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Filers›Holding Co.›Leo Wealth, LLC
DOSSIER · 13F-HR · Q1 2026

Leo Wealth, LLC

Leo Wealth's holding co. based in Boston, MA — $1.4B in tracked AUM across 452 positions as of Q1 2026.

LW
Leo Wealth·Boston, MA·Holding Co.
CIK 0001912202 · last filed Mar 31, 2026
Total AUM
$1.4B
▲ 9.0%
vs prior
Holdings
452
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
19% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Leo
haiku-4-5 · 452 positions indexed
Sector mix
  • Tech19%
  • Health Care20%
  • Cons. Disc.8%
  • Industrials39%
  • Energy4%
  • Other10%
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