Leo Wealth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.38B
Q ending 2026-03-31
Prior quarter
$1.38B
Q ending 2025-12-31
Change
-0.1% QoQ · +98.0% YoY
Positions
452
reported holdings
Largest positions
Top 100 of 452 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard World Fd | ESGV | Shares | $77.8M | 693K |
| Goldman Sachs Etf Tr | GSLC | Shares | $55.4M | 443K |
| American Centy Etf Tr | AVUS | Shares | $52.5M | 472K |
| Vanguard World Fd | VSGX | Shares | $49.8M | 694K |
| Ishares Tr | IEF | Shares | $44.3M | 465K |
| Affirm Hldgs Inc | AFRM | Shares | $42.4M | 925K |
| Johnson & Johnson | JNJ | Shares | $41.8M | 171K |
| Ishares Tr | LQD | Shares | $33.2M | 305K |
| Spdr Series Trust | SPYM | Shares | $32.1M | 419K |
| Apple Inc | AAPL | Shares | $30.3M | 119K |
| Amazon Com Inc | AMZN | Shares | $27.1M | 130K |
| Janus Detroit Str Tr | JMBS | Shares | $26.8M | 594K |
| Schwab Strategic Tr | SCHD | Shares | $24.1M | 787K |
| J P Morgan Exchange Traded F | JIRE | Shares | $19.9M | 263K |
| Wisdomtree Tr | USFR | Shares | $17.5M | 344K |
| Schwab Strategic Tr | SCHG | Shares | $17.2M | 590K |
| J P Morgan Exchange Traded F | HELO | Shares | $15.6M | 243K |
| Microsoft Corp | MSFT | Shares | $15.5M | 42K |
| Ishares Inc | CEMB | Shares | $15.4M | 339K |
| Spdr Series Trust | IBND | Shares | $14.4M | 463K |
| Vanguard Intl Equity Index F | VGK | Shares | $13.7M | 166K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $12.9M | 27K |
| Ishares Inc | LEMB | Shares | $12.6M | 309K |
| Honeywell Intl Inc | HONGBP | Shares | $12.4M | 55K |
| Ishares Inc | EMXC | Shares | $12.3M | 157K |
| Nvidia Corporation | NVDA | Shares | $12.2M | 70K |
| Ge Vernova Inc | GEV | Shares | $11.4M | 13K |
| Vanguard Index Fds | VOO | Shares | $11.4M | 19K |
| Ishares Tr | WSML | Shares | $11.3M | 362K |
| Ishares Tr | IXJ | Shares | $11.2M | 120K |
| Vanguard Index Fds | VUG | Shares | $10.7M | 25K |
| Simplify Exchange Traded Fun | HEQT | Shares | $10.5M | 334K |
| Wisdomtree Tr | GCC | Shares | $10.4M | 436K |
| Mcdonalds Corp | MCD | Shares | $9.0M | 29K |
| Invesco Exch Trd Slf Idx Fd | BSJT | Shares | $8.8M | 419K |
| Ishares Tr | TLT | Shares | $8.6M | 99K |
| Invesco Exch Trd Slf Idx Fd | BSJQ | Shares | $8.6M | 370K |
| Invesco Exch Trd Slf Idx Fd | BSJS | Shares | $8.3M | 384K |
| Vanguard Specialized Funds | VIG | Shares | $8.1M | 38K |
| Alphabet Inc | GOOGL | Shares | $8.1M | 28K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $7.9M | 12K |
| Dbx Etf Tr | DBAW | Shares | $7.7M | 180K |
| Invesco Exch Trd Slf Idx Fd | BSJV | Shares | $7.3M | 283K |
| Invesco Qqq Tr | QQQ | Shares | $7.3M | 13K |
| Blackrock Inc | BLK | Shares | $7.2M | 7K |
| Vanguard Tax-Managed Fds | VEA | Shares | $6.4M | 100K |
| Amplify Etf Tr | DIVO | Shares | $6.4M | 142K |
| Ishares Tr | IVV | Shares | $6.2M | 9K |
| Exxon Mobil Corp | XOM | Shares | $6.1M | 36K |
| Franklin Templeton Etf Tr | FLCH | Shares | $5.5M | 247K |
| Ishares Tr | IJR | Shares | $5.3M | 42K |
| J P Morgan Exchange Traded F | JCPB | Shares | $5.1M | 108K |
| Ishares Tr | IBDT | Shares | $5.0M | 196K |
| Ishares Tr | IBDS | Shares | $4.9M | 203K |
| Alphabet Inc | GOOG | Shares | $4.9M | 17K |
| Mastercard Incorporated | MA | Shares | $4.8M | 10K |
| Ishares Tr | IVE | Shares | $4.7M | 22K |
| Broadcom Inc | AVGO | Shares | $4.7M | 15K |
| Verizon Communications Inc | VZ | Shares | $4.7M | 93K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $4.6M | 237K |
| Spdr Gold Tr | GLD | Shares | $4.6M | 11K |
| Emerson Elec Co | EMR | Shares | $4.6M | 35K |
| At&T Inc | T | Shares | $4.6M | 158K |
| Spdr Series Trust | CERY | Shares | $4.5M | 127K |
| Schwab Strategic Tr | SCHB | Shares | $4.5M | 178K |
| Ishares Tr | IBDU | Shares | $4.4M | 191K |
| Vanguard Index Fds | VTV | Shares | $4.4M | 22K |
| International Business Machs | IBM | Shares | $4.4M | 18K |
| Vanguard Index Fds | VTI | Shares | $4.3M | 13K |
| Chevron Corporation | CVX | Shares | $4.2M | 20K |
| Biogen Inc | BIIB | Shares | $4.2M | 23K |
| Meta Platforms Inc | META | Shares | $4.1M | 7K |
| Cisco Sys Inc | CSCO | Shares | $4.1M | 53K |
| Bristol-Myers Squibb Co | BMY | Shares | $4.0M | 66K |
| Walmart Inc | WMT | Shares | $3.9M | 31K |
| Duke Energy Corp New | DUK | Shares | $3.8M | 29K |
| Ishares Tr | IWF | Shares | $3.6M | 9K |
| Abbvie Inc | ABBV | Shares | $3.5M | 16K |
| Invesco Exchange Traded Fd T | XLG | Shares | $3.4M | 62K |
| Ishares Tr | IBDR | Shares | $3.3M | 137K |
| Netflix Inc. | NFLX | Shares | $3.3M | 34K |
| Vanguard World Fd | MGC | Shares | $3.3M | 14K |
| Wisdomtree Tr | XSOE | Shares | $3.2M | 80K |
| Nuveen Amt Free Qlty Mun Inc | XNEAX | Shares | $3.2M | 283K |
| Invesco Tr Invt Grade Muns | VGM | Shares | $3.2M | 319K |
| Eli Lilly & Co | LLY | Shares | $3.1M | 3K |
| Invesco Actively Managed Exc | VRIG | Shares | $3.1M | 131K |
| Western Asset Managed Muns F | MMU | Shares | $3.1M | 300K |
| Merck & Co Inc | MRK | Shares | $3.0M | 25K |
| World Gold Tr | GLDM | Shares | $2.9M | 32K |
| Pfizer Inc | PFE | Shares | $2.9M | 104K |
| Vanguard Star Fds | VXUS | Shares | $2.9M | 38K |
| Blackrock Muniyield Quality | MYI | Shares | $2.9M | 275K |
| Ishares Tr | DGRO | Shares | $2.9M | 41K |
| Blackrock Muniholdings Fd In | MHD | Shares | $2.8M | 251K |
| Ishares Tr | IMCG | Shares | $2.8M | 36K |
| Costco Wholesale Corporation | COST | Shares | $2.8M | 3K |
| Ishares Tr | IBDV | Shares | $2.7M | 124K |
| Progressive Corp | PGR | Shares | $2.7M | 14K |
| Kenvue Inc | KVUE | Shares | $2.7M | 155K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.