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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 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ARES ARES MANAGEMENT CORPORATION Financial Services 2,772.0 $448K 0.03% -54.0 -1.9% $161.64 -23.0%
22 AVTR AVANTOR INC Healthcare 38,819.0 $445K 0.03% -1K -2.8% $11.46 -29.1%
23 CME CME GROUP INC Financial Services 1,503.0 $411K 0.03% -222.0 -12.9% $273.13 +6.6%
24 STWD STARWOOD PPTY TR INC Real Estate 22,341.0 $402K 0.03% -1K -5.8% $18.01 -4.0%
25 ISHARES TR 17,129.0 $395K 0.03% -488.0 -2.8% $23.08
26 SHV ISHARES TR 3,486.0 $384K 0.03% -1K -25.1% $110.14 +0.2%
27 LIN LINDE PLC Basic Materials 853.0 $364K 0.03% -14.0 -1.6% $426.51 +21.4%
28 VOOV VANGUARD ADMIRAL FDS INC 1,743.0 $357K 0.03% -79.0 -4.3% $204.89 +7.5%
29 EOG EOG RES INC Energy 3,203.0 $336K 0.02% -3K -49.3% $105.01 +34.5%
30 SHOP SHOPIFY INC Technology 1,965.0 $316K 0.02% -14.0 -0.7% $160.97 -36.0%
31 XLP SELECT SECTOR SPDR TR 3,401.0 $264K 0.02% -711.0 -17.3% $77.68 +9.2%
32 OMF ONEMAIN HLDGS INC Financial Services 3,414.0 $231K 0.02% -194.0 -5.4% $67.54 -20.8%
33 AM ANTERO MIDSTREAM CORP Energy 12,865.0 $229K 0.02% -378.0 -2.9% $17.79 +24.6%
34 D DOMINION ENERGY INC Utilities 3,699.0 $217K 0.02% -205.0 -5.2% $58.60 +15.5%
35 GRAB GRAB HOLDINGS LIMITED Technology 17,769.0 $89K 0.01% -20K -53.2% $4.99 -29.7%
Page 2 of 2  ·  35 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%