Leo Wealth, LLC - Portfolio overview

Leo Wealth, LLC has 478 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. ESGV - VANGUARD WORLD FD, 5.54%
2. GSLC - GOLDMAN SACHS ETF TR, 3.94%
3. AVUS - AMERICAN CENTY ETF TR, 3.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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