DOSSIER · 13F-HR · Q1 2026

Leo Wealth, LLC

$1.4B in tracked AUM across 452 positions as of Q1 2026.

LW
CIK 0001912202 · last filed Mar 31, 2026
Total AUM
$1.4B
as of Q1 2026
Holdings
452
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Leo Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ESGV
VANGUARD WORLD FD
$78M693K5.6%
02
GSLC
GOLDMAN SACHS ETF TR
$55M443K4.0%
03
AVUS
AMERICAN CENTY ETF TR
$52M472K3.8%
04
VSGX
VANGUARD WORLD FD
$50M694K3.6%
05
IEF
ISHARES TR
$44M465K3.2%
06
AFRM
AFFIRM HLDGS INC
$42M925K3.1%
07
JNJ
JOHNSON & JOHNSON
$42M171K3.0%
08
LQD
ISHARES TR
$33M305K2.4%
09
SPYM
SPDR SERIES TRUST
$32M419K2.3%
10
AAPL
APPLE INC
$30M119K2.2%

Filing history

2026Q1Mar 31
$1.4B 0.1%
452 positionsView →
2025Q4Dec 31
$1.4B 78.8%
419 positionsView →
2025Q3Sep 30
$771M 40.0%
286 positionsView →
2025Q2Jun 30
$1.3B 84.9%
385 positionsLocked
2025Q1Mar 31
$696M 37.7%
269 positionsLocked
2024Q4Dec 31
$1.1B 2.0%
357 positionsLocked
2024Q3Sep 30
$1.1B 11.7%
348 positionsLocked
2024Q2Jun 30
$980M 0.3%
332 positionsLocked
2024Q1Mar 31
$977M 1.3%
333 positionsLocked
2023Q4Dec 31
$965M
327 positionsLocked