Leo Wealth, LLC
•CIK: 1912202•Filing: Q4 2025
**Leo Wealth, LLC** manages $1.4B across a diversified portfolio of 419 positions. The fund maintains significant exposure to key sectors, highlighted by top holdings including ESGV at $84.0M and AFRM at $68.8M. Further concentration is visible in GSLC ($60.8M) and VSGX ($60.3M), suggesting a tactical allocation across growth and defensive mandates. This structure indicates a sophisticated, multi-asset approach targeting differentiated alpha generation.
Total AUM
$1.4B
QoQ Performance
+78.8%
Positions
271
Top 10 Concentration
38.8%
Latest Filing
Q4 2025
Top Holdings Allocation
ESGV
ESGV6.1%
AFRM5.0%
GSLC4.4%
VSGX4.4%
AVUS3.9%
IEF2.9%
JNJ2.6%
AAPL2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.6%
Technology8.2%
Consumer4.3%
Healthcare4.3%
Financial3.1%
ETF2.0%
Industrial0.9%
Communication0.6%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$1.5M
—
ABRDN ETFS
SOLD
$1.2M
+123 more exited positions
Changes from Q3 2025
NEW42 new positions
↑142 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023