Institutional Fund
Leo Wealth, LLC
Hurst, TXCIK 19122025 filings on record
Portfolio Value
$1.38B
Q1 2026
Holdings
452
Reported positions
New Buys
65
Opened this quarter
QoQ Change
-0.1%
from $1.38B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard World Fd5.6%
- Goldman Sachs ETF Tr4.0%
- American Centy ETF Tr3.8%
- Vanguard World Fd3.6%
- Ishares Tr3.2%
- Affirm Hldgs Inc3.1%
- Other76.6%
Portfolio Holdings
452 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 692.5K | $77.75M | 5.6% | −1.6K | Reduced |
| 2 | Goldman Sachs ETF Tr | 442.6K | $55.38M | 4.0% | −16.6K | Reduced |
| 3 | American Centy ETF Tr | 471.9K | $52.46M | 3.8% | −11.9K | Reduced |
| 4 | Vanguard World Fd | 693.6K | $49.75M | 3.6% | −147.4K | Reduced |
| 5 | Ishares Tr | 464.6K | $44.34M | 3.2% | +46.6K | Added |
| 6 | Affirm Hldgs Inc | 924.6K | $42.37M | 3.1% | −83 | Reduced |
| 7 | Johnson & Johnson | 171.1K | $41.83M | 3.0% | +1.1K | Added |
| 8 | Ishares Tr | 304.8K | $33.21M | 2.4% | +66.0K | Added |
| 9 | Spdr Series Trust | 419.1K | $32.06M | 2.3% | +6.3K | Added |
| 10 | Apple Inc | 119.2K | $30.25M | 2.2% | −4.9K | Reduced |
442 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio