Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

$1.38 Trillion
Q4 2025

Leo Wealth, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.38 Trillion distributed in 419 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg U.S. Sto with a value of $84B, Affirm Holdings, Inc. with a value of $68.8B, Goldman Sachs ETF Tr Activebet with a value of $60.8B, Vanguard World Fd Esg Intl Stk with a value of $60.3B, and American Centy ETF Tr Avantis with a value of $54.1B.

Examining the 13F form we can see an increase of $607B in the current position value, from $771B to 1.38T.

Leo Wealth, LLC is based out at Hurst, TX

Below you can find more details about Leo Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.38 Trillion

ETFs: $852 Billion

Technology: $170 Billion

Healthcare: $67.1 Billion

Financial Services: $58.3 Billion

Consumer Cyclical: $55.6 Billion

Communication Services: $32.3 Billion

Industrials: $20.7 Billion

Consumer Defensive: $19.8 Billion

Other: $34.7 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$84 Billion 6.09% of portfolio	694,165	Q4 2025 Added 84.08%
AFRM Affirm Holdings, Inc. Technology	$16.2B	$68.8 Billion 4.99% of portfolio	924,705	Q4 2025 Reduced 0.01%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$60.8 Billion 4.41% of portfolio	459,182	Q4 2025 Added 89.47%
VSGX Vanguard World Fd Esg Intl Stk ETFs	$0	$60.3 Billion 4.37% of portfolio	840,991	Q4 2025 Added 36.15%
AVUS American Centy ETF Tr Avantis ETFs	$0	$54.1 Billion 3.92% of portfolio	483,817	Q4 2025 Added 80.99%
IEF Ishares Barclays ETFs	$0	$40.2 Billion 2.92% of portfolio	417,952	Q4 2025 Added 161.63%
JNJ Johnson & Johnson Healthcare	$522B	$35.2 Billion 2.55% of portfolio	170,004	Q4 2025 Added 3.4%
AAPL Apple Inc. Technology	$4.3T	$33.7 Billion 2.44% of portfolio	124,127	Q4 2025 Added 60.48%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$33.2 Billion 2.4% of portfolio	412,887	Q4 2025 New

AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$30.7 Billion 2.23% of portfolio	133,098	Q4 2025 Added 44.15%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$26.3 Billion 1.91% of portfolio	238,770	Q4 2025 Added 151.04%
LQDH Ishares U S ETF Tr Int Rate He ETFs	$0	$24.5 Billion 1.78% of portfolio	262,375	Q4 2025 Added 132.76%
JIRE J P Morgan Exchg Traded Fd Tr ETFs	$0	$23.5 Billion 1.7% of portfolio	313,751	Q4 2025 Added 61.75%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$23 Billion 1.67% of portfolio	455,137	Q4 2025 Reduced 3.42%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$22 Billion 1.6% of portfolio	802,763	Q4 2025 Added 2,577.39%
JMBS Janus Detroit Str Tr Henderson ETFs	$0	$19.8 Billion 1.44% of portfolio	434,248	Q4 2025 Added 177.92%
MSFT Microsoft Corp Technology	$3.78T	$19.5 Billion 1.42% of portfolio	40,359	Q4 2025 Added 143.55%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$18.7 Billion 1.36% of portfolio	573,896	Q4 2025 New

J P Morgan Exchange Traded F	-	$17.1 Billion 1.24% of portfolio	-	Q4 2025 New
VGK Vanguard Ftse Europe ETF Ftse ETFs	$0	$15.9 Billion 1.15% of portfolio	190,115	Q4 2025 Added 63.77%
IXJ Ishares Global Healthcare ETF ETFs	$0	$14.3 Billion 1.04% of portfolio	146,798	Q4 2025 Added 59.08%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$13.3 Billion 0.96% of portfolio	26,446	Q4 2025 Added 74.53%
NVDA Nvidia Corp Technology	$465B	$12.7 Billion 0.92% of portfolio	68,244	Q4 2025 Added 81.2%
VUG Vanguard Growth ETF ETFs	$0	$12.3 Billion 0.89% of portfolio	25,291	Q4 2025 Added 125.31%
HEQT Simplify Exchange Traded Fds H	$0	$10.6 Billion 0.77% of portfolio	331,506	Q4 2025 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$10.5 Billion 0.76% of portfolio	16,760	Q4 2025 Added 49.78%
CEMB Ishares J.P. Morgan Em Corpora ETFs	$0	$10.1 Billion 0.73% of portfolio	219,562	Q4 2025 Added 77.74%
GCC Wisdom Tree Continuous Commodity Index Fund ETFs	$97.6M	$9.5 Billion 0.69% of portfolio	448,948	Q4 2025 Added 74.99%
BSJT Invesco Self Indexed Fd Tr Bul ETFs	$0	$9.1 Billion 0.66% of portfolio	421,448	Q4 2025 New
MCD Mcdonalds Corp Consumer Cyclical	$224B	$8.86 Billion 0.64% of portfolio	28,995	Q4 2025 Added 3.36%
GOOGL Alphabet Inc. Communication Services	$1.65T	$8.66 Billion 0.63% of portfolio	27,680	Q4 2025 Added 15.31%
BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$8.48 Billion 0.62% of portfolio	363,358	Q4 2025 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$8.42 Billion 0.61% of portfolio	12,343	Q4 2025 Added 5.57%
BSJS Invesco Exc Self Ind Tr Bullet ETFs	$0	$8.4 Billion 0.61% of portfolio	381,273	Q4 2025 New
VIG Vanguard Dividend Appreciation ETFs	$0	$8.47 Billion 0.61% of portfolio	38,527	Q4 2025 Added 8.18%
HON Honeywell International Inc Industrials	$132B	$8.04 Billion 0.58% of portfolio	41,206	Q4 2025 Reduced 3.49%
Blackrock Inc	-	$7.96 Billion 0.58% of portfolio	-	Q4 2025 Reduced 7.05%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$7.78 Billion 0.56% of portfolio	12,660	Q4 2025 Added 60.5%
FLCH Franklin Templeton ETF Tr ETFs	$0	$7.76 Billion 0.56% of portfolio	325,978	Q4 2025 Added 14.81%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$7.32 Billion 0.53% of portfolio	84,016	Q4 2025 Added 119.85%
Invesco Exch Trd Slf Idx Fd	-	$7.34 Billion 0.53% of portfolio	-	Q4 2025 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$7.16 Billion 0.52% of portfolio	10,456	Q4 2025 Added 59.22%
DBAW Xtrackers Msci All World Ex Us ETFs	$0	$6.97 Billion 0.51% of portfolio	168,674	Q4 2025 New
VEA Vanguard Ftse Developed Market ETFs	$0	$6.67 Billion 0.48% of portfolio	106,836	Q4 2025 Added 110.67%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$6.58 Billion 0.48% of portfolio	131,450	Q4 2025 Added 29.48%
GOOG Alphabet Inc. Communication Services	$1.74T	$5.72 Billion 0.41% of portfolio	18,318	Q4 2025 Added 87.28%
LEMB Ishares Inc Jp Morgan Em Local ETFs	$0	$5.72 Billion 0.41% of portfolio	137,572	Q4 2025 Added 85.78%
MA Mastercard Inc Financial Services	$512B	$5.58 Billion 0.4% of portfolio	9,706	Q4 2025 Added 350.6%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$5.18 Billion 0.38% of portfolio	43,099	Q4 2025 Added 1.84%
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	$0	$5.2 Billion 0.38% of portfolio	116,744	Q4 2025 New

Summary

Portfolio
No. of Stocks 419
Current Value $1.38 Trillion
Prior Value $771 Billion
Filing
Period Q4 2025
Filing Date January 20, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 148 stocks
Additional Purchases 218 stocks
Sold out of 0 stocks
Reduced holdings in 42 stocks

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