Leo Wealth, LLC
CIK
1912202
City
HURST
State / Country
TX
Top Portfolio Positions
253 positions ·
$505,857,500 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
924,622 | $42,366,180 | 8.38% | |
| JNJ |
Johnson & Johnson
Healthcare
|
171,116 | $41,827,595 | 8.27% | |
| AAPL |
Apple Inc.
Technology
|
119,197 | $30,251,006 | 5.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
130,025 | $27,080,306 | 5.35% | |
| MSFT |
Microsoft Corp
Technology
|
41,752 | $15,455,337 | 3.06% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
26,841 | $12,862,207 | 2.54% | |
| HON |
Honeywell International Inc
Industrials
|
54,660 | $12,354,799 | 2.44% | |
| NVDA |
Nvidia Corp
Technology
|
69,875 | $12,186,200 | 2.41% | |
| GEV |
GE Vernova Inc.
Industrials
|
13,052 | $11,393,090 | 2.25% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
29,070 | $9,034,665 | 1.79% |
Portfolio Trend
10 quarters · across all stocks
Holdings in EXG
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $769,752 | 88,886 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $847,083 | 88,886 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $808,862 | 88,886 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $777,752 | 88,886 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $723,532 | 88,886 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $726,198 | 88,886 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $775,085 | 88,886 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $751,086 | 88,886 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $725,309 | 88,886 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $686,199 | 88,886 | Shares | Sole | 2024-03-14 | |
| No 13F history on record for this holder in this stock. | ||||||