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CIK: 0001912202
Total reported value
$1.4B
$1.4B
419 檔
23.8%
As reported in its official Q4 2025 Form 13F filing, Leo Wealth, LLC's tracked investment portfolio stood at $1.4B with 419 total positions.
In Q4 2025, Leo Wealth, LLC displayed an active expansion posture, initiating 16 new positions and adding to 32 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including ESGV, AFRM, GSLC) accounted for 23.8% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 419 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 6.09% | -0.44% | +84.08% | |
| 2 | AFRM | Affirm Holdings Inc | Stock-Financials | 4.99% | -1.91% | -0.01% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.41% | -0.39% | +89.47% | |
| 4 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 4.37% | -0.76% | +36.15% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.92% | -0.11% | +80.99% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.92% | +0.30% | +161.63% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.55% | +0.49% | +3.40% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.44% | -0.24% | +60.48% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.40% | -0.07% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | -0.26% | +44.15% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.91% | +0.50% | +151.04% | |
| 12 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 1.78% | -1.71% | +132.76% | |
| 13 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.70% | -0.25% | +61.75% | |
| 14 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.67% | -0.40% | -3.42% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.60% | +0.15% | +2577.39% | |
| 16 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.44% | +0.51% | +177.92% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.30% | +143.55% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.36% | -0.11% | — | |
| 19 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.24% | -0.11% | — | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.15% | -0.15% | +63.77% | |
| 21 | IXJ | Ishares Global Healthcare Et | ETF-Other | 1.04% | -0.23% | +59.08% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.03% | +74.53% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | -0.04% | +81.20% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.89% | -0.11% | +125.31% | |
| 25 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.77% | -0.01% | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.07% | +49.78% | |
| 27 | CEMB | Ishares Jp Morgan Em Corpora | ETF-Other | 0.73% | +0.39% | +77.74% | |
| 28 | GCC | Wisdomtree Enhanced Commodit | ETF-Other | 0.69% | +0.07% | +74.99% | |
| 29 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 0.66% | -0.02% | — | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | +0.02% | +3.36% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | -0.04% | +15.31% | |
| 32 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.62% | — | — | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | -0.02% | +8.18% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | -0.04% | +5.57% | |
| 35 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.61% | -0.01% | — | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.58% | +0.32% | -3.49% | |
| 37 | BLK | Blackrock Inc | Stock-Financials | 0.58% | -0.06% | -7.05% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | -0.03% | +60.50% | |
| 39 | FLCH | Franklin Ftse China ETF | ETF-Emerging Markets | 0.56% | -0.16% | +14.81% | |
| 40 | BSJV | Invesco Bulletshares 2031 Hy | ETF-Other | 0.53% | — | — | |
| 41 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.53% | +0.09% | +119.85% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | -0.07% | +59.22% | |
| 43 | DBAW | Xtrackers Msci All World Ex | ETF-Other | 0.51% | +0.05% | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.48% | -0.02% | +110.67% | |
| 45 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.48% | -0.48% | EXIT | |
| 46 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.41% | +0.51% | +85.78% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | -0.06% | +87.28% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.05% | +350.60% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | -0.04% | +47.69% | |
| 50 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.38% | +0.08% | — |
According to official SEC Form 13F filings, Leo Wealth, LLC reported a total U.S. public equity portfolio value of $1.4B across 419 disclosed positions in Q4 2025.
During Q4 2025, Leo Wealth, LLC's top holdings by market value included ESGV (6.1%)、AFRM (5.0%)、GSLC (4.4%). The largest single position, ESGV, represented 6.1% of total portfolio value.
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Top New Position Initiated
SPYM
市值: $33.2M
Top Position Liquidated / Trimmed
SBAC
前期市值: $7.0M
In Q4 2025, Leo Wealth, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 32 positions, trimming 0 holdings, and fully liquidating 2 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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