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CIK: 0001912202
Total reported value
$1.4B
$1.4B
269 檔
15.0%
In Q1 2025, Leo Wealth, LLC's U.S. equity holdings reached a combined market value of $1.4B, distributed across 269 disclosed stock positions.
During Q1 2025, Leo Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including JNJ, AFRM, ESGV) accounted for 15.0% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 269 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Stock-Healthcare | 8.98% | +0.49% | +0.31% | |
| 2 | AFRM | Affirm Holdings Inc | Stock-Financials | 6.19% | -1.91% | -7.14% | |
| 3 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 5.34% | -0.44% | -45.29% | |
| 4 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 5.23% | -0.76% | -17.56% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 3.85% | -0.39% | -49.21% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.54% | -0.11% | -39.88% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.58% | -0.26% | -32.89% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.21% | -0.24% | -48.92% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.97% | +0.30% | -46.58% | |
| 10 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.82% | -0.25% | -28.32% | |
| 11 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.63% | -0.40% | -31.28% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.34% | +0.50% | -47.21% | |
| 13 | BLK | Blackrock Inc | Stock-Financials | 1.33% | -0.06% | -23.14% | |
| 14 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 1.29% | -1.71% | -56.81% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.25% | +0.02% | +649.11% | |
| 16 | IXJ | Ishares Global Healthcare Et | ETF-Other | 1.21% | -0.23% | +31.82% | |
| 17 | SBAC | Sba Communications CORP | Stock-Real Estate | 1.15% | — | -12.23% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.13% | -0.15% | +570.60% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.99% | -0.02% | -3.44% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | -0.04% | -7.13% | |
| 21 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.93% | +0.51% | -59.83% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.03% | -54.07% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | -0.30% | -61.27% | |
| 24 | FLCH | Franklin Ftse China ETF | ETF-Emerging Markets | 0.85% | -0.16% | -3.30% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 0.82% | +0.32% | +11.75% | |
| 26 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.77% | -0.02% | -7.73% | |
| 27 | CEMB | Ishares Jp Morgan Em Corpora | ETF-Other | 0.74% | +0.39% | -34.02% | |
| 28 | GCC | Wisdomtree Enhanced Commodit | ETF-Other | 0.74% | +0.07% | -33.51% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.69% | -0.48% | EXIT | |
| 30 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.67% | +0.01% | +9.23% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.07% | -12.29% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | — | -4.23% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.60% | -0.03% | -0.13% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | -0.11% | -45.89% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | -0.04% | -51.85% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | -0.03% | -68.51% | |
| 37 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.57% | — | +8.91% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | — | -24.52% | |
| 39 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 0.56% | +0.08% | — | |
| 40 | CCI | Crown Castle Inc | Stock-Real Estate | 0.56% | — | +7.30% | |
| 41 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.56% | — | -0.18% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | -0.04% | -25.13% | |
| 43 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.53% | — | +0.77% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | -0.07% | -19.75% | |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.50% | — | +1.20% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | +0.10% | -36.80% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.44% | +0.08% | -10.54% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | — | -10.09% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.43% | +0.08% | -26.05% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | -0.03% | -0.29% |
According to official SEC Form 13F filings, Leo Wealth, LLC reported a total U.S. public equity portfolio value of $1.4B across 269 disclosed positions in Q1 2025.
During Q1 2025, Leo Wealth, LLC's top holdings by market value included JNJ (9.0%)、AFRM (6.2%)、ESGV (5.3%). The largest single position, JNJ, represented 9.0% of total portfolio value.
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In Q1 2025, 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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