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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.47 Billion 0.19% of portfolio
27,744
Q3 2025 Added 2.71%
$0
$1.47 Billion 0.19% of portfolio
67,083
Q3 2025 Added 12.53%
$0
$1.34 Billion 0.17% of portfolio
9,720
Q3 2025 Reduced 39.96%
$0
$1.32 Billion 0.17% of portfolio
25,988
Q3 2025 Added 15.28%
$0
$1.25 Billion 0.16% of portfolio
57,531
Q3 2025 Reduced 1.46%
$211M
$1.01 Billion 0.13% of portfolio
52,998
Q3 2025 Reduced 3.02%
$0
$1.01 Billion 0.13% of portfolio
7,172
Q3 2025 Reduced 50.59%
$0
$893 Million 0.12% of portfolio
12,328
Q3 2025 Reduced 7.61%
$0
$924 Million 0.12% of portfolio
8,367
Q2 2025 Reduced 37.33%
$0
$948 Million 0.12% of portfolio
44,661
Q3 2025 Added 36.79%
$0
$819 Million 0.11% of portfolio
29,983
Q3 2025 Reduced 96.38%
$0
$823 Million 0.11% of portfolio
11,070
Q3 2025 Reduced 47.02%
$0
$787 Million 0.1% of portfolio
3,812
Q3 2025 Reduced 83.61%
$0
$734 Million 0.1% of portfolio
5,167
Q3 2025 Added 0.54%
$0
$729 Million 0.09% of portfolio
31,193
Q3 2025 Reduced 42.01%
$0
$719 Million 0.09% of portfolio
2,971
Q3 2025 Reduced 0.87%
$0
$638 Million 0.08% of portfolio
12,892
Q3 2025 Reduced 51.26%
$0
$580 Million 0.08% of portfolio
973
Q3 2025 Reduced 0.21%
$0
$639 Million 0.08% of portfolio
12,757
Q3 2025 Reduced 7.79%
$0
$607 Million 0.08% of portfolio
11,876
Q3 2025 New
$0
$605 Million 0.08% of portfolio
13,546
Q3 2025 Reduced 7.55%
$0
$565 Million 0.07% of portfolio
6,321
Q3 2025 Reduced 38.82%
$0
$563 Million 0.07% of portfolio
2,768
Q3 2025 Reduced 5.53%
$0
$555 Million 0.07% of portfolio
5,532
Q3 2025 Added 9.89%
$0
$514 Million 0.07% of portfolio
4,655
Q3 2025 Reduced 13.62%
$0
$570 Million 0.07% of portfolio
5,658
Q3 2025 New
$0
$503 Million 0.07% of portfolio
25,320
Q3 2025 Added 0.89%
$0
$470 Million 0.06% of portfolio
1,526
Q3 2025 Reduced 75.21%
$0
$486 Million 0.06% of portfolio
10,508
Q3 2025 Added 0.55%
$0
$453 Million 0.06% of portfolio
10,598
Q3 2025 Reduced 0.32%
$0
$494 Million 0.06% of portfolio
24,034
Q3 2025 Added 0.93%
$0
$430 Million 0.06% of portfolio
3,113
Q2 2025 Added 36.42%
$0
$456 Million 0.06% of portfolio
6,922
Q3 2025 Reduced 8.05%
$0
$383 Million 0.05% of portfolio
16,701
Q3 2025 Reduced 50.08%
$0
$364 Million 0.05% of portfolio
3,897
Q3 2025 Reduced 39.13%
$0
$359 Million 0.05% of portfolio
9,820
Q3 2025 Reduced 4.41%
$0
$373 Million 0.05% of portfolio
3,377
Q3 2025 Reduced 38.32%
$0
$352 Million 0.05% of portfolio
13,771
Q3 2025 Reduced 30.08%
$0
$407 Million 0.05% of portfolio
17,617
Q3 2025 Reduced 4.75%
$0
$368 Million 0.05% of portfolio
5,004
Q3 2025 Added 0.04%
$0
$363 Million 0.05% of portfolio
1,822
Q3 2025 Added 0.89%
$0
$292 Million 0.04% of portfolio
1,651
Q3 2025 Reduced 22.12%
$0
$329 Million 0.04% of portfolio
8,665
Q3 2025 Reduced 85.79%
$0
$307 Million 0.04% of portfolio
12,000
Q3 2025 New
$0
$332 Million 0.04% of portfolio
3,801
Q3 2025 Reduced 5.49%
$0
$298 Million 0.04% of portfolio
4,171
Q2 2025 Added 0.02%
$0
$335 Million 0.04% of portfolio
1,598
Q3 2025 Added 0.25%
$0
$328 Million 0.04% of portfolio
8,271
Q4 2023 New
$0
$271 Million 0.04% of portfolio
4,901
Q3 2025 Reduced 15.24%

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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