Leo Wealth, LLC
All 13F Filings
- Location
- Hurst, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,377,120
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 539.8 K | 39.3% | 0 | 383.9 K | -383.9 K |
| ETFs | 808.4 K | 58.8% | 404.9 K | 0 | 404.9 K |
| Debt | 26.17 K | 1.9% | 106 | 0 | 106 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
1,377,120
Holdings
452
QoQ value change ($000)
-1,630
(-0.1%)
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.