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
$383 Million 0.05% of portfolio
16,701
Q3 2025 Reduced 50.08%
Lam Research Corp
-
$411 Million 0.05% of portfolio
-
Q3 2025 Reduced 4.15%
$0
$364 Million 0.05% of portfolio
3,897
Q3 2025 Reduced 39.13%
$0
$359 Million 0.05% of portfolio
9,820
Q3 2025 Reduced 4.41%
$300B
$367 Million 0.05% of portfolio
1,064
Q3 2025 Added 2.21%
$0
$373 Million 0.05% of portfolio
3,377
Q3 2025 Reduced 38.32%
$413B
$419 Million 0.05% of portfolio
8,118
Q3 2025 Reduced 38.44%
$0
$352 Million 0.05% of portfolio
13,771
Q3 2025 Reduced 30.08%
$103B
$409 Million 0.05% of portfolio
175
Q3 2025 Reduced 77.48%
$0
$407 Million 0.05% of portfolio
17,617
Q3 2025 Reduced 4.75%
$317B
$355 Million 0.05% of portfolio
4,236
Q3 2025 Reduced 28.66%
Ishares Tr
-
$393 Million 0.05% of portfolio
-
Q3 2025 Added 17.66%
$0
$368 Million 0.05% of portfolio
5,004
Q3 2025 Added 0.04%
$0
$363 Million 0.05% of portfolio
1,822
Q3 2025 Added 0.89%
Linde PLC
-
$412 Million 0.05% of portfolio
-
Q3 2025 Reduced 4.2%
$0
$292 Million 0.04% of portfolio
1,651
Q3 2025 Reduced 22.12%
$0
$329 Million 0.04% of portfolio
8,665
Q3 2025 Reduced 85.79%
$0
$307 Million 0.04% of portfolio
12,000
Q3 2025 New
$17.6B
$287 Million 0.04% of portfolio
3,777
Q3 2025 Reduced 81.4%
$0
$332 Million 0.04% of portfolio
3,801
Q3 2025 Reduced 5.49%
$12.1B
$280 Million 0.04% of portfolio
1,920
Q3 2025 New
$0
$298 Million 0.04% of portfolio
4,171
Q2 2025 Added 0.02%
$0
$335 Million 0.04% of portfolio
1,598
Q3 2025 Added 0.25%
$0
$328 Million 0.04% of portfolio
8,271
Q4 2023 New
$0
$271 Million 0.04% of portfolio
4,901
Q3 2025 Reduced 15.24%
$0
$334 Million 0.04% of portfolio
3,841
Q3 2025 New
$0
$301 Million 0.04% of portfolio
2,913
Q3 2025 New
$0
$273 Million 0.04% of portfolio
4,122
Q3 2025 Reduced 49.15%
$0
$302 Million 0.04% of portfolio
3,387
Q3 2024 New
$0
$326 Million 0.04% of portfolio
6,051
Q3 2025 Reduced 48.21%
$103B
$293 Million 0.04% of portfolio
2,254
Q3 2025 Reduced 3.72%
$0
$322 Million 0.04% of portfolio
4,112
Q3 2025 Reduced 28.41%
$270B
$329 Million 0.04% of portfolio
2,067
Q3 2025 Reduced 4.22%
$0
$293 Million 0.04% of portfolio
10,000
Q3 2025 Reduced 1.69%
$187B
$302 Million 0.04% of portfolio
1,816
Q3 2025 Reduced 49.58%
$0
$318 Million 0.04% of portfolio
1,432
Q3 2025 Reduced 22.13%
$0
$342 Million 0.04% of portfolio
23,000
Q4 2023 New
$0
$281 Million 0.04% of portfolio
2,006
Q3 2025 Reduced 7.69%
Fidelity Covington Trust
-
$289 Million 0.04% of portfolio
-
Q3 2025 Added 8.07%
$125M
$318 Million 0.04% of portfolio
5,107
Q3 2025 Added 10.85%
$263M
$247 Million 0.03% of portfolio
22,300
Q3 2025 Reduced 0.09%
$0
$254 Million 0.03% of portfolio
9,915
Q3 2025 New
$40.4B
$202 Million 0.03% of portfolio
1,593
Q3 2025 Reduced 13.8%
Arm Holdings PLC
-
$202 Million 0.03% of portfolio
-
Q3 2025 New
Grayscale Bitcoin Mini Tr Et
-
$270 Million 0.03% of portfolio
-
Q3 2025 Added 7.46%
$71.6B
$224 Million 0.03% of portfolio
3,337
Q3 2025 Reduced 8.4%
$0
$235 Million 0.03% of portfolio
4,399
Q3 2025 Reduced 80.76%
$8.69B
$257 Million 0.03% of portfolio
13,243
Q3 2025 Reduced 2.68%
$183B
$248 Million 0.03% of portfolio
880
Q3 2025 Reduced 51.49%

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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