Leo Wealth

HURST, TXfiles as Leo Wealth, LLC

$1.4bn in 452 US stocks at the end of 31 March 2026. The top 10 are 33.4% of the money. It changed about 12.3% of the portfolio this quarter.

Value

$1.4bn

Stocks

452

Top 10 share

33.4%

Turnover

12.3%

What changed this quarter

New

Bought for the first time this quarter.

Spdr Series TrustIBND
1.0% of the fund
IsharesEMXC
0.9% of the fund
Ishares TRWSML
0.8% of the fund
Invesco Actively Managed EXCVRIG
0.2% of the fund
Blackrock Muniyield Quality Fund IIIMYI
0.2% of the fund
Blackrock Muniholdings FundMHD
0.2% of the fund
BCEBCE
0.1% of the fund
Prudential FinancialPRU
0.1% of the fund
Travelers CompaniesTRV
<0.1% of the fund
TE ConnectivityTEL
<0.1% of the fund
Nuveen S&P 500 Dynamic OverwXSSPX
<0.1% of the fund
SynopsysSNPS
<0.1% of the fund
J P Morgan Exchange Traded FJIVE
<0.1% of the fund
AmphenolAPH
<0.1% of the fund
Schwab Strategic TRSCHR
<0.1% of the fund
MsciMSCI
<0.1% of the fund
Ishares TRIGIB
<0.1% of the fund
WelltowerWELL
<0.1% of the fund
Capital GRP Fixed Incm ETF TCGCP
<0.1% of the fund
First TR Exchange-Traded FDLMBS
<0.1% of the fund
Axon EnterpriseAXON
<0.1% of the fund
First TR Exch Traded FD IIIFPE
<0.1% of the fund
ServiceNowNOW
<0.1% of the fund
Franklin Templeton ETF TRFLKR
<0.1% of the fund
Capital One FinancialCOF
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIEF
3.2% of the fund
+11%
Ishares TRLQD
2.4% of the fund
+28%
Janus Detroit STR TRJMBS
1.9% of the fund
+37%
Schwab Strategic TRSCHG
1.2% of the fund
+3%
MicrosoftMSFT
1.1% of the fund
+3%
IsharesCEMB
1.1% of the fund
+54%
IsharesLEMB
0.9% of the fund
+125%
Honeywell InternationalHON
0.9% of the fund
+33%
NvidiaNVDA
0.9% of the fund
+2%
GE VernovaGEV
0.8% of the fund
+4017%
Vanguard Index FDSVOO
0.8% of the fund
+14%
Ishares TRTLT
0.6% of the fund
+18%
DBX ETF TRDBAW
0.6% of the fund
+7%
Invesco Exch TRD SLF IDX FDBSJV
0.5% of the fund
+3%
Amplify ETF TRDIVO
0.5% of the fund
+22%
J P Morgan Exchange Traded FJCPB
0.4% of the fund
+2%
Ishares TRIBDS
0.4% of the fund
+3%
Verizon CommunicationsVZ
0.3% of the fund
+5%
Spdr Gold TRGLD
0.3% of the fund
+4%
Emerson ElectricEMR
0.3% of the fund
+65%
AT&TT
0.3% of the fund
+14%
Spdr Series TrustCERY
0.3% of the fund
+4%
Ishares TRIBDU
0.3% of the fund
+10%
International Business MachinesIBM
0.3% of the fund
+10%
ChevronCVX
0.3% of the fund
+4%

Cut

Sold some of their stake.

Goldman Sachs ETF TRGSLC
4.0% of the fund
-4%
American Centy ETF TRAVUS
3.8% of the fund
-2%
Vanguard World FDVSGX
3.6% of the fund
-18%
AppleAAPL
2.2% of the fund
-4%
Amazon.comAMZN
2.0% of the fund
-2%
Schwab Strategic TRSCHD
1.8% of the fund
-2%
J P Morgan Exchange Traded FJIRE
1.4% of the fund
-16%
Wisdomtree TRUSFR
1.3% of the fund
-24%
J P Morgan Exchange Traded FHELO
1.1% of the fund
-5%
Vanguard Intl Equity Index FVGK
1.0% of the fund
-13%
Ishares TRIXJ
0.8% of the fund
-18%
Vanguard Index FDSVUG
0.8% of the fund
-3%
Wisdomtree TRGCC
0.8% of the fund
-3%
Vanguard Specialized FundsVIG
0.6% of the fund
-2%
Vanguard Tax-Managed FDSVEA
0.5% of the fund
-7%
Ishares TRIVV
0.5% of the fund
-9%
ExxonMobil HoldingsXOM
0.4% of the fund
-7%
Franklin Templeton ETF TRFLCH
0.4% of the fund
-24%
AlphabetGOOG
0.4% of the fund
-7%
Invesco Exch TRD SLF IDX FDBSCQ
0.3% of the fund
-5%
Vanguard Index FDSVTV
0.3% of the fund
-8%
Vanguard Index FDSVTI
0.3% of the fund
-4%
Meta PlatformsMETA
0.3% of the fund
-3%
Cisco SystemsCSCO
0.3% of the fund
-4%
WalmartWMT
0.3% of the fund
-5%

Sold out

Sold their entire stake.

Ishares TRIAGG
-100%
Blackrock Munivest FDXMVFX
-100%
Ishares TRIYK
-100%
Blackrock Muni Income TR II
-100%
Profesionally Managed PortfoAKRE
-100%
Ishares TRIYZ
-100%
Ssga Active ETF TRSRLN
-100%
Nuveen S&P 500 Buy-Write
-100%
CortevaCTVA
-100%
Ishares TRIYR
-100%
DuolingoDUOL
-100%
Vanguard Scottsdale FDSVTC
-100%
Qnity ElectronicsQ
-100%
Kraft HeinzKHC
-100%
Ishares TRSHV
-100%
Nuveen DOW 30 Dynmc Overwrt
-100%
Ishares TRREET
-100%
Ishares TRIXC
-100%
Novo Nordisk A SNVO
-100%
SyscoSYY
-100%
Interactive Brokers GroupIBKR
-100%
Vaneck ETF TrustFLTR
-100%
Invesco CurrencysharesFXY
-100%
American Financial GroupAFG
-100%
Wisdomtree TRQHY
-100%

Holdings

Vanguard World FDESGV
Share
5.6%
Value
$78m
Shares
692,530
Held
Goldman Sachs ETF TRGSLC
Share
4.0%
Value
$55m
Shares
442,595
-4%
American Centy ETF TRAVUS
Share
3.8%
Value
$52m
Shares
471,880
-2%
Vanguard World FDVSGX
Share
3.6%
Value
$50m
Shares
693,587
-18%
Ishares TRIEF
Share
3.2%
Value
$44m
Shares
464,602
+11%
Affirm HoldingsAFRM
Share
3.1%
Value
$42m
Shares
924,622
Held
Johnson & JohnsonJNJ
Share
3.0%
Value
$42m
Shares
171,116
Held
Ishares TRLQD
Share
2.4%
Value
$33m
Shares
304,760
+28%
Spdr Series TrustSPYM
Share
2.3%
Value
$32m
Shares
419,144
Held
AppleAAPL
Share
2.2%
Value
$30m
Shares
119,197
-4%
Amazon.comAMZN
Share
2.0%
Value
$27m
Shares
130,025
-2%
Janus Detroit STR TRJMBS
Share
1.9%
Value
$27m
Shares
594,085
+37%
Schwab Strategic TRSCHD
Share
1.8%
Value
$24m
Shares
786,706
-2%
J P Morgan Exchange Traded FJIRE
Share
1.4%
Value
$20m
Shares
263,346
-16%
Wisdomtree TRUSFR
Share
1.3%
Value
$18m
Shares
344,162
-24%
Schwab Strategic TRSCHG
Share
1.2%
Value
$17m
Shares
590,246
+3%
J P Morgan Exchange Traded FHELO
Share
1.1%
Value
$16m
Shares
243,451
-5%
MicrosoftMSFT
Share
1.1%
Value
$15m
Shares
41,752
+3%
IsharesCEMB
Share
1.1%
Value
$15m
Shares
339,200
+54%
Spdr Series TrustIBND
Share
1.0%
Value
$14m
Shares
462,961
New
Vanguard Intl Equity Index FVGK
Share
1.0%
Value
$14m
Shares
166,263
-13%
Berkshire HathawayBRK-B
Share
0.9%
Value
$13m
Shares
26,841
Held
IsharesLEMB
Share
0.9%
Value
$13m
Shares
308,966
+125%
Honeywell InternationalHON
Share
0.9%
Value
$12m
Shares
54,660
+33%
IsharesEMXC
Share
0.9%
Value
$12m
Shares
156,642
New
NvidiaNVDA
Share
0.9%
Value
$12m
Shares
69,875
+2%
GE VernovaGEV
Share
0.8%
Value
$11m
Shares
13,052
+4017%
Vanguard Index FDSVOO
Share
0.8%
Value
$11m
Shares
19,061
+14%
Ishares TRWSML
Share
0.8%
Value
$11m
Shares
362,440
New
Ishares TRIXJ
Share
0.8%
Value
$11m
Shares
119,699
-18%
Vanguard Index FDSVUG
Share
0.8%
Value
$11m
Shares
24,555
-3%
Simplify Exchange Traded FUNHEQT
Share
0.8%
Value
$11m
Shares
333,880
Held
Wisdomtree TRGCC
Share
0.8%
Value
$10m
Shares
436,173
-3%
McDonald'sMCD
Share
0.7%
Value
$9m
Shares
29,070
Held
Invesco Exch TRD SLF IDX FDBSJT
Share
0.6%
Value
$9m
Shares
418,693
Held
Ishares TRTLT
Share
0.6%
Value
$9m
Shares
99,099
+18%
Invesco Exch TRD SLF IDX FDBSJQ
Share
0.6%
Value
$9m
Shares
369,699
Held
Invesco Exch TRD SLF IDX FDBSJS
Share
0.6%
Value
$8m
Shares
383,914
Held
Vanguard Specialized FundsVIG
Share
0.6%
Value
$8m
Shares
37,720
-2%
AlphabetGOOGL
Share
0.6%
Value
$8m
Shares
28,148
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.6%
Value
$8m
Shares
12,147
Held
DBX ETF TRDBAW
Share
0.6%
Value
$8m
Shares
180,481
+7%
Invesco Exch TRD SLF IDX FDBSJV
Share
0.5%
Value
$7m
Shares
282,511
+3%
Invesco QQQ TRQQQ
Share
0.5%
Value
$7m
Shares
12,568
Held
BlackRockBLK
Share
0.5%
Value
$7m
Shares
7,444
Held
Vanguard Tax-Managed FDSVEA
Share
0.5%
Value
$6m
Shares
99,867
-7%
Amplify ETF TRDIVO
Share
0.5%
Value
$6m
Shares
141,847
+22%
Ishares TRIVV
Share
0.5%
Value
$6m
Shares
9,492
-9%
ExxonMobil HoldingsXOM
Share
0.4%
Value
$6m
Shares
35,768
-7%
Franklin Templeton ETF TRFLCH
Share
0.4%
Value
$6m
Shares
247,270
-24%
Ishares TRIJR
Share
0.4%
Value
$5m
Shares
42,467
Held
J P Morgan Exchange Traded FJCPB
Share
0.4%
Value
$5m
Shares
108,334
+2%
Ishares TRIBDT
Share
0.4%
Value
$5m
Shares
195,552
Held
Ishares TRIBDS
Share
0.4%
Value
$5m
Shares
203,315
+3%
AlphabetGOOG
Share
0.4%
Value
$5m
Shares
17,035
-7%
MastercardMA
Share
0.4%
Value
$5m
Shares
9,691
Held
Ishares TRIVE
Share
0.3%
Value
$5m
Shares
22,355
Held
BroadcomAVGO
Share
0.3%
Value
$5m
Shares
15,130
Held
Verizon CommunicationsVZ
Share
0.3%
Value
$5m
Shares
92,748
+5%
Invesco Exch TRD SLF IDX FDBSCQ
Share
0.3%
Value
$5m
Shares
237,498
-5%
Spdr Gold TRGLD
Share
0.3%
Value
$5m
Shares
10,683
+4%
Emerson ElectricEMR
Share
0.3%
Value
$5m
Shares
35,024
+65%
AT&TT
Share
0.3%
Value
$5m
Shares
157,634
+14%
Spdr Series TrustCERY
Share
0.3%
Value
$4m
Shares
127,061
+4%
Schwab Strategic TRSCHB
Share
0.3%
Value
$4m
Shares
178,226
Held
Ishares TRIBDU
Share
0.3%
Value
$4m
Shares
191,154
+10%
Vanguard Index FDSVTV
Share
0.3%
Value
$4m
Shares
22,437
-8%
International Business MachinesIBM
Share
0.3%
Value
$4m
Shares
17,986
+10%
Vanguard Index FDSVTI
Share
0.3%
Value
$4m
Shares
13,440
-4%
ChevronCVX
Share
0.3%
Value
$4m
Shares
20,423
+4%
BiogenBIIB
Share
0.3%
Value
$4m
Shares
22,737
+25%
Meta PlatformsMETA
Share
0.3%
Value
$4m
Shares
7,154
-3%
Cisco SystemsCSCO
Share
0.3%
Value
$4m
Shares
52,642
-4%
Bristol-Myers SquibbBMY
Share
0.3%
Value
$4m
Shares
65,938
+26%
WalmartWMT
Share
0.3%
Value
$4m
Shares
31,404
-5%
Duke EnergyDUK
Share
0.3%
Value
$4m
Shares
28,694
+11%
Ishares TRIWF
Share
0.3%
Value
$4m
Shares
8,543
Held
AbbVieABBV
Share
0.3%
Value
$4m
Shares
16,154
+5%
Invesco Exchange Traded FD TXLG
Share
0.2%
Value
$3m
Shares
62,327
Held
Ishares TRIBDR
Share
0.2%
Value
$3m
Shares
137,080
Held
NetflixNFLX
Share
0.2%
Value
$3m
Shares
34,188
+26%
Vanguard World FDMGC
Share
0.2%
Value
$3m
Shares
13,878
Held
Wisdomtree TRXSOE
Share
0.2%
Value
$3m
Shares
80,130
+26%
Nuveen AMT Free Qlty MUNXNEAX
Share
0.2%
Value
$3m
Shares
283,141
+22%
Invesco Trust for Investment Grade MunicipalsVGM
Share
0.2%
Value
$3m
Shares
319,284
+22%
Eli LillyLLY
Share
0.2%
Value
$3m
Shares
3,398
+9%
Invesco Actively Managed EXCVRIG
Share
0.2%
Value
$3m
Shares
131,440
New
Western Asset Managed Municipals FundMMU
Share
0.2%
Value
$3m
Shares
299,771
+21%
MerckMRK
Share
0.2%
Value
$3m
Shares
24,749
-8%
World Gold TRGLDM
Share
0.2%
Value
$3m
Shares
31,816
Held
PfizerPFE
Share
0.2%
Value
$3m
Shares
104,084
-23%
Vanguard Star FDSVXUS
Share
0.2%
Value
$3m
Shares
37,725
-18%
Blackrock Muniyield Quality Fund IIIMYI
Share
0.2%
Value
$3m
Shares
274,876
New
Ishares TRDGRO
Share
0.2%
Value
$3m
Shares
40,692
Held
Blackrock Muniholdings FundMHD
Share
0.2%
Value
$3m
Shares
251,331
New
Ishares TRIMCG
Share
0.2%
Value
$3m
Shares
35,794
Held
Costco WholesaleCOST
Share
0.2%
Value
$3m
Shares
2,829
+3%
Ishares TRIBDV
Share
0.2%
Value
$3m
Shares
123,651
+11%
ProgressivePGR
Share
0.2%
Value
$3m
Shares
13,542
+326%
KenvueKVUE
Share
0.2%
Value
$3m
Shares
155,156
Held

Company	Share of fund	Value	Shares	Change
Vanguard World FDESGV	5.6%	$78m	692,530	Held
Goldman Sachs ETF TRGSLC	4.0%	$55m	442,595	-4%
American Centy ETF TRAVUS	3.8%	$52m	471,880	-2%
Vanguard World FDVSGX	3.6%	$50m	693,587	-18%
Ishares TRIEF	3.2%	$44m	464,602	+11%
Affirm HoldingsAFRM	3.1%	$42m	924,622	Held
Johnson & JohnsonJNJ	3.0%	$42m	171,116	Held
Ishares TRLQD	2.4%	$33m	304,760	+28%
Spdr Series TrustSPYM	2.3%	$32m	419,144	Held
AppleAAPL	2.2%	$30m	119,197	-4%
Amazon.comAMZN	2.0%	$27m	130,025	-2%
Janus Detroit STR TRJMBS	1.9%	$27m	594,085	+37%
Schwab Strategic TRSCHD	1.8%	$24m	786,706	-2%
J P Morgan Exchange Traded FJIRE	1.4%	$20m	263,346	-16%
Wisdomtree TRUSFR	1.3%	$18m	344,162	-24%
Schwab Strategic TRSCHG	1.2%	$17m	590,246	+3%
J P Morgan Exchange Traded FHELO	1.1%	$16m	243,451	-5%
MicrosoftMSFT	1.1%	$15m	41,752	+3%
IsharesCEMB	1.1%	$15m	339,200	+54%
Spdr Series TrustIBND	1.0%	$14m	462,961	New
Vanguard Intl Equity Index FVGK	1.0%	$14m	166,263	-13%
Berkshire HathawayBRK-B	0.9%	$13m	26,841	Held
IsharesLEMB	0.9%	$13m	308,966	+125%
Honeywell InternationalHON	0.9%	$12m	54,660	+33%
IsharesEMXC	0.9%	$12m	156,642	New
NvidiaNVDA	0.9%	$12m	69,875	+2%
GE VernovaGEV	0.8%	$11m	13,052	+4017%
Vanguard Index FDSVOO	0.8%	$11m	19,061	+14%
Ishares TRWSML	0.8%	$11m	362,440	New
Ishares TRIXJ	0.8%	$11m	119,699	-18%
Vanguard Index FDSVUG	0.8%	$11m	24,555	-3%
Simplify Exchange Traded FUNHEQT	0.8%	$11m	333,880	Held
Wisdomtree TRGCC	0.8%	$10m	436,173	-3%
McDonald'sMCD	0.7%	$9m	29,070	Held
Invesco Exch TRD SLF IDX FDBSJT	0.6%	$9m	418,693	Held
Ishares TRTLT	0.6%	$9m	99,099	+18%
Invesco Exch TRD SLF IDX FDBSJQ	0.6%	$9m	369,699	Held
Invesco Exch TRD SLF IDX FDBSJS	0.6%	$8m	383,914	Held
Vanguard Specialized FundsVIG	0.6%	$8m	37,720	-2%
AlphabetGOOGL	0.6%	$8m	28,148	Held
State STR Spdr S&P 500 ETF TSPY	0.6%	$8m	12,147	Held
DBX ETF TRDBAW	0.6%	$8m	180,481	+7%
Invesco Exch TRD SLF IDX FDBSJV	0.5%	$7m	282,511	+3%
Invesco QQQ TRQQQ	0.5%	$7m	12,568	Held
BlackRockBLK	0.5%	$7m	7,444	Held
Vanguard Tax-Managed FDSVEA	0.5%	$6m	99,867	-7%
Amplify ETF TRDIVO	0.5%	$6m	141,847	+22%
Ishares TRIVV	0.5%	$6m	9,492	-9%
ExxonMobil HoldingsXOM	0.4%	$6m	35,768	-7%
Franklin Templeton ETF TRFLCH	0.4%	$6m	247,270	-24%
Ishares TRIJR	0.4%	$5m	42,467	Held
J P Morgan Exchange Traded FJCPB	0.4%	$5m	108,334	+2%
Ishares TRIBDT	0.4%	$5m	195,552	Held
Ishares TRIBDS	0.4%	$5m	203,315	+3%
AlphabetGOOG	0.4%	$5m	17,035	-7%
MastercardMA	0.4%	$5m	9,691	Held
Ishares TRIVE	0.3%	$5m	22,355	Held
BroadcomAVGO	0.3%	$5m	15,130	Held
Verizon CommunicationsVZ	0.3%	$5m	92,748	+5%
Invesco Exch TRD SLF IDX FDBSCQ	0.3%	$5m	237,498	-5%
Spdr Gold TRGLD	0.3%	$5m	10,683	+4%
Emerson ElectricEMR	0.3%	$5m	35,024	+65%
AT&TT	0.3%	$5m	157,634	+14%
Spdr Series TrustCERY	0.3%	$4m	127,061	+4%
Schwab Strategic TRSCHB	0.3%	$4m	178,226	Held
Ishares TRIBDU	0.3%	$4m	191,154	+10%
Vanguard Index FDSVTV	0.3%	$4m	22,437	-8%
International Business MachinesIBM	0.3%	$4m	17,986	+10%
Vanguard Index FDSVTI	0.3%	$4m	13,440	-4%
ChevronCVX	0.3%	$4m	20,423	+4%
BiogenBIIB	0.3%	$4m	22,737	+25%
Meta PlatformsMETA	0.3%	$4m	7,154	-3%
Cisco SystemsCSCO	0.3%	$4m	52,642	-4%
Bristol-Myers SquibbBMY	0.3%	$4m	65,938	+26%
WalmartWMT	0.3%	$4m	31,404	-5%
Duke EnergyDUK	0.3%	$4m	28,694	+11%
Ishares TRIWF	0.3%	$4m	8,543	Held
AbbVieABBV	0.3%	$4m	16,154	+5%
Invesco Exchange Traded FD TXLG	0.2%	$3m	62,327	Held
Ishares TRIBDR	0.2%	$3m	137,080	Held
NetflixNFLX	0.2%	$3m	34,188	+26%
Vanguard World FDMGC	0.2%	$3m	13,878	Held
Wisdomtree TRXSOE	0.2%	$3m	80,130	+26%
Nuveen AMT Free Qlty MUNXNEAX	0.2%	$3m	283,141	+22%
Invesco Trust for Investment Grade MunicipalsVGM	0.2%	$3m	319,284	+22%
Eli LillyLLY	0.2%	$3m	3,398	+9%
Invesco Actively Managed EXCVRIG	0.2%	$3m	131,440	New
Western Asset Managed Municipals FundMMU	0.2%	$3m	299,771	+21%
MerckMRK	0.2%	$3m	24,749	-8%
World Gold TRGLDM	0.2%	$3m	31,816	Held
PfizerPFE	0.2%	$3m	104,084	-23%
Vanguard Star FDSVXUS	0.2%	$3m	37,725	-18%
Blackrock Muniyield Quality Fund IIIMYI	0.2%	$3m	274,876	New
Ishares TRDGRO	0.2%	$3m	40,692	Held
Blackrock Muniholdings FundMHD	0.2%	$3m	251,331	New
Ishares TRIMCG	0.2%	$3m	35,794	Held
Costco WholesaleCOST	0.2%	$3m	2,829	+3%
Ishares TRIBDV	0.2%	$3m	123,651	+11%
ProgressivePGR	0.2%	$3m	13,542	+326%
KenvueKVUE	0.2%	$3m	155,156	Held

Showing the largest 100 of 452.

Over time and by industry

Value over time

Sep '25

Mar '26

Value is up 7.1% since 30 June 2025.

Where the money is

Financial services6.9%

Technology6.5%

Health care5.2%

Retail & consumer3.4%

Industrials3.2%

Media & telecom2.5%

Everyday goods1.6%

Energy1.3%

Utilities1.1%

Materials0.3%

Real estate0.2%

Other67.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.