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
$36B
$699 Million 0.05% of portfolio
10,194
Q2 2025 Added 42.29%
$66.3B
$632 Million 0.05% of portfolio
7,449
Q2 2025 Added 23.37%
$0
$687 Million 0.05% of portfolio
32,649
Q2 2025 New
$0
$647 Million 0.05% of portfolio
2,997
Q2 2025 Added 1.9%
$0
$612 Million 0.05% of portfolio
11,683
Q2 2025 Added 93.46%
$0
$653 Million 0.05% of portfolio
10,924
Q2 2025 New
$84.1B
$654 Million 0.05% of portfolio
9,701
Q2 2025 Added 33.05%
$0
$595 Million 0.05% of portfolio
5,389
Q1 2025 Reduced 2.18%
$381B
$624 Million 0.05% of portfolio
13,187
Q2 2025 Added 75.41%
$0
$651 Million 0.05% of portfolio
7,998
Q2 2025 Added 1.82%
$0
$678 Million 0.05% of portfolio
13,834
Q2 2025 Added 19.85%
$0
$620 Million 0.05% of portfolio
14,652
Q2 2025 Added 0.47%
$0
$707 Million 0.05% of portfolio
8,979
Q2 2025 New
$7.95B
$664 Million 0.05% of portfolio
12,780
Q2 2025 Reduced 14.33%
$152B
$507 Million 0.04% of portfolio
1,814
Q2 2025 Added 78.9%
$0
$552 Million 0.04% of portfolio
975
Q1 2025 Added 0.1%
$86B
$538 Million 0.04% of portfolio
7,793
Q2 2025 New
-
$493 Million 0.04% of portfolio
-
Q2 2025 New
$173B
$574 Million 0.04% of portfolio
3,602
Q2 2025 Reduced 28.05%
$122B
$466 Million 0.04% of portfolio
5,342
Q2 2025 Reduced 74.25%
$99.2B
$461 Million 0.04% of portfolio
1,683
Q2 2025 Reduced 5.61%
$139B
$543 Million 0.04% of portfolio
2,592
Q2 2025 Added 37.58%
$8.53B
$536 Million 0.04% of portfolio
39,833
Q2 2025 Added 0.29%
$33.2B
$491 Million 0.04% of portfolio
2,837
Q2 2025 Reduced 8.48%
$0
$486 Million 0.04% of portfolio
19,694
Q2 2025 Added 2.07%
$57.5B
$517 Million 0.04% of portfolio
4,979
Q2 2025 New
$51.4B
$462 Million 0.04% of portfolio
3,624
Q2 2025 New
$95.6B
$478 Million 0.04% of portfolio
2,090
Q2 2025 Added 122.58%
$0
$457 Million 0.04% of portfolio
11,870
Q2 2025 New
$0
$545 Million 0.04% of portfolio
5,475
Q2 2025 Added 0.83%
$0
$569 Million 0.04% of portfolio
2,930
Q2 2025 Reduced 3.71%
$0
$572 Million 0.04% of portfolio
6,402
Q2 2025 Added 65.34%
$0
$467 Million 0.04% of portfolio
10,451
Q2 2025 Added 0.58%
$0
$480 Million 0.04% of portfolio
15,101
Q2 2025 New
$0
$499 Million 0.04% of portfolio
5,034
Q2 2025 New
$1.83B
$562 Million 0.04% of portfolio
16,907
Q2 2025 New
$0
$527 Million 0.04% of portfolio
23,216
Q2 2025 New
$17B
$496 Million 0.04% of portfolio
7,607
Q2 2025 Added 1.36%
$201B
$517 Million 0.04% of portfolio
656
Q2 2025 Added 92.94%
$0
$542 Million 0.04% of portfolio
22,066
Q2 2025 New
$6.14B
$459 Million 0.04% of portfolio
22,867
Q2 2025 Reduced 17.26%
$0
$455 Million 0.04% of portfolio
2,490
Q2 2025 New
$0
$486 Million 0.04% of portfolio
34,991
Q4 2023 New
$0
$498 Million 0.04% of portfolio
25,096
Q2 2025 Added 1.76%
$0
$501 Million 0.04% of portfolio
8,106
Q2 2025 Added 30.09%
$0
$488 Million 0.04% of portfolio
23,813
Q2 2025 New
$0
$472 Million 0.04% of portfolio
19,321
Q2 2025 New
$0
$477 Million 0.04% of portfolio
2,013
Q2 2025 New
$95.8B
$477 Million 0.04% of portfolio
10,534
Q2 2025 New

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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