Leo Wealth
Leo Wealth reported 269 stocks worth $471M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are JNJ (5.9%), ESGV (5.7%) and VSGX (4.1%). Compared with Q1 2026, the fund opened new positions in HON, SPTL and XOM, added to GEV, VUG and IBDS, trimmed JNJ, ESGV and VSGX and sold out of AFRM, SPYM and SCHG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  JNJ Johnson & Johnson | $27.8M | 5.9% | 105K | −66K (−39%) | 8 of 8 | |
| 2 |  ESGV Vanguard Esg US Stock | $26.8M | 5.7% | 197K | −495K (−71%) | 8 of 8 | |
| 3 |  VSGX Vanguard World FD | $19.4M | 4.1% | 240K | −454K (−65%) | 8 of 8 | |
| 4 |  GSLC Goldman Sachs | $17.8M | 3.8% | 123K | −320K (−72%) | 8 of 8 | |
| 5 |  AVUS Avantis U.s. Equity ETF | $17M | 3.6% | 133K | −339K (−72%) | 8 of 8 | |
| 6 |  GEV GE Vernova Inc | $16.5M | 3.5% | 17K | +4,354 (+33%) | 3 of 8 | |
| 7 |  AAPL Apple Inc | $14.6M | 3.1% | 44K | −75K (−63%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $9M | 1.9% | 18K | −24K (−58%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $7.8M | 1.7% | 34K | −36K (−51%) | 8 of 8 | |
| 10 |  IEF Ishares TR | $7M | 1.5% | 78K | −386K (−83%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AFRM Affirm Hldgs Inc | $42.4M | 925K |
 SPYM Spdr Series Trust | $32.1M | 419K |
 SCHG Schwab Strategic TR | $17.2M | 590K |
 HELO J P Morgan Exchange Traded F | $15.6M | 243K |
HONEYWELL INTL INC | $12.4M | 55K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Leo Wealth 13F FAQ
What does Leo Wealth own?
Leo Wealth reported 269 stocks worth $471M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are JNJ (5.9%), ESGV (5.7%) and VSGX (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Leo Wealth buy and sell in Q3 2026?
Compared with Q1 2026: 27 new positions, 39 added to, 196 trimmed and 210 sold out. New positions include HON, SPTL and XOM. It sold all of AFRM, SPYM and SCHG.
When will Leo Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Leo Wealth's portfolio worth?
The Q3 2026 filing reports $471M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.