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CIK: 0001912202
Total reported value
$1.4B
$1.4B
357 檔
20.9%
According to the latest 13F quarterly dataset, Leo Wealth, LLC managed an equity portfolio of $1.4B at the end of Q4 2024, spanning 357 distinct U.S. exchange-listed positions.
During Q4 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 357 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 6.52% | -0.44% | +1.56% | |
| 2 | AFRM | Affirm Holdings Inc | Stock-Financials | 5.60% | -1.91% | -7.15% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.95% | -0.39% | +7.90% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.87% | +0.49% | -26.11% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.85% | -0.11% | +5.70% | |
| 6 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 3.80% | -0.76% | -3.30% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.04% | -0.24% | -2.73% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.76% | -0.26% | +1.78% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.23% | +0.30% | -18.22% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.95% | +0.15% | +240.82% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.94% | -0.07% | +9.79% | |
| 12 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 1.88% | -1.71% | +3.89% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | -0.30% | +0.77% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.58% | -0.11% | +324.09% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.55% | +0.50% | -2.87% | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.48% | -0.40% | -10.23% | |
| 17 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.45% | -0.25% | -18.69% | |
| 18 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.41% | +0.51% | +7.96% | |
| 19 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.40% | -0.11% | +6.96% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.26% | -0.03% | -0.76% | |
| 21 | BLK | Blackrock Inc | Stock-Financials | 1.17% | -0.06% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.03% | +2.19% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | -0.04% | -1.55% | |
| 24 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.75% | — | +0.02% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.75% | -0.11% | -1.36% | |
| 26 | CEMB | Ishares Jp Morgan Em Corpora | ETF-Other | 0.69% | +0.39% | -2.42% | |
| 27 | QHY | Wisdomtree US High Yield Cor | ETF-High Yield | 0.68% | -0.02% | EXIT | |
| 28 | GCC | Wisdomtree Enhanced Commodit | ETF-Other | 0.66% | +0.07% | +0.02% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | -0.04% | +12.41% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | -0.02% | +0.73% | |
| 31 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.58% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | -0.04% | +25.03% | |
| 33 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.56% | -0.02% | +0.81% | |
| 34 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.54% | -0.23% | -11.74% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | — | +16.91% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | -0.06% | +35.64% | |
| 37 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.49% | -0.48% | EXIT | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.49% | +0.32% | +493.52% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.07% | +5.57% | |
| 40 | ✓ | Ecarx Holdings Inc | Stock-Other | 0.48% | — | -9.34% | |
| 41 | FLCH | Franklin Ftse China ETF | ETF-Emerging Markets | 0.47% | -0.16% | +0.64% | |
| 42 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.47% | -0.03% | +12.31% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | -0.07% | -0.78% | |
| 44 | EMR | Emerson Electric Co | Stock-Industrials | 0.42% | +0.13% | -1.03% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | +0.10% | +4.80% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | -0.05% | +18.04% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.05% | -4.72% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | — | +0.03% | |
| 49 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.38% | +0.01% | +60.47% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.37% | -0.04% | +45.88% |
According to official SEC Form 13F filings, Leo Wealth, LLC reported a total U.S. public equity portfolio value of $1.4B across 357 disclosed positions in Q4 2024.
During Q4 2024, Leo Wealth, LLC's top holdings by market value included ESGV (6.5%)、AFRM (5.6%)、GSLC (5.0%). The largest single position, ESGV, represented 6.5% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ESGV, AFRM, GSLC) accounted for 20.9% of total reported equity market value during Q4 2024.
In Q4 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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