)	0.2	$3.4M	+25%	136k	24.90	View chart
Booking Holdings (BKNG)	0.2	$3.3M	+136%	626.00	5351.08	View chart
Eli Lilly & Co. (LLY)	0.2	$3.3M	+54%	3.1k	1074.84	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$3.3M	+57%	136k	24.23	View chart
Biogen Idec (BIIB)	0.2	$3.2M		18k	175.99	View chart
Duke Energy Corp Com New (DUK)	0.2	$3.0M	+40%	26k	117.21	View chart
Chevron Corporation (CVX)	0.2	$3.0M	+73%	20k	152.41	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$2.9M	NEW	36k	78.74	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$2.9M	+1179%	41k	69.42	View chart
Merck & Co (MRK)	0.2	$2.8M	+29%	27k	105.26	View chart
Emerson Electric (EMR)	0.2	$2.8M	NEW	21k	132.72	View chart
Bristol Myers Squibb (BMY)	0.2	$2.8M	+36%	52k	53.94	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.8M	+79%	8.6k	322.23	View chart
Goldman Sachs (GS)	0.2	$2.8M	+71%	3.2k	879.09	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$2.8M	+13%	32k	85.37	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$2.7M		18k	148.98	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.2	$2.7M	+43%	261k	10.37	View chart
Lemonade (LMND)	0.2	$2.7M	NEW	35k	78.16	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.2	$2.7M	+43%	232k	11.63	View chart
Kenvue (KVUE)	0.2	$2.7M		154k	17.25	View chart
Tesla Motors (TSLA)	0.2	$2.6M	+40%	5.9k	449.74	View chart
Western Asset Managed Municipals Fnd (MMU)	0.2	$2.6M	+44%	247k	10.44	View chart
Netflix (NFLX)	0.2	$2.5M	+3214%	27k	93.76	View chart
FirstEnergy (FE)	0.2	$2.5M	+8%	56k	44.77	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$2.5M	+632%	63k	39.03	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$2.5M	+3%	49k	50.59	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.2	$2.5M		111k	22.07	View chart
Costco Wholesale Corporation (COST)	0.2	$2.4M	+105%	2.7k	862.38	View chart
BlackRock MuniVest Fund (MVF)	0.2	$2.4M	+37%	340k	6.93	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$2.3M	+5%	4.9k	480.52	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.2	$2.3M		104k	22.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.3M	+56%	43k	53.76	View chart
Novartis Sponsored Adr (NVS)	0.2	$2.3M	+23%	16k	137.87	View chart
Resolute Hldgs Mgmt (RHLD)	0.2	$2.2M	NEW	11k	206.44	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$2.2M	+357%	7.0k	314.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.2M	+8%	33k	66.00	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$2.2M		96k	22.47	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$2.2M		15k	146.58	View chart
Ishares Tr Us Consm Staples (IYK)	0.2	$2.1M	NEW	32k	66.92	View chart
Coca-Cola Company (KO)	0.2	$2.1M	+68%	31k	69.91	View chart
Abbott Laboratories (ABT)	0.2	$2.1M	+12%	17k	125.29	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$2.1M	-6%	31k	67.64	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$2.1M	+935%	105k	19.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.0M	+95%	14k	143.52	View chart
S&p Global (SPGI)	0.1	$2.0M	+279%	3.8k	522.54	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.0M	NEW	7.2k	276.92	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$2.0M	NEW	44k	45.45	View chart
Procter & Gamble Company (PG)	0.1	$2.0M	+92%	14k	143.31	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$2.0M	NEW	117k	16.92	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$2.0M	NEW	1.9k	1041.84	View chart
Visa Com Cl A (V)	0.1	$1.9M	+122%	5.4k	350.72	View chart
American Express Company (AXP)	0.1	$1.9M	+38%	5.1k	369.95	View chart
Gilead Sciences (GILD)	0.1	$1.8M	+32%	15k	122.74	View chart
BlackRock Municipal Income Trust II (BLE)	0.1	$1.8M	+6%	173k	10.44	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$1.7M	NEW	37k	47.35	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.7M	+112%	24k	74.07	View chart
Vodafone Group Sponsored Adr (VOD)	0.1	$1.7M	+7%	131k	13.21	View chart
MercadoLibre (MELI)	0.1	$1.7M	+385%	849.00	2013.49	View chart
Shell Spon Ads (SHEL)	0.1	$1.7M	+30%	23k	73.48	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.7M		18k	96.27	View chart
Totalenergies Se Act (TTE)	0.1	$1.7M	NEW	26k	65.42	View chart
Kkr & Co (KKR)	0.1	$1.6M	+473%	13k	127.48	View chart
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF)	0.1	$1.6M	+8%	17k	94.71	View chart
GSK Sponsored Adr (GSK)	0.1	$1.6M	+12%	33k	49.04	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$1.6M	+5%	24k	67.13	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$1.6M	+7%	33k	48.46	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.6M	+7%	30k	52.88	View chart
Uber Technologies (UBER)	0.1	$1.6M	NEW	19k	81.71	View chart
Consolidated Edison (ED)	0.1	$1.6M	+11%	16k	99.32	View chart
Home Depot (HD)	0.1	$1.6M	+302%	4.5k	344.07	View chart
Exelon Corporation (EXC)	0.1	$1.5M	+9%	36k	43.59	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$1.5M	+14%	30k	50.58	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$1.5M	NEW	23k	65.51	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$1.5M		68k	21.95	View chart
salesforce (CRM)	0.1	$1.5M	NEW	5.6k	264.86	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$1.5M	+137%	31k	48.32	View chart
American Electric Power Company (AEP)	0.1	$1.5M	+44%	13k	115.31	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.4M	+606%	3.0k	483.65	View chart
Canadian Natural Resources (CNQ)	0.1	$1.4M	+8%	41k	33.85	View chart
Invesco Db Multi-sector Comm Base Metals Fd (DBB)	0.1	$1.4M	NEW	59k	22.94	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.4M		9.6k	141.05	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.4M	+46%	27k	49.65	View chart
Ge Aerospace Com New (GE)	0.1	$1.3M		4.2k	308.04	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.3M	-31%	13k	100.89	View chart
General Mills (GIS)	0.1	$1.3M	-27%	27k	46.50	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.2M	-38%	42k	29.45	View chart
Deckers Outdoor Corporation (DECK)	0.1	$1.2M		12k	103.67	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.2M	+114%	6.6k	177.75	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.2M		4.4k	268.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.2M	+208%	12k	96.03	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.1M	+87%	11k	107.95	View chart
Oracle Corporation (ORCL)	0.1	$1.1M	+16%	5.9k	194.90	View chart
Waste Management (WM)	0.1	$1.1M	+13%	5.2k	219.71	View chart
Starbucks Corporation (SBUX)	0.1	$1.1M	NEW	13k	84.21	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.1M	+74%	22k	50.29	View chart
Advanced Micro Devices (AMD)	0.1	$1.1M	+77%	5.2k	214.14	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.1M	NEW	10k	107.11	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$1.1M	NEW	57k	18.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.0M	+87%	10k	99.88	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$1.0M	NEW	18k	56.26	View chart
Uipath Cl A (PATH)	0.1	$1.0M	NEW	56k	18.15	View chart
Vici Pptys (VICI)	0.1	$1.0M	-21%	36k	28.12	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$997k	NEW	1.3k	753.61	View chart
Allstate Corporation (ALL)	0.1	$987k	+3%	4.7k	208.14	View chart
Citigroup Com New (C)	0.1	$985k	+6%	8.4k	116.69	View chart
Palo Alto Networks (PANW)	0.1	$985k	+145%	5.3k	184.21	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.1	$980k	NEW	23k	42.49	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.1	$979k	+4%	12k	83.00	View chart
Adobe Systems Incorporated (ADBE)	0.1	$975k	+5%	2.8k	349.93	View chart
Altria (MO)	0.1	$969k	+68%	17k	57.66	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$963k	NEW	28k	33.90	View chart
Enterprise Products Partners (EPD)	0.1	$961k	+22%	30k	32.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$956k	NEW	27k	35.53	View chart
Philip Morris International (PM)	0.1	$955k	+48%	6.0k	160.39	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.1	$951k	NEW	42k	22.61	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$946k		45k	21.15	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$941k		8.5k	110.96	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$923k	NEW	12k	78.81	View chart
Colgate-Palmolive Company (CL)	0.1	$915k	+10%	12k	79.02	View chart
Pepsi (PEP)	0.1	$908k	+58%	6.3k	143.53	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$905k		12k	74.17	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$889k	NEW	5.0k	177.38	View chart
Southern Company (SO)	0.1	$886k	+123%	10k	87.20	View chart
Caterpillar (CAT)	0.1	$861k	NEW	1.5k	572.77	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$847k		89k	9.53	View chart
Applovin Corp Com Cl A (APP)	0.1	$835k	NEW	1.2k	673.82	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$830k	NEW	16k	50.50	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$819k	NEW	20k	41.27	View chart
Raytheon Technologies Corp (RTX)	0.1	$801k	NEW	4.4k	183.39	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$774k	+30%	5.0k	154.14	View chart
Bank of America Corporation (BAC)	0.1	$769k	+72%	14k	54.76	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$758k	NEW	15k	51.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$758k	NEW	13k	57.24	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$750k	-17%	2.5k	303.94	View chart
Rhythm Pharmaceuticals (RYTM)	0.1	$744k	-11%	7.0k	107.04	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$739k		3.0k	246.18	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$735k		5.2k	141.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$731k	+25%	3.5k	210.36	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$727k	+134%	8.0k	91.40	View chart
Edwards Lifesciences (EW)	0.1	$726k	-32%	8.5k	85.25	View chart
Progressive Corporation (PGR)	0.1	$723k	-15%	3.2k	227.73	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$717k	+54%	11k	67.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$710k	+7%	8.5k	83.75	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$707k	+229%	1.5k	468.89	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$706k	NEW	12k	59.93	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$678k	NEW	41k	16.49	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.0	$676k	NEW	33k	20.35	View chart
Ross Stores (ROST)	0.0	$672k	NEW	3.7k	180.13	View chart
Vanguard World Financials Etf (VFH)	0.0	$669k	+212%	5.0k	133.49	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$654k	+131%	15k	44.71	View chart
CVS Caremark Corporation (CVS)	0.0	$648k	NEW	8.2k	79.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$640k	NEW	2.5k	257.99	View chart
Cummins (CMI)	0.0	$638k	+3%	1.2k	510.40	View chart
United Parcel Service CL B (UPS)	0.0	$637k	NEW	6.4k	99.19	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$625k		13k	46.59	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$614k		12k	50.86	View chart
Qualcomm (QCOM)	0.0	$609k	+96%	3.6k	171.05	View chart
Global Partners Com Units (GLP)	0.0	$607k	+45%	15k	41.85	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$600k	NEW	19k	32.13	View chart
Amgen (AMGN)	0.0	$598k	+107%	1.8k	327.30	View chart
Hologic (HOLX)	0.0	$595k	+4%	8.0k	74.49	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$591k	NEW	22k	26.91	View chart
Lam Research Corp Com New (LRCX)	0.0	$579k	+10%	3.4k	171.19	View chart
Boeing Company (BA)	0.0	$575k	+33%	2.6k	217.12	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$566k	+70%	10k	54.77	View chart
Spdr Series Trust State Street Spd (SPYD)	0.0	$560k	NEW	13k	43.25	View chart
Wells Fargo & Company (WFC)	0.0	$557k	+41%	6.0k	93.17	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$555k	-5%	920.00	603.35	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$544k	+23%	3.8k	141.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$541k	+59%	6.0k	89.46	View chart
Intuit (INTU)	0.0	$538k	+110%	813.00	662.12	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.0	$533k	NEW	11k	50.16	View chart
Invesco Db Multi-sector Comm Energy Fd (DBE)	0.0	$529k	-42%	30k	17.47	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$528k	NEW	1.7k	309.08	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$526k	NEW	11k	48.58	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$521k	NEW	11k	47.16	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$518k	+3%	26k	19.85	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$515k	NEW	9.8k	52.53	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.0	$514k		35k	14.70	View chart
Cameco Corporation (CCJ)	0.0	$514k	-10%	5.6k	91.50	View chart
Abrdn Palladium Etf Trust Physical Palladm (PALL)	0.0	$514k	NEW	3.5k	145.38	View chart
Corning Incorporated (GLW)	0.0	$512k	+4%	5.8k	87.57	View chart
Enbridge (ENB)	0.0	$511k	NEW	11k	47.83	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	0.0	$511k	NEW	20k	26.11	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$511k	+58%	2.3k	224.69	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$509k	+3%	25k	20.52	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$509k	NEW	25k	20.60	View chart
Corteva (CTVA)	0.0	$507k	+6%	7.6k	67.03	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$507k	+32%	22k	22.87	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$496k	NEW	2.5k	198.63	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$494k	NEW	7.7k	64.42	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$492k		3.0k	162.01	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$488k		11k	46.08	View chart
Zions Bancorporation (ZION)	0.0	$486k	-18%	8.3k	58.54	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.0	$483k	NEW	6.5k	73.92	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$481k	+27%	7.0k	68.36	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$476k		11k	44.41	View chart
Medtronic SHS (MDT)	0.0	$474k	NEW	4.9k	96.06	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$460k	+18%	12k	39.45	View chart
3M Company (MMM)	0.0	$455k		2.8k	160.10	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$453k	NEW	1.3k	360.06	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.0	$448k		2.8k	161.64	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$446k	NEW	4.9k	91.87	View chart
Avantor (AVTR)	0.0	$445k	-2%	39k	11.46	View chart
Micron Technology (MU)	0.0	$443k	NEW	1.6k	285.05	View chart
Dupont De Nemours (DD)	0.0	$441k	+50%	11k	40.20	View chart
Ishares Asia/pac Div Etf (DVYA)	0.0	$439k	NEW	9.9k	44.27	View chart
Eaton Corp SHS (ETN)	0.0	$434k	NEW	1.4k	318.57	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$427k	NEW	4.5k	93.90	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$426k	+7%	18k	24.37	View chart
Duolingo Cl A Com (DUOL)	0.0	$425k	NEW	2.4k	175.48	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$420k	NEW	5.4k	77.64	View chart
Qnity Electronics Common Stock (Q)	0.0	$416k	NEW	5.1k	81.66	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$411k	NEW	8.7k	47.08	View chart
Cme (CME)	0.0	$411k	-12%	1.5k	273.13	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$410k	NEW	11k	38.05	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$408k	NEW	5.9k	69.52	View chart
Morgan Stanley Com New (MS)	0.0	$408k	+11%	2.3k	177.56	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$407k	NEW	5.2k	77.88	View chart
FedEx Corporation (FDX)	0.0	$404k	+29%	1.4k	288.82	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$403k	+2%	7.5k	53.83	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$403k	+48%	6.1k	65.91	View chart
Starwood Property Trust (STWD)	0.0	$402k	-5%	22k	18.01	View chart
ConocoPhillips (COP)	0.0	$401k	NEW	4.3k	93.62	View chart
UnitedHealth (UNH)	0.0	$398k	+13%	1.2k	330.22	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.0	$395k	-2%	17k	23.08	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.0	$395k		16k	25.43	View chart
Lowe's Companies (LOW)	0.0	$395k	NEW	1.6k	240.95	View chart
Kraft Heinz (KHC)	0.0	$394k	NEW	16k	24.25	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$393k	NEW	7.6k	51.60	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$390k	NEW	17k	22.43	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$389k		3.4k	113.72	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$384k	-25%	3.5k	110.14	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$383k	NEW	3.1k	121.74	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$382k	+24%	5.2k	73.56	View chart
Glacier Ban (GBCI)	0.0	$369k	NEW	8.4k	44.05	View chart
Linde SHS (LIN)	0.0	$364k		853.00	426.51	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$363k	+21%	2.0k	181.25	View chart
Oneok (OKE)	0.0	$360k	NEW	4.9k	73.49	View chart
L3harris Technologies (LHX)	0.0	$358k	NEW	1.2k	293.51	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$357k	-4%	1.7k	204.89	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$357k	NEW	3.0k	117.71	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.0	$355k	NEW	7.5k	47.56	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$353k	NEW	3.3k	106.72	View chart
Nuveen Dow 30 Dynmc Overwrt SHS (DIAX)	0.0	$351k		23k	15.26	View chart
Freeport-mcmoran CL B (FCX)	0.0	$347k	+2%	6.8k	50.79	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$345k		14k	24.95	View chart
Omni (OMC)	0.0	$344k	NEW	4.3k	80.75	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$344k	NEW	7.3k	46.92	View chart
Realty Income (O)	0.0	$343k		6.1k	56.37	View chart
General Dynamics Corporation (GD)	0.0	$343k	NEW	1.0k	336.75	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$342k		8.3k	41.36	View chart
EOG Resources (EOG)	0.0	$336k	-49%	3.2k	105.01	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$335k		1.6k	209.17	View chart
General Motors Company (GM)	0.0	$334k	NEW	4.1k	81.32	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$331k	+18%	5.8k	56.81	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.0	$331k		3.8k	86.20	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.0	$330k	+9%	12k	28.06	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$329k	NEW	7.8k	41.93	View chart
DTE Energy Company (DTE)	0.0	$327k	+57%	2.5k	128.96	View chart
Southern Copper Corporation (SCCO)	0.0	$325k	NEW	2.3k	143.45	View chart
Eversource Energy (ES)	0.0	$324k	NEW	4.8k	67.32	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$324k	NEW	6.7k	48.18	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$322k	NEW	2.7k	119.41	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$316k		2.0k	160.97	View chart
Novo-nordisk A S Adr (NVO)	0.0	$311k	+40%	6.1k	50.88	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$310k	+32%	960.00	323.11	View chart
Envela Corporation (ELA)	0.0	$309k	NEW	23k	13.38	View chart
SYSCO Corporation (SYY)	0.0	$308k	NEW	4.2k	73.69	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$308k	NEW	13k	23.37	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$306k	NEW	4.8k	64.31	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.0	$306k		12k	25.48	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$304k	+2%	8.0k	38.17	View chart
Invesco Currencyshares Japan Japanese Yen (FXY)	0.0	$304k		5.2k	58.67	View chart
Nike CL B (NKE)	0.0	$304k	NEW	4.8k	63.70	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$303k	+8%	2.2k	139.13	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$302k	NEW	13k	23.19	View chart
Spdr Series Trust State Street Spd (SPTS)	0.0	$298k		10k	29.28	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$292k	NEW	5.1k	56.62	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$290k		3.1k	94.20	View chart
Texas Instruments Incorporated (TXN)	0.0	$287k	NEW	1.7k	173.34	View chart
Vanguard World Health Car Etf (VHT)	0.0	$287k	NEW	995.00	287.94	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$284k	NEW	1.8k	155.15	View chart
American Financial (AFG)	0.0	$282k	+7%	2.1k	136.68	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$281k	NEW	1.4k	199.65	View chart
MetLife (MET)	0.0	$274k	NEW	3.5k	78.94	View chart
SEI Investments Company (SEIC)	0.0	$274k	+11%	3.3k	82.01	View chart
Evergy (EVRG)	0.0	$273k		3.8k	72.49	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$272k	NEW	7.9k	34.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$272k	+32%	1.4k	191.56	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$268k	NEW	1.7k	156.61	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$267k	+29%	6.9k	38.73	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$266k	NEW	1.7k	154.78	View chart
Atmos Energy Corporation (ATO)	0.0	$264k	NEW	1.6k	167.67	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$264k	-17%	3.4k	77.68	View chart
Ishares Tr Hdg Msci Japan (HEWJ)	0.0	$261k	NEW	5.0k	52.70	View chart
Wisdomtree Tr India Hedged Equ (INDH)	0.0	$261k	+5%	6.2k	42.36	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.0	$259k	NEW	5.6k	46.44	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$257k	NEW	8.7k	29.61	View chart
Dow (DOW)	0.0	$257k	NEW	11k	23.38	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.0	$255k		10k	25.57	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$253k		5.7k	44.59	View chart
Clorox Company (CLX)	0.0	$250k	NEW	2.5k	100.81	View chart
Simon Property (SPG)	0.0	$246k	+13%	1.3k	185.14	View chart
Pure Cycle Corp Com New (PCYO)	0.0	$245k		22k	10.99	View chart
Us Bancorp Del Com New (USB)	0.0	$245k	NEW	4.6k	53.36	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.0	$245k	NEW	10k	23.70	View chart
Kinder Morgan (KMI)	0.0	$244k	NEW	8.9k	27.49	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$244k		4.5k	54.71	View chart
Ss&c Technologies Holding (SSNC)	0.0	$233k	NEW	2.7k	87.43	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.0	$231k	+3%	14k	16.10	View chart
Onemain Holdings (OMF)	0.0	$231k	-5%	3.4k	67.54	View chart
Antero Midstream Corp antero midstream (AM)	0.0	$229k	-2%	13k	17.79	View chart
Stifel Financial (SF)	0.0	$228k	NEW	1.8k	125.22	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$227k	NEW	3.0k	76.24	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$226k	NEW	4.4k	51.12	View chart
Agnico (AEM)	0.0	$226k	NEW	1.3k	169.53	View chart
Intuitive Surgical Com New (ISRG)	0.0	$225k	NEW	397.00	565.95	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$223k	+7%	1.6k	136.98	View chart
Janus Henderson Group Ord Shs (JHG)	0.0	$217k		4.6k	47.57	View chart
Cardinal Health (CAH)	0.0	$217k	NEW	1.1k	205.51	View chart
Dominion Resources (D)	0.0	$217k	-5%	3.7k	58.60	View chart
Walt Disney Company (DIS)	0.0	$215k	NEW	1.9k	113.80	View chart
Flushing Financial Corporation (FFIC)	0.0	$212k	NEW	14k	15.17	View chart
Ford Motor Company (F)	0.0	$211k	+50%	16k	13.12	View chart
Paypal Holdings (PYPL)	0.0	$208k	+6%	3.6k	58.38	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$208k	NEW	1.5k	136.73	View chart
Bunge Global Sa Com Shs (BG)	0.0	$207k	NEW	2.3k	89.07	View chart
Ge Vernova (GEV)	0.0	$207k	NEW	317.00	653.76	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$206k	NEW	4.5k	46.04	View chart
Nextera Energy (NEE)	0.0	$204k	NEW	2.5k	80.26	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.0	$202k	NEW	14k	14.54	View chart
Applied Materials (AMAT)	0.0	$202k	NEW	787.00	257.02	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$200k	NEW	4.7k	42.94	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.0	$167k	NEW	11k	15.86	View chart
Authid (AUID)	0.0	$152k		173k	0.87	View chart
United Microelectronics Corp Spon Adr New (UMC)	0.0	$118k	+2%	15k	7.86	View chart
Haleon Spon Ads (HLN)	0.0	$111k	NEW	11k	10.11	View chart
Melco Resorts And Entmnt Adr (MLCO)	0.0	$91k		12k	7.57	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$89k	-53%	18k	4.99	View chart
United States Antimony (UAMY)	0.0	$85k	+12%	17k	5.02	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$82k	NEW	33k	2.47	View chart
Fate Therapeutics (FATE)	0.0	$69k		70k	0.98	View chart
Wipro Spon Adr 1 Sh (WIT)	0.0	$48k	+27%	17k	2.84	View chart
Profusa (PFSA)	0.0	$16k		149k	0.10	View chart

Past Filings by Leo Wealth

SEC 13F filings are viewable for Leo Wealth going back to 2023

Leo Wealth 2025 Q4 filed Jan. 21, 2026
Leo Wealth 2025 Q3 filed Nov. 14, 2025
Leo Wealth 2025 Q2 filed July 24, 2025
Leo Wealth 2025 Q1 filed May 2, 2025
Leo Wealth 2024 Q4 filed Jan. 28, 2025
Leo Wealth 2024 Q3 filed Oct. 21, 2024
Leo Wealth 2024 Q2 filed July 17, 2024
Leo Wealth 2024 Q1 filed May 9, 2024
Leo Wealth 2023 Q4 filed March 14, 2024

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