account_balance
Investment manager · 13F filer · SEC CIK 1912202
Leo Wealth, LLC
Reported value$471Mas of Sep 30, 2026
Positions269 25 new, 208 sold out
Top 10 weight34.7%JNJ alone is 6%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JNJJohnson & Johnson
5.9%Trimmed −39%
ESGVVanguard World Fd
5.7%Trimmed −71%
VSGXVanguard World Fd
4.1%Trimmed −65%
GSLCGoldman Sachs ETF Tr
3.8%Trimmed −72%
AVUSAmerican Centy ETF Tr
3.6%Trimmed −72%
GEVGE Vernova Inc.
3.5%Added +33%
AAPLApple Inc.
3.1%Trimmed −63%
MSFTMicrosoft Corp
1.9%Trimmed −58%
NVDANVIDIA Corp
1.7%−51%
IEFiShares Tr
1.5%−83%
VOOVanguard Index FDS
1.5%−48%
IVViShares Tr
1.4%−11%
JNJJohnson & Johnson
5.9%Trimmed −39%
ESGVVanguard World Fd
5.7%Trimmed −71%
VSGXVanguard World Fd
4.1%Trimmed −65%
GSLCGoldman Sachs ETF Tr
3.8%Trimmed −72%
AVUSAmerican Centy ETF Tr
3.6%Trimmed −72%
GEVGE Vernova Inc.
3.5%
AAPLApple Inc.
3.1%
MSFTMicrosoft Corp
1.9%
NVDA1.7%IEF1.5%
VOO1.5%
IVV1.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JNJ Johnson & Johnson 5.9% Trimmed −39%
ESGV Vanguard World Fd 5.7% Trimmed −71%
VSGX Vanguard World Fd 4.1% Trimmed −65%
GSLC Goldman Sachs ETF Tr 3.8% Trimmed −72%
AVUS American Centy ETF Tr 3.6% Trimmed −72%
GEV GE Vernova Inc. 3.5% Added +33%AAPL Apple Inc. 3.1% Trimmed −63%MSFT Microsoft Corp 1.9% Trimmed −58%NVDA NVIDIA Corp 1.7% Trimmed −51%IEF iShares Tr 1.5% Trimmed −83%
VOO Vanguard Index FDS 1.5% Trimmed −48%
IVV iShares Tr 1.4% Trimmed −11%
What changed
Biggest moves since Mar 31, 2026
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