EdgeMarket › What Leo Wealth, Llc reported owning
What Leo Wealth, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
452Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ESGV Vanguard ESG U.S. Stock ETF | 77.8M | 5.6% | 692.5K | 135.75 | +20.1% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity | 55.4M | 4.0% | 442.6K | 146.19 | +16.7% |
| AVUS Avantis U.S. Equity ETF | 52.5M | 3.8% | 471.9K | 130.59 | +25.1% |
| VSGX Vanguard ESG International Stock ETF | 49.8M | 3.6% | 693.6K | 83.52 | +23.2% |
| IEF iShares 7-10 Year Treasury Bond ETF | 44.3M | 3.2% | 464.6K | 92.82 | -2.8% |
| AFRM Affirm Holdings, Inc. | 42.4M | 3.1% | 924.6K | 77.03 | +5.5% |
| JNJ JOHNSON & JOHNSON | 41.8M | 3.0% | 171.1K | 270.24 | +51.1% |
| LQD iShares iBoxx $ Investment Grade Corporate Bon | 33.2M | 2.4% | 304.8K | 105.92 | -3.5% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 32.1M | 2.3% | 419.1K | 90.13 | +20.1% |
| AAPL Apple Inc. | 30.3M | 2.2% | 119.2K | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 27.1M | 2.0% | 130.0K | 258.63 | +15.6% |
| JMBS Janus Henderson Mortgage-Backed Securities ETF | 26.8M | 1.9% | 594.1K | 44.37 | -1.2% |
| SCHD Schwab US Dividend Equity ETF | 24.1M | 1.8% | 786.7K | 35.11 | +27.6% |
| JIRE JPMorgan International Research Enhanced Equit | 19.9M | 1.4% | 263.3K | 85.32 | +16.9% |
| USFR WisdomTree Floating Rate Treasury Fund | 17.5M | 1.3% | 344.2K | 50.49 | +0.1% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 17.2M | 1.2% | 590.2K | 35.32 | +17.3% |
| HELO JPMorgan Hedged Equity Laddered Overlay ETF | 15.6M | 1.1% | 243.5K | 69.41 | +8.7% |
| MSFT MICROSOFT CORP | 15.5M | 1.1% | 41.8K | 483.24 | -4.4% |
| CEMB iShares J.P. Morgan EM Corporate Bond ETF | 15.4M | 1.1% | 339.2K | 45.28 | -1.0% |
| IBND State Street SPDR Bloomberg International Corp | 14.4M | 1.0% | 463.0K | 31.37 | -2.2% |
| VGK Vanguard FTSE Europe ETF | 13.7M | 1.0% | 166.3K | 92.72 | +16.8% |
| unmapped CUSIP 084670702 | 12.9M | 0.9% | 26.8K | — | — |
| LEMB iShares J.P. Morgan EM Local Currency Bond | 12.6M | 0.9% | 309.0K | 43.34 | +6.6% |
| HON HONEYWELL INTERNATIONAL INC | 12.4M | 0.9% | 54.7K | 215.90 | -50.3% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 12.3M | 0.9% | 156.6K | 97.80 | +53.2% |
| NVDA NVIDIA CORP | 12.2M | 0.9% | 69.9K | 214.72 | +22.4% |
| GEV GE Vernova Inc. | 11.4M | 0.8% | 13.1K | 956.85 | +58.3% |
| VOO Vanguard S&P 500 ETF | 11.4M | 0.8% | 19.1K | 703.71 | +20.0% |
| WSML iShares MSCI World Small-Cap ETF | 11.3M | 0.8% | 362.4K | 35.87 | +23.8% |
| IXJ iShares Global Healthcare ETF | 11.2M | 0.8% | 119.7K | 106.85 | +21.6% |
| VUG Vanguard Morningstar Growth ETF | 10.7M | 0.8% | 24.6K | 87.50 | +15.9% |
| HEQT Simplify Hedged Equity ETF | 10.5M | 0.8% | 333.9K | 34.30 | +12.0% |
| GCC WisdomTree EnhancedContinuous Commodity Index | 10.4M | 0.8% | 436.2K | 26.42 | +30.2% |
| MCD MCDONALDS CORP | 9.0M | 0.7% | 29.1K | 270.95 | -13.5% |
| BSJT Invesco BulletShares 2029 High Yield Corporate | 8.8M | 0.6% | 418.7K | 21.20 | -0.8% |
| TLT iShares 20 Year Treasury Bond ETF | 8.6M | 0.6% | 99.1K | 82.05 | -5.5% |
| BSJQ Invesco BulletShares 2026 High Yield Corporate | 8.6M | 0.6% | 369.7K | 22.95 | -1.5% |
| BSJS Invesco BulletShares 2028 High Yield Corporate | 8.3M | 0.6% | 383.9K | 21.84 | -0.4% |
| VIG Vanguard Div Appreciation ETF | 8.1M | 0.6% | 37.7K | 243.91 | +16.2% |
| GOOGL Alphabet Inc. | 8.1M | 0.6% | 28.1K | 344.82 | +73.0% |
| SPY SPDR S&P 500 ETF TRUST | 7.9M | 0.6% | 12.1K | 765.72 | +20.0% |
| DBAW Xtrackers MSCI All World ex US Hedged Equity E | 7.7M | 0.6% | 180.5K | 48.44 | +25.9% |
| BSJV Invesco BulletShares 2031 High Yield Corporate | 7.3M | 0.5% | 282.5K | 26.07 | -1.4% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 7.3M | 0.5% | 12.6K | 713.44 | +26.1% |
| BLK BlackRock, Inc. | 7.2M | 0.5% | 7.4K | 1,156.55 | +2.5% |
| VEA Vanguard FTSE Developed Markets ETF | 6.4M | 0.5% | 99.9K | 73.42 | +24.7% |
| DIVO Amplify CWP Enhanced Dividend Income ETF | 6.4M | 0.5% | 141.8K | 48.57 | +12.2% |
| IVV iShares Core S&P 500 ETF | 6.2M | 0.5% | 9.5K | 769.31 | +20.0% |
| XOM ExxonMobil Holdings Corp | 6.1M | 0.4% | 35.8K | 165.11 | +52.1% |
| FLCH Franklin FTSE China ETF | 5.5M | 0.4% | 247.3K | 22.00 | -6.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →