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Leo Wealth, LLC
Leo Wealth, LLC is an institution, managing $767.3M across 285 long positions as of Q3 2025 with 53% ETF concentration.
- Portfolio Value
- $767.3M
- Positions
- 285
- Top Holding
- AFRM at 8.81%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Leo Wealth, LLC's portfolio (42.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $67.6M | 8.81% | -$5.4M Sold | 0.28% 924.8K shares | |
ETF ETF | $44.7M | 5.82% | -$35.7M Sold | — 377.1K shares | |
ETF ETF | $42.9M | 5.58% | -$13.8M Sold | — 617.7K shares | |
ETF ETF | $31.6M | 4.11% | -$25.7M Sold | — 242.4K shares | |
Drug Manufacturers - General Healthcare | $30.5M | 3.97% | -$40.5M Sold | 0.01% 164.4K shares | |
ETF ETF | $29.1M | 3.79% | -$21.5M Sold | — 267.3K shares | |
ETF ETF | $23.7M | 3.09% | -$3.1M Sold | — 471.2K shares | |
Specialty Retail Consumer Cyclical | $20.3M | 2.64% | -$9.2M Sold | 0.00% 92.3K shares | |
Consumer Electronics Technology | $19.7M | 2.57% | -$14.4M Sold | 0.00% 77.3K shares | |
ETF ETF | $15.4M | 2.01% | -$21.0M Sold | — 159.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Leo Wealth, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Leo Wealth, LLC
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