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
$16.2B
$67.6 Billion 8.76% of portfolio
924,770
Q3 2025 Reduced 7.35%
$522B
$30.5 Billion 3.95% of portfolio
164,419
Q3 2025 Reduced 57.06%
$2.39T
$20.3 Billion 2.63% of portfolio
92,331
Q3 2025 Reduced 31.21%
$4.3T
$19.7 Billion 2.55% of portfolio
77,349
Q3 2025 Reduced 42.21%
$132B
$8.99 Billion 1.17% of portfolio
42,697
Q3 2025 Reduced 1.36%
$3.78T
$8.58 Billion 1.11% of portfolio
16,571
Q3 2025 Reduced 59.31%
$224B
$8.52 Billion 1.11% of portfolio
28,053
Q3 2025 Reduced 3.63%
$662B
$7.62 Billion 0.99% of portfolio
15,153
Q3 2025 Reduced 50.73%
$21.3B
$7 Billion 0.91% of portfolio
36,223
Q3 2025 Reduced 0.37%
$465B
$7.03 Billion 0.91% of portfolio
37,663
Q3 2025 Reduced 48.69%
$1.65T
$5.84 Billion 0.76% of portfolio
24,004
Q3 2025 Reduced 16.12%
$266B
$4.27 Billion 0.55% of portfolio
15,128
Q3 2025 Reduced 8.93%
$139B
$3.44 Billion 0.45% of portfolio
10,413
Q3 2025 Reduced 33.74%
$1.37T
$3.07 Billion 0.4% of portfolio
4,184
Q3 2025 Reduced 49.94%
$172B
$2.9 Billion 0.38% of portfolio
66,051
Q3 2025 Reduced 26.78%
$414B
$2.93 Billion 0.38% of portfolio
12,649
Q3 2025 Reduced 43.97%
$141B
$2.76 Billion 0.36% of portfolio
108,302
Q3 2025 Reduced 16.71%
$181B
$2.65 Billion 0.34% of portfolio
93,781
Q3 2025 Reduced 31.18%
$418B
$2.61 Billion 0.34% of portfolio
14,596
Q3 2025 Reduced 7.6%
$24.1B
$2.54 Billion 0.33% of portfolio
18,112
Q3 2025 Reduced 0.06%
$1.74T
$2.38 Billion 0.31% of portfolio
9,781
Q3 2025 Reduced 51.94%
$26.3B
$2.36 Billion 0.31% of portfolio
51,488
Q3 2025 Added 46.68%
$35.1B
$2.3 Billion 0.3% of portfolio
18,497
Q3 2025 Reduced 12.98%
$96.4B
$2.27 Billion 0.29% of portfolio
18,382
Q3 2025 Reduced 27.5%
$120B
$2.17 Billion 0.28% of portfolio
68,951
Q3 2025 Added 99.81%
$490B
$2.14 Billion 0.28% of portfolio
19,014
Q3 2025 Reduced 61.94%
$228B
$1.99 Billion 0.26% of portfolio
14,821
Q3 2025 Reduced 18.11%
$0
$1.84 Billion 0.24% of portfolio
161,121
Q3 2025 Reduced 22.69%
$28.1B
$1.88 Billion 0.24% of portfolio
37,353
Q3 2025 Reduced 21.88%
$1.29T
$1.85 Billion 0.24% of portfolio
4,161
Q3 2025 Reduced 37.22%
$0
$1.84 Billion 0.24% of portfolio
181,794
Q3 2025 Reduced 22.49%
$235B
$1.74 Billion 0.23% of portfolio
20,770
Q3 2025 Reduced 45.51%
$303B
$1.75 Billion 0.23% of portfolio
11,261
Q3 2025 Reduced 41.57%
$0
$1.77 Billion 0.23% of portfolio
171,450
Q3 2025 Reduced 23.43%
$283B
$1.7 Billion 0.22% of portfolio
13,280
Q3 2025 Reduced 18.93%
$0
$1.7 Billion 0.22% of portfolio
162,835
Q3 2025 Reduced 23.31%
$0
$1.7 Billion 0.22% of portfolio
247,632
Q3 2025 Reduced 23.29%
$99.5B
$1.72 Billion 0.22% of portfolio
38,101
Q3 2025 Reduced 15.77%
$29.2B
$1.51 Billion 0.2% of portfolio
46,416
Q3 2025 Added 538.37%
$971B
$1.53 Billion 0.2% of portfolio
2,007
Q3 2025 Reduced 51.12%
$881B
$1.52 Billion 0.2% of portfolio
4,803
Q3 2025 Reduced 50.75%
$191B
$1.43 Billion 0.19% of portfolio
265
Q3 2025 Reduced 54.7%
$45.6B
$1.46 Billion 0.19% of portfolio
32,412
Q3 2025 Added 2.91%
$130B
$1.43 Billion 0.19% of portfolio
30,261
Q3 2025 Added 10.68%
$265B
$1.46 Billion 0.19% of portfolio
1,836
Q3 2025 Reduced 35.62%
$593B
$1.42 Billion 0.18% of portfolio
5,046
Q3 2025 Reduced 29.38%
$34B
$1.41 Billion 0.18% of portfolio
121,741
Q3 2025 Reduced 11.86%
$279B
$1.36 Billion 0.18% of portfolio
13,202
Q3 2025 Reduced 45.73%
$36B
$1.42 Billion 0.18% of portfolio
14,093
Q3 2025 New

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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