Leo Wealth, LLC

CIK 0001912202 · HURST, TX · Quarter end: 2026-03-31 · Filed on: 2026-05-05 · Open the SEC source

Leo Wealth, LLC reported 452 positions worth $1.38B as of March 31, 2026 (13F filed May 5, 2026). Largest holding: ESGV (5.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.38B
2026 Q1
Positions
452
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.4%
Est. Net Flow (Q)
2026 Q1
10 / 452 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ESGVVANGUARD WORLD FDSH$77.8M5.65%692,530
2GSLCGOLDMAN SACHS ETF TRSH$55.4M4.02%442,595
3AVUSAMERICAN CENTY ETF TRSH$52.5M3.81%471,880
4VSGXVANGUARD WORLD FDSH$49.8M3.61%693,587
5IEFISHARES TRSH$44.3M3.22%464,602
6AFRMAFFIRM HLDGS INCSH$42.4M3.08%924,622
7JNJJOHNSON & JOHNSONSH$41.8M3.04%171,116
8LQDISHARES TRSH$33.2M2.41%304,760
9SPYMSPDR SERIES TRUSTSH$32.1M2.33%419,144
10AAPLAPPLE INCSH$30.3M2.20%119,197

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Leo Wealth, LLC hold as of Q1 2026?

Leo Wealth, LLC reported 452 positions worth $1.38B in its Q1 2026 13F filing. Largest positions: ESGV (5.6%), GSLC (4.0%), AVUS (3.8%), VSGX (3.6%) and IEF (3.2%).

What did Leo Wealth, LLC buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Leo Wealth, LLC sell in Q1 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.