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CIK: 0001912202
Total reported value
$1.4B
$1.4B
332 檔
18.9%
According to the latest 13F quarterly dataset, Leo Wealth, LLC managed an equity portfolio of $1.4B at the end of Q2 2024, spanning 332 distinct U.S. exchange-listed positions.
During Q2 2024, Leo Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 332 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Stock-Healthcare | 7.52% | +0.49% | +1.28% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 6.67% | -0.44% | -7.70% | |
| 3 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 4.44% | -0.76% | -4.05% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.16% | -0.39% | -4.97% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.73% | -0.11% | -1.40% | |
| 6 | AFRM | Affirm Holdings Inc | Stock-Financials | 3.52% | -1.91% | +0.00% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.09% | -0.24% | -7.17% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.00% | -0.26% | +7.82% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.83% | +0.30% | -5.26% | |
| 10 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.07% | -0.25% | +2450.49% | |
| 11 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 1.98% | -1.71% | +1.43% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.84% | -0.07% | +47.39% | |
| 13 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.67% | -0.40% | +6.03% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | -0.30% | +1.57% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.57% | +0.15% | +25.38% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.55% | +0.50% | -2.92% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.35% | -0.03% | -6.94% | |
| 18 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.24% | +0.51% | -14.10% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.12% | +0.09% | +3.46% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | -0.04% | +685.61% | |
| 21 | BLKCHF | Blackrock Inc | Stock-Other | 0.91% | — | +388.33% | |
| 22 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.86% | — | -0.21% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.81% | -0.11% | +1.82% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.03% | +28.30% | |
| 25 | CEMB | Ishares Jp Morgan Em Corpora | ETF-Other | 0.75% | +0.39% | +6.01% | |
| 26 | GCC | Wisdomtree Enhanced Commodit | ETF-Other | 0.74% | +0.07% | +4.06% | |
| 27 | QHY | Wisdomtree US High Yield Cor | ETF-High Yield | 0.71% | -0.02% | EXIT | |
| 28 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.70% | -0.23% | — | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.69% | -0.02% | — | |
| 30 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.62% | -0.11% | — | |
| 31 | ✓ | Ecarx Holdings Inc | Stock-Other | 0.59% | — | — | |
| 32 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.58% | -0.02% | +1.50% | |
| 33 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.57% | — | +9.35% | |
| 34 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.53% | — | -1.36% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | -0.04% | -22.47% | |
| 36 | FLCH | Franklin Ftse China ETF | ETF-Emerging Markets | 0.48% | -0.16% | +19.27% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | -0.04% | +8.15% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | -0.07% | +6.48% | |
| 39 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.48% | -0.48% | EXIT | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.47% | +0.13% | +0.10% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.46% | -0.11% | +2.40% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | +0.10% | +4.83% | |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.44% | — | +11.45% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.41% | — | +0.01% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | — | +12.17% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.07% | +0.35% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | -0.06% | +4.13% | |
| 48 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.36% | — | +3.01% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | — | +95.84% | |
| 50 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.36% | +0.51% | +0.60% |
According to official SEC Form 13F filings, Leo Wealth, LLC reported a total U.S. public equity portfolio value of $1.4B across 332 disclosed positions in Q2 2024.
During Q2 2024, Leo Wealth, LLC's top holdings by market value included JNJ (7.5%)、ESGV (6.7%)、VSGX (4.4%). The largest single position, JNJ, represented 7.5% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including JNJ, ESGV, VSGX) accounted for 18.9% of total reported equity market value during Q2 2024.
In Q2 2024, Leo Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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