§ 13F · FUND PROFILE
Leo Wealth, LLC.
AUM · $771M (13F)Positions · 286Turnover · n/a · Q1Filed · May 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$68M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ESGV | VANGUARD WORLD FD | 693K | $78M | 5.6% | ±0% |
| 2 | GSLC | GOLDMAN SACHS ETF TR | 443K | $55M | 4.0% | −4% |
| 3 | AVUS | AMERICAN CENTY ETF TR | 472K | $52M | 3.8% | −2% |
| 4 | VSGX | VANGUARD WORLD FD | 694K | $50M | 3.6% | −18% |
| 5 | IEF | ISHARES TR | 465K | $44M | 3.2% | +11% |
| 6 | AFRM | AFFIRM HLDGS INC | 925K | $42M | 3.1% | ±0% |
| 7 | JNJ | JOHNSON & JOHNSON | 171K | $42M | 3.0% | +1% |
| 8 | LQD | ISHARES TR | 305K | $33M | 2.4% | +28% |
| 9 | SPYM | SPDR SERIES TRUST | 419K | $32M | 2.3% | +2% |
| 10 | AAPL | APPLE INC | 119K | $30M | 2.2% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEO SIGNAL
AC read
Leo Wealth, LLC is a Other fund managing $771 million in assets. The fund runs a broad portfolio of 286 positions.
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