Leo Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Hurst, TX
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
452
Total value ($000)
$1,377,120
Net value change ($000)
-1,630 (-0.1%)
New positions
65
Sold out positions
32
Turnover %
6.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IBND 14,388 NEW
EMXC 12,321 NEW
WSML 11,257 NEW
GEV 11,186 5403.9%
JMBS 6,995 35.2%
LQD 6,898 26.2%
LEMB 6,885 120.4%
JNJ 6,646 18.9%
CEMB 5,285 52.5%
HON 4,316 53.7%
Top Reduces (Value $000, Stocks/ETFs)
AFRM -26,460 -38.4%
LQDH -23,590 -96.3%
VSGX -10,505 -17.4%
IAGG -6,576 -100.0%
ESGV -6,252 -7.4%
USFR -5,504 -23.9%
GSLC -5,425 -8.9%
MSFT -4,063 -20.8%
AMZN -3,641 -11.9%
JIRE -3,556 -15.1%
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