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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001912202

Leo Wealth, LLC

HURST, TX · File #028-24021

Latest AUM
$1.38B
Positions
419
Top-10 Concentration
51.8%
Filings
9

Sector Allocation

Financials
14.9%$205.4M
Technology
6.7%$91.9M
Healthcare
4.2%$57.8M
Energy
0.8%$11.4M
Industrials
0.8%$10.7M
Utilities
0.6%$7.8M
Materials
0.2%$2.6M
Real Estate
0.1%$745,535

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD WORLD FD921910733694,165$84.0M8.69%
2AFFIRM HLDGS INCAFRM924,705$68.8M7.12%
3GOLDMAN SACHS ETF TRNVGLF459,182$60.8M6.29%
4VANGUARD WORLD FD921910725840,991$60.3M6.24%
5AMERICAN CENTY ETF TR025072885483,817$54.1M5.60%
6ISHARES TR464287440417,952$40.2M4.16%
7JOHNSON & JOHNSONJNJ170,004$35.2M3.64%
8APPLE INCAAPL124,127$33.7M3.49%
9SPDR SERIES TRUST78464A854412,887$33.2M3.43%
10AMAZON COM INCAMZN133,098$30.7M3.18%
11ISHARES TR464287242238,770$26.3M2.72%
12ISHARES U S ETF TR46431W705262,375$24.5M2.54%
13J P MORGAN EXCHANGE TRADED F46641Q134313,751$23.5M2.43%
14WISDOMTREE TRWT455,137$23.0M2.38%
15SCHWAB STRATEGIC TR808524797802,763$22.0M2.28%
16JANUS DETROIT STR TR47103U852434,248$19.8M2.05%
17MICROSOFT CORPMSFT40,359$19.5M2.02%
18SCHWAB STRATEGIC TR808524300573,896$18.7M1.94%
19J P MORGAN EXCHANGE TRADED F46654Q724256,911$17.1M1.77%
20VANGUARD INTL EQUITY INDEX F922042874190,115$15.9M1.65%