SEC Form 13F · Q1 2026

Leo Wealth, LLC

Institutional Holdings Report

13F-HRTX
$1.4B
Portfolio Value
452
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Leo Wealth, LLC
CIK
1912202
Accession No.
0001754960-26-000352
Location
HURST, TX
Form Type
13F-HR
Portfolio Value
$1.4B
Holdings Reported
452
Reporting Period
Q1 2026
Filed
May 5, 2026

About this Filing

Leo Wealth, LLC is an institutional investment manager based in HURST, TX reporting approximately $1.4B in 13(f) securities across 452 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.