Leo Wealth, LLC
Q2 2025 13F Holdings
- Locationhurst, TX
- Num holdings
385
- Value ($000)
$1,286,105
- Date Filed07/24/2025
- Form type13F-HR
- CIK0001912202
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ESGV VANGUARD WORLD FD | ESG US STK ETF | 921910733 | $74.47M | 6 % | 678,646 | ||
AFRM AFFIRM HLDGS INC | COM CL A | 00827B106 | $69.01M | 5 % | 998,091 | ||
JNJ JOHNSON & JOHNSON | COM | 478160104 | $58.49M | 5 % | 382,885 | ||
VSGX VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | $53.52M | 4 % | 816,012 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $53.45M | 4 % | 439,959 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $46.94M | 4 % | 465,124 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $36.15M | 3 % | 377,239 | ||
AMZN AMAZON COM INC | COM | 023135106 | $29.44M | 2 % | 134,219 | ||
AAPL APPLE INC | COM | 037833100 | $27.45M | 2 % | 133,850 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $26.84M | 2 % | 533,436 |
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