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
Ishares Bitcoin Trust ETF
-
$1.24 Billion 0.1% of portfolio
-
Q2 2025 Added 29.52%
$306B
$1.25 Billion 0.1% of portfolio
4,857
Q2 2025 Added 8.37%
$0
$1.27 Billion 0.1% of portfolio
20,784
Q2 2025 Added 15.61%
$157B
$1.34 Billion 0.1% of portfolio
3,473
Q2 2025 Added 241.16%
$79.5B
$1.27 Billion 0.1% of portfolio
7,344
Q2 2025 New
$0
$1.26 Billion 0.1% of portfolio
58,381
Q2 2025 Reduced 0.63%
$0
$1.28 Billion 0.1% of portfolio
26,449
Q2 2025 Added 312.88%
$0
$1.31 Billion 0.1% of portfolio
59,611
Q2 2025 Added 1.3%
$0
$1.34 Billion 0.1% of portfolio
62,384
Q2 2025 New
$0
$1.26 Billion 0.1% of portfolio
53,788
Q2 2025 Added 15.43%
$141B
$1.23 Billion 0.1% of portfolio
34,508
Q2 2025 Added 49.31%
$0
$1.11 Billion 0.09% of portfolio
18,776
Q2 2025 New
$52.5B
$1.1 Billion 0.09% of portfolio
5,372
Q2 2025 Added 147.44%
$1.79B
$1.15 Billion 0.09% of portfolio
33,413
Q2 2025 Reduced 0.26%
$0
$1.1 Billion 0.09% of portfolio
22,867
Q2 2025 Added 0.47%
$2.75B
$1.18 Billion 0.09% of portfolio
11,484
Q2 2025 Reduced 4.83%
$261B
$1.08 Billion 0.08% of portfolio
5,935
Q2 2025 Added 61.98%
$367B
$1.06 Billion 0.08% of portfolio
7,747
Q2 2025 Added 101.12%
$47.6B
$991 Million 0.08% of portfolio
12,669
Q2 2025 Added 1.45%
$150B
$1.03 Billion 0.08% of portfolio
9,320
Q2 2025 Added 23.1%
$200M
$1.02 Billion 0.08% of portfolio
54,649
Q2 2025 Added 1.6%
$142B
$1.04 Billion 0.08% of portfolio
3,886
Q2 2025 Added 10.15%
$118B
$1.07 Billion 0.08% of portfolio
18,252
Q2 2025 Added 111.32%
$185B
$917 Million 0.07% of portfolio
10,771
Q2 2025 Added 39.34%
$33.9B
$876 Million 0.07% of portfolio
11,800
Q2 2025 Added 0.03%
$35.6B
$912 Million 0.07% of portfolio
11,685
Q2 2025 New
$0
$894 Million 0.07% of portfolio
13,344
Q2 2025 Added 0.27%
$5.51B
$850 Million 0.07% of portfolio
13,445
Q2 2025 Reduced 15.97%
Authid Inc
-
$917 Million 0.07% of portfolio
-
Q3 2024 Added 0.82%
$59.7B
$864 Million 0.07% of portfolio
1,646
Q2 2025 Added 39.61%
$0
$876 Million 0.07% of portfolio
10,331
Q2 2025 Added 6.98%
$0
$847 Million 0.07% of portfolio
8,367
Q2 2025 Reduced 37.33%
$0
$817 Million 0.06% of portfolio
4,970
Q2 2025 New
Morgan Stanley ETF Trust
-
$721 Million 0.06% of portfolio
-
Q2 2025 New
$282B
$739 Million 0.06% of portfolio
5,207
Q2 2025 Added 142.41%
$93.6B
$766 Million 0.06% of portfolio
1,504
Q2 2025 New
$0
$767 Million 0.06% of portfolio
33,458
Q2 2025 Reduced 26.54%
$0
$830 Million 0.06% of portfolio
19,957
Q2 2025 New
$53.7B
$746 Million 0.06% of portfolio
41,167
Q2 2025 New
$69.2B
$825 Million 0.06% of portfolio
6,898
Q2 2025 Added 34.33%
$68.2B
$806 Million 0.06% of portfolio
25,997
Q2 2025 Added 26.16%
$229B
$779 Million 0.06% of portfolio
5,336
Q2 2025 Reduced 34.7%
$1.69B
$765 Million 0.06% of portfolio
14,500
Q2 2025 Added 45.0%
$0
$766 Million 0.06% of portfolio
13,470
Q2 2025 New
$123B
$765 Million 0.06% of portfolio
5,115
Q2 2025 Added 11.78%
$0
$778 Million 0.06% of portfolio
88,886
Q4 2023 New
$1.27T
$766 Million 0.06% of portfolio
3,380
Q2 2025 Reduced 8.82%
$51B
$601 Million 0.05% of portfolio
8,068
Q2 2025 Added 14.78%
$0
$682 Million 0.05% of portfolio
5,139
Q2 2025 Reduced 24.18%

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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