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 Market Cap. of $200 Billions or more
