Leo Wealth, LLC
Q4 2025 13F-HR Holdings
Net value change ($000)
+607,491
(78.8%)
New positions
146
Sold out positions
15
Turnover %
17.3%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| ESGV | 39,338 | 88.1% |
| SPYM | 33,152 | NEW |
| GSLC | 29,233 | 92.6% |
| AVUS | 25,047 | 86.2% |
| IEF | 24,791 | 160.9% |
| SCHD | 21,200 | 2588.5% |
| SCHG | 18,748 | NEW |
| VSGX | 17,406 | 40.6% |
| HELO | 17,065 | NEW |
| LQD | 15,715 | 148.2% |
Top Reduces (Value $000, Stocks/ETFs)
| SBAC | -7,004 | -100.0% |
| IBDQ | -3,120 | -100.0% |
| iSHARES TRUST | -1,514 | -100.0% |
| TTE | -1,413 | -100.0% |
| BLK | -1,368 | -14.7% |
| BCI | -1,245 | -100.0% |
| KMB | -1,030 | -44.8% |
| HON | -949 | -10.6% |
| CMCSA | -927 | -42.8% |
| iSHARES TRUST | -729 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|