Leo Wealth, Llc Portfolio Stock Holdings
Leo Wealth, Llc disclosed 452 stock positions valued at approximately $1.4 billion in its latest SEC 13F filing. The largest holdings include VANGUARD WORLD FD, GOLDMAN SACHS ETF TR, and AMERICAN CENTY ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 452
- Portfolio Value
- $1.4B
Holdings by Sector
Leo Wealth, Llc Portfolio Holdings in Q1 2026
443 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESGV | Other | 5.65% | 692,530 | -1,635 | -0.24% | $77,750,259 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 4.02% | 442,595 | -16,587 | -3.61% | $55,381,997 |
| AMERICAN CENTY ETF TR | AVUS | Other | 3.81% | 471,880 | -11,937 | -2.47% | $52,463,869 |
| VANGUARD WORLD FD | VSGX | Other | 3.61% | 693,587 | -147,404 | -17.53% | $49,751,614 |
| ISHARES TR | IEF | Other | 3.22% | 464,602 | +46,650 | +11.16% | $44,340,621 |
| AFFIRM HLDGS INC | AFRM | Technology | 3.08% | 924,622 | -83 | -0.01% | $42,366,187 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.04% | 171,116 | +1,112 | +0.65% | $41,827,691 |
| ISHARES TR | LQD | Other | 2.41% | 304,760 | +65,990 | +27.64% | $33,214,945 |
| SPDR SERIES TRUST | SPLG | Other | 2.33% | 419,144 | +6,257 | +1.52% | $32,064,255 |
| APPLE INC | AAPL | Technology | 2.20% | 119,197 | -4,930 | -3.97% | $30,250,963 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.97% | 130,025 | -3,073 | -2.31% | $27,080,286 |
| JANUS DETROIT STR TR | JMBS | Other | 1.95% | 594,085 | +159,837 | +36.81% | $26,840,064 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.75% | 786,706 | -16,057 | -2.00% | $24,134,715 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 1.45% | 263,346 | -50,405 | -16.07% | $19,945,685 |
| WISDOMTREE TR | USFR | Other | 1.27% | 344,162 | -110,975 | -24.38% | $17,520,894 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.25% | 590,246 | +16,350 | +2.85% | $17,191,346 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 1.13% | 243,451 | -13,460 | -5.24% | $15,550,614 |
| MICROSOFT CORP | MSFT | Technology | 1.12% | 41,752 | +1,393 | +3.45% | $15,455,395 |
| ISHARES INC | CEMB | Other | 1.12% | 339,200 | +119,638 | +54.49% | $15,358,516 |
| SPDR SERIES TRUST | IBND | Other | 1.04% | 462,961 | +462,961 | +100.00% | $14,388,443 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 1.00% | 166,263 | -23,852 | -12.55% | $13,704,884 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.93% | 26,841 | +395 | +1.49% | $12,858,603 |
| ISHARES INC | LEMB | Other | 0.92% | 308,966 | +171,394 | +124.58% | $12,605,450 |
| HONEYWELL INTL INC | HON | Industrials | 0.90% | 54,660 | +13,454 | +32.65% | $12,354,717 |
| ISHARES INC | EMXC | Other | 0.89% | 156,642 | +156,642 | +100.00% | $12,321,484 |
| NVIDIA CORPORATION | NVDA | Technology | 0.88% | 69,875 | +1,631 | +2.39% | $12,186,214 |
| GE VERNOVA INC | GEV | Utilities | 0.83% | 13,052 | +12,735 | +4017.35% | $11,393,202 |
| VANGUARD INDEX FDS | VOO | Other | 0.83% | 19,061 | +2,301 | +13.73% | $11,389,670 |
| ISHARES TR | IXJ | Other | 0.81% | 119,699 | -27,099 | -18.46% | $11,196,457 |
| VANGUARD INDEX FDS | VUG | Other | 0.78% | 24,555 | -736 | -2.91% | $10,725,258 |
| SIMPLIFY EXCHANGE TRADED FUN | HEQT | Other | 0.76% | 333,880 | +2,374 | +0.72% | $10,517,220 |
| WISDOMTREE TR | GCC | Other | 0.76% | 436,173 | -12,775 | -2.85% | $10,441,858 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.66% | 29,070 | +75 | +0.26% | $9,034,681 |
| INVESCO EXCH TRD SLF IDX FD | BSJT | Other | 0.64% | 418,693 | -2,755 | -0.65% | $8,806,113 |
| ISHARES TR | TLT | Other | 0.62% | 99,099 | +15,083 | +17.95% | $8,590,654 |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | Other | 0.62% | 369,699 | +6,341 | +1.75% | $8,566,616 |
| INVESCO EXCH TRD SLF IDX FD | BSJS | Other | 0.60% | 383,914 | +2,641 | +0.69% | $8,323,527 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.59% | 37,720 | -807 | -2.09% | $8,112,057 |
| ALPHABET INC | GOOGL | Communication Services | 0.59% | 28,148 | +468 | +1.69% | $8,094,224 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.57% | 12,147 | -196 | -1.59% | $7,899,810 |
| DBX ETF TR | DBAW | Other | 0.56% | 180,481 | +11,807 | +7.00% | $7,705,007 |
| INVESCO EXCH TRD SLF IDX FD | BSJV | Other | 0.53% | 282,511 | +7,973 | +2.90% | $7,342,723 |
| INVESCO QQQ TR | QQQ | Other | 0.53% | 12,568 | -92 | -0.73% | $7,254,165 |
| BLACKROCK INC | BLK | Other | 0.52% | 7,444 | +10 | +0.13% | $7,158,499 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.46% | 99,867 | -6,969 | -6.52% | $6,399,496 |
| AMPLIFY ETF TR | DIVO | Other | 0.46% | 141,847 | +25,103 | +21.50% | $6,370,817 |
| ISHARES TR | IVV | Other | 0.45% | 9,492 | -964 | -9.22% | $6,200,272 |
| EXXON MOBIL CORP | XOM | Energy | 0.44% | 35,768 | -2,610 | -6.80% | $6,068,348 |
| FRANKLIN TEMPLETON ETF TR | FLCH | Other | 0.40% | 247,270 | -78,708 | -24.15% | $5,536,378 |
| ISHARES TR | IJR | Other | 0.38% | 42,467 | -632 | -1.47% | $5,279,131 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.37% | 108,334 | +2,304 | +2.17% | $5,100,350 |
| ISHARES TR | IBDT | Other | 0.36% | 195,552 | +2,109 | +1.09% | $4,953,321 |
| ISHARES TR | IBDS | Other | 0.36% | 203,315 | +5,716 | +2.89% | $4,928,349 |
| ALPHABET INC | GOOG | Communication Services | 0.35% | 17,035 | -1,283 | -7.00% | $4,886,701 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.35% | 9,691 | -15 | -0.15% | $4,842,016 |
| ISHARES TR | IVE | Other | 0.34% | 22,355 | +14 | +0.06% | $4,720,211 |
| BROADCOM INC | AVGO | Technology | 0.34% | 15,130 | -249 | -1.62% | $4,682,772 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.34% | 92,748 | +4,608 | +5.23% | $4,655,926 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 0.34% | 237,498 | -12,602 | -5.04% | $4,636,876 |
| SPDR GOLD TR | GLD | Other | 0.33% | 10,683 | +364 | +3.53% | $4,596,811 |
| EMERSON ELEC CO | EMR | Industrials | 0.33% | 35,024 | +13,769 | +64.78% | $4,588,780 |
| AT&T INC | T | Communication Services | 0.33% | 157,634 | +19,547 | +14.16% | $4,569,801 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.32% | 178,226 | -770 | -0.43% | $4,473,484 |
| ISHARES TR | IBDU | Other | 0.32% | 191,154 | +17,211 | +9.89% | $4,446,244 |
| VANGUARD INDEX FDS | VTV | Other | 0.32% | 22,437 | -1,970 | -8.07% | $4,402,131 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.32% | 17,986 | +1,678 | +10.29% | $4,359,566 |
| VANGUARD INDEX FDS | VTI | Other | 0.31% | 13,440 | -526 | -3.77% | $4,311,643 |
| CHEVRON CORPORATION | CVX | Energy | 0.31% | 20,423 | +873 | +4.47% | $4,225,416 |
| BIOGEN INC | BIIB | Healthcare | 0.30% | 22,737 | +4,604 | +25.39% | $4,168,373 |
| META PLATFORMS INC | META | Communication Services | 0.30% | 7,154 | -235 | -3.18% | $4,092,929 |
| CISCO SYS INC | CSCO | Technology | 0.30% | 52,642 | -2,211 | -4.03% | $4,084,519 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.29% | 65,938 | +13,804 | +26.48% | $3,999,128 |
| WALMART INC | WMT | Consumer Defensive | 0.28% | 31,404 | -1,510 | -4.59% | $3,902,835 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.27% | 28,694 | +2,796 | +10.80% | $3,757,182 |
| ISHARES TR | IWF | Other | 0.26% | 8,543 | -2 | -0.02% | $3,642,527 |
| ABBVIE INC | ABBV | Healthcare | 0.26% | 16,154 | +766 | +4.98% | $3,513,312 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 0.25% | 62,327 | -36 | -0.06% | $3,399,934 |
| ISHARES TR | IBDR | Other | 0.24% | 137,080 | +1,406 | +1.04% | $3,322,828 |
| NETFLIX INC. | NFLX | Communication Services | 0.24% | 34,188 | +7,108 | +26.25% | $3,287,174 |
| VANGUARD WORLD FD | MGC | Other | 0.24% | 13,878 | -252 | -1.78% | $3,280,037 |
| WISDOMTREE TR | XSOE | Other | 0.23% | 80,130 | +16,684 | +26.30% | $3,213,244 |
| NUVEEN AMT FREE QLTY MUN INC | XNEAX | Other | 0.23% | 283,141 | +51,617 | +22.29% | $3,179,674 |
| INVESCO TR INVT GRADE MUNS | VGM | Financial Services | 0.23% | 319,284 | +58,234 | +22.31% | $3,151,336 |
| ELI LILLY & CO | LLY | Healthcare | 0.23% | 3,398 | +291 | +9.37% | $3,125,726 |
| INVESCO ACTIVELY MANAGED EXC | VRIG | Other | 0.23% | 131,440 | +131,440 | +100.00% | $3,106,375 |
| WESTERN ASSET MANAGED MUNS F | MMU | Financial Services | 0.22% | 299,771 | +52,556 | +21.26% | $3,081,642 |
| MERCK & CO INC | MRK | Healthcare | 0.22% | 24,749 | -2,099 | -7.82% | $2,977,089 |
| WORLD GOLD TR | GLDM | Other | 0.21% | 31,816 | -565 | -1.74% | $2,948,994 |
| PFIZER INC | PFE | Healthcare | 0.21% | 104,084 | -31,777 | -23.39% | $2,922,672 |
| VANGUARD STAR FDS | VXUS | Other | 0.21% | 37,725 | -8,037 | -17.56% | $2,909,167 |
| BLACKROCK MUNIYIELD QUALITY | MYI | Financial Services | 0.21% | 274,876 | +274,876 | +100.00% | $2,888,946 |
| ISHARES TR | DGRO | Other | 0.21% | 40,692 | -542 | -1.31% | $2,855,773 |
| BLACKROCK MUNIHOLDINGS FD IN | MHD | Financial Services | 0.21% | 251,331 | +251,331 | +100.00% | $2,835,013 |
| ISHARES TR | IMCG | Other | 0.20% | 35,794 | -567 | -1.56% | $2,819,477 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.20% | 2,829 | +94 | +3.44% | $2,818,758 |
| ISHARES TR | IBDV | Other | 0.20% | 123,651 | +12,227 | +10.97% | $2,706,728 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.19% | 13,542 | +10,366 | +326.39% | $2,684,593 |
| KENVUE INC | KVUE | Consumer Defensive | 0.19% | 155,156 | +1,161 | +0.75% | $2,674,887 |
| ISHARES TR | ESGU | Other | 0.19% | 18,870 | +497 | +2.71% | $2,668,572 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.19% | 3,012 | -142 | -4.50% | $2,548,275 |