Leo Wealth, LLC
CIK 0001912202 · HURST, TX · Quarter end: 2026-03-31 · Filed on: 2026-05-05 · Open the SEC source ↗
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
Top Holdings
ESGV
VANGUARD WORLD FD
5.6%
GSLC
GOLDMAN SACHS ETF TR
4.0%
AVUS
AMERICAN CENTY ETF TR
3.8%
VSGX
VANGUARD WORLD FD
3.6%
IEF
ISHARES TR
3.2%
AFRM
AFFIRM HLDGS INC
3.1%
JNJ
JOHNSON & JOHNSON
3.0%
LQD
ISHARES TR
2.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.