CIK 1912202
Leo Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
419
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 419
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ESGV | VANGUARD WORLD FD | 694K | $1M+ | SH |
| AFRM | AFFIRM HLDGS INC | 925K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 459K | $1M+ | SH |
| VSGX | VANGUARD WORLD FD | 841K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 484K | $1M+ | SH |
| IEF | ISHARES TR | 418K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 170K | $1M+ | SH |
| AAPL | APPLE INC | 124K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 413K | $1M+ | SH |
| AMZN | AMAZON COM INC | 133K | $1M+ | SH |
| LQD | ISHARES TR | 239K | $1M+ | SH |
| LQDH | ISHARES U S ETF TR | 262K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 314K | $1M+ | SH |
| USFR | WISDOMTREE TR | 455K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 803K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 434K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 40K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 574K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 257K | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 190K | $1M+ | SH |
| IXJ | ISHARES TR | 147K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 26K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 68K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 25K | $1M+ | SH |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | 332K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| CEMB | ISHARES INC | 220K | $1M+ | SH |
| GCC | WISDOMTREE TR | 449K | $1M+ | SH |
| BSJT | INVESCO EXCH TRD SLF IDX FD | 421K | $1M+ | SH |
| MCD | MCDONALDS CORP | 29K | $1M+ | SH |
| GOOGL | ALPHABET INC | 28K | $1M+ | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 363K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 39K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 12K | $1M+ | SH |
| BSJS | INVESCO EXCH TRD SLF IDX FD | 381K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 41K | $1M+ | SH |
| BLK | BLACKROCK INC | 7K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 13K | $1M+ | SH |
| FLCH | FRANKLIN TEMPLETON ETF TR | 326K | $1M+ | SH |
| BSJV | INVESCO EXCH TRD SLF IDX FD | 275K | $1M+ | SH |
| TLT | ISHARES TR | 84K | $1M+ | SH |
| IVV | ISHARES TR | 10K | $1M+ | SH |
| DBAW | DBX ETF TR | 169K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 107K | $1M+ | SH |
| IAGG | ISHARES TR | 131K | $1M+ | SH |
| LEMB | ISHARES INC | 138K | $1M+ | SH |
| GOOG | ALPHABET INC | 18K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 10K | $1M+ | SH |
| AVGO | BROADCOM INC | 15K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 117K | $1M+ | SH |