Leo Wealth, LLC

13F filer · CIK 0001912202

Last filed May 5, 2026

Net buyer this quarter

13F portfolio value$1.38BU.S. long equity reported on 13F

Positions26747 new · 17 closed

Net flow last quarter+$57.4MBuys minus sells

Top 10 positions weight15.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported May 5, 2026267 positions
AFRMAffirm Holdings, Inc.	$42.4M	3.08%	1.56%	0.0%	Q4 2023
JNJJohnson & Johnson	$41.8M	3.04%	0.01%	+0.7%	Q4 2023
AAPLApple Inc.	$30.3M	2.20%	0.00%	-4.0%	Q4 2023
AMZNAmazon Com Inc	$27.1M	1.97%	0.00%	-2.3%	Q4 2023
MSFTMicrosoft Corp	$15.5M	1.12%	0.00%	+3.5%	Q4 2023
BRK.BBerkshire Hathaway Inc	$12.9M	0.93%	Not reported	+1.5%	Q4 2023
HONHoneywell International Inc	$12.4M	0.90%	0.01%	+32.7%	Q4 2023
EMXCEmax Holdings Corp	$12.3M	0.89%	Not reported	New	Q1 2026
NVDANvidia Corp	$12.2M	0.88%	0.00%	+2.4%	Q4 2023
GEVGE Vernova Inc.	$11.4M	0.83%	0.00%	+4017.4%	Q2 2024
WSMLWhite Smile Global, Inc.	$11.3M	0.82%	0.14%	New	Q1 2026
GCCWisdomtree Continuous Commodity Index Fund	$10.4M	0.76%	9.18%	-2.9%	Q4 2023
MCDMcdonalds Corp	$9.03M	0.66%	0.00%	+0.3%	Q4 2023
GOOGLAlphabet Inc.	$8.09M	0.59%	0.00%	+1.7%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$7.9M	0.57%	Not reported	-1.6%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$7.25M	0.53%	Not reported	-0.7%	Q4 2023
BLKBlackRock, Inc.	$7.16M	0.52%	0.00%	+0.1%	Q1 2024
XOMExxonMobil Holdings Corp	$6.07M	0.44%	0.00%	-6.8%	Q4 2023
GOOGAlphabet Inc.	$4.89M	0.35%	Not reported	-7.0%	Q4 2023
MAMastercard Inc	$4.84M	0.35%	0.00%	-0.2%	Q4 2023
AVGOBroadcom Inc.	$4.68M	0.34%	0.00%	-1.6%	Q4 2023
VZVerizon Communications Inc	$4.66M	0.34%	0.00%	+5.2%	Q4 2023
GLDSPDR Gold Trust	$4.6M	0.33%	0.00%	+3.5%	Q4 2023
EMREmerson Electric Co	$4.59M	0.33%	0.01%	+64.8%	Q4 2023
TAt&T Inc.	$4.57M	0.33%	0.00%	+14.2%	Q4 2023
IBMInternational Business Machines Corp	$4.36M	0.32%	0.00%	+10.3%	Q4 2023
CVXChevron Corp	$4.23M	0.31%	0.00%	+4.5%	Q4 2023
BIIBBiogen Inc.	$4.17M	0.30%	0.02%	+25.4%	Q4 2023
METAMeta Platforms, Inc.	$4.09M	0.30%	Not reported	-3.2%	Q4 2023
CSCOCisco Systems, Inc.	$4.08M	0.30%	0.00%	-4.0%	Q4 2023
BMYBristol Myers Squibb Co	$4M	0.29%	0.00%	+26.5%	Q4 2023
WMTWalmart Inc.	$3.9M	0.28%	0.00%	-4.6%	Q4 2023
DUKDuke Energy CORP	$3.76M	0.27%	0.00%	+10.8%	Q4 2023
ABBVAbbVie Inc.	$3.51M	0.26%	0.00%	+5.0%	Q4 2023
NFLXNetflix Inc	$3.29M	0.24%	0.00%	+26.3%	Q4 2023
NEANuveen AMT-Free Quality Municipal Income Fund	$3.18M	0.23%	Not reported	+22.3%	Q2 2024
VGMInvesco Trust for Investment Grade Municipals	$3.15M	0.23%	Not reported	+22.3%	Q4 2023
LLYELI LILLY & Co	$3.13M	0.23%	0.00%	+9.4%	Q4 2023
MMUWestern Asset Managed Municipals Fund Inc.	$3.08M	0.22%	Not reported	+21.3%	Q4 2023
MRKMerck & Co., Inc.	$2.98M	0.22%	0.00%	-7.8%	Q4 2023
GLDMWorld Gold Trust	$2.95M	0.21%	0.01%	-1.7%	Q4 2023
PFEPfizer Inc	$2.92M	0.21%	0.00%	-23.4%	Q4 2023
MYIBlackRock Muniyield Quality Fund III, Inc.	$2.89M	0.21%	Not reported	New	Q1 2026
MHDBlackRock Muniholdings Fund, Inc.	$2.84M	0.21%	Not reported	New	Q1 2026
COSTCostco Wholesale Corp	$2.82M	0.20%	0.00%	+3.4%	Q4 2023
PGRProgressive Corp	$2.68M	0.19%	0.00%	+326.4%	Q1 2024
KVUEKenvue Inc.	$2.67M	0.19%	0.01%	+0.8%	Q4 2023
GSGoldman Sachs Group Inc	$2.55M	0.19%	0.00%	-4.5%	Q4 2023
CMCSAComcast Corp	$2.5M	0.18%	0.00%	+107.2%	Q4 2023
NVSNovartis AG	$2.42M	0.18%	0.00%	-3.4%	Q4 2023

Q4 2025Reported Jan 21, 2026237 positions
AFRMAffirm Holdings, Inc.	$68.8M	4.99%	1.56%	0.0%	Q4 2023
JNJJohnson & Johnson	$35.2M	2.55%	0.01%	+3.4%	Q4 2023
AAPLApple Inc.	$33.7M	2.44%	0.00%	+60.5%	Q4 2023
AMZNAmazon Com Inc	$30.7M	2.23%	0.00%	+44.2%	Q4 2023
MSFTMicrosoft Corp	$19.5M	1.42%	0.00%	+143.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$13.3M	0.96%	Not reported	+74.5%	Q4 2023
NVDANvidia Corp	$12.7M	0.92%	0.00%	+81.2%	Q4 2023
GCCWisdomtree Continuous Commodity Index Fund	$9.5M	0.69%	9.45%	+75.0%	Q4 2023
MCDMcdonalds Corp	$8.86M	0.64%	0.00%	+3.4%	Q4 2023
GOOGLAlphabet Inc.	$8.66M	0.63%	0.00%	+15.3%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$8.42M	0.61%	Not reported	+5.6%	Q4 2023
HONHoneywell International Inc	$8.04M	0.58%	0.01%	-3.5%	Q4 2023
BLKBlackRock, Inc.	$7.96M	0.58%	0.00%	-7.1%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$7.78M	0.56%	Not reported	+60.5%	Q4 2023
GOOGAlphabet Inc.	$5.72M	0.41%	Not reported	+87.3%	Q4 2023
MAMastercard Inc	$5.58M	0.40%	0.00%	+350.6%	Q4 2023
AVGOBroadcom Inc.	$5.3M	0.38%	0.00%	+47.7%	Q4 2023
METAMeta Platforms, Inc.	$4.88M	0.35%	Not reported	+76.6%	Q4 2023
IBMInternational Business Machines Corp	$4.83M	0.35%	0.00%	+7.8%	Q4 2023
XOMExxonMobil Holdings Corp	$4.62M	0.33%	0.00%	+101.8%	Q4 2023
CSCOCisco Systems, Inc.	$4.13M	0.30%	0.00%	+31.4%	Q4 2023
GLDSPDR Gold Trust	$4.09M	0.30%	0.00%	+21.7%	Q4 2023
WMTWalmart Inc.	$3.67M	0.27%	0.00%	+149.3%	Q4 2023
VZVerizon Communications Inc	$3.59M	0.26%	0.00%	+33.4%	Q4 2023
ABBVAbbVie Inc.	$3.52M	0.26%	0.00%	+21.7%	Q4 2023
TAt&T Inc.	$3.43M	0.25%	0.00%	+47.2%	Q4 2023
PFEPfizer Inc	$3.38M	0.25%	0.00%	+25.5%	Q4 2023
BKNGBooking Holdings Inc.	$3.35M	0.24%	0.00%	+136.2%	Q4 2023
LLYELI LILLY & Co	$3.34M	0.24%	0.00%	+54.8%	Q4 2023
BIIBBiogen Inc.	$3.19M	0.23%	0.01%	+0.1%	Q4 2023
DUKDuke Energy CORP	$3.04M	0.22%	0.00%	+40.9%	Q4 2023
CVXChevron Corp	$2.98M	0.22%	0.00%	+73.6%	Q4 2023
MRKMerck & Co., Inc.	$2.83M	0.20%	0.00%	+29.3%	Q4 2023
EMREmerson Electric Co	$2.82M	0.20%	0.00%	Not reported	Q4 2023
BMYBristol Myers Squibb Co	$2.81M	0.20%	0.00%	+36.8%	Q4 2023
JPMJPMorgan Chase & Co	$2.78M	0.20%	0.00%	+79.5%	Q4 2023
GSGoldman Sachs Group Inc	$2.77M	0.20%	0.00%	+71.8%	Q4 2023
GLDMWorld Gold Trust	$2.76M	0.20%	0.01%	+14.0%	Q4 2023
VGMInvesco Trust for Investment Grade Municipals	$2.71M	0.20%	Not reported	+43.6%	Q4 2023
LMNDLemonade, Inc.	$2.7M	0.20%	0.05%	New	Q4 2025
NEANuveen AMT-Free Quality Municipal Income Fund	$2.69M	0.20%	Not reported	+43.7%	Q2 2024
KVUEKenvue Inc.	$2.66M	0.19%	0.01%	+1.2%	Q4 2023
TSLATesla, Inc.	$2.64M	0.19%	0.00%	+41.0%	Q4 2023
MMUWestern Asset Managed Municipals Fund Inc.	$2.58M	0.19%	Not reported	+44.2%	Q4 2023
NFLXNetflix Inc	$2.54M	0.18%	0.00%	+231.5%	Q4 2023
FEFirstenergy Corp	$2.49M	0.18%	0.01%	+8.1%	Q2 2025
COSTCostco Wholesale Corp	$2.36M	0.17%	0.00%	+105.6%	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$2.33M	0.17%	Not reported	+5.6%	Q4 2023
NVSNovartis AG	$2.26M	0.16%	0.00%	+23.7%	Q4 2023
RHLDResolute Holdings Management, Inc.	$2.24M	0.16%	0.13%	New	Q4 2025

Q3 2025Reported Nov 14, 2025174 positions
AFRMAffirm Holdings, Inc.	$67.6M	8.76%	1.56%	-7.4%	Q4 2023
JNJJohnson & Johnson	$30.5M	3.95%	0.01%	-57.1%	Q4 2023
AMZNAmazon Com Inc	$20.3M	2.63%	0.00%	-31.2%	Q4 2023
AAPLApple Inc.	$19.7M	2.55%	0.00%	-42.2%	Q4 2023
BLKBlackRock, Inc.	$9.33M	1.21%	0.01%	-9.4%	Q1 2024
HONHoneywell International Inc	$8.99M	1.17%	0.01%	-1.4%	Q4 2023
MSFTMicrosoft Corp	$8.58M	1.11%	0.00%	-59.3%	Q4 2023
MCDMcdonalds Corp	$8.52M	1.11%	0.00%	-3.6%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$7.79M	1.01%	Not reported	-15.0%	Q4 2023
BRK.BBerkshire Hathaway Inc	$7.62M	0.99%	Not reported	-50.7%	Q4 2023
NVDANvidia Corp	$7.03M	0.91%	0.00%	-48.7%	Q4 2023
SBACSba Communications Corp	$7M	0.91%	0.03%	-0.4%	Q4 2023
GOOGLAlphabet Inc.	$5.84M	0.76%	0.00%	-16.1%	Q4 2023
GCCWisdomtree Continuous Commodity Index Fund	$5.49M	0.71%	5.40%	-38.5%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$4.74M	0.61%	Not reported	-47.7%	Q4 2023
IBMInternational Business Machines Corp	$4.27M	0.55%	0.00%	-8.9%	Q4 2023
AVGOBroadcom Inc.	$3.44M	0.45%	0.00%	-33.7%	Q4 2023
METAMeta Platforms, Inc.	$3.07M	0.40%	Not reported	-49.9%	Q4 2023
GLDSPDR Gold Trust	$3.01M	0.39%	0.00%	-14.0%	Q4 2023
ABBVAbbVie Inc.	$2.93M	0.38%	0.00%	-44.0%	Q4 2023
VZVerizon Communications Inc	$2.9M	0.38%	0.00%	-26.8%	Q4 2023
CSCOCisco Systems, Inc.	$2.86M	0.37%	0.00%	-27.9%	Q4 2023
PFEPfizer Inc	$2.76M	0.36%	0.00%	-16.7%	Q4 2023
TAt&T Inc.	$2.65M	0.34%	0.00%	-31.2%	Q4 2023
BABAAlibaba Group Holding Ltd	$2.61M	0.34%	0.00%	-7.6%	Q4 2023
BIIBBiogen Inc.	$2.54M	0.33%	0.01%	-0.1%	Q4 2023
KVUEKenvue Inc.	$2.47M	0.32%	0.01%	-0.8%	Q4 2023
GOOGAlphabet Inc.	$2.38M	0.31%	Not reported	-51.9%	Q4 2023
FEFirstenergy Corp	$2.36M	0.31%	0.01%	+46.7%	Q2 2025
KMBKimberly Clark Corp	$2.3M	0.30%	0.01%	-13.0%	Q4 2023
DUKDuke Energy CORP	$2.27M	0.29%	0.00%	-27.5%	Q4 2023
GLDMWorld Gold Trust	$2.17M	0.28%	0.01%	-7.9%	Q4 2023
CMCSAComcast Corp	$2.17M	0.28%	0.00%	+99.8%	Q4 2023
XOMExxonMobil Holdings Corp	$2.14M	0.28%	0.00%	-61.9%	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$2.13M	0.28%	Not reported	-1.9%	Q4 2023
ABTAbbott Laboratories	$1.99M	0.26%	0.00%	-18.1%	Q4 2023
GISGeneral Mills Inc	$1.88M	0.24%	0.01%	-21.9%	Q4 2023
TSLATesla, Inc.	$1.85M	0.24%	0.00%	-37.2%	Q4 2023
VGMInvesco Trust for Investment Grade Municipals	$1.84M	0.24%	Not reported	-22.5%	Q4 2023
NEANuveen AMT-Free Quality Municipal Income Fund	$1.84M	0.24%	Not reported	-22.7%	Q2 2024
MMUWestern Asset Managed Municipals Fund Inc.	$1.77M	0.23%	Not reported	-23.4%	Q4 2023
CVXChevron Corp	$1.75M	0.23%	0.00%	-41.6%	Q4 2023
MRKMerck & Co., Inc.	$1.74M	0.23%	0.00%	-45.5%	Q4 2023
BMYBristol Myers Squibb Co	$1.72M	0.22%	0.00%	-15.8%	Q4 2023
NVSNovartis AG	$1.7M	0.22%	0.00%	-18.9%	Q4 2023
BLEBlackRock Municipal Income Trust II	$1.7M	0.22%	Not reported	-23.3%	Q4 2023
LLYELI LILLY & Co	$1.53M	0.20%	0.00%	-51.1%	Q4 2023
JPMJPMorgan Chase & Co	$1.52M	0.20%	0.00%	-50.8%	Q4 2023
VICIVici Properties Inc.	$1.51M	0.20%	0.00%	+538.4%	Q4 2024
SIVRabrdn Silver ETF Trust	$1.46M	0.19%	0.05%	-1.6%	Q4 2023

Q2 2025Reported Jul 24, 2025222 positions
AFRMAffirm Holdings, Inc.	$69M	5.37%	1.68%	+4.8%	Q4 2023
JNJJohnson & Johnson	$58.5M	4.55%	0.02%	+1.6%	Q4 2023
AMZNAmazon Com Inc	$29.4M	2.29%	0.00%	+42.3%	Q4 2023
AAPLApple Inc.	$27.4M	2.13%	0.00%	+93.5%	Q4 2023
MSFTMicrosoft Corp	$20.2M	1.57%	0.00%	+143.4%	Q4 2023
BRK.BBerkshire Hathaway Inc	$14.9M	1.16%	Not reported	+160.2%	Q4 2023
NVDANvidia Corp	$11.6M	0.90%	0.00%	+96.6%	Q4 2023
HONHoneywell International Inc	$10.1M	0.78%	0.01%	+60.9%	Q4 2023
BLKBlackRock, Inc.	$9.26M	0.72%	0.01%	-9.7%	Q1 2024
SBACSba Communications Corp	$8.54M	0.66%	0.03%	0.0%	Q4 2023
MCDMcdonalds Corp	$8.5M	0.66%	0.00%	+4.4%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$8.5M	0.66%	Not reported	+17.5%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$8.32M	0.65%	Not reported	+74.8%	Q4 2023
GCCWisdomtree Continuous Commodity Index Fund	$8.31M	0.65%	8.79%	+60.0%	Q4 2023
METAMeta Platforms, Inc.	$6.15M	0.48%	Not reported	+69.7%	Q4 2023
XOMExxonMobil Holdings Corp	$5.38M	0.42%	0.00%	+87.3%	Q4 2023
GOOGLAlphabet Inc.	$5.03M	0.39%	0.00%	+14.7%	Q4 2023
EMREmerson Electric Co	$5.01M	0.39%	0.01%	Not reported	Q4 2023
IBMInternational Business Machines Corp	$4.89M	0.38%	0.00%	-1.4%	Q4 2023
MAMastercard Inc	$4.8M	0.37%	0.00%	+96.9%	Q4 2023
AVGOBroadcom Inc.	$4.32M	0.34%	0.00%	+51.1%	Q4 2023
ABBVAbbVie Inc.	$4.19M	0.33%	0.00%	+11.4%	Q4 2023
CSCOCisco Systems, Inc.	$4.02M	0.31%	0.00%	+19.8%	Q4 2023
TAt&T Inc.	$3.94M	0.31%	0.00%	+29.6%	Q4 2023
VZVerizon Communications Inc	$3.9M	0.30%	0.00%	+32.8%	Q4 2023
CCICrown Castle Inc.	$3.81M	0.30%	0.01%	-0.1%	Q4 2023
NFLXNetflix Inc	$3.8M	0.30%	0.00%	+139.4%	Q4 2023
GOOGAlphabet Inc.	$3.61M	0.28%	Not reported	+102.1%	Q4 2023
BKNGBooking Holdings Inc.	$3.39M	0.26%	0.00%	Not reported	Q4 2023
KVUEKenvue Inc.	$3.21M	0.25%	0.01%	+0.3%	Q4 2023
LLYELI LILLY & Co	$3.19M	0.25%	0.00%	+24.1%	Q4 2023
PFEPfizer Inc	$3.15M	0.25%	0.00%	Not reported	Q4 2023
MRKMerck & Co., Inc.	$3.02M	0.23%	0.00%	+65.7%	Q4 2023
GLDSPDR Gold Trust	$3M	0.23%	0.00%	+29.0%	Q4 2023
DUKDuke Energy CORP	$2.99M	0.23%	0.00%	+31.5%	Q4 2023
SOSouthern Co	$2.97M	0.23%	0.00%	+22.2%	Q4 2023
PEPPepsico Inc	$2.83M	0.22%	0.00%	+43.5%	Q4 2023
JPMJPMorgan Chase & Co	$2.82M	0.22%	0.00%	+80.8%	Q4 2023
VVisa Inc.	$2.8M	0.22%	0.00%	+49.9%	Q4 2023
COSTCostco Wholesale Corp	$2.77M	0.22%	0.00%	+111.2%	Q4 2023
CVXChevron Corp	$2.76M	0.21%	0.00%	+100.7%	Q4 2023
KMBKimberly Clark Corp	$2.74M	0.21%	0.01%	+36.5%	Q4 2023
HDHome Depot, Inc.	$2.5M	0.19%	0.00%	+167.3%	Q4 2023
GISGeneral Mills Inc	$2.48M	0.19%	0.01%	+77.1%	Q4 2023
ABTAbbott Laboratories	$2.46M	0.19%	0.00%	+15.7%	Q4 2023
WMTWalmart Inc.	$2.38M	0.18%	0.00%	+322.6%	Q4 2023
PGPROCTER & GAMBLE Co	$2.34M	0.18%	0.00%	+87.6%	Q4 2023
BIIBBiogen Inc.	$2.28M	0.18%	0.01%	+1.6%	Q4 2023
NEANuveen AMT-Free Quality Municipal Income Fund	$2.28M	0.18%	Not reported	+33.0%	Q2 2024
VGMInvesco Trust for Investment Grade Municipals	$2.23M	0.17%	Not reported	+33.5%	Q4 2023

Premium opens every quarter this fund has filed