Funds › Leo Wealth, LLC
Leo Wealth, LLC
13F for Q3 2026, filed Oct 26, 2026. 269 positions worth $471.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | |||
|---|---|---|---|---|---|
| 1 | JNJ Johnson & Johnson | 104,967 | $27.8M | 5.9% | 13F ↗ |
| 2 | Vanguard World Fd Esg Us Stk Etf | 197,466 | $26.8M | 5.7% | 13F ↗ |
| 3 | Vanguard World Fd Esg Intl Stk Etf | 239,596 | $19.4M | 4.1% | 13F ↗ |
| 4 | Goldman Sachs ETF Tr Activebeta Us Lg | 122,650 | $17.8M | 3.8% | 13F ↗ |
| 5 | American Centy ETF Tr Us Eqt Etf | 132,550 | $17.0M | 3.6% | 13F ↗ |
| 6 | GEV GE Vernova Inc. | 17,406 | $16.5M | 3.5% | 13F ↗ |
| 7 | AAPL Apple Inc. | 43,880 | $14.6M | 3.1% | 13F ↗ |
| 8 | MSFT Microsoft Corporation | 17,619 | $9.0M | 1.9% | 13F ↗ |
| 9 | NVDA NVIDIA Corporation | 34,367 | $7.8M | 1.7% | 13F ↗ |
| 10 | iShares Tr 7-10 Yr Trsy Bd | 78,488 | $7.0M | 1.5% | 13F ↗ |
| 11 | Vanguard Index Fds S&P 500 Etf Shs | 9,874 | $6.9M | 1.5% | 13F ↗ |
| 12 | iShares Tr Core S&P500 Etf | 8,421 | $6.4M | 1.4% | 13F ↗ |
| 13 | J P Morgan Exchange Traded F Intrnl Res Eqt | 77,978 | $6.4M | 1.4% | 13F ↗ |
| 14 | iShares Inc Msci Emrg Chn | 64,408 | $6.4M | 1.4% | 13F ↗ |
| 15 | BRK-B Berkshire Hathaway Inc. Class B | 12,477 | $6.2M | 1.3% | 13F ↗ |
| 16 | Vanguard Index Fds Mrngstr Grwt Etf | 68,757 | $6.2M | 1.3% | 13F ↗ |
| 17 | iShares Tr Core S&P Scp Etf | 42,087 | $5.7M | 1.2% | 13F ↗ |
| 18 | Wisdomtree Tr Floatng Rat Trea | 106,954 | $5.4M | 1.1% | 13F ↗ |
| 19 | GOOGL Alphabet Inc. Class A | 15,562 | $5.4M | 1.1% | 13F ↗ |
| 20 | AMZN Amazon.com, Inc. | 20,713 | $5.2M | 1.1% | 13F ↗ |
| 21 | BIIB Biogen Inc. | 22,652 | $5.1M | 1.1% | 13F ↗ |
| 22 | iShares Tr Ibonds 27 Etf | 208,529 | $5.0M | 1.1% | 13F ↗ |
| 23 | HON Honeywell International Inc. | 23,286 | $4.9M | 1.0% | 13F ↗ |
| 24 | iShares Tr Ibds DEC28 Etf | 189,278 | $4.7M | 1.0% | 13F ↗ |
| 25 | iShares Tr Ibonds Dec 29 | 195,694 | $4.4M | 0.9% | 13F ↗ |
| 26 | iShares Tr Rus 1000 Grw Etf | 33,882 | $4.2M | 0.9% | 13F ↗ |
| 27 | Spdr Series Trust State Stret Spdr | 104,747 | $4.1M | 0.9% | 13F ↗ |
| 28 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 5,273 | $4.0M | 0.9% | 13F ↗ |
| 29 | iShares Tr Glob Hlthcre Etf | 39,363 | $4.0M | 0.9% | 13F ↗ |
| 30 | iShares Tr Msci Wo Smal Etf | 118,118 | $4.0M | 0.9% | 13F ↗ |
| 31 | Vanguard International Equity Index F Ftse Europe Etf | 44,748 | $3.9M | 0.8% | 13F ↗ |
| 32 | AVGO Broadcom Inc. | 9,764 | $3.4M | 0.7% | 13F ↗ |
| 33 | Vanguard Specialized Funds Div App Etf | 14,377 | $3.4M | 0.7% | 13F ↗ |
| 34 | iShares Tr Etf | 32,635 | $3.3M | 0.7% | 13F ↗ |
| 35 | CSCO Cisco Systems, Inc. | 28,400 | $3.1M | 0.6% | 13F ↗ |
| 36 | Vanguard Index Fds Mrngstr Val Etf | 13,862 | $3.0M | 0.6% | 13F ↗ |
| 37 | Spdr Series Trust Etf | 97,851 | $2.9M | 0.6% | 13F ↗ |
| 38 | META Meta Platforms, Inc. | 3,872 | $2.8M | 0.6% | 13F ↗ |
| 39 | KVUE Kenvue Inc | 155,512 | $2.7M | 0.6% | 13F ↗ |
| 40 | iShares Inc Jp Morgan Em Etf | 62,892 | $2.7M | 0.6% | 13F ↗ |
| 41 | Janus Detroit Str Tr Henderson Mtg | 61,798 | $2.6M | 0.6% | 13F ↗ |
| 42 | iShares Tr Ibonds Dec 2030 | 122,712 | $2.6M | 0.6% | 13F ↗ |
| 43 | BMY Bristol-Myers Squibb Company | 39,189 | $2.4M | 0.5% | 13F ↗ |
| 44 | VZ Verizon Communications Inc. | 51,091 | $2.3M | 0.5% | 13F ↗ |
| 45 | Spdr Series Trust St Lon Treas Etf | 97,523 | $2.3M | 0.5% | 13F ↗ |
| 46 | MU Micron Technology, Inc. | 2,167 | $2.3M | 0.5% | 13F ↗ |
| 47 | Invesco Qqq Tr | 3,011 | $2.2M | 0.5% | 13F ↗ |
| 48 | ABBV AbbVie Inc. | 8,486 | $2.2M | 0.5% | 13F ↗ |
| 49 | iShares Tr Ibonds DEC2026 | 89,698 | $2.2M | 0.5% | 13F ↗ |
| 50 | IBM International Business Machines Corporation | 9,752 | $2.1M | 0.5% | 13F ↗ |
Changes since the previous quarter
This needs two quarters in a row to compare.
We don't have this fund's 13F for the quarter ending Jun 30, 2026, so there is nothing to compare with.
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Reported value by quarter
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer