Leo Wealth, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$771.3B

Holdings

286

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (286 positions)

#StockSharesValue% PortfolioType
1
AFRMAFFIRM HLDGS INC
924,770$67.6B8.76%
2
ESGVVANGUARD WORLD FD
377,107$44.7B5.79%
3
VSGXVANGUARD WORLD FD
617,714$42.9B5.56%
4
GSLCGOLDMAN SACHS ETF TR
242,356$31.6B4.09%
5
JNJJOHNSON & JOHNSON
164,419$30.5B3.95%
6
AVUSAMERICAN CENTY ETF TR
267,315$29.1B3.77%
7
USFRWISDOMTREE TR
471,246$23.7B3.07%
8
AMZNAMAZON COM INC
92,331$20.3B2.63%
9
AAPLAPPLE INC
77,349$19.7B2.55%
10
IEFISHARES TR
159,749$15.4B2.00%
11
JIREJ P MORGAN EXCHANGE TRADED F
193,969$14.3B1.85%
12
LQDISHARES TR
95,113$10.6B1.37%
13
LQDHISHARES U S ETF TR
112,721$10.5B1.37%
14
BLKBLACKROCK INC
7,998$9.3B1.21%
15
VGKVANGUARD INTL EQUITY INDEX F
116,089$9.3B1.20%
16
HONHONEYWELL INTL INC
42,697$9.0B1.17%
17
MSFTMICROSOFT CORP
16,571$8.6B1.11%
18
MCDMCDONALDS CORP
28,053$8.5B1.11%
19
IXJISHARES TR
92,282$8.2B1.06%
20
SPYSPDR S&P 500 ETF TR
11,692$7.8B1.01%
21
VIGVANGUARD SPECIALIZED FUNDS
35,613$7.7B1.00%
22
BRK/BBERKSHIRE HATHAWAY INC DEL
15,153$7.6B0.99%
23
FLCHFRANKLIN TEMPLETON ETF TR
283,933$7.4B0.96%
24
JMBSJANUS DETROIT STR TR
156,252$7.1B0.93%
25
NVDANVIDIA CORPORATION
37,663$7.0B0.91%
26
SBACSBA COMMUNICATIONS CORP NEW
36,223$7.0B0.91%
27
VOOVANGUARD INDEX FDS
11,190$6.9B0.89%
28
GOOGLALPHABET INC
24,004$5.8B0.76%
29
CEMBISHARES INC
123,531$5.7B0.74%
30
GCCWISDOMTREE TR
256,556$5.5B0.71%
31
VUGVANGUARD INDEX FDS
11,225$5.4B0.70%
32
IAGGISHARES TR
101,523$5.2B0.67%
33
IJRISHARES TR
42,322$5.0B0.65%
34
IBDSISHARES TR
198,247$4.8B0.63%
35
NDQINVESCO QQQ TR
7,888$4.7B0.61%
36
IBDTISHARES TR
175,785$4.5B0.58%
37
IVVISHARES TR
6,567$4.4B0.57%
38
IBMINTERNATIONAL BUSINESS MACHS
15,128$4.3B0.55%
39
IBDUISHARES TR
171,934$4.0B0.52%
40
CERYSPDR SERIES TRUST
137,719$3.9B0.51%
41
IWFISHARES TR
8,102$3.8B0.49%
42
AVGOBROADCOM INC
10,413$3.4B0.45%
43
TLTISHARES TR
38,215$3.4B0.44%
44
IBDQISHARES TR
123,875$3.1B0.40%
45
VTIVANGUARD INDEX FDS
9,368$3.1B0.40%
46
METAMETA PLATFORMS INC
4,184$3.1B0.40%
47
XLGINVESCO EXCHANGE TRADED FD T
53,174$3.1B0.40%
48
LEMBISHARES INC
74,052$3.1B0.40%
49
VEAVANGUARD TAX-MANAGED FDS
50,712$3.0B0.39%
50
GQ9SPDR GOLD TR
8,478$3.0B0.39%
51
VXUSVANGUARD STAR FDS
40,439$3.0B0.39%
52
ABBVABBVIE INC
12,649$2.9B0.38%
53
BACVERIZON COMMUNICATIONS INC
66,051$2.9B0.38%
54
CSCOCISCO SYS INC
41,758$2.9B0.37%
55
VTVVANGUARD INDEX FDS
15,268$2.8B0.37%
56
PFEPFIZER INC
108,302$2.8B0.36%
57
ESGUISHARES TR
18,284$2.7B0.35%
58
TAT&T INC
93,781$2.6B0.34%
59
BABAALIBABA GROUP HLDG LTD
14,596$2.6B0.34%
60
BIIBBIOGEN INC
18,112$2.5B0.33%
61
KVUEKENVUE INC
152,246$2.5B0.32%
62
IBDVISHARES TR
110,260$2.4B0.32%
63
JPSTJ P MORGAN EXCHANGE TRADED F
47,189$2.4B0.31%
64
GOOGALPHABET INC
9,781$2.4B0.31%
65
FEFIRSTENERGY CORP
51,488$2.4B0.31%
66
KMBKIMBERLY-CLARK CORP
18,497$2.3B0.30%
67
IBTIISHARES TR
102,584$2.3B0.30%
68
DUKDUKE ENERGY CORP NEW
18,382$2.3B0.29%
69
GLDMWORLD GOLD TR
28,413$2.2B0.28%
70
CMCSACOMCAST CORP NEW
68,951$2.2B0.28%
71
IBTHISHARES TR
95,401$2.1B0.28%
72
XOMEXXON MOBIL CORP
19,014$2.1B0.28%
73
DONSPDR DOW JONES INDL AVERAGE
4,594$2.1B0.28%
74
IBDRISHARES TR
86,112$2.1B0.27%
75
IJHISHARES TR
30,487$2.0B0.26%
76
ABTABBOTT LABS
14,821$2.0B0.26%
77
GISGENERAL MLS INC
37,353$1.9B0.24%
78
TSLATESLA INC
4,161$1.9B0.24%
79
VGMINVESCO TR INVT GRADE MUNS
181,794$1.8B0.24%
80
XNEAXNUVEEN AMT FREE QLTY MUN INC
161,121$1.8B0.24%
81
MMUWESTERN ASSET MANAGED MUNS F
171,450$1.8B0.23%
82
CVXCHEVRON CORP NEW
11,261$1.7B0.23%
83
MRKMERCK & CO INC
20,770$1.7B0.23%
84
BMYBRISTOL-MYERS SQUIBB CO
38,101$1.7B0.22%
85
NVSNNOVARTIS AG
13,280$1.7B0.22%
86
BLEBLACKROCK MUNI INCOME TR II
162,835$1.7B0.22%
87
MVFBLACKROCK MUNIVEST FD INC
247,632$1.7B0.22%
88
IWRISHARES TR
17,511$1.7B0.22%
89
LLYELI LILLY & CO
2,007$1.5B0.20%
90
JPMJPMORGAN CHASE & CO.
4,803$1.5B0.20%
91
IAUISHARES TR
56,526$1.5B0.20%
92
VICIVICI PPTYS INC
46,416$1.5B0.20%
93
VWOVANGUARD INTL EQUITY INDEX F
27,227$1.5B0.19%
94
IBMSISHARES TR
67,083$1.5B0.19%
95
IGSBISHARES TR
27,744$1.5B0.19%
96
SIVRABRDN SILVER ETF TRUST
32,882$1.5B0.19%
97
GSGOLDMAN SACHS GROUP INC
1,836$1.5B0.19%
98
PEOEXELON CORP
32,412$1.5B0.19%
99
ACWXISHARES TR
22,353$1.5B0.19%
100
SNYSANOFI SA
30,261$1.4B0.19%
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