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 Trade History
$0
$4.79 Billion 0.37% of portfolio
217,208
Q2 2025 New
$0
$4.76 Billion 0.37% of portfolio
206,218
Q2 2025 New
$0
$4.57 Billion 0.36% of portfolio
151,944
Q2 2025 New
$0
$4.62 Billion 0.36% of portfolio
42,288
Q2 2025 Added 12.41%
$0
$4.54 Billion 0.35% of portfolio
23,251
Q2 2025 Added 524.36%
$127B
$4.32 Billion 0.34% of portfolio
15,716
Q2 2025 Added 51.07%
$0
$4.42 Billion 0.34% of portfolio
174,045
Q2 2025 Added 10.01%
$351B
$4.19 Billion 0.33% of portfolio
22,576
Q2 2025 Added 11.41%
$0
$4.1 Billion 0.32% of portfolio
23,193
Q2 2025 Added 58.93%
$0
$4.11 Billion 0.32% of portfolio
87,289
Q2 2025 New
$293B
$4.02 Billion 0.31% of portfolio
57,913
Q2 2025 Added 19.82%
$203B
$3.94 Billion 0.31% of portfolio
136,278
Q2 2025 Added 29.6%
$545B
$3.8 Billion 0.3% of portfolio
2,842
Q2 2025 Added 139.43%
$44.3B
$3.81 Billion 0.3% of portfolio
37,115
Q2 2025 Reduced 0.09%
$182B
$3.9 Billion 0.3% of portfolio
90,204
Q2 2025 Added 32.76%
$0
$3.81 Billion 0.3% of portfolio
151,487
Q2 2025 Reduced 1.36%
$0
$3.67 Billion 0.29% of portfolio
157,165
Q2 2025 Added 24.22%
Spdr Series Trust
-
$3.78 Billion 0.29% of portfolio
-
Q2 2025 Reduced 0.74%
$1.24T
$3.61 Billion 0.28% of portfolio
20,350
Q2 2025 Added 102.07%
$0
$3.45 Billion 0.27% of portfolio
8,128
Q2 2025 Reduced 0.38%
$0
$3.51 Billion 0.27% of portfolio
95,729
Q2 2025 New
$217B
$3.39 Billion 0.26% of portfolio
585
Q2 2025 New
$0
$3.31 Billion 0.26% of portfolio
10,895
Q2 2025 Added 19.84%
$0
$3.16 Billion 0.25% of portfolio
45,741
Q2 2025 Added 8.82%
$608B
$3.19 Billion 0.25% of portfolio
4,106
Q2 2025 Added 24.12%
$138B
$3.15 Billion 0.25% of portfolio
130,023
Q2 2025 New
$0
$3.2 Billion 0.25% of portfolio
14,225
Q2 2025 New
Kenvue Inc
-
$3.21 Billion 0.25% of portfolio
-
Q2 2025 Added 0.28%
$0
$3.22 Billion 0.25% of portfolio
59,202
Q2 2025 New
$0
$3.06 Billion 0.24% of portfolio
126,122
Q2 2025 Reduced 11.39%
$106B
$3 Billion 0.23% of portfolio
9,854
Q2 2025 Added 28.95%
$102B
$2.97 Billion 0.23% of portfolio
32,303
Q2 2025 Added 22.17%
$0
$2.91 Billion 0.23% of portfolio
36,298
Q2 2025 New
$203B
$3.02 Billion 0.23% of portfolio
38,118
Q2 2025 Added 65.71%
$95.8B
$2.99 Billion 0.23% of portfolio
25,355
Q2 2025 Added 31.48%
$439B
$2.77 Billion 0.22% of portfolio
2,802
Q2 2025 Added 111.15%
$551B
$2.8 Billion 0.22% of portfolio
7,903
Q2 2025 Added 49.93%
$859B
$2.82 Billion 0.22% of portfolio
9,753
Q2 2025 Added 80.78%
$202B
$2.83 Billion 0.22% of portfolio
21,448
Q2 2025 Added 43.47%
$302B
$2.76 Billion 0.21% of portfolio
19,272
Q2 2025 Added 100.73%
$0
$2.67 Billion 0.21% of portfolio
137,037
Q2 2025 New
$45.1B
$2.74 Billion 0.21% of portfolio
21,257
Q2 2025 Added 36.53%
$0
$2.57 Billion 0.2% of portfolio
40,203
Q2 2025 Added 1,135.12%
$405B
$2.5 Billion 0.19% of portfolio
6,847
Q2 2025 Added 167.25%
$229B
$2.46 Billion 0.19% of portfolio
18,099
Q2 2025 Added 15.72%
$29.2B
$2.48 Billion 0.19% of portfolio
47,814
Q2 2025 Added 77.08%
$0
$2.49 Billion 0.19% of portfolio
18,393
Q2 2025 Added 0.41%
$0
$2.28 Billion 0.18% of portfolio
208,401
Q2 2025 Added 32.99%
$18.6B
$2.28 Billion 0.18% of portfolio
18,123
Q2 2025 Added 1.61%

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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