Leo Wealth, LLC
All 13F Filings
- Location
- Hurst, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 471,437
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 269 | 471,437 | 13F-HR | Leo Wealth, LLC |
| Q1 2026 | 5/5/2026 | 452 | 1,377,120 | 13F-HR | Leo Wealth, LLC |
| Q4 2025 | 1/21/2026 | 419 | 1,378,750 | 13F-HR | Leo Wealth, LLC |
| Q3 2025 | 11/14/2025 | 286 | 771,259 | 13F-HR | Leo Wealth, LLC |
| Q2 2025 | 7/24/2025 | 385 | 1,286,105 | 13F-HR | Leo Wealth, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 230.6 K | 48.9% | 230.6 K | 0 | 230.6 K |
| ETFs | 219.2 K | 46.5% | 219.2 K | 0 | 219.2 K |
| Debt | 21.67 K | 4.6% | 21.67 K | 0 | 21.67 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
471,437
Holdings
269
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.