Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $1.29 Trillion
  • Q2 2025

Leo Wealth, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.29 Trillion distributed in 385 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 $74.5B, Affirm Holdings, Inc. with a value of $69B, Johnson & Johnson with a value of $58.5B, Goldman Sachs ETF Tr Activebet with a value of $53.4B, and Vanguard World Fd Esg Intl Stk with a value of $53.5B.

Examining the 13F form we can see an increase of $590B in the current position value, from $696B to 1.29T.

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 $1.29 Trillion
ETFs: $757 Billion
Technology: $163 Billion
Healthcare: $89.5 Billion
Consumer Cyclical: $52.5 Billion
Financial Services: $51.9 Billion
Communication Services: $29.7 Billion
Consumer Defensive: $25.1 Billion
Industrials: $24.3 Billion
Other: $45.5 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$74.5 Billion 5.79% of portfolio
678,646
Q2 2025 Added 78.85%
$0
$53.4 Billion 4.16% of portfolio
439,959
Q2 2025 Added 80.68%
$0
$53.5 Billion 4.16% of portfolio
816,012
Q2 2025 Added 32.18%
$0
$46.9 Billion 3.65% of portfolio
465,124
Q2 2025 Added 74.38%
$0
$36.2 Billion 2.81% of portfolio
377,239
Q2 2025 Added 162.14%
$0
$26.8 Billion 2.09% of portfolio
533,436
Q2 2025 Added 136.21%
$0
$26.6 Billion 2.07% of portfolio
366,552
Q2 2025 New
$0
$24.2 Billion 1.88% of portfolio
220,779
Q2 2025 Added 157.99%
$0
$22.3 Billion 1.73% of portfolio
240,710
Q2 2025 Added 146.97%
$0
$22 Billion 1.71% of portfolio
829,095
Q2 2025 Added 2,690.06%
$0
$20.6 Billion 1.6% of portfolio
290,730
Q2 2025 Added 46.66%
$0
$17.7 Billion 1.38% of portfolio
392,306
Q2 2025 Added 174.19%
$0
$16.2 Billion 1.26% of portfolio
553,870
Q2 2025 New
$0
$13.8 Billion 1.07% of portfolio
177,336
Q2 2025 Added 57.74%
$0
$12.4 Billion 0.96% of portfolio
598,265
Q2 2025 New
$0
$12.1 Billion 0.94% of portfolio
140,172
Q2 2025 Added 52.4%
$0
$9.35 Billion 0.73% of portfolio
205,682
Q2 2025 Added 80.98%
$0
$8.65 Billion 0.67% of portfolio
15,138
Q2 2025 Added 72.49%
$0
$8.5 Billion 0.66% of portfolio
13,750
Q2 2025 Added 17.5%
$0
$8.32 Billion 0.65% of portfolio
15,077
Q2 2025 Added 74.75%
$95.9M
$8.31 Billion 0.65% of portfolio
417,436
Q2 2025 Added 60.02%
$0
$7.63 Billion 0.59% of portfolio
37,287
Q2 2025 Added 5.11%
$0
$6.77 Billion 0.53% of portfolio
311,510
Q2 2025 Added 12.7%
$0
$6.55 Billion 0.51% of portfolio
125,795
Q2 2025 Added 8.56%
$0
$6.21 Billion 0.48% of portfolio
10,020
Q2 2025 Added 54.94%
$0
$6.24 Billion 0.48% of portfolio
121,878
Q2 2025 Added 27.24%
$0
$6.03 Billion 0.47% of portfolio
105,808
Q2 2025 Added 243.97%
$0
$6.06 Billion 0.47% of portfolio
68,657
Q2 2025 Added 131.04%
$0
$5.89 Billion 0.46% of portfolio
252,279
Q2 2025 New
$0
$5.17 Billion 0.4% of portfolio
127,951
Q2 2025 Added 107.36%
$0
$4.85 Billion 0.38% of portfolio
199,970
Q2 2025 Added 3.66%
$0
$4.79 Billion 0.37% of portfolio
217,208
Q2 2025 New
$0
$4.76 Billion 0.37% of portfolio
206,218
Q2 2025 New
$0
$4.57 Billion 0.36% of portfolio
151,944
Q2 2025 New
$0
$4.62 Billion 0.36% of portfolio
42,288
Q2 2025 Added 12.41%
$0
$4.54 Billion 0.35% of portfolio
23,251
Q2 2025 Added 524.36%
$0
$4.42 Billion 0.34% of portfolio
174,045
Q2 2025 Added 10.01%
$0
$4.1 Billion 0.32% of portfolio
23,193
Q2 2025 Added 58.93%
$0
$4.11 Billion 0.32% of portfolio
87,289
Q2 2025 New
$0
$3.81 Billion 0.3% of portfolio
151,487
Q2 2025 Reduced 1.36%
$0
$3.84 Billion 0.3% of portfolio
161,270
Q2 2025 New
$0
$3.67 Billion 0.29% of portfolio
157,165
Q2 2025 Added 24.22%
$0
$3.45 Billion 0.27% of portfolio
8,128
Q2 2025 Reduced 0.38%
$0
$3.51 Billion 0.27% of portfolio
95,729
Q2 2025 New
$0
$3.31 Billion 0.26% of portfolio
10,895
Q2 2025 Added 19.84%
$0
$3.16 Billion 0.25% of portfolio
45,741
Q2 2025 Added 8.82%
$0
$3.2 Billion 0.25% of portfolio
14,225
Q2 2025 New
$0
$3.22 Billion 0.25% of portfolio
59,202
Q2 2025 New
$0
$3.06 Billion 0.24% of portfolio
126,122
Q2 2025 Reduced 11.39%

Summary

  • Portfolio
  • No. of Stocks 385
  • Current Value $1.29 Trillion
  • Prior Value $696 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 132 stocks
  • Additional Purchases 194 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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