Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Leo Wealth, LLC

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001754960-25-000792

Total Value
$771.3M
Positions
286
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (286)

#IssuerTicker / CUSIPSharesValue% of Filing
1AFFIRM HLDGS INCAFRM924,770$67.6M8.76%
2VANGUARD WORLD FD921910733377,107$44.7M5.79%
3VANGUARD WORLD FD921910725617,714$42.9M5.56%
4GOLDMAN SACHS ETF TRNVGLF242,356$31.6M4.09%
5JOHNSON & JOHNSONJNJ164,419$30.5M3.95%
6AMERICAN CENTY ETF TR025072885267,315$29.1M3.77%
7WISDOMTREE TRWT471,246$23.7M3.07%
8AMAZON COM INCAMZN92,331$20.3M2.63%
9APPLE INCAAPL77,349$19.7M2.55%
10ISHARES TR464287440159,749$15.4M2.00%
11J P MORGAN EXCHANGE TRADED F46641Q134193,969$14.3M1.85%
12ISHARES TR46428724295,113$10.6M1.37%
13ISHARES U S ETF TR46431W705112,721$10.5M1.37%
14BLACKROCK INCBLK7,998$9.3M1.21%
15VANGUARD INTL EQUITY INDEX F922042874116,089$9.3M1.20%
16HONEYWELL INTL INC43851610642,697$9.0M1.17%
17MICROSOFT CORPMSFT16,571$8.6M1.11%
18MCDONALDS CORPMCD28,053$8.5M1.11%
19ISHARES TR46428732592,282$8.2M1.06%
20SPDR S&P 500 ETF TRSPY11,692$7.8M1.01%
21VANGUARD SPECIALIZED FUNDS92190884435,613$7.7M1.00%
22BERKSHIRE HATHAWAY INC DELBRK-A15,153$7.6M0.99%
23FRANKLIN TEMPLETON ETF TRFGDL283,933$7.4M0.96%
24JANUS DETROIT STR TR47103U852156,252$7.1M0.93%
25NVIDIA CORPORATIONNVDA37,663$7.0M0.91%
26SBA COMMUNICATIONS CORP NEWSBAC36,223$7.0M0.91%
27VANGUARD INDEX FDS92290836311,190$6.9M0.89%
28ALPHABET INCGOOG24,004$5.8M0.76%
29ISHARES INC464286251123,531$5.7M0.74%
30WISDOMTREE TRWT256,556$5.5M0.71%
31VANGUARD INDEX FDS92290873611,225$5.4M0.70%
32ISHARES TR46435G672101,523$5.2M0.67%
33ISHARES TR46428780442,322$5.0M0.65%
34ISHARES TR46435UAA9198,247$4.8M0.63%
35INVESCO QQQ TRIVZ7,888$4.7M0.61%
36ISHARES TR46435U515175,785$4.5M0.58%
37ISHARES TR4642872006,567$4.4M0.57%
38INTERNATIONAL BUSINESS MACHSINTR15,128$4.3M0.55%
39ISHARES TR46436E205171,934$4.0M0.52%
40SPDR SERIES TRUST78468R440137,719$3.9M0.51%
41ISHARES TR4642876148,102$3.8M0.49%
42BROADCOM INCAVGO10,413$3.4M0.45%
43ISHARES TR46428743238,215$3.4M0.44%
44ISHARES TR46434VBD1123,875$3.1M0.40%
45VANGUARD INDEX FDS9229087699,368$3.1M0.40%
46META PLATFORMS INCMETA4,184$3.1M0.40%
47INVESCO EXCHANGE TRADED FD TIVZ53,174$3.1M0.40%
48ISHARES INC46428651774,052$3.1M0.40%
49VANGUARD TAX-MANAGED FDS92194385850,712$3.0M0.39%
50SPDR GOLD TRGLD8,478$3.0M0.39%
51VANGUARD STAR FDS92190976840,439$3.0M0.39%
52ABBVIE INCABBV12,649$2.9M0.38%
53VERIZON COMMUNICATIONS INCVZ66,051$2.9M0.38%
54CISCO SYS INCCSCO41,758$2.9M0.37%
55VANGUARD INDEX FDS92290874415,268$2.8M0.37%
56PFIZER INCPFE108,302$2.8M0.36%
57ISHARES TR46435G42518,284$2.7M0.35%
58AT&T INCT-PC93,781$2.6M0.34%
59ALIBABA GROUP HLDG LTDBBAAY14,596$2.6M0.34%
60BIOGEN INCBIIB18,112$2.5M0.33%
61KENVUE INCKVUE152,246$2.5M0.32%
62ISHARES TR46436E726110,260$2.4M0.32%
63J P MORGAN EXCHANGE TRADED F46641Q83747,189$2.4M0.31%
64ALPHABET INCGOOG9,781$2.4M0.31%
65FIRSTENERGY CORPFE51,488$2.4M0.31%
66KIMBERLY-CLARK CORPKMB18,497$2.3M0.30%
67ISHARES TR46436E833102,584$2.3M0.30%
68DUKE ENERGY CORP NEWDUKB18,382$2.3M0.29%
69WORLD GOLD TRGLDW28,413$2.2M0.28%
70COMCAST CORP NEWCCZ68,951$2.2M0.28%
71ISHARES TR46436E84195,401$2.1M0.28%
72EXXON MOBIL CORPXOM19,014$2.1M0.28%
73SPDR DOW JONES INDL AVERAGE78467X1094,594$2.1M0.28%
74ISHARES TR46435GAA086,112$2.1M0.27%
75ISHARES TR46428750730,487$2.0M0.26%
76ABBOTT LABSABLZF14,821$2.0M0.26%
77GENERAL MLS INC37033410437,353$1.9M0.24%
78TESLA INCTSLA4,161$1.9M0.24%
79INVESCO TR INVT GRADE MUNSIVZ181,794$1.8M0.24%
80NUVEEN AMT FREE QLTY MUN INCNU161,121$1.8M0.24%
81WESTERN ASSET MANAGED MUNS F95766M105171,450$1.8M0.23%
82CHEVRON CORP NEWCVX11,261$1.7M0.23%
83MERCK & CO INCMRK20,770$1.7M0.23%
84BRISTOL-MYERS SQUIBB COCELG-RI38,101$1.7M0.22%
85NOVARTIS AGNVSEF13,280$1.7M0.22%
86BLACKROCK MUNI INCOME TR IIBLK162,835$1.7M0.22%
87BLACKROCK MUNIVEST FD INCBLK247,632$1.7M0.22%
88ISHARES TR46428749917,511$1.7M0.22%
89ELI LILLY & COLLY2,007$1.5M0.20%
90JPMORGAN CHASE & CO.VYLD4,803$1.5M0.20%
91ISHARES TR46435U43256,526$1.5M0.20%
92VICI PPTYS INC92565210946,416$1.5M0.20%
93VANGUARD INTL EQUITY INDEX F92204285827,227$1.5M0.19%
94ISHARES TR46436E82567,083$1.5M0.19%
95ISHARES TR46428864627,744$1.5M0.19%
96ABRDN SILVER ETF TRUSTSIVR32,882$1.5M0.19%
97GOLDMAN SACHS GROUP INCGSCE1,836$1.5M0.19%
98EXELON CORPEXC32,412$1.5M0.19%
99ISHARES TR46428824022,353$1.5M0.19%
100SANOFI SASNYNF30,261$1.4M0.19%
101BOOKING HOLDINGS INCBKNG265$1.4M0.19%
102ORACLE CORPORCL-PD5,046$1.4M0.18%
103CONSOLIDATED EDISON INCED14,093$1.4M0.18%
104TOTALENERGIES SETTE23,673$1.4M0.18%
105VODAFONE GROUP PLC NEW92857W308121,741$1.4M0.18%
106WALMART INCWMT13,202$1.4M0.18%
107VANGUARD INTL EQUITY INDEX F9220427429,720$1.3M0.17%
108JANUS DETROIT STR TR47103U84525,988$1.3M0.17%
109COCA-COLA FEMSA SAB DE CVCOCSF15,631$1.3M0.17%
110GE AEROSPACE3696043014,264$1.3M0.17%
111SHELL PLCRYDAF17,794$1.3M0.17%
112GSK PLCGLAXF29,039$1.3M0.16%
113ABRDN ETFS00326160957,531$1.2M0.16%
114GILEAD SCIENCES INCGILD11,217$1.2M0.16%
115COSTCO WHSL CORP NEW22160K1051,330$1.2M0.16%
116MASTERCARD INCORPORATEDMA2,154$1.2M0.16%
117AMERICAN EXPRESS COAXP3,683$1.2M0.16%
118ISHARES BITCOIN TRUST ETFIBIT18,556$1.2M0.16%
119CANADIAN NAT RES LTD13638510137,549$1.2M0.16%
120COCA COLA COKO18,039$1.2M0.16%
121DECKERS OUTDOOR CORPDECK11,700$1.2M0.15%
122PROCTER AND GAMBLE CO7427181097,210$1.1M0.14%
123ACCENTURE PLC IRELANDACN4,310$1.1M0.14%
124VANGUARD WHITEHALL FDS9219464067,172$1.0M0.13%
125INVESCO DB MULTI-SECTOR COMMIVZ52,998$1.0M0.13%
126WASTE MGMT INC DEL94106L1094,526$999,5770.13%
127ALLSTATE CORPALL-PJ4,598$987,0390.13%
128AMERICAN ELEC PWR CO INC0255371018,766$986,1640.13%
129NETFLIX INCNFLX817$979,5180.13%
130EDWARDS LIFESCIENCES CORPEW12,572$977,7240.13%
131ISHARES TR46436E48644,661$947,7130.12%
132ADOBE INCADBE2,639$930,9170.12%
133VANGUARD ADMIRAL FDS INC9219328288,367$924,2970.12%
134PROGRESSIVE CORP7433151033,742$924,1030.12%
135DIMENSIONAL ETF TRUST25434V40112,328$893,0600.12%
136COLGATE PALMOLIVE COCL10,464$836,5250.11%
137TAIWAN SEMICONDUCTOR MFG LTD8740391002,991$835,4180.11%
138VISA INCV2,432$830,1610.11%
139VANGUARD BD INDEX FDS92193783511,070$823,2560.11%
140SCHWAB STRATEGIC TR80852479729,983$818,5350.11%
141EATON VANCE TAX-MANAGED GLOBETN88,886$808,8630.10%
142CITIGROUP INCC-PR7,947$806,6500.10%
143RHYTHM PHARMACEUTICALS INCRYTM7,867$794,4880.10%
144ISHARES TR4642874083,812$787,1320.10%
145ENTERPRISE PRODS PARTNERS L29379210724,519$766,7120.10%
146COGNIZANT TECHNOLOGY SOLUTIOCTSH11,269$755,8240.10%
147ISHARES TR4642871685,167$734,2620.10%
148ISHARES TR46436E86631,193$728,8130.09%
149ISHARES TR4642876552,971$718,7630.09%
150EOG RES INCEOG6,313$707,7680.09%
151VANGUARD SCOTTSDALE FDS92206C8707,855$660,6980.09%
152ALTRIA GROUP INCMO9,953$657,4780.09%
153BLACKSTONE INCBX3,848$657,4440.09%
154PHILIP MORRIS INTL INC7181721094,007$649,9170.08%
155VANGUARD MUN BD FDS92290774612,757$638,7320.08%
156VANGUARD CHARLOTTE FDS92203J40712,892$637,6510.08%
157ISHARES TR46429B65511,876$606,7010.08%
158DIMENSIONAL ETF TRUST25434V72413,546$605,3560.08%
159SPDR S&P MIDCAP 400 ETF TRMDY973$579,9160.08%
160ZIONS BANCORPORATION N A98970110710,237$579,2380.08%
161ISHARES TR46436E7185,658$569,7430.07%
162DUPONT DE NEMOURS INCDD7,271$566,3840.07%
163SELECT SECTOR SPDR TR81369Y5066,321$564,7350.07%
164ISHARES TR4642875982,768$563,4620.07%
165PEPSICO INCPEP4,003$562,1530.07%
166PALANTIR TECHNOLOGIES INCPLTR3,079$561,6890.07%
167GRAYSCALE ETHEREUM TRUST ETF38963810716,223$555,9620.07%
168ISHARES TR4642872265,532$554,6170.07%
169AUTHID INCAUID173,302$552,8330.07%
170CAMECO CORPCCJ6,308$529,0020.07%
171HOLOGIC INCHOLX7,670$517,6710.07%
172ISHARES TR4642886794,655$514,3730.07%
173CUMMINS INCCMI1,205$508,9200.07%
174NUVEEN S&P 500 BUY-WRITE INCNU34,991$505,2700.07%
175ISHARES TR46436E59325,320$503,2300.07%
176AVANTOR INCAVTR39,952$498,6010.06%
177ISHARES TR46436E46024,034$494,3760.06%
178S&P GLOBAL INCSPGI1,014$493,5020.06%
179GRAYSCALE BITCOIN TRUST ETFGBTC5,496$493,3680.06%
180FIRST TR EXCHANGE-TRADED FD33734H10610,508$485,8950.06%
181GLOBAL PARTNERS LPGLP-PB10,000$480,0000.06%
182CORTEVA INCCTVA7,095$479,8460.06%
183ADVANCED MICRO DEVICES INCAMD2,937$475,2250.06%
184VANGUARD INDEX FDS9229086371,526$469,7240.06%
185CME GROUP INCCME1,725$466,1400.06%
186CORNING INCGLW5,620$461,0440.06%
187STARWOOD PPTY TR INCSTHO23,725$459,5530.06%
188VERTIV HOLDINGS COVRT3,032$457,3700.06%
189MONDELEZ INTL INC6092071057,319$457,2160.06%
190ISHARES INC46434G1036,922$456,3240.06%
191HOME DEPOT INCHD1,120$453,9020.06%
192SPDR INDEX SHS FDS78463X88910,598$453,4830.06%
193ARES MANAGEMENT CORPORATIONARES-PB2,826$451,8550.06%
194PALO ALTO NETWORKS INCPANW2,181$444,1140.06%
1953M COMMM2,794$433,5730.06%
196ISHARES TR4642882573,113$430,3090.06%
197SOUTHERN COSOMN4,540$430,2170.06%
198BOEING COBA-PA1,984$428,2020.06%
199GRAYSCALE ETHEREUM MINI TR E38964R20310,722$420,0840.05%
200BANK AMERICA CORP0605051048,118$418,8320.05%
201LINDE PLCLIN867$411,9710.05%
202LAM RESEARCH CORPLRCX3,072$411,3560.05%
203MERCADOLIBRE INCMELI175$409,3030.05%
204ISHARES TR46436E29617,617$407,4770.05%
205ISHARES TR46436E16315,412$393,4660.05%
206ISHARES TR46436E85816,701$383,2830.05%
207ISHARES TR4642878793,377$373,4760.05%
208INVESCO EXCH TRADED FD TR IIIVZ5,004$367,7000.05%
209UNITEDHEALTH GROUP INCUNH1,064$367,2910.05%
210REALTY INCOME CORPO6,015$365,6750.05%
211ISHARES TR4642874653,897$363,8310.05%
212VANGUARD ADMIRAL FDS INC9219327031,822$363,4310.05%
213ISHARES TR4642884489,820$358,9060.05%
214WELLS FARGO CO NEW9497461014,236$355,0580.05%
215ISHARES TR46434V64713,771$351,9900.05%
216NUVEEN DOW 30 DYNMC OVERWRTNU23,000$342,4700.04%
217VANGUARD INDEX FDS9229086521,598$334,6200.04%
218ISHARES U S ETF TR46431W6063,841$333,5520.04%
219ISHARES TR46432F8423,801$331,8690.04%
220WISDOMTREE TRWT8,665$328,7330.04%
221MORGAN STANLEYMS-PQ2,067$328,6400.04%
222ISHARES TR46434V8038,271$327,6140.04%
223SELECT SECTOR SPDR TR81369Y6056,051$325,9500.04%
224SELECT SECTOR SPDR TR81369Y3084,112$322,2360.04%
225FIDELITY COVINGTON TRUST3160928081,432$318,1980.04%
226INVESCO CURRENCYSHARES JAPAN46138W1075,107$317,7060.04%
227VANECK ETF TRUST92189F48612,000$306,8400.04%
228QUALCOMM INCQCOM1,816$302,0280.04%
229FIDELITY COMWLTH TR3159128083,387$301,8790.04%
230ISHARES TR46429B7472,913$301,0580.04%
231VANGUARD INTL EQUITY INDEX F9220427754,171$297,7160.04%
232SHOPIFY INCSHOP1,979$294,0990.04%
233SPDR SERIES TRUST78468R10110,000$293,2000.04%
234KKR & CO INCKKRT2,254$292,9280.04%
235ISHARES TR4642876301,651$291,9970.04%
236FIDELITY COVINGTON TRUST3160921137,754$288,9920.04%
237EVERGY INCEVRG3,777$287,1070.04%
238SPDR SERIES TRUST78464A7632,006$280,8890.04%
239AMERICAN FINL GROUP INC OHIO0259321041,920$279,7820.04%
240J P MORGAN EXCHANGE TRADED F46641Q2174,122$273,3830.04%
241SPDR SERIES TRUST78464A5084,901$271,1720.04%
242GRAYSCALE BITCOIN MINI TR ET3899302075,331$269,8920.03%
243INTUITINTU386$263,6610.03%
244FREEPORT-MCMORAN INCFCX6,668$261,5170.03%
245ANTERO MIDSTREAM CORPAM13,243$257,4440.03%
246FEDEX CORPFDX1,079$254,5400.03%
247ISHARES TR46435U3259,915$254,2250.03%
248SEI INVTS CO7841171032,987$253,4150.03%
249SCHWAB STRATEGIC TR8085241029,835$252,8590.03%
250AMGEN INCAMGN880$248,2580.03%
251WISDOMTREE TRWT5,846$247,7200.03%
252PURE CYCLE CORPPCYO22,300$246,8610.03%
253TORONTO DOMINION BK ONTTORO3,085$246,6460.03%
254NOVO-NORDISK A SNONOF4,343$240,9870.03%
255DOMINION ENERGY INCD3,904$238,8330.03%
256FIRST TR EXCHANGE-TRADED FD33733E5005,619$235,7580.03%
257ISHARES TR4642872344,399$234,8910.03%
258CADENCE DESIGN SYSTEM INCCDNS662$232,5340.03%
259ISHARES TR464287648726$232,2150.03%
260GRAB HOLDINGS LIMITEDGRABW37,998$228,7490.03%
261DTE ENERGY CODTK1,617$228,6330.03%
262CROWDSTRIKE HLDGS INCCRWD458$224,7900.03%
263PAYPAL HLDGS INCPYPL3,337$223,7790.03%
264SIMON PPTY GROUP INC NEW8288061091,174$220,2730.03%
265ISHARES TR46434V6213,222$219,3750.03%
266SERVICENOW INCNOW237$218,1290.03%
267ISHARES TR4642874811,519$216,2610.03%
268LYONDELLBASELL INDUSTRIES NLYB4,403$215,9440.03%
269VANGUARD WORLD FD92204A4051,606$210,7890.03%
270ARISTA NETWORKS INCANET1,446$210,7050.03%
271LOCKHEED MARTIN CORPLMT422$210,5380.03%
272JANUS HENDERSON GROUP PLCJHG4,581$203,8820.03%
273INVESCO EXCHANGE TRADED FD TIVZ1,074$203,7900.03%
274ONEMAIN HLDGS INCOMF3,608$203,7020.03%
275ARM HOLDINGS PLC0420682051,428$202,0480.03%
276PAYCHEX INCPAYX1,593$201,9310.03%
277INVESCO EXCH TRD SLF IDX FDIVZ10,142$199,9040.03%
278ASE TECHNOLOGY HLDG CO LTDASX13,899$154,1360.02%
279FORD MTR CO34537086010,711$128,0990.02%
280UNITED MICROELECTRONICS CORPUMC14,518$110,0460.01%
281MELCO RESORTS AND ENTMNT LTD58546410012,000$110,0400.01%
282UNITED STATES ANTIMONY CORPUAMY15,000$93,0000.01%
283FATE THERAPEUTICS INCFATE70,439$88,7530.01%
284CBRE GBL REAL ESTATE INC FD12504G10014,491$74,4830.01%
285PROFUSA INCNVACW149,092$44,2650.01%
286WIPRO LTDWIT13,154$34,5950.00%