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Portfolio (Quarterly) Guide ↗

Leo Wealth, LLC

· CIK 0001912202
13F Portfolio $1.4B AUM 419 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 148 New 212 Added 35 Reduced 15 Exited
Page 5 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CVX CHEVRON CORP NEW Energy 19,550.0 $3.0M 0.22% +8K +73.6% $152.41 +25.6%
82 IMCG ISHARES TR 36,361.0 $2.9M 0.21% NEW $78.74 +16.0%
83 DGRO ISHARES TR 41,234.0 $2.9M 0.21% +38K +1179.8% $69.42 +7.8%
84 MRK MERCK & CO INC Healthcare 26,848.0 $2.8M 0.20% +6K +29.3% $105.26 +16.3%
85 EMR EMERSON ELEC CO Industrials 21,255.0 $2.8M 0.20% NEW $132.72 +2.8%
86 BMY BRISTOL-MYERS SQUIBB CO Healthcare 52,134.0 $2.8M 0.20% +14K +36.8% $53.94 +10.2%
87 JPM JPMORGAN CHASE & CO. Financial Services 8,619.0 $2.8M 0.20% +4K +79.5% $322.23 -4.9%
88 GS GOLDMAN SACHS GROUP INC Financial Services 3,154.0 $2.8M 0.20% +1K +71.8% $879.09 +13.4%
89 GLDM WORLD GOLD TR Financial Services 32,381.0 $2.8M 0.20% +4K +14.0% $85.37 +4.5%
90 ESGU ISHARES TR 18,373.0 $2.7M 0.20% $148.98 +9.2%
91 VGM INVESCO TR INVT GRADE MUNS Financial Services 261,050.0 $2.7M 0.20% +79K +43.6% $10.37 -3.0%
92 LMND LEMONADE INC Financial Services 34,532.0 $2.7M 0.20% NEW $78.16 -27.7%
93 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 231,524.0 $2.7M 0.20% +70K +43.7% $11.63 -2.8%
94 KVUE KENVUE INC Consumer Defensive 153,995.0 $2.7M 0.19% +2K +1.1% $17.25 +1.6%
95 TSLA TESLA INC Consumer Cyclical 5,865.0 $2.6M 0.19% +2K +41.0% $449.74 -5.3%
96 MMU WESTERN ASSET MANAGED MUNS F Financial Services 247,215.0 $2.6M 0.19% +76K +44.2% $10.44 -3.7%
97 NFLX NETFLIX INC Communication Services 27,080.0 $2.5M 0.18% +26K +3214.6% $93.76 -5.5%
98 FE FIRSTENERGY CORP Utilities 55,640.0 $2.5M 0.18% +4K +8.1% $44.77 +3.4%
99 XSOE WISDOMTREE TR 63,446.0 $2.5M 0.18% +55K +632.2% $39.03 +20.3%
100 J P MORGAN EXCHANGE TRADED F 48,939.0 $2.5M 0.18% +2K +3.7% $50.59
Page 5 of 21  ·  419 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Financial Services 17.1%
Healthcare 14.0%
Consumer Cyclical 11.4%
Communication Services 6.6%
Industrials 4.7%
Consumer Defensive 4.6%
Energy 3.2%
Utilities 2.7%
Basic Materials 0.6%