Leo Wealth, LLC
Q3 2025 13F Holdings
- Locationhurst, TX
- Num holdings
286
- Value ($000)
$771,259
- Date Filed11/14/2025
- Form type13F-HR
- CIK0001912202
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AFRM AFFIRM HLDGS INC | COM CL A | 00827B106 | $67.58 M | 9 % | 924,770 | ||
ESGV VANGUARD WORLD FD | ESG US STK ETF | 921910733 | $44.66 M | 6 % | 377,107 | ||
VSGX VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | $42.85 M | 6 % | 617,714 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $31.57 M | 4 % | 242,356 | ||
JNJ JOHNSON & JOHNSON | COM | 478160104 | $30.49 M | 4 % | 164,419 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $29.06 M | 4 % | 267,315 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $23.69 M | 3 % | 471,246 | ||
AMZN AMAZON COM INC | COM | 023135106 | $20.27 M | 3 % | 92,331 | ||
AAPL APPLE INC | COM | 037833100 | $19.70 M | 3 % | 77,349 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $15.41 M | 2 % | 159,749 |
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