Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $771 Billion
  • Q3 2025

Leo Wealth, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $771 Billion distributed in 286 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Affirm Holdings, Inc. with a value of $67.6B, Vanguard World Fd Esg U.S. Sto with a value of $44.7B, Vanguard World Fd Esg Intl Stk with a value of $42.9B, Goldman Sachs ETF Tr Activebet with a value of $31.6B, and Johnson & Johnson with a value of $30.5B.

Examining the 13F form we can see an decrease of $515B in the current position value, from $1.29T to 771B.

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 $771 Billion
ETFs: $417 Billion
Technology: $122 Billion
Healthcare: $53.3 Billion
Consumer Cyclical: $37 Billion
Financial Services: $32.6 Billion
Communication Services: $21.4 Billion
Industrials: $13.8 Billion
Consumer Defensive: $13.5 Billion
Other: $32.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$100B
$466 Million 0.06% of portfolio
1,725
Q3 2025 Added 2.5%
$98.6B
$430 Million 0.06% of portfolio
4,540
Q3 2025 Reduced 85.95%
$114B
$428 Million 0.06% of portfolio
1,984
Q3 2025 Reduced 23.46%
$159B
$494 Million 0.06% of portfolio
1,014
Q3 2025 Reduced 73.17%
$1.48B
$480 Million 0.06% of portfolio
10,000
Q3 2025 Reduced 31.03%
$91.4B
$434 Million 0.06% of portfolio
2,794
Q3 2025 Reduced 5.16%
$76.2B
$457 Million 0.06% of portfolio
7,319
Q3 2025 Reduced 24.55%
$35.1B
$366 Million 0.05% of portfolio
6,015
Q3 2025 Added 1.79%
$300B
$367 Million 0.05% of portfolio
1,064
Q3 2025 Added 2.21%
$413B
$419 Million 0.05% of portfolio
8,118
Q3 2025 Reduced 38.44%
$103B
$409 Million 0.05% of portfolio
175
Q3 2025 Reduced 77.48%
$317B
$355 Million 0.05% of portfolio
4,236
Q3 2025 Reduced 28.66%
$174B
$294 Million 0.04% of portfolio
1,979
Q3 2025 Reduced 2.03%
$17.6B
$287 Million 0.04% of portfolio
3,777
Q3 2025 Reduced 81.4%
$12.1B
$280 Million 0.04% of portfolio
1,920
Q3 2025 New
$103B
$293 Million 0.04% of portfolio
2,254
Q3 2025 Reduced 3.72%
$187B
$302 Million 0.04% of portfolio
1,816
Q3 2025 Reduced 49.58%
$0
$342 Million 0.04% of portfolio
23,000
Q4 2023 New
$263M
$247 Million 0.03% of portfolio
22,300
Q3 2025 Reduced 0.09%
$40.4B
$202 Million 0.03% of portfolio
1,593
Q3 2025 Reduced 13.8%
$71.6B
$224 Million 0.03% of portfolio
3,337
Q3 2025 Reduced 8.4%
$8.69B
$257 Million 0.03% of portfolio
13,243
Q3 2025 Reduced 2.68%
$183B
$248 Million 0.03% of portfolio
880
Q3 2025 Reduced 51.49%
$20.1B
$229 Million 0.03% of portfolio
37,998
Q3 2025 Reduced 1.56%
$7.17B
$204 Million 0.03% of portfolio
4,581
Q3 2025 New
$14.8B
$216 Million 0.03% of portfolio
4,403
Q3 2025 Reduced 26.38%
$7.32B
$204 Million 0.03% of portfolio
3,608
Q3 2025 New
$86.4B
$233 Million 0.03% of portfolio
662
Q3 2025 Reduced 6.36%
$11B
$253 Million 0.03% of portfolio
2,987
Q3 2025 Added 3.5%
$50.4B
$239 Million 0.03% of portfolio
3,904
Q3 2025 Added 1.22%
$148B
$247 Million 0.03% of portfolio
3,085
Q3 2025 Reduced 0.8%
$68.9B
$255 Million 0.03% of portfolio
1,079
Q3 2025 Reduced 21.18%
$182B
$264 Million 0.03% of portfolio
386
Q3 2025 Reduced 41.16%
$59.8B
$220 Million 0.03% of portfolio
1,174
Q3 2025 Reduced 16.56%
$169B
$218 Million 0.03% of portfolio
237
Q3 2025 Reduced 9.2%
$109B
$241 Million 0.03% of portfolio
4,343
Q3 2025 Reduced 23.2%
$57.4B
$262 Million 0.03% of portfolio
6,668
Q3 2025 Reduced 33.58%
$26.6B
$229 Million 0.03% of portfolio
1,617
Q3 2025 Reduced 85.06%
$115B
$225 Million 0.03% of portfolio
458
Q3 2025 Reduced 69.55%
$123B
$211 Million 0.03% of portfolio
422
Q3 2025 Reduced 87.81%
$52.1B
$128 Million 0.02% of portfolio
10,711
Q3 2025 Reduced 28.15%
$31.3B
$154 Million 0.02% of portfolio
13,899
Q3 2025 Added 1.3%
$17.8B
$110 Million 0.01% of portfolio
14,518
Q3 2025 Added 0.32%
$93.1M
$88.8 Million 0.01% of portfolio
70,439
Q4 2024 Added 574.77%
$4.14B
$110 Million 0.01% of portfolio
12,000
Q3 2024 New
$0
$74.5 Million 0.01% of portfolio
14,491
Q3 2025 Added 3.65%
$784M
$93 Million 0.01% of portfolio
15,000
Q3 2025 New
$14.5B
$34.6 Million 0.0% of portfolio
13,154
Q3 2025 Reduced 2.35%

Summary

  • Portfolio
  • No. of Stocks 286
  • Current Value $771 Billion
  • Prior Value $1.29 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 207 stocks
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