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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.6B
$69 Billion 5.37% of portfolio
998,091
Q2 2025 Added 4.81%
$452B
$58.5 Billion 4.55% of portfolio
382,885
Q2 2025 Added 1.6%
$2.26T
$29.4 Billion 2.29% of portfolio
134,219
Q2 2025 Added 42.31%
$3.69T
$27.4 Billion 2.13% of portfolio
133,850
Q2 2025 Added 93.51%
$3.95T
$20.2 Billion 1.57% of portfolio
40,726
Q2 2025 Added 143.43%
$621B
$14.9 Billion 1.16% of portfolio
30,755
Q2 2025 Added 160.15%
$456B
$11.6 Billion 0.9% of portfolio
73,404
Q2 2025 Added 96.55%
$146B
$10.1 Billion 0.78% of portfolio
43,285
Q2 2025 Added 60.86%
$23.5B
$8.54 Billion 0.66% of portfolio
36,356
Q2 2025 Reduced 0.04%
$222B
$8.5 Billion 0.66% of portfolio
29,111
Q2 2025 Added 4.35%
$1.78T
$6.15 Billion 0.48% of portfolio
8,358
Q2 2025 Added 69.71%
$442B
$5.38 Billion 0.42% of portfolio
49,964
Q2 2025 Added 87.3%
$1.21T
$5.03 Billion 0.39% of portfolio
28,616
Q2 2025 Added 14.66%
$78.6B
$5.01 Billion 0.39% of portfolio
37,574
Q2 2025 New
$210B
$4.89 Billion 0.38% of portfolio
16,612
Q2 2025 Reduced 1.44%
$548B
$4.8 Billion 0.37% of portfolio
8,549
Q2 2025 Added 96.94%
$351B
$4.19 Billion 0.33% of portfolio
22,576
Q2 2025 Added 11.41%
$293B
$4.02 Billion 0.31% of portfolio
57,913
Q2 2025 Added 19.82%
$203B
$3.94 Billion 0.31% of portfolio
136,278
Q2 2025 Added 29.6%
$545B
$3.8 Billion 0.3% of portfolio
2,842
Q2 2025 Added 139.43%
$44.3B
$3.81 Billion 0.3% of portfolio
37,115
Q2 2025 Reduced 0.09%
$182B
$3.9 Billion 0.3% of portfolio
90,204
Q2 2025 Added 32.76%
$1.24T
$3.61 Billion 0.28% of portfolio
20,350
Q2 2025 Added 102.07%
$217B
$3.39 Billion 0.26% of portfolio
585
Q2 2025 New
$608B
$3.19 Billion 0.25% of portfolio
4,106
Q2 2025 Added 24.12%
$138B
$3.15 Billion 0.25% of portfolio
130,023
Q2 2025 New
$102B
$2.97 Billion 0.23% of portfolio
32,303
Q2 2025 Added 22.17%
$203B
$3.02 Billion 0.23% of portfolio
38,118
Q2 2025 Added 65.71%
$95.8B
$2.99 Billion 0.23% of portfolio
25,355
Q2 2025 Added 31.48%
$439B
$2.77 Billion 0.22% of portfolio
2,802
Q2 2025 Added 111.15%
$551B
$2.8 Billion 0.22% of portfolio
7,903
Q2 2025 Added 49.93%
$859B
$2.82 Billion 0.22% of portfolio
9,753
Q2 2025 Added 80.78%
$202B
$2.83 Billion 0.22% of portfolio
21,448
Q2 2025 Added 43.47%
$302B
$2.76 Billion 0.21% of portfolio
19,272
Q2 2025 Added 100.73%
$45.1B
$2.74 Billion 0.21% of portfolio
21,257
Q2 2025 Added 36.53%
$405B
$2.5 Billion 0.19% of portfolio
6,847
Q2 2025 Added 167.25%
$229B
$2.46 Billion 0.19% of portfolio
18,099
Q2 2025 Added 15.72%
$29.2B
$2.48 Billion 0.19% of portfolio
47,814
Q2 2025 Added 77.08%
$0
$2.28 Billion 0.18% of portfolio
208,401
Q2 2025 Added 32.99%
$18.6B
$2.28 Billion 0.18% of portfolio
18,123
Q2 2025 Added 1.61%
$281B
$2.38 Billion 0.18% of portfolio
24,325
Q2 2025 Added 322.6%
$368B
$2.34 Billion 0.18% of portfolio
14,690
Q2 2025 Added 87.61%
$0
$2.12 Billion 0.17% of portfolio
322,826
Q2 2025 Added 32.68%
$0
$2.13 Billion 0.17% of portfolio
212,336
Q2 2025 Added 32.91%
$306B
$2.22 Billion 0.17% of portfolio
31,360
Q2 2025 Added 70.75%
$0
$2.23 Billion 0.17% of portfolio
234,554
Q2 2025 Added 33.45%
$0
$2.22 Billion 0.17% of portfolio
223,902
Q2 2025 Added 32.92%
$254B
$2.01 Billion 0.16% of portfolio
2,852
Q2 2025 Added 24.11%
$1.08T
$2.11 Billion 0.16% of portfolio
6,628
Q2 2025 Added 64.83%

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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