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Portfolio (Quarterly) Guide ↗

Leo Wealth, LLC

· CIK 0001912202
13F Portfolio $1.4B AUM 419 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 148 New 212 Added 35 Reduced 15 Exited
Page 2 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CEMB ISHARES INC 219,562.0 $10.1M 0.73% +96K +77.7% $45.88 -0.7%
22 GCC WISDOMTREE TR 448,948.0 $9.5M 0.69% +192K +75.0% $21.16 +19.7%
23 MCD MCDONALDS CORP Consumer Cyclical 28,995.0 $8.9M 0.64% +942.0 +3.4% $305.63 -7.6%
24 GOOGL ALPHABET INC Communication Services 27,680.0 $8.7M 0.63% +4K +15.3% $313.00 +22.4%
25 VIG VANGUARD SPECIALIZED FUNDS 38,527.0 $8.5M 0.61% +3K +8.2% $219.78 +6.1%
26 SPY SPDR S&P 500 ETF TR Financial Services 12,343.0 $8.4M 0.61% +651.0 +5.6% $681.93 +9.3%
27 QQQ INVESCO QQQ TR Financial Services 12,660.0 $7.8M 0.56% +5K +60.5% $614.31 +16.8%
28 FLCH FRANKLIN TEMPLETON ETF TR 325,978.0 $7.8M 0.56% +42K +14.8% $23.81 -6.9%
29 TLT ISHARES TR 84,016.0 $7.3M 0.53% +46K +119.8% $87.18 -2.9%
30 IVV ISHARES TR 10,456.0 $7.2M 0.52% +4K +59.2% $684.91 +9.4%
31 VEA VANGUARD TAX-MANAGED FDS 106,836.0 $6.7M 0.48% +56K +110.7% $62.47 +12.8%
32 IAGG ISHARES TR 131,450.0 $6.6M 0.48% +30K +29.5% $50.02 +0.0%
33 LEMB ISHARES INC 137,572.0 $5.7M 0.41% +64K +85.8% $41.58 +0.3%
34 GOOG ALPHABET INC Communication Services 18,318.0 $5.7M 0.41% +9K +87.3% $312.09 +21.6%
35 MA MASTERCARD INCORPORATED Financial Services 9,706.0 $5.6M 0.40% +8K +350.6% $574.50 -13.2%
36 AVGO BROADCOM INC Technology 15,379.0 $5.3M 0.38% +5K +47.7% $344.41 +20.2%
37 IJR ISHARES TR 43,099.0 $5.2M 0.38% +777.0 +1.8% $120.18 +14.3%
38 IBDT ISHARES TR 193,443.0 $4.9M 0.36% +18K +10.1% $25.46 -0.9%
39 META META PLATFORMS INC Communication Services 7,389.0 $4.9M 0.35% +3K +76.6% $660.10 -7.6%
40 IBM INTERNATIONAL BUSINESS MACHS Technology 16,308.0 $4.8M 0.35% +1K +7.8% $296.21 -14.3%
Page 2 of 11  ·  212 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Financial Services 17.1%
Healthcare 14.0%
Consumer Cyclical 11.4%
Communication Services 6.6%
Industrials 4.7%
Consumer Defensive 4.6%
Energy 3.2%
Utilities 2.7%
Basic Materials 0.6%