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Latest Leo Wealth, LLC Stock Portfolio

$471Million | No. of Holdings #266

About Leo Wealth, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, Leo Wealth, LLC reported an equity portfolio of $471.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Leo Wealth, LLC are JNJ, EDV, EDV. The fund has invested 5.9% of it's portfolio in JOHNSON & JOHNSON and 5.7% of portfolio in VANGUARD WORLD FD. <br><br> Leo Wealth, LLC opened new stock positions in JOHNSON & JOHNSON (JNJ), VANGUARD WORLD FD (EDV) and GOLDMAN SACHS ETF TR (GBIL).
Leo Wealth, LLC Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$471Million
  as of Oct 26, 2026

Leo Wealth, LLC Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
johnson & johnson27,789,000
vanguard world fd26,762,600
vanguard world fd19,424,100
goldman sachs etf tr17,789,200
american centy etf tr16,978,300
ge vernova inc16,543,800
apple inc14,613,000
microsoft corp9,036,700
New stocks bought by Leo Wealth, LLC

Additions

No additions were made to existing positions by Leo Wealth, LLC

Reductions

None of the existing positions were reduced by Leo Wealth, LLC

Sold off

None of the stocks were completely sold off by Leo Wealth, LLC

Sector Distribution

  • Others
  • Technology
  • Healthcare
  • Communication Services
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Utilities
Sector%
Others63.4
Technology11.6
Healthcare10.3
Communication Services3.2
Financial Services2.9
Industrials2.3
Consumer Cyclical1.8
Consumer Defensive1.6
Utilities1.4

Market Cap. Distribution

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED63.4
MEGA-CAP24.9
LARGE-CAP11.2

Stocks belong to which Index?

  • Others
  • S&P 500
Index%
Others64.5
S&P 50035.2
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

Leo Wealth, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Leo Wealth, LLC

$471.44MTotal Value
269Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Leo Wealth, LLC, last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leo Wealth, LLC's holding in Ishares Tr over time
0.38%23,959
$1.81M
0.38%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leo Wealth, LLC's holding in Ishares Tr over time
0.31%28,509
$1.46M
0.31%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leo Wealth, LLC's holding in Ishares Tr over time
0.24%28,427
$1.13M
0.24%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leo Wealth, LLC's holding in Ishares Tr over time
0.09%9,861
$416.0K
0.09%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leo Wealth, LLC's holding in Ishares Tr over time
0.07%6,657
$335.2K
0.07%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Leo Wealth, LLC's holding in Ishares Inc over time
0.56%62,892
$2.66M
0.56%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Leo Wealth, LLC's holding in Ishares Inc over time
0.31%33,680
$1.48M
0.31%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Leo Wealth, LLC's holding in American Centy Etf Tr over time
3.6%132,550
$16.98M
3.6%
new position
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Leo Wealth, LLC's holding in Pacer Fds Tr over time
0.05%4,203
$250.1K
0.05%
new position
AGT
Ishares Tr

Ishares Tr

AGT
Leo Wealth, LLC's holding in Ishares Tr over time
0.46%89,698
$2.17M
0.46%
new position
AGT
Ishares Tr

Ishares Tr

AGT
Leo Wealth, LLC's holding in Ishares Tr over time
0.17%4,816
$803.2K
0.17%
new position