Leo Wealth, LLC
CIK 1912202 · Holdings on Dec 31, 2023 · First reported Mar 14, 2024
Top ten holdings
Q4 2023- JNJ12.70%
- ESGV6.29%
- AFRM5.97%
- VSGX4.30%
- GSLC3.82%
- AVUS3.39%
- IEF2.81%
- AAPL2.81%
- AMZN2.21%
- LQDH1.87%
Share classes counted separately46.17%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | JNJJOHNSON & JOHNSON View history and evidence | $122.52M | 12.70% | 781.57K shares | Prior unavailable — | — | ↗▾ |
| 02 | ESGVVANGUARD ESG US STOCK ETFESG US STK ETF View history and evidence | $60.72M | 6.29% | 688.58K shares | Prior unavailable — | — | ↗▾ |
| 03 | AFRMAFFIRM HOLDINGS INCCOM CL A View history and evidence | $57.65M | 5.97% | 1.17M shares | Prior unavailable — | — | ↗▾ |
| 04 | VSGXVANGUARD ESG INTL STOCK ETFESG INTL STK ETF View history and evidence | $41.48M | 4.30% | 743.18K shares | Prior unavailable — | — | ↗▾ |
| 05 | GSLCGOLDMAN ACTIVEBETA US LC ETFACTIVEBETA US LG View history and evidence | $36.86M | 3.82% | 377.36K shares | Prior unavailable — | — | ↗▾ |
| 06 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $32.71M | 3.39% | 388.49K shares | Prior unavailable — | — | ↗▾ |
| 07 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $27.15M | 2.81% | 284.50K shares | Prior unavailable — | — | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $27.10M | 2.81% | 149.18K shares | Prior unavailable — | — | ↗▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $21.29M | 2.21% | 137.38K shares | Prior unavailable — | — | ↗▾ |
| 10 | LQDHISHARES INT HEDG CORP BD ETFINT RT HDG C B View history and evidence | $18.04M | 1.87% | 193.52K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1912202 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-03-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 965037417
}Research all 327 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.