| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON | 3 | Q2 2024 | 12.7% |
| VANGUARD WORLD FD | 3 | Q2 2024 | 7.0% |
| AFFIRM HLDGS INC | 3 | Q2 2024 | 6.0% |
| VANGUARD WORLD FD | 3 | Q2 2024 | 4.7% |
| GOLDMAN SACHS ETF TR | 3 | Q2 2024 | 4.3% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 3.8% |
| ISHARES TR | 3 | Q2 2024 | 3.0% |
| APPLE INC | 3 | Q2 2024 | 3.1% |
| AMAZON COM INC | 3 | Q2 2024 | 3.0% |
| ISHARES U S ETF TR | 3 | Q2 2024 | 2.0% |
View Leo Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-17 |
| N-PX | 2024-07-17 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-03-14 |
View Leo Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.