§ 13F · FUND PROFILE
Leo Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1286.1T (13F)Positions · 385Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$223.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ESGV | VANGUARD WORLD FD | 694K | $84.0T | 6.1% | +84% |
| 2 | AFRM | AFFIRM HLDGS INC | 925K | $68.8T | 5.0% | ±0% |
| 3 | GSLC | GOLDMAN SACHS ETF TR | 459K | $60.8T | 4.4% | +89% |
| 4 | VSGX | VANGUARD WORLD FD | 841K | $60.3T | 4.4% | +36% |
| 5 | AVUS | AMERICAN CENTY ETF TR | 484K | $54.1T | 3.9% | +81% |
| 6 | IEF | ISHARES TR | 418K | $40.2T | 2.9% | +162% |
| 7 | JNJ | JOHNSON & JOHNSON | 170K | $35.2T | 2.6% | +3% |
| 8 | AAPL | APPLE INC | 124K | $33.7T | 2.4% | +60% |
| 9 | SPYM | SPDR SERIES TRUST | 413K | $33.2T | 2.4% | NEW |
| 10 | AMZN | AMAZON COM INC | 133K | $30.7T | 2.2% | +44% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEO SIGNAL
AC read
Leo Wealth, LLC is a Other fund managing $1286105.3 trillion in assets. The fund runs a broad portfolio of 385 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed