Leo Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on May 5, 2026, Leo Wealth, Llc disclosed 451 stock positions valued at approximately $1.38B as of quarter-end March 31, 2026. The largest holdings include VANGUARD WORLD FD, GOLDMAN SACHS ETF TR, and AMERICAN CENTY ETF TR.
- Report Period
- March 31, 2026
- No. of Stocks
- 451
- Portfolio Value
- $1.38B
Holdings by Sector
Leo Wealth, Llc Portfolio Holdings in Q1 2026
| 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 | WSML | Other | 0.82% | 362,440 | +362,440 | +100.00% | $11,256,602 |
| ISHARES TR | IXJ | Other | 0.81% | 119,699 | -27,099 | -18.46% | $11,196,457 |
Showing 30 of 451 holdings in the latest reporting period.