Leo Wealth, LLC

Q3 2026 13F-HR Holdings

Location
Hurst, TX
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
269
Total value ($000)
$471,437
Net value change ($000)
—
New positions
269
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
JNJ 27,789 —
ESGV 26,763 —
VSGX 19,424 —
GSLC 17,789 —
AVUS 16,978 —
GEV 16,544 —
AAPL 14,613 —
MSFT 9,037 —
NVDA 7,849 —
IEF 7,010 —
Top Reduces (Value $000, Stocks/ETFs)
—
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