Leo Wealth, LLC
Annual return '25
+22.4%
SPY '25
+17.7%
Alpha
+4.6ptsvs SPY
Invested
$2.8B
Holdings
451
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ESGV
VANGUARD WORLD FD
Q4 2025: Exited (was 377.1k shares)
5.7%
02
$GSLC
GOLDMAN SACHS ETF TR
Q4 2025: Exited (was 242.4k shares)
4.0%
03
$AVUS
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 267.3k shares)
3.8%
04
$VSGX
VANGUARD WORLD FD
Q4 2025: Exited (was 617.7k shares)
3.6%
05
$IEF
ISHARES TR
Q4 2025: Exited (was 159.7k shares)
3.2%
06
$AFRM
AFFIRM HLDGS INC
Q4 2025: Exited (was 924.8k shares)
3.1%
07
$JNJ
JOHNSON & JOHNSON
Q4 2025: Sold 99.8% (164.4k → 280 shares)
3.0%
08
$LQD
ISHARES TR
Q4 2025: Exited (was 95.1k shares)
2.4%
09
$SPYM
SPDR SERIES TRUST
Q3 2025: Exited (was 366.6k shares)
2.3%
10
$AAPL
APPLE INC
Q4 2025: Exited (was 77.3k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:37 UTC.