Managers / Q3 2024 · view latest →
Leo Wealth, LLC
CIK 0001912202 · 860 AIRPORT FREEWAY, SUITE 402, HURST, TX, 76054 · (817) 354-1090
Reported Value
$1.1B
Q3 2024
Positions
348
Filings on Record
10
2019–present window
Filed
Oct 21, 2024
original filing
Summary
Leo Wealth, Llc reported $1.1B in U.S.-listed holdings across 348 positions for Q3 2024.
Its largest position, JNJ, represents 7.5% of the portfolio.
Compared with Q2 2024, the fund opened 39 new positions and exited 23.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.4B | 452 | May 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.4B | 419 | Jan 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $771M | 286 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.3B | 385 | Jul 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $696M | 269 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.1B | 357 | Jan 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.1B | 348 | Oct 21, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $980M | 332 | Jul 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $977M | 333 | May 9, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.