Leo Wealth, LLC

HURST, TX · CIK 1912202 · 13F filing filed 2026-05-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHurst, TX

$1.4bn reported value -0.1% vs Q4 2025

452positions

33.4%in top 10

65 new 220 added 150 reduced 32 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	692,530	$77.8m5.65%	5.65%	Reduced -1.6k	-1,635 -0.2%
2	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	442,595	$55.4m4.02%	4.02%	Reduced -16.6k	-16,587 -3.6%
3	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	471,880	$52.5m3.81%	3.81%	Reduced -11.9k	-11,937 -2.5%
4	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	693,587	$49.8m3.61%	3.61%	Reduced -147.4k	-147,404 -17.5%
5	ISHARES TR 7-10 YR TRSY BD IEF	IEF	464,602	$44.3m3.22%	3.22%	Added +46.6k	+46,650 11.2%
6	AFFIRM HLDGS INC COM CL A AFRM	AFRM	924,622	$42.4m3.08%	3.08%	Reduced -83	-83 -0.0%
7	JOHNSON & JOHNSON COM JNJ	JNJ	171,116	$41.8m3.04%	3.04%	Added +1.1k	+1,112 0.7%
8	ISHARES TR IBOXX INV CP ETF LQD	LQD	304,760	$33.2m2.41%	2.41%	Added +66.0k	+65,990 27.6%
9	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	419,144	$32.1m2.33%	2.33%	Added +6.3k	+6,257 1.5%
10	APPLE INC COM AAPL	AAPL	119,197	$30.3m2.20%	2.20%	Reduced -4.9k	-4,930 -4.0%
11	AMAZON COM INC COM AMZN	AMZN	130,025	$27.1m1.97%	1.97%	Reduced -3.1k	-3,073 -2.3%
12	JANUS DETROIT STR TR HENDERSON MTG JMBS	JMBS	594,085	$26.8m1.95%	1.95%	Added +159.8k	+159,837 36.8%
13	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	786,706	$24.1m1.75%	1.75%	Reduced -16.1k	-16,057 -2.0%
14	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	263,346	$19.9m1.45%	1.45%	Reduced -50.4k	-50,405 -16.1%
15	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	344,162	$17.5m1.27%	1.27%	Reduced -111.0k	-110,975 -24.4%
16	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	590,246	$17.2m1.25%	1.25%	Added +16.4k	+16,350 2.9%
17	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	243,451	$15.6m1.13%	1.13%	Reduced -13.5k	-13,460 -5.2%
18	MICROSOFT CORP COM MSFT	MSFT	41,752	$15.5m1.12%	1.12%	Added +1.4k	+1,393 3.5%
19	ISHARES INC JP MRG EM CRP BD CEMB	CEMB	339,200	$15.4m1.12%	1.12%	Added +119.6k	+119,638 54.5%
20	SPDR SERIES TRUST BLOOMBERG INTL IBND	IBND	462,961	$14.4m1.04%	1.04%	New
21	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	166,263	$13.7m1.00%	1.00%	Reduced -23.9k	-23,852 -12.6%
22	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	26,841	$12.9m0.93%	0.93%	Added +395	+395 1.5%
23	ISHARES INC JP MORGAN EM ETF LEMB	LEMB	308,966	$12.6m0.92%	0.92%	Added +171.4k	+171,394 124.6%
24	HONEYWELL INTL INC COM COM		54,660	$12.4m0.90%	0.90%	Added +13.5k	+13,454 32.6%
25	ISHARES INC MSCI EMRG CHN EMXC	EMXC	156,642	$12.3m0.89%	0.89%	New
26	NVIDIA CORPORATION COM NVDA	NVDA	69,875	$12.2m0.88%	0.88%	Added +1.6k	+1,631 2.4%
27	GE VERNOVA INC COM GEV	GEV	13,052	$11.4m0.83%	0.83%	Added +12.7k	+12,735 4017.3%
28	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	19,061	$11.4m0.83%	0.83%	Added +2.3k	+2,301 13.7%
29	ISHARES TR MSCI WORLD SMALL WSML	WSML	362,440	$11.3m0.82%	0.82%	New
30	ISHARES TR GLOB HLTHCRE ETF IXJ	IXJ	119,699	$11.2m0.81%	0.81%	Reduced -27.1k	-27,099 -18.5%
31	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	24,555	$10.7m0.78%	0.78%	Reduced -736	-736 -2.9%
32	SIMPLIFY EXCHANGE TRADED FUN HEDGED EQUITY HEQT	HEQT	333,880	$10.5m0.76%	0.76%	Added +2.4k	+2,374 0.7%
33	WISDOMTREE TR ENHNCD CMMDTY ST GCC	GCC	436,173	$10.4m0.76%	0.76%	Reduced -12.8k	-12,775 -2.9%
34	MCDONALDS CORP COM MCD	MCD	29,070	$9.0m0.66%	0.66%	Added +75	+75 0.3%
35	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 HG BSJT	BSJT	418,693	$8.8m0.64%	0.64%	Reduced -2.8k	-2,755 -0.7%
36	ISHARES TR 20 YR TR BD ETF TLT	TLT	99,099	$8.6m0.62%	0.62%	Added +15.1k	+15,083 17.9%
37	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 BSJQ	BSJQ	369,699	$8.6m0.62%	0.62%	Added +6.3k	+6,341 1.8%
38	INVESCO EXCH TRD SLF IDX FD INVSCO 28 HYCORP BSJS	BSJS	383,914	$8.3m0.60%	0.60%	Added +2.6k	+2,641 0.7%
39	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	37,720	$8.1m0.59%	0.59%	Reduced -807	-807 -2.1%
40	ALPHABET INC CAP STK CL A GOOGL	GOOGL	28,148	$8.1m0.59%	0.59%	Added +468	+468 1.7%
41	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	12,147	$7.9m0.57%	0.57%	Reduced -196	-196 -1.6%
42	DBX ETF TR XTRACK MSCI ALL DBAW	DBAW	180,481	$7.7m0.56%	0.56%	Added +11.8k	+11,807 7.0%
43	INVESCO EXCH TRD SLF IDX FD INVESCO BULLETSH BSJV	BSJV	282,511	$7.3m0.53%	0.53%	Added +8.0k	+7,973 2.9%
44	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	12,568	$7.3m0.53%	0.53%	Reduced -92	-92 -0.7%
45	BLACKROCK INC COM BLK	BLK	7,444	$7.2m0.52%	0.52%	Added +10	+10 0.1%
46	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	99,867	$6.4m0.46%	0.46%	Reduced -7.0k	-6,969 -6.5%
47	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	141,847	$6.4m0.46%	0.46%	Added +25.1k	+25,103 21.5%
48	ISHARES TR CORE S&P500 ETF IVV	IVV	9,492	$6.2m0.45%	0.45%	Reduced -964	-964 -9.2%
49	EXXON MOBIL CORP COM XOM	XOM	35,768	$6.1m0.44%	0.44%	Reduced -2.6k	-2,610 -6.8%
50	FRANKLIN TEMPLETON ETF TR FTSE CHINA FLCH	FLCH	247,270	$5.5m0.40%	0.40%	Reduced -78.7k	-78,708 -24.1%
51	ISHARES TR CORE S&P SCP ETF IJR	IJR	42,467	$5.3m0.38%	0.38%	Reduced -632	-632 -1.5%
52	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	108,334	$5.1m0.37%	0.37%	Added +2.3k	+2,304 2.2%
53	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	195,552	$5.0m0.36%	0.36%	Added +2.1k	+2,109 1.1%
54	ISHARES TR IBONDS 27 ETF IBDS	IBDS	203,315	$4.9m0.36%	0.36%	Added +5.7k	+5,716 2.9%
55	ALPHABET INC CAP STK CL C GOOG	GOOG	17,035	$4.9m0.35%	0.35%	Reduced -1.3k	-1,283 -7.0%
56	MASTERCARD INCORPORATED CL A MA	MA	9,691	$4.8m0.35%	0.35%	Reduced -15	-15 -0.1%
57	ISHARES TR S&P 500 VAL ETF IVE	IVE	22,355	$4.7m0.34%	0.34%	Added +14	+14 0.1%
58	BROADCOM INC COM AVGO	AVGO	15,130	$4.7m0.34%	0.34%	Reduced -249	-249 -1.6%
59	VERIZON COMMUNICATIONS INC COM VZ	VZ	92,748	$4.7m0.34%	0.34%	Added +4.6k	+4,608 5.2%
60	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	237,498	$4.6m0.34%	0.34%	Reduced -12.6k	-12,602 -5.0%
61	SPDR GOLD TR GOLD SHS GLD	GLD	10,683	$4.6m0.33%	0.33%	Added +364	+364 3.5%
62	EMERSON ELEC CO COM EMR	EMR	35,024	$4.6m0.33%	0.33%	Added +13.8k	+13,769 64.8%
63	AT&T INC COM T	T	157,634	$4.6m0.33%	0.33%	Added +19.5k	+19,547 14.2%
64	SPDR SERIES TRUST STATE STRET SPDR CERY	CERY	127,061	$4.5m0.33%	0.33%	Added +5.3k	+5,274 4.3%
65	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	178,226	$4.5m0.32%	0.32%	Reduced -770	-770 -0.4%
66	ISHARES TR IBONDS DEC 29 IBDU	IBDU	191,154	$4.4m0.32%	0.32%	Added +17.2k	+17,211 9.9%
67	VANGUARD INDEX FDS VALUE ETF VTV	VTV	22,437	$4.4m0.32%	0.32%	Reduced -2.0k	-1,970 -8.1%
68	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	17,986	$4.4m0.32%	0.32%	Added +1.7k	+1,678 10.3%
69	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	13,440	$4.3m0.31%	0.31%	Reduced -526	-526 -3.8%
70	CHEVRON CORP NEW COM CVX	CVX	20,423	$4.2m0.31%	0.31%	Added +873	+873 4.5%
71	BIOGEN INC COM BIIB	BIIB	22,737	$4.2m0.30%	0.30%	Added +4.6k	+4,604 25.4%
72	META PLATFORMS INC CL A META	META	7,154	$4.1m0.30%	0.30%	Reduced -235	-235 -3.2%
73	CISCO SYS INC COM CSCO	CSCO	52,642	$4.1m0.30%	0.30%	Reduced -2.2k	-2,211 -4.0%
74	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	65,938	$4.0m0.29%	0.29%	Added +13.8k	+13,804 26.5%
75	WALMART INC COM WMT	WMT	31,404	$3.9m0.28%	0.28%	Reduced -1.5k	-1,510 -4.6%
76	DUKE ENERGY CORP NEW COM NEW DUK	DUK	28,694	$3.8m0.27%	0.27%	Added +2.8k	+2,796 10.8%
77	ISHARES TR RUS 1000 GRW ETF IWF	IWF	8,543	$3.6m0.26%	0.26%	Reduced -2	-2 -0.0%
78	ABBVIE INC COM ABBV	ABBV	16,154	$3.5m0.26%	0.26%	Added +766	+766 5.0%
79	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	62,327	$3.4m0.25%	0.25%	Reduced -36	-36 -0.1%
80	ISHARES TR IBONDS DEC2026 IBDR	IBDR	137,080	$3.3m0.24%	0.24%	Added +1.4k	+1,406 1.0%
81	NETFLIX INC COM NFLX	NFLX	34,188	$3.3m0.24%	0.24%	Added +7.1k	+7,108 26.2%
82	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	13,878	$3.3m0.24%	0.24%	Reduced -252	-252 -1.8%
83	WISDOMTREE TR EM EX ST-OWNED XSOE	XSOE	80,130	$3.2m0.23%	0.23%	Added +16.7k	+16,684 26.3%
84	NUVEEN AMT FREE QLTY MUN INC COM XNEAX	XNEAX	283,141	$3.2m0.23%	0.23%	Added +51.6k	+51,617 22.3%
85	INVESCO TR INVT GRADE MUNS COM VGM	VGM	319,284	$3.2m0.23%	0.23%	Added +58.2k	+58,234 22.3%
86	ELI LILLY & CO COM LLY	LLY	3,398	$3.1m0.23%	0.23%	Added +291	+291 9.4%
87	INVESCO ACTIVELY MANAGED EXC VAR RATE INVT VRIG	VRIG	131,440	$3.1m0.23%	0.23%	New
88	WESTERN ASSET MANAGED MUNS F COM MMU	MMU	299,771	$3.1m0.22%	0.22%	Added +52.6k	+52,556 21.3%
89	MERCK & CO INC COM MRK	MRK	24,749	$3.0m0.22%	0.22%	Reduced -2.1k	-2,099 -7.8%
90	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	31,816	$2.9m0.21%	0.21%	Reduced -565	-565 -1.7%
91	PFIZER INC COM PFE	PFE	104,084	$2.9m0.21%	0.21%	Reduced -31.8k	-31,777 -23.4%
92	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	37,725	$2.9m0.21%	0.21%	Reduced -8.0k	-8,037 -17.6%
93	BLACKROCK MUNIYIELD QUALITY COM MYI	MYI	274,876	$2.9m0.21%	0.21%	New
94	ISHARES TR CORE DIV GRWTH DGRO	DGRO	40,692	$2.9m0.21%	0.21%	Reduced -542	-542 -1.3%
95	BLACKROCK MUNIHOLDINGS FD IN COM MHD	MHD	251,331	$2.8m0.21%	0.21%	New
96	ISHARES TR MRGSTR MD CP GRW IMCG	IMCG	35,794	$2.8m0.20%	0.20%	Reduced -567	-567 -1.6%
97	COSTCO WHSL CORP NEW COM COST	COST	2,829	$2.8m0.20%	0.20%	Added +94	+94 3.4%
98	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	123,651	$2.7m0.20%	0.20%	Added +12.2k	+12,227 11.0%
99	PROGRESSIVE CORP COM PGR	PGR	13,542	$2.7m0.19%	0.19%	Added +10.4k	+10,366 326.4%
100	KENVUE INC COM KVUE	KVUE	155,156	$2.7m0.19%	0.19%	Added +1.2k	+1,161 0.8%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
ISHARES TR IAGG	IAGG	131,450	$6.6m131.4k shares
BLACKROCK MUNIVEST FD INC XMVFX	XMVFX	339,809	$2.4m339.8k shares
ISHARES TR IYK	IYK	32,014	$2.1m32.0k shares
BLACKROCK MUNI INCOME TR II BLE	BLE	172,713	$1.8m172.7k shares
PROFESIONALLY MANAGED PORTFO AKRE	AKRE	22,970	$1.5m23.0k shares
ISHARES TR IYZ	IYZ	28,418	$963.4k28.4k shares
SSGA ACTIVE ETF TR SRLN	SRLN	19,851	$819.3k19.9k shares
NUVEEN S&P 500 BUY-WRITE INC		34,991	$514.4k35.0k shares
CORTEVA INC CTVA	CTVA	7,568	$507.3k7.6k shares
ISHARES TR IYR	IYR	4,548	$427.1k4.5k shares
DUOLINGO INC DUOL	DUOL	2,424	$425.4k2.4k shares
VANGUARD SCOTTSDALE FDS VTC	VTC	5,415	$420.4k5.4k shares
QNITY ELECTRONICS INC Q	Q	5,096	$416.1k5.1k shares
KRAFT HEINZ CO KHC	KHC	16,228	$393.5k16.2k shares
ISHARES TR SHV	SHV	3,486	$383.9k3.5k shares
NUVEEN DOW 30 DYNMC OVERWRT		23,000	$351.0k23.0k shares
ISHARES TR REET	REET	13,845	$345.4k13.8k shares
ISHARES TR IXC	IXC	7,848	$329.1k7.8k shares
NOVO-NORDISK A S NVO	NVO	6,105	$310.6k6.1k shares
SYSCO CORP SYY	SYY	4,185	$308.4k4.2k shares
INTERACTIVE BROKERS GROUP IN IBKR	IBKR	4,755	$305.8k4.8k shares
VANECK ETF TRUST FLTR	FLTR	12,000	$305.8k12.0k shares
INVESCO CURRENCYSHARES JAPAN FXY	FXY	5,187	$304.3k5.2k shares
AMERICAN FINL GROUP INC OHIO AFG	AFG	2,066	$282.4k2.1k shares
WISDOMTREE TR QHY	QHY	5,577	$259.0k5.6k shares