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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$74.5 Billion 5.79% of portfolio	678,646	Q2 2025 Added 78.85%
AFRM Affirm Holdings, Inc. Technology	$15.1B	$69 Billion 5.37% of portfolio	998,091	Q2 2025 Added 4.81%
JNJ Johnson & Johnson Healthcare	$443B	$58.5 Billion 4.55% of portfolio	382,885	Q2 2025 Added 1.6%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$53.4 Billion 4.16% of portfolio	439,959	Q2 2025 Added 80.68%
VSGX Vanguard World Fd Esg Intl Stk ETFs	$0	$53.5 Billion 4.16% of portfolio	816,012	Q2 2025 Added 32.18%
AVUS American Centy ETF Tr Avantis ETFs	$0	$46.9 Billion 3.65% of portfolio	465,124	Q2 2025 Added 74.38%
IEF Ishares Barclays ETFs	$0	$36.2 Billion 2.81% of portfolio	377,239	Q2 2025 Added 162.14%
AMZN Amazon Com Inc Consumer Cyclical	$2.37T	$29.4 Billion 2.29% of portfolio	134,219	Q2 2025 Added 42.31%
AAPL Apple Inc. Technology	$3.44T	$27.4 Billion 2.13% of portfolio	133,850	Q2 2025 Added 93.51%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$26.8 Billion 2.09% of portfolio	533,436	Q2 2025 Added 136.21%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$26.6 Billion 2.07% of portfolio	366,552	Q2 2025 New
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$24.2 Billion 1.88% of portfolio	220,779	Q2 2025 Added 157.99%
LQDH Ishares U S ETF Tr Int Rate He ETFs	$0	$22.3 Billion 1.73% of portfolio	240,710	Q2 2025 Added 146.97%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$22 Billion 1.71% of portfolio	829,095	Q2 2025 Added 2,690.06%
JIRE J P Morgan Exchg Traded Fd Tr ETFs	$0	$20.6 Billion 1.6% of portfolio	290,730	Q2 2025 Added 46.66%
MSFT Microsoft Corp Technology	$3.81T	$20.2 Billion 1.57% of portfolio	40,726	Q2 2025 Added 143.43%
JMBS Janus Detroit Str Tr Henderson ETFs	$0	$17.7 Billion 1.38% of portfolio	392,306	Q2 2025 Added 174.19%
J P Morgan Exchange Traded F	-	$16.8 Billion 1.3% of portfolio	-	Q2 2025 New
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$16.2 Billion 1.26% of portfolio	553,870	Q2 2025 New
BRK-B Berkshire Hathaway Inc Class B Financial Services	$622B	$14.9 Billion 1.16% of portfolio	30,755	Q2 2025 Added 160.15%
VGK Vanguard Ftse Europe ETF Ftse ETFs	$0	$13.8 Billion 1.07% of portfolio	177,336	Q2 2025 Added 57.74%
BSCP Invesco Et Seld Idxd Fd Tr Bul ETFs	$0	$12.4 Billion 0.96% of portfolio	598,265	Q2 2025 New
IXJ Ishares Global Healthcare ETF ETFs	$0	$12.1 Billion 0.94% of portfolio	140,172	Q2 2025 Added 52.4%
NVDA Nvidia Corp Technology	$433B	$11.6 Billion 0.9% of portfolio	73,404	Q2 2025 Added 96.55%
VUG Vanguard Growth ETF ETFs	$0	$10.6 Billion 0.82% of portfolio	24,130	Q2 2025 Added 117.82%
HON Honeywell International Inc Industrials	$151B	$10.1 Billion 0.78% of portfolio	43,285	Q2 2025 Added 60.86%
CEMB Ishares J.P. Morgan Em Corpora ETFs	$0	$9.35 Billion 0.73% of portfolio	205,682	Q2 2025 Added 80.98%
Blackrock Inc	-	$9.26 Billion 0.72% of portfolio	-	Q2 2025 Reduced 9.65%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$8.65 Billion 0.67% of portfolio	15,138	Q2 2025 Added 72.49%
SBAC Sba Communications Corp Real Estate	$25.4B	$8.54 Billion 0.66% of portfolio	36,356	Q2 2025 Reduced 0.04%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$8.5 Billion 0.66% of portfolio	13,750	Q2 2025 Added 17.5%
MCD Mcdonalds Corp Consumer Cyclical	$217B	$8.5 Billion 0.66% of portfolio	29,111	Q2 2025 Added 4.35%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$8.32 Billion 0.65% of portfolio	15,077	Q2 2025 Added 74.75%
GCC Wisdom Tree Continuous Commodity Index Fund ETFs	$97.7M	$8.31 Billion 0.65% of portfolio	417,436	Q2 2025 Added 60.02%
VIG Vanguard Dividend Appreciation ETFs	$0	$7.63 Billion 0.59% of portfolio	37,287	Q2 2025 Added 5.11%
FLCH Franklin Templeton ETF Tr ETFs	$0	$6.77 Billion 0.53% of portfolio	311,510	Q2 2025 Added 12.7%
XLG Invesco Exchange Traded Fd Tr ETFs	$0	$6.55 Billion 0.51% of portfolio	125,795	Q2 2025 Added 8.56%
IVV Ishares Core S&P 500 ETF ETFs	$0	$6.21 Billion 0.48% of portfolio	10,020	Q2 2025 Added 54.94%
META Meta Platforms, Inc. Communication Services	$1.58T	$6.15 Billion 0.48% of portfolio	8,358	Q2 2025 Added 69.71%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$6.24 Billion 0.48% of portfolio	121,878	Q2 2025 Added 27.24%
VEA Vanguard Ftse Developed Market ETFs	$0	$6.03 Billion 0.47% of portfolio	105,808	Q2 2025 Added 243.97%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$6.06 Billion 0.47% of portfolio	68,657	Q2 2025 Added 131.04%
BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$5.89 Billion 0.46% of portfolio	252,279	Q2 2025 New
XOM Exxon Mobil Corp Energy	$462B	$5.38 Billion 0.42% of portfolio	49,964	Q2 2025 Added 87.3%
LEMB Ishares Inc Jp Morgan Em Local ETFs	$0	$5.17 Billion 0.4% of portfolio	127,951	Q2 2025 Added 107.36%
GOOGL Alphabet Inc. Communication Services	$1.14T	$5.03 Billion 0.39% of portfolio	28,616	Q2 2025 Added 14.66%
EMR Emerson Electric CO Industrials	$86.8B	$5.01 Billion 0.39% of portfolio	37,574	Q2 2025 New
IBM International Business Machines Corp Technology	$234B	$4.89 Billion 0.38% of portfolio	16,612	Q2 2025 Reduced 1.44%
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$4.85 Billion 0.38% of portfolio	199,970	Q2 2025 Added 3.66%
MA Mastercard Inc Financial Services	$537B	$4.8 Billion 0.37% of portfolio	8,549	Q2 2025 Added 96.94%

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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