Leo Wealth, LLC portfolio
Latest available portfolio: Q1 2026 · Holdings as of · Filed · $1,377,120,463 in Form 13F holdings
See latest portfolio changesQuarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 452 | $1,377,120,463 | +$149,715,188 | -$106,222,357 | +$43,492,831 | ESGV, GSLC, AVUS, VSGX, IEF | 13F-HR | 05 May 2026, 11:21 |
| Q4 2025 | 419 | $1,377,617,041 | +$615,664,698 | -$23,684,518 | +$591,980,180 | ESGV, AFRM, GSLC, VSGX, AVUS | 13F-HR | 20 Jan 2026, 21:08 |
| Q3 2025 | 286 | $771,258,680 | +$17,134,241 | -$600,759,543 | -$583,625,302 | AFRM, ESGV, VSGX, GSLC, JNJ | 13F-HR | 14 Nov 2025, 13:20 |
| Q2 2025 | 385 | $1,286,105,330 | +$557,067,034 | -$19,471,064 | +$537,595,970 | ESGV, AFRM, JNJ, VSGX, GSLC | 13F-HR | 23 Jul 2025, 21:04 |
| Q1 2025 | 269 | $695,671,069 | +$43,254,524 | -$441,000,372 | -$397,745,848 | JNJ, AFRM, ESGV, VSGX, GSLC | 13F-HR | 02 May 2025, 10:28 |
| Q4 2024 | 357 | $1,115,817,646 | +$137,122,100 | -$95,434,387 | +$41,687,713 | ESGV, AFRM, GSLC, JNJ, AVUS | 13F-HR | 27 Jan 2025, 18:13 |
| Q3 2024 | 348 | $1,094,232,234 | +$90,071,357 | -$39,811,576 | +$50,259,781 | JNJ, ESGV, GSLC, VSGX, AFRM | 13F-HR | 21 Oct 2024, 12:26 |
| Q2 2024 | 332 | $980,030,918 | +$109,847,024 | -$99,982,945 | +$9,864,079 | JNJ, ESGV, VSGX, GSLC, AVUS | 13F-HR | 17 Jul 2024, 10:54 |
| Q1 2024 | 333 | $977,151,793 | +$63,682,678 | -$66,187,155 | -$2,504,477 | JNJ, ESGV, VSGX, AFRM, GSLC | 13F-HR | 09 May 2024, 17:01 |
| Q4 2023 | 327 | $953,164,954 | $0 | $0 | $0 | JNJ, ESGV, AFRM, VSGX, GSLC | 13F-HR | 14 Mar 2024, 13:16 |
Showing 1-10 of 10 filings.
Manager details and filing context
- Latest 13F filing
- Q1 2026 - 05 May 2026
- Latest reported 13F value
- $1,377,120,463
- Largest 13F holdings
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ESGV GSLC AVUS VSGX IEF AFRM JNJ LQD SPYM AAPL AMZN JMBS
+8 more
SCHD JIRE USFR SCHG HELO MSFT CEMB IBND - Form 13F summary
-
- Leo Wealth, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Leo Wealth, LLC reported 452 equity holdings with a total reported market value of $1,377,120,463 for Q1 2026. Top reported holdings included ESGV, GSLC, AVUS, VSGX, and IEF.
- Manager signature
- Aryn Sands - Agent
- Manager location
- Hurst, TX
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Holdings Value