Leo Wealth, LLC
454 holdingsFiling period: 2026-03-31Current AUM: $1.52Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ESGV | VANGUARD WORLD FD | 692.5K | $77.8M | $91.4M | 6.03% | -1,635 | 2026-03-31 |
| 2 | GSLC | GOLDMAN SACHS ETF TR | 442.6K | $55.4M | $63.2M | 4.17% | -16,587 | 2026-03-31 |
| 3 | AVUS | AMERICAN CENTY ETF TR | 471.9K | $52.5M | $60.2M | 3.97% | -11,937 | 2026-03-31 |
| 4 | VSGX | VANGUARD WORLD FD | 693.6K | $49.8M | $55.6M | 3.67% | -147,404 | 2026-03-31 |
| 5 | IEF | ISHARES TR | 464.6K | $44.3M | $43.2M | 2.85% | +46.6K | 2026-03-31 |
| 6 | AFRM | AFFIRM HLDGS INC | 924.6K | $42.4M | $66.1M | 4.36% | -83 | 2026-03-31 |
| 7 | JNJ | JOHNSON & JOHNSON | 171.1K | $41.8M | $43.9M | 2.89% | +1.1K | 2026-03-31 |
| 8 | LQD | ISHARES TR | 304.8K | $33.2M | $32.4M | 2.14% | +66.0K | 2026-03-31 |
| 9 | SPYM | SPDR SERIES TRUST | 419.1K | $32.1M | $36.8M | 2.43% | +6.3K | 2026-03-31 |
| 10 | AAPL | APPLE INC | 119.2K | $30.3M | $36.8M | 2.43% | -4,930 | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 130.0K | $27.1M | $35.3M | 2.33% | -3,073 | 2026-03-31 |
| 12 | JMBS | JANUS DETROIT STR TR | 594.1K | $26.8M | $26.2M | 1.73% | +159.8K | 2026-03-31 |
| 13 | SCHD | SCHWAB STRATEGIC TR | 786.7K | $24.1M | $26.3M | 1.74% | -16,057 | 2026-03-31 |
| 14 | JIRE | J P MORGAN EXCHANGE TRADED F | 263.3K | $19.9M | $22.0M | 1.45% | -50,405 | 2026-03-31 |
| 15 | USFR | WISDOMTREE TR | 344.2K | $17.5M | $17.5M | 1.16% | -110,975 | 2026-03-31 |
| 16 | SCHG | SCHWAB STRATEGIC TR | 590.2K | $17.2M | $20.2M | 1.33% | +16.4K | 2026-03-31 |
| 17 | HELO | J P MORGAN EXCHANGE TRADED F | 243.5K | $15.6M | $16.7M | 1.10% | -13,460 | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 41.8K | $15.5M | $19.4M | 1.28% | +1.4K | 2026-03-31 |
| 19 | CEMB | ISHARES INC | 339.2K | $15.4M | $15.3M | 1.01% | +119.6K | 2026-03-31 |
| 20 | IBND | SPDR SERIES TRUST | 463.0K | $14.4M | $14.4M | 0.95% | -- | 2026-03-31 |
| 21 | VGK | VANGUARD INTL EQUITY INDEX F | 166.3K | $13.7M | $15.1M | 0.99% | -23,852 | 2026-03-31 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 26.8K | $12.9M | $12.9M | 0.85% | +395 | 2026-03-31 |
| 23 | LEMB | ISHARES INC | 309.0K | $12.6M | $13.2M | 0.87% | +171.4K | 2026-03-31 |
| 24 | HON | HONEYWELL INTL INC | 54.7K | $12.4M | $6.6M | 0.44% | +13.5K | 2026-03-31 |
| 25 | EMXC | ISHARES INC | 156.6K | $12.3M | $14.4M | 0.95% | -- | 2026-03-31 |
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