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Leo Wealth, LLC

Q3 2025 13F Holdings

  • Location
    hurst, TX
  • Num holdings

    286

  • Value ($000)

    $771,259

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001912202
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AFRM

AFFIRM HLDGS INC

COM CL A
00827B106
$67.58M
9 %

924,770

E
ESGV

VANGUARD WORLD FD

ESG US STK ETF
921910733
$44.66M
6 %

377,107

V
VSGX

VANGUARD WORLD FD

ESG INTL STK ETF
921910725
$42.85M
6 %

617,714

G
GSLC

GOLDMAN SACHS ETF TR

ACTIVEBETA US LG
381430503
$31.57M
4 %

242,356

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$30.49M
4 %

164,419

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$29.06M
4 %

267,315

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$23.69M
3 %

471,246

A
AMZN

AMAZON COM INC

COM
023135106
$20.27M
3 %

92,331

A
AAPL

APPLE INC

COM
037833100
$19.7M
3 %

77,349

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$15.41M
2 %

159,749

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