Leo Wealth, LLC 13F Holdings · Q1 2026
Leo Wealth, LLC reported 452 securities worth $1.38B in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: ESGV (5.65%), GSLC (4.02%), AVUS (3.81%). Among its top 25 positions this quarter: 2 new, 11 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESGV | VANGUARD WORLD FD | $77.8M | 5.65% | 692,530 | Trimmed |
| 2 | GSLC | GOLDMAN SACHS ETF TR | $55.4M | 4.02% | 442,595 | Trimmed |
| 3 | AVUS | AMERICAN CENTY ETF TR | $52.5M | 3.81% | 471,880 | Trimmed |
| 4 | VSGX | VANGUARD WORLD FD | $49.8M | 3.61% | 693,587 | Trimmed |
| 5 | IEF | ISHARES TR | $44.3M | 3.22% | 464,602 | Added |
| 6 | AFRM | AFFIRM HLDGS INC | $42.4M | 3.08% | 924,622 | Trimmed |
| 7 | JNJ | JOHNSON & JOHNSON | $41.8M | 3.04% | 171,116 | Added |
| 8 | LQD | ISHARES TR | $33.2M | 2.41% | 304,760 | Added |
| 9 | SPYM | SPDR SERIES TRUST | $32.1M | 2.33% | 419,144 | Added |
| 10 | AAPL | APPLE INC | $30.3M | 2.20% | 119,197 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $27.1M | 1.97% | 130,025 | Trimmed |
| 12 | JMBS | JANUS DETROIT STR TR | $26.8M | 1.95% | 594,085 | Added |
| 13 | SCHD | SCHWAB STRATEGIC TR | $24.1M | 1.75% | 786,706 | Trimmed |
| 14 | JIRE | J P MORGAN EXCHANGE TRADED F | $19.9M | 1.45% | 263,346 | Trimmed |
| 15 | USFR | WISDOMTREE TR | $17.5M | 1.27% | 344,162 | Trimmed |
| 16 | SCHG | SCHWAB STRATEGIC TR | $17.2M | 1.25% | 590,246 | Added |
| 17 | HELO | J P MORGAN EXCHANGE TRADED F | $15.6M | 1.13% | 243,451 | Trimmed |
| 18 | CEMB | ISHARES INC | $15.4M | 1.12% | 339,200 | Added |
| 19 | MSFT | MICROSOFT CORP | $15.5M | 1.12% | 41,752 | Added |
| 20 | IBND | SPDR SERIES TRUST | $14.4M | 1.04% | 462,961 | New |
| 21 | VGK | VANGUARD INTL EQUITY INDEX F | $13.7M | 1.00% | 166,263 | Trimmed |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $12.9M | 0.93% | 26,841 | Added |
| 23 | LEMB | ISHARES INC | $12.6M | 0.92% | 308,966 | Added |
| 24 | HON | HONEYWELL INTL INC | $12.4M | 0.90% | 54,660 | Added |
| 25 | EMXC | ISHARES INC | $12.3M | 0.89% | 156,642 | New |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR