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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$719 Million 0.09% of portfolio
2,971
Q3 2025 Reduced 0.87%
$0
$661 Million 0.09% of portfolio
7,855
Q3 2025 Reduced 1.79%
$64.7B
$708 Million 0.09% of portfolio
6,313
Q3 2025 Reduced 8.48%
$0
$638 Million 0.08% of portfolio
12,892
Q3 2025 Reduced 51.26%
$0
$580 Million 0.08% of portfolio
973
Q3 2025 Reduced 0.21%
$0
$639 Million 0.08% of portfolio
12,757
Q3 2025 Reduced 7.79%
$237B
$650 Million 0.08% of portfolio
4,007
Q3 2025 Reduced 32.49%
$0
$607 Million 0.08% of portfolio
11,876
Q3 2025 New
$0
$605 Million 0.08% of portfolio
13,546
Q3 2025 Reduced 7.55%
$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
$0
$565 Million 0.07% of portfolio
6,321
Q3 2025 Reduced 38.82%
$0
$563 Million 0.07% of portfolio
2,768
Q3 2025 Reduced 5.53%
Grayscale Ethereum Trust ETF
-
$556 Million 0.07% of portfolio
-
Q3 2025 Reduced 19.76%
$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%
$0
$555 Million 0.07% of portfolio
5,532
Q3 2025 Added 9.89%
Authid Inc
-
$553 Million 0.07% of portfolio
-
Q3 2024 Added 0.82%
$0
$514 Million 0.07% of portfolio
4,655
Q3 2025 Reduced 13.62%
$0
$570 Million 0.07% of portfolio
5,658
Q3 2025 New
$36.7B
$529 Million 0.07% of portfolio
6,308
Q3 2025 Reduced 46.54%
$0
$503 Million 0.07% of portfolio
25,320
Q3 2025 Added 0.89%
$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%
$0
$470 Million 0.06% of portfolio
1,526
Q3 2025 Reduced 75.21%
$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%
$100B
$466 Million 0.06% of portfolio
1,725
Q3 2025 Added 2.5%
$98.6B
$430 Million 0.06% of portfolio
4,540
Q3 2025 Reduced 85.95%
$114B
$428 Million 0.06% of portfolio
1,984
Q3 2025 Reduced 23.46%
$0
$486 Million 0.06% of portfolio
10,508
Q3 2025 Added 0.55%
$159B
$494 Million 0.06% of portfolio
1,014
Q3 2025 Reduced 73.17%
$0
$453 Million 0.06% of portfolio
10,598
Q3 2025 Reduced 0.32%
$1.48B
$480 Million 0.06% of portfolio
10,000
Q3 2025 Reduced 31.03%
$91.4B
$434 Million 0.06% of portfolio
2,794
Q3 2025 Reduced 5.16%
$0
$494 Million 0.06% of portfolio
24,034
Q3 2025 Added 0.93%
$0
$430 Million 0.06% of portfolio
3,113
Q2 2025 Added 36.42%
$0
$456 Million 0.06% of portfolio
6,922
Q3 2025 Reduced 8.05%
$76.2B
$457 Million 0.06% of portfolio
7,319
Q3 2025 Reduced 24.55%
$35.1B
$366 Million 0.05% of portfolio
6,015
Q3 2025 Added 1.79%
Grayscale Ethereum Mini Tr E
-
$420 Million 0.05% of portfolio
-
Q3 2025 Added 0.43%

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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