Leo Wealth
Latest statistics and disclosures from Leo Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AFRM, ESGV, VSGX, GSLC, JNJ, and represent 28.16% of Leo Wealth's stock portfolio.
- Added to shares of these 10 stocks: ED, VICI, GSK, CNQ, CMCSA, ALL, SHEL, IBDV, FE, FLOT.
- Started 19 new stock positions in JHG, CNQ, FLTR, STIP, RSP, ED, GSK, ARM, AFG, FLOT. ANET, OMF, ALL, SGOV, Profusa, HYGH, UAMY, QCLN, IBMQ.
- Reduced shares in these 10 stocks: JNJ (-$41M), ESGV (-$36M), , GSLC (-$26M), SCHD (-$22M), AVUS (-$22M), IEF (-$21M), HELO (-$17M), SCHG (-$16M), AAPL (-$14M).
- Sold out of its positions in QGRO, APO, AMAT, ATO, ADP, BGB, CI, CVS, CAT, CLX.
- Leo Wealth was a net seller of stock by $-584M.
- Leo Wealth has $771M in assets under management (AUM), dropping by -40.03%.
- Central Index Key (CIK): 0001912202
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Portfolio Holdings for Leo Wealth
Leo Wealth holds 286 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Affirm Hldgs Com Cl A (AFRM) | 8.8 | $68M | -7% | 925k | 73.08 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 5.8 | $45M | -44% | 377k | 118.44 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 5.6 | $43M | -24% | 618k | 69.37 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 4.1 | $32M | -44% | 242k | 130.28 |
|
| Johnson & Johnson (JNJ) | 4.0 | $31M | -57% | 164k | 185.42 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 3.8 | $29M | -42% | 267k | 108.70 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 3.1 | $24M | -11% | 471k | 50.27 |
|
| Amazon (AMZN) | 2.6 | $20M | -31% | 92k | 219.57 |
|
| Apple (AAPL) | 2.6 | $20M | -42% | 77k | 254.63 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.0 | $15M | -57% | 160k | 96.46 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.8 | $14M | -33% | 194k | 73.54 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.4 | $11M | -56% | 95k | 111.47 |
|
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 1.4 | $11M | -53% | 113k | 93.55 |
|
| Blackrock (BLK) | 1.2 | $9.3M | -9% | 8.0k | 1165.93 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.2 | $9.3M | -34% | 116k | 79.80 |
|
| Honeywell International (HON) | 1.2 | $9.0M | 43k | 210.50 |
|
|
| Microsoft Corporation (MSFT) | 1.1 | $8.6M | -59% | 17k | 517.94 |
|
| McDonald's Corporation (MCD) | 1.1 | $8.5M | -3% | 28k | 303.88 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 1.1 | $8.2M | -34% | 92k | 88.62 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $7.8M | -14% | 12k | 666.20 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.0 | $7.7M | -4% | 36k | 215.79 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $7.6M | -50% | 15k | 502.73 |
|
| Franklin Templeton Etf Tr Ftse China (FLCH) | 1.0 | $7.4M | -8% | 284k | 26.01 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.9 | $7.1M | -60% | 156k | 45.67 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $7.0M | -48% | 38k | 186.58 |
|
| Sba Communications Corp Cl A (SBAC) | 0.9 | $7.0M | 36k | 193.35 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $6.9M | -26% | 11k | 612.37 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $5.8M | -16% | 24k | 243.10 |
|
| Ishares Jp Mrg Em Crp Bd (CEMB) | 0.7 | $5.7M | -39% | 124k | 46.22 |
|
| Wisdomtree Tr Enhncd Cmmdty St (GCC) | 0.7 | $5.5M | -38% | 257k | 21.39 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $5.4M | -53% | 11k | 479.59 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.7 | $5.2M | -16% | 102k | 51.23 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $5.0M | 42k | 118.83 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.6 | $4.8M | 198k | 24.34 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $4.7M | -47% | 7.9k | 600.36 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.6 | $4.5M | 176k | 25.52 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $4.4M | -34% | 6.6k | 669.33 |
|
| International Business Machines (IBM) | 0.6 | $4.3M | -8% | 15k | 282.17 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.5 | $4.0M | +9% | 172k | 23.47 |
|
| Spdr Series Trust Bloomberg Enhncd (CERY) | 0.5 | $3.9M | 138k | 28.65 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $3.8M | 8.1k | 468.40 |
|
|
| Broadcom (AVGO) | 0.4 | $3.4M | -33% | 10k | 329.91 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $3.4M | -44% | 38k | 89.37 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.4 | $3.1M | -18% | 124k | 25.19 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.1M | -14% | 9.4k | 328.18 |
|
| Meta Platforms Cl A (META) | 0.4 | $3.1M | -49% | 4.2k | 734.36 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.4 | $3.1M | -57% | 53k | 57.52 |
|
| Ishares Jp Morgan Em Etf (LEMB) | 0.4 | $3.1M | -42% | 74k | 41.21 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $3.0M | -52% | 51k | 59.92 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $3.0M | -13% | 8.5k | 355.47 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $3.0M | -11% | 40k | 73.46 |
|
| Abbvie (ABBV) | 0.4 | $2.9M | -43% | 13k | 231.53 |
|
| Verizon Communications (VZ) | 0.4 | $2.9M | -26% | 66k | 43.95 |
|
| Cisco Systems (CSCO) | 0.4 | $2.9M | -27% | 42k | 68.42 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $2.8M | -34% | 15k | 186.49 |
|
| Pfizer (PFE) | 0.4 | $2.8M | -16% | 108k | 25.48 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $2.7M | 18k | 145.60 |
|
|
| At&t (T) | 0.3 | $2.6M | -31% | 94k | 28.24 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $2.6M | -7% | 15k | 178.73 |
|
| Biogen Idec (BIIB) | 0.3 | $2.5M | 18k | 140.08 |
|
|
| Kenvue (KVUE) | 0.3 | $2.5M | 152k | 16.23 |
|
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.3 | $2.4M | +55% | 110k | 22.15 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $2.4M | +22% | 47k | 50.73 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.4M | -51% | 9.8k | 243.54 |
|
| FirstEnergy (FE) | 0.3 | $2.4M | +46% | 52k | 45.82 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $2.3M | -12% | 19k | 124.34 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.3 | $2.3M | -2% | 103k | 22.39 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $2.3M | -27% | 18k | 123.75 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $2.2M | -7% | 28k | 76.45 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $2.2M | +99% | 69k | 31.42 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.3 | $2.1M | 95k | 22.52 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $2.1M | -61% | 19k | 112.75 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $2.1M | 4.6k | 463.70 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.3 | $2.1M | -31% | 86k | 24.30 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.0M | -8% | 31k | 65.26 |
|
| Abbott Laboratories (ABT) | 0.3 | $2.0M | -18% | 15k | 133.94 |
|
| General Mills (GIS) | 0.2 | $1.9M | -21% | 37k | 50.42 |
|
| Tesla Motors (TSLA) | 0.2 | $1.9M | -37% | 4.2k | 444.69 |
|
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.2 | $1.8M | -22% | 182k | 10.12 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $1.8M | -22% | 161k | 11.39 |
|
| Western Asset Managed Municipals Fnd (MMU) | 0.2 | $1.8M | -23% | 172k | 10.34 |
|
| Chevron Corporation (CVX) | 0.2 | $1.7M | -41% | 11k | 155.29 |
|
| Merck & Co (MRK) | 0.2 | $1.7M | -45% | 21k | 83.93 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.7M | -15% | 38k | 45.10 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $1.7M | -18% | 13k | 128.24 |
|
| BlackRock Municipal Income Trust II (BLE) | 0.2 | $1.7M | -23% | 163k | 10.45 |
|
| BlackRock MuniVest Fund (MVF) | 0.2 | $1.7M | -23% | 248k | 6.86 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $1.7M | 18k | 96.55 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.5M | -51% | 2.0k | 762.92 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.5M | -50% | 4.8k | 315.45 |
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.2 | $1.5M | 57k | 26.79 |
|
|
| Vici Pptys (VICI) | 0.2 | $1.5M | +538% | 46k | 32.61 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.5M | -33% | 27k | 54.18 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.2 | $1.5M | +12% | 67k | 21.95 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.5M | +2% | 28k | 53.03 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.2 | $1.5M | 33k | 44.48 |
|
|
| Goldman Sachs (GS) | 0.2 | $1.5M | -35% | 1.8k | 796.55 |
|
| Exelon Corporation (EXC) | 0.2 | $1.5M | +2% | 32k | 45.01 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $1.5M | +7% | 22k | 65.01 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $1.4M | +10% | 30k | 47.20 |
|
| Booking Holdings (BKNG) | 0.2 | $1.4M | -54% | 265.00 | 5389.35 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.4M | -29% | 5.0k | 281.22 |
|
| Consolidated Edison (ED) | 0.2 | $1.4M | NEW | 14k | 100.52 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $1.4M | 24k | 59.69 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.2 | $1.4M | -11% | 122k | 11.60 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.4M | -45% | 13k | 103.06 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $1.3M | -39% | 9.7k | 137.81 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $1.3M | +15% | 26k | 50.78 |
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.2 | $1.3M | +8% | 16k | 83.10 |
|
| Ge Aerospace Com New (GE) | 0.2 | $1.3M | -12% | 4.3k | 300.83 |
|
| Shell Spon Ads (SHEL) | 0.2 | $1.3M | +275% | 18k | 71.53 |
|
| GSK Sponsored Adr (GSK) | 0.2 | $1.3M | NEW | 29k | 43.16 |
|
| Abrdn Etfs Bbg Industrl Met (BCIM) | 0.2 | $1.2M | 58k | 21.65 |
|
|
| Gilead Sciences (GILD) | 0.2 | $1.2M | +20% | 11k | 111.00 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | -52% | 1.3k | 925.67 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.2M | -74% | 2.2k | 568.80 |
|
| American Express Company (AXP) | 0.2 | $1.2M | -33% | 3.7k | 332.20 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $1.2M | -8% | 19k | 65.00 |
|
| Canadian Natural Resources (CNQ) | 0.2 | $1.2M | NEW | 38k | 31.96 |
|
| Coca-Cola Company (KO) | 0.2 | $1.2M | -42% | 18k | 66.32 |
|
| Deckers Outdoor Corporation (DECK) | 0.2 | $1.2M | 12k | 101.37 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.1M | -50% | 7.2k | 153.66 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | -15% | 4.3k | 246.61 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.0M | -50% | 7.2k | 140.96 |
|
| Invesco Db Multi-sector Comm Energy Fd (DBE) | 0.1 | $1.0M | -3% | 53k | 19.02 |
|
| Waste Management (WM) | 0.1 | $1000k | +116% | 4.5k | 220.85 |
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| Allstate Corporation (ALL) | 0.1 | $987k | NEW | 4.6k | 214.67 |
|
| American Electric Power Company (AEP) | 0.1 | $986k | +76% | 8.8k | 112.50 |
|
| Netflix (NFLX) | 0.1 | $980k | -71% | 817.00 | 1198.92 |
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| Edwards Lifesciences (EW) | 0.1 | $978k | 13k | 77.77 |
|
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $948k | +36% | 45k | 21.22 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $931k | -24% | 2.6k | 352.75 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $924k | 8.4k | 110.47 |
|
|
| Progressive Corporation (PGR) | 0.1 | $924k | -3% | 3.7k | 246.95 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $893k | -7% | 12k | 72.44 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $837k | -34% | 11k | 79.94 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $835k | -11% | 3.0k | 279.31 |
|
| Visa Com Cl A (V) | 0.1 | $830k | -69% | 2.4k | 341.35 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $823k | -47% | 11k | 74.37 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $819k | -96% | 30k | 27.30 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $809k | 89k | 9.10 |
|
|
| Citigroup Com New (C) | 0.1 | $807k | -26% | 7.9k | 101.50 |
|
| Rhythm Pharmaceuticals (RYTM) | 0.1 | $795k | -41% | 7.9k | 100.99 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $787k | -83% | 3.8k | 206.49 |
|
| Enterprise Products Partners (EPD) | 0.1 | $767k | -5% | 25k | 31.27 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $756k | -3% | 11k | 67.07 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $734k | 5.2k | 142.11 |
|
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $729k | -42% | 31k | 23.36 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $719k | 3.0k | 241.93 |
|
|
| EOG Resources (EOG) | 0.1 | $708k | -8% | 6.3k | 112.11 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $661k | 7.9k | 84.11 |
|
|
| Altria (MO) | 0.1 | $658k | -45% | 10k | 66.06 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $657k | -24% | 3.8k | 170.85 |
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| Philip Morris International (PM) | 0.1 | $650k | -32% | 4.0k | 162.20 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $639k | -7% | 13k | 50.07 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $638k | -51% | 13k | 49.46 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $607k | NEW | 12k | 51.09 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $605k | -7% | 14k | 44.69 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $580k | 973.00 | 596.01 |
|
|
| Zions Bancorporation (ZION) | 0.1 | $579k | -19% | 10k | 56.58 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $570k | NEW | 5.7k | 100.70 |
|
| Dupont De Nemours (DD) | 0.1 | $566k | -28% | 7.3k | 77.90 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $565k | -38% | 6.3k | 89.34 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $564k | -5% | 2.8k | 203.56 |
|
| Pepsi (PEP) | 0.1 | $562k | -81% | 4.0k | 140.43 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $562k | -60% | 3.1k | 182.43 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.1 | $556k | -19% | 16k | 34.27 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $555k | +9% | 5.5k | 100.26 |
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| Authid (AUID) | 0.1 | $553k | 173k | 3.19 |
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| Cameco Corporation (CCJ) | 0.1 | $529k | -46% | 6.3k | 83.86 |
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| Hologic (HOLX) | 0.1 | $518k | 7.7k | 67.49 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $514k | -13% | 4.7k | 110.50 |
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| Cummins (CMI) | 0.1 | $509k | -6% | 1.2k | 422.34 |
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| Nuveen Equity Premium Income Fund (BXMX) | 0.1 | $505k | 35k | 14.44 |
|
|
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.1 | $503k | 25k | 19.87 |
|
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| Avantor (AVTR) | 0.1 | $499k | 40k | 12.48 |
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| Ishares Tr Ibonds Dec 2031 (IBTL) | 0.1 | $494k | 24k | 20.57 |
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| S&p Global (SPGI) | 0.1 | $494k | -73% | 1.0k | 486.69 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $493k | -26% | 5.5k | 89.77 |
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| First Tr Exchange-traded SHS (FVD) | 0.1 | $486k | 11k | 46.24 |
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| Global Partners Com Units (GLP) | 0.1 | $480k | -31% | 10k | 48.00 |
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| Corteva (CTVA) | 0.1 | $480k | -12% | 7.1k | 67.63 |
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| Advanced Micro Devices (AMD) | 0.1 | $475k | -43% | 2.9k | 161.81 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $470k | -75% | 1.5k | 307.81 |
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| Cme (CME) | 0.1 | $466k | +2% | 1.7k | 270.23 |
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| Corning Incorporated (GLW) | 0.1 | $461k | -32% | 5.6k | 82.04 |
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| Starwood Property Trust (STWD) | 0.1 | $460k | +3% | 24k | 19.37 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $457k | -9% | 3.0k | 150.85 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $457k | -24% | 7.3k | 62.47 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $456k | -8% | 6.9k | 65.92 |
|
| Home Depot (HD) | 0.1 | $454k | -83% | 1.1k | 405.27 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $454k | 11k | 42.79 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $452k | 2.8k | 159.89 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $444k | -59% | 2.2k | 203.63 |
|
| 3M Company (MMM) | 0.1 | $434k | -5% | 2.8k | 155.18 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $430k | 3.1k | 138.23 |
|
|
| Southern Company (SO) | 0.1 | $430k | -85% | 4.5k | 94.76 |
|
| Boeing Company (BA) | 0.1 | $428k | -23% | 2.0k | 215.83 |
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.1 | $420k | 11k | 39.18 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $419k | -38% | 8.1k | 51.59 |
|
| Linde SHS (LIN) | 0.1 | $412k | -4% | 867.00 | 475.17 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $411k | -4% | 3.1k | 133.90 |
|
| MercadoLibre (MELI) | 0.1 | $409k | -77% | 175.00 | 2338.87 |
|
| Ishares Tr Ibonds Dec 2032 (IBTM) | 0.1 | $408k | -4% | 18k | 23.13 |
|
| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.1 | $394k | +17% | 15k | 25.53 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $383k | -50% | 17k | 22.95 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $374k | -38% | 3.4k | 110.59 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $368k | 5.0k | 73.48 |
|
|
| UnitedHealth (UNH) | 0.0 | $367k | +2% | 1.1k | 345.20 |
|
| Realty Income (O) | 0.0 | $366k | 6.0k | 60.79 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $364k | -39% | 3.9k | 93.36 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $363k | 1.8k | 199.47 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $359k | -4% | 9.8k | 36.55 |
|
| Wells Fargo & Company (WFC) | 0.0 | $355k | -28% | 4.2k | 83.82 |
|
| Ishares Tr Global Reit Etf (REET) | 0.0 | $352k | -30% | 14k | 25.56 |
|
| Nuveen Dow 30 Dynmc Overwrt SHS (DIAX) | 0.0 | $343k | 23k | 14.89 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $335k | 1.6k | 209.40 |
|
|
| Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) | 0.0 | $334k | NEW | 3.8k | 86.84 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $332k | -5% | 3.8k | 87.31 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $329k | -85% | 8.7k | 37.94 |
|
| Morgan Stanley Com New (MS) | 0.0 | $329k | -4% | 2.1k | 158.99 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $328k | 8.3k | 39.61 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $326k | -48% | 6.1k | 53.87 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $322k | -28% | 4.1k | 78.36 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $318k | -22% | 1.4k | 222.21 |
|
| Invesco Currencyshares Japan Japanese Yen (FXY) | 0.0 | $318k | +10% | 5.1k | 62.21 |
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.0 | $307k | NEW | 12k | 25.57 |
|
| Qualcomm (QCOM) | 0.0 | $302k | -49% | 1.8k | 166.31 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $302k | 3.4k | 89.13 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $301k | NEW | 2.9k | 103.35 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $298k | 4.2k | 71.38 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $294k | -2% | 2.0k | 148.61 |
|
| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 0.0 | $293k | 10k | 29.32 |
|
|
| Kkr & Co (KKR) | 0.0 | $293k | -3% | 2.3k | 129.96 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $292k | -22% | 1.7k | 176.86 |
|
| Fidelity Covington Trust Enhanced Large (FELC) | 0.0 | $289k | +8% | 7.8k | 37.27 |
|
| Evergy (EVRG) | 0.0 | $287k | -81% | 3.8k | 76.01 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $281k | -7% | 2.0k | 140.02 |
|
| American Financial (AFG) | 0.0 | $280k | NEW | 1.9k | 145.72 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $273k | -49% | 4.1k | 66.32 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.0 | $271k | -15% | 4.9k | 55.33 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $270k | +7% | 5.3k | 50.63 |
|
| Intuit (INTU) | 0.0 | $264k | -41% | 386.00 | 683.06 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $262k | -33% | 6.7k | 39.22 |
|
| Antero Midstream Corp antero midstream (AM) | 0.0 | $257k | -2% | 13k | 19.44 |
|
| FedEx Corporation (FDX) | 0.0 | $255k | -21% | 1.1k | 235.90 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $254k | NEW | 9.9k | 25.64 |
|
| SEI Investments Company (SEIC) | 0.0 | $253k | +3% | 3.0k | 84.84 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $253k | -93% | 9.8k | 25.71 |
|
| Amgen (AMGN) | 0.0 | $248k | -51% | 880.00 | 282.11 |
|
| Wisdomtree Tr India Hedged Equ (INDH) | 0.0 | $248k | 5.8k | 42.37 |
|
|
| Pure Cycle Corp Com New (PCYO) | 0.0 | $247k | 22k | 11.07 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $247k | 3.1k | 79.95 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $241k | -23% | 4.3k | 55.49 |
|
| Dominion Resources (D) | 0.0 | $239k | 3.9k | 61.18 |
|
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $236k | NEW | 5.6k | 41.96 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $235k | -80% | 4.4k | 53.40 |
|
| Cadence Design Systems (CDNS) | 0.0 | $233k | -6% | 662.00 | 351.26 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $232k | -21% | 726.00 | 319.86 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $229k | 38k | 6.02 |
|
|
| DTE Energy Company (DTE) | 0.0 | $229k | -85% | 1.6k | 141.39 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $225k | -69% | 458.00 | 490.81 |
|
| Paypal Holdings (PYPL) | 0.0 | $224k | -8% | 3.3k | 67.06 |
|
| Simon Property (SPG) | 0.0 | $220k | -16% | 1.2k | 187.63 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $219k | -91% | 3.2k | 68.09 |
|
| Servicenow (NOW) | 0.0 | $218k | -9% | 237.00 | 920.38 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $216k | 1.5k | 142.37 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $216k | -26% | 4.4k | 49.04 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $211k | -13% | 1.6k | 131.25 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $211k | NEW | 1.4k | 145.72 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $211k | -87% | 422.00 | 498.91 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $204k | NEW | 4.6k | 44.51 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $204k | NEW | 1.1k | 189.75 |
|
| Onemain Holdings (OMF) | 0.0 | $204k | NEW | 3.6k | 56.46 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $202k | NEW | 1.4k | 141.49 |
|
| Paychex (PAYX) | 0.0 | $202k | -13% | 1.6k | 126.76 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $200k | -85% | 10k | 19.71 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $154k | 14k | 11.09 |
|
|
| Ford Motor Company (F) | 0.0 | $128k | -28% | 11k | 11.96 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $110k | 15k | 7.58 |
|
|
| Melco Resorts And Entmnt Adr (MLCO) | 0.0 | $110k | 12k | 9.17 |
|
|
| United States Antimony (UAMY) | 0.0 | $93k | NEW | 15k | 6.20 |
|
| Fate Therapeutics (FATE) | 0.0 | $89k | 70k | 1.26 |
|
|
| Cbre Clarion Global Real Estat re (IGR) | 0.0 | $75k | +3% | 15k | 5.14 |
|
| Profusa | 0.0 | $44k | NEW | 149k | 0.30 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $35k | -2% | 13k | 2.63 |
|
Past Filings by Leo Wealth
SEC 13F filings are viewable for Leo Wealth going back to 2023
- 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