Leo Wealth, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Leo Wealth, LLC 13F Holdings
CIK 0001912202 · HURST, TX
As of Sep 30, 2025, Leo Wealth, LLC reported
286 positions worth $748.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| AFFIRM HOLDINGS INC | AFRM | Technology | 924,770 | $67.6M | 9.03% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 377,107 | $44.7M | 5.97% |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | — | 617,714 | $42.9M | 5.73% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 242,356 | $31.6M | 4.22% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 164,419 | $30.5M | 4.07% |
| AVANTIS US EQUITY ETF | AVUS | — | 267,315 | $29.1M | 3.88% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 471,246 | $23.7M | 3.17% |
| AMAZON.COM INC | AMZN | Equity | 92,331 | $20.3M | 2.71% |
| APPLE INC | AAPL | Technology | 77,349 |
|
9.7M2.63% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 159,749 |
5.4M | 2.06% |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | JIRE | — | 193,969 |
4.3M | 1.91% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 95,113 |
0.6M | 1.42% |
| ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | LQDH | — | 112,721 |
0.5M | 1.41% |
| BLACKROCK INC | BLK | Financial Services | 7,998 | $9.3M | 1.25% |
| VANGUARD EUROPEAN STOCK INDEX FUND | VGK | — | 116,089 | $9.3M | 1.24% |
| HONEYWELL INTERNATIONAL INC | HON | Industrials | 42,697 | $9.0M | 1.20% |
| MICROSOFT CORP | MSFT | Technology | 16,571 | $8.6M | 1.15% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 28,053 | $8.5M | 1.14% |
| ISHARES TR | — | — | 92,282 | $8.2M | 1.09% |
| SPDR S&P 500 ETF TRUST | SPY | — | 11,692 | $7.8M | 1.04% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 35,613 | $7.7M | 1.03% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 15,153 | $7.6M | 1.02% |
| FRANKLIN FTSE CHINA ETF | FLCH | — | 283,933 | $7.4M | 0.99% |
| JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | JMBS | — | 156,252 | $7.1M | 0.95% |
| NVIDIA CORP | NVDA | Technology | 37,663 | $7.0M | 0.94% |