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
$173B
$1.41 Billion 0.18% of portfolio
23,673
Q3 2025 Reduced 1.06%
$328B
$1.28 Billion 0.17% of portfolio
4,264
Q3 2025 Reduced 12.21%
$18.5B
$1.3 Billion 0.17% of portfolio
15,631
Q3 2025 Added 8.76%
$270B
$1.27 Billion 0.17% of portfolio
17,794
Q3 2025 Added 275.4%
$512B
$1.23 Billion 0.16% of portfolio
2,154
Q3 2025 Reduced 74.8%
$255B
$1.22 Billion 0.16% of portfolio
3,683
Q3 2025 Reduced 33.65%
$38.8B
$1.2 Billion 0.16% of portfolio
37,549
Q3 2025 New
$306B
$1.2 Billion 0.16% of portfolio
18,039
Q3 2025 Reduced 42.48%
$404B
$1.23 Billion 0.16% of portfolio
1,330
Q3 2025 Reduced 52.53%
$156B
$1.25 Billion 0.16% of portfolio
11,217
Q3 2025 Added 20.35%
$2.2B
$1.19 Billion 0.15% of portfolio
11,700
Q3 2025 Added 1.88%
$152B
$1.06 Billion 0.14% of portfolio
4,310
Q3 2025 Reduced 15.44%
$346B
$1.11 Billion 0.14% of portfolio
7,210
Q3 2025 Reduced 50.92%
$57.9B
$987 Million 0.13% of portfolio
4,598
Q3 2025 New
$49.1B
$980 Million 0.13% of portfolio
817
Q3 2025 Reduced 71.25%
$53.4B
$978 Million 0.13% of portfolio
12,572
Q3 2025 Reduced 0.77%
$85.9B
$1 Billion 0.13% of portfolio
4,526
Q3 2025 Added 116.56%
$151B
$931 Million 0.12% of portfolio
2,639
Q3 2025 Reduced 24.01%
$132B
$924 Million 0.12% of portfolio
3,742
Q3 2025 Reduced 3.71%
$1.46T
$835 Million 0.11% of portfolio
2,991
Q3 2025 Reduced 11.51%
$65.7B
$837 Million 0.11% of portfolio
10,464
Q3 2025 Reduced 34.37%
$533B
$830 Million 0.11% of portfolio
2,432
Q3 2025 Reduced 69.23%
$70.2B
$767 Million 0.1% of portfolio
24,519
Q3 2025 Reduced 5.69%
$190B
$807 Million 0.1% of portfolio
7,947
Q3 2025 Reduced 26.22%
$5.54B
$794 Million 0.1% of portfolio
7,867
Q3 2025 Reduced 41.49%
$0
$809 Million 0.1% of portfolio
88,886
Q4 2023 New
$37.6B
$756 Million 0.1% of portfolio
11,269
Q3 2025 Reduced 3.56%
$104B
$657 Million 0.09% of portfolio
9,953
Q3 2025 Reduced 45.47%
$98.1B
$657 Million 0.09% of portfolio
3,848
Q3 2025 Reduced 24.77%
$64.7B
$708 Million 0.09% of portfolio
6,313
Q3 2025 Reduced 8.48%
$237B
$650 Million 0.08% of portfolio
4,007
Q3 2025 Reduced 32.49%
$7.63B
$579 Million 0.08% of portfolio
10,237
Q3 2025 Reduced 19.9%
$65.2B
$509 Million 0.07% of portfolio
1,205
Q3 2025 Reduced 6.44%
$19.9B
$566 Million 0.07% of portfolio
7,271
Q3 2025 Reduced 28.67%
$0
$505 Million 0.07% of portfolio
34,991
Q4 2023 New
$18.5B
$518 Million 0.07% of portfolio
7,670
Q3 2025 Added 0.83%
$204B
$562 Million 0.07% of portfolio
4,003
Q3 2025 Reduced 81.34%
$342B
$562 Million 0.07% of portfolio
3,079
Q3 2025 Reduced 60.26%
$36.7B
$529 Million 0.07% of portfolio
6,308
Q3 2025 Reduced 46.54%
$47.4B
$480 Million 0.06% of portfolio
7,095
Q3 2025 Reduced 12.06%
$367B
$454 Million 0.06% of portfolio
1,120
Q3 2025 Reduced 83.64%
$5.51B
$460 Million 0.06% of portfolio
23,725
Q3 2025 Added 3.75%
$61.4B
$444 Million 0.06% of portfolio
2,181
Q3 2025 Reduced 59.4%
$24.4B
$452 Million 0.06% of portfolio
2,826
Q3 2025 Reduced 0.39%
$32.7B
$457 Million 0.06% of portfolio
3,032
Q3 2025 Reduced 9.84%
$388B
$475 Million 0.06% of portfolio
2,937
Q3 2025 Reduced 43.6%
$7.67B
$499 Million 0.06% of portfolio
39,952
Q3 2025 Added 0.3%
$51.1B
$493 Million 0.06% of portfolio
5,496
Q3 2025 Reduced 26.22%
$69.4B
$461 Million 0.06% of portfolio
5,620
Q3 2025 Reduced 32.69%

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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