Leo Wealth, LLC Portfolio Holdings
Leo Wealth, LLC
- $1.38 Trillion
- Q4 2025
Leo Wealth, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.38 Trillion distributed in 419 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 $84B, Affirm Holdings, Inc. with a value of $68.8B, Goldman Sachs ETF Tr Activebet with a value of $60.8B, Vanguard World Fd Esg Intl Stk with a value of $60.3B, and American Centy ETF Tr Avantis with a value of $54.1B.
Examining the 13F form we can see an increase of $607B in the current position value, from $771B to 1.38T.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 419
- Current Value $1.38 Trillion
- Prior Value $771 Billion
- Filing
- Period Q4 2025
- Filing Date January 20, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 148 stocks
- Additional Purchases 218 stocks
- Sold out of 0 stocks
- Reduced holdings in 42 stocks