Leo Wealth, LLC
Follow13F filer, CIK 1912202, HURST, TX
Leo Wealth, LLC reported $771,258,680 across 286 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 42.18% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-25-000792
- Period
- 2025-09-30
- Reported value
- $771M
- Holdings
- 286
- Top 10 weight
- 42.18%
- New
- 19
- Sold out
- 118
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| EDnew | +14,093 | $1.42M |
| VICIadded | +39,145 | $1.28M |
| GSKnew | +29,039 | $1.25M |
| CNQnew | +37,549 | $1.2M |
| CMCSAadded | +34,443 | $1.08M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| JNJreduced | -218,466 | -$40.5M |
| ESGVreduced | -301,539 | -$35.7M |
| SPYMexited | -366,552 | -$26.6M |
| GSLCreduced | -197,603 | -$25.7M |
| SCHDreduced | -799,112 | -$21.8M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 286 share positions
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SPYMSPDR SERIES TRUST | 366,552 | $26.6M | shares |
| HELOJ P MORGAN EXCHANGE TRADED F | 267,931 | $16.8M | shares |
| SCHGSCHWAB STRATEGIC TR | 553,870 | $16.2M | shares |
| INVESCOINVESCO | 598,265 | $12.4M | shares |
| BSJQINVESCO EXCH TRD SLF IDX FD | 252,279 | $5.89M | shares |
| EMREMERSON ELEC CO | 37,574 | $5.01M | shares |
| BSJSINVESCO EXCH TRD SLF IDX FD | 217,208 | $4.79M | shares |
| INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD | 206,218 | $4.76M | shares |
| HEQTSIMPLIFY EXCHANGE TRADED FUN | 151,944 | $4.57M | shares |
| JCPBJ P MORGAN EXCHANGE TRADED F | 87,289 | $4.11M | shares |
| CCICROWN CASTLE INC | 37,115 | $3.81M | shares |
| DBAWDBX ETF TR | 95,729 | $3.51M | shares |
| FLQMFRANKLIN TEMPLETON ETF TR | 59,202 | $3.22M | shares |
| MGCVANGUARD WORLD FD | 14,225 | $3.2M | shares |
| IMCGISHARES TR | 36,298 | $2.91M | shares |
| BSCQINVESCO EXCH TRD SLF IDX FD | 137,037 | $2.67M | shares |
| UBERUBER TECHNOLOGIES INC | 21,305 | $1.99M | shares |
| CRMSALESFORCE INC | 7,260 | $1.98M | shares |
| IQLTISHARES TR | 41,099 | $1.78M | shares |
| IWYISHARES TR | 7,032 | $1.73M | shares |
| ASMLASML HLDG NV | 2,009 | $1.61M | shares |
| HYDBISHARES TR | 29,345 | $1.39M | shares |
| BSJTINVESCO EXCH TRD SLF IDX FD | 62,384 | $1.34M | shares |
| FISVFISERV INC | 7,344 | $1.27M | shares |
| JMEEJ P MORGAN EXCHANGE TRADED F | 18,776 | $1.11M | shares |
| REGNREGENERON PHARMACEUTICALS | 1,646 | $864K | shares |
| SRLNSSGA ACTIVE ETF TR | 19,957 | $830K | shares |
| VOEVANGUARD INDEX FDS | 4,970 | $817K | shares |
| RTXRTX CORPORATION | 5,336 | $779K | shares |
| JEPIJ P MORGAN EXCHANGE TRADED F | 13,470 | $766K | shares |
| ETENERGY TRANSFER L P | 41,167 | $746K | shares |
| EVTRMORGAN STANLEY ETF TRUST | 14,183 | $721K | shares |
| BSVVANGUARD BD INDEX FDS | 8,979 | $707K | shares |
| VGITVANGUARD SCOTTSDALE FDS | 10,924 | $653K | shares |
| BARGRANITESHARES GOLD TR | 16,907 | $562K | shares |
| INVESCOINVESCO | 22,066 | $542K | shares |
| CVSCVS HEALTH CORP | 7,793 | $538K | shares |
| BSJRINVESCO EXCH TRD SLF IDX FD | 23,216 | $527K | shares |
| CATCATERPILLAR INC | 1,299 | $504K | shares |
| SPYINEOS ETF TRUST | 9,799 | $493K | shares |
| BUFRFIRST TR EXCHNG TRADED FD VI | 15,101 | $480K | shares |
| ENBENBRIDGE INC | 10,534 | $477K | shares |
| VBVANGUARD INDEX FDS | 2,013 | $477K | shares |
| SCHXSCHWAB STRATEGIC TR | 19,321 | $472K | shares |
| MDTMEDTRONIC PLC | 5,342 | $466K | shares |
| ROSTROSS STORES INC | 3,624 | $462K | shares |
| DVYAISHARES INC | 11,870 | $457K | shares |
| QUALISHARES TR | 2,490 | $455K | shares |
| LOWLOWES COS INC | 1,970 | $437K | shares |
| ETNEATON CORP PLC | 1,211 | $432K | shares |
| SPYDSPDR SERIES TRUST | 10,113 | $429K | shares |
| VTCVANGUARD SCOTTSDALE FDS | 5,415 | $419K | shares |
| UPSUNITED PARCEL SVCS INC | 4,123 | $416K | shares |
| VCSHVANGUARD SCOTTSDALE FDS | 5,233 | $416K | shares |
| DONWISDOMTREE TR | 8,266 | $414K | shares |
| KHCKRAFT HEINZ CO | 15,446 | $399K | shares |
| SHYISHARES TR | 4,798 | $398K | shares |
| HEWJISHARES TR | 8,465 | $379K | shares |
| GUARANTY BANCSHARES INCGUARANTY BANCSHARES INC | 8,760 | $372K | shares |
| PARPAR TECHNOLOGY CORP | 5,316 | $369K | shares |
| COPCONOCOPHILLIPS | 3,999 | $359K | shares |
| VHTVANGUARD WORLD FD | 1,429 | $355K | shares |
| VMBSVANGUARD SCOTTSDALE FDS | 7,572 | $351K | shares |
| TXNTEXAS INSTRS INC | 1,680 | $349K | shares |
| JSCPJ P MORGAN EXCHANGE TRADED F | 7,303 | $346K | shares |
| IBKRINTERACTIVE BROKERS GROUP IN | 6,220 | $345K | shares |
| BIVVANGUARD BD INDEX FDS | 4,414 | $341K | shares |
| KKELLANOVA | 4,274 | $340K | shares |
| SYYSYSCO CORP | 4,444 | $336K | shares |
| IDHQINVESCO EXCH TRADED FD TR II | 10,117 | $334K | shares |
| QHYWISDOMTREE TR | 7,163 | $330K | shares |
| BLVVANGUARD BD INDEX FDS | 4,743 | $330K | shares |
| TGTTARGET CORP | 3,310 | $327K | shares |
| PRFINVESCO EXCHANGE TRADED FD T | 7,389 | $312K | shares |
| METMETLIFE INC | 3,791 | $305K | shares |
| DOWDOW HLDGS INC | 11,364 | $301K | shares |
| IWXISHARES TR | 3,534 | $298K | shares |
| SPYGSPDR SERIES TRUST | 3,090 | $295K | shares |
| LHXL3HARRIS TECHNOLOGIES INC | 1,164 | $292K | shares |
| BSCSINVESCO EXCH TRD SLF IDX FD | 14,178 | $291K | shares |
| MUBISHARES TR | 2,758 | $288K | shares |
| CLXCLOROX CO DEL | 2,372 | $285K | shares |
| SBUXSTARBUCKS CORP | 3,079 | $282K | shares |
| DDOGDATADOG INC | 2,012 | $270K | shares |
| XLVSELECT SECTOR SPDR TR | 1,975 | $266K | shares |
| OMCOMNICOM GROUP INC | 3,689 | $265K | shares |
| TDGTRANSDIGM GROUP INC | 172 | $262K | shares |
| FELVFIDELITY COVINGTON TRUST | 8,084 | $257K | shares |
| KMIKINDER MORGAN INC DEL | 8,712 | $256K | shares |
| ESEVERSOURCE ENERGY | 4,015 | $255K | shares |
| GDGENERAL DYNAMICS CORP | 872 | $254K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 819 | $253K | shares |
| COINCOINBASE GLOBAL INC | 714 | $250K | shares |
| QGROAMERICAN CENTY ETF TR | 2,293 | $250K | shares |
| DISDISNEY WALT CO | 2,004 | $248K | shares |
| AMATAPPLIED MATLS INC | 1,336 | $245K | shares |
| SCHVSCHWAB STRATEGIC TR | 8,692 | $241K | shares |
| UNPUNION PAC CORP | 1,024 | $236K | shares |
| VOVANGUARD INDEX FDS | 831 | $233K | shares |
| OKEONEOK INC NEW | 2,816 | $230K | shares |
| CITHE CIGNA GROUP | 690 | $228K | shares |
| SCCOSOUTHERN COPPER CORP | 2,237 | $226K | shares |
| SLVISHARES SILVER TR | 6,862 | $225K | shares |
| FBTCFIDELITY WISE ORIGIN BITCOIN | 2,341 | $220K | shares |
| MCKMCKESSON CORP | 300 | $220K | shares |
| ATOATMOS ENERGY CORP | 1,420 | $219K | shares |
| KIMKIMCO REALTY CORP | 10,074 | $212K | shares |
| SOXXISHARES TR | 917 | $211K | shares |
| ISRGINTUITIVE SURGICAL INC | 385 | $209K | shares |
| ARTYISHARES TR | 5,075 | $208K | shares |
| APOAPOLLO GLOBAL MGMT INC | 1,451 | $206K | shares |
| VDEVANGUARD WORLD FD | 1,708 | $203K | shares |
| TOTLSSGA ACTIVE ETF TR | 5,072 | $203K | shares |
| SSNCSS&C TECH HLDGS | 2,456 | $203K | shares |
| BGBUNGE GLOBAL SA | 2,524 | $203K | shares |
| ELAENVELA CORP | 21,570 | $132K | shares |
| BGBBLACKSTONE STRATEGIC CRED 20 | 10,722 | $130K | shares |
| HLNHALEON PLC | 11,166 | $116K | shares |
How Q3 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001754960-25-000792 | base | 2025-11-14 | acceptance time not in the bulk data set |