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Aryn Sands

Leo Wealth, Llc

Assets Managed
$1.377B
Holdings
452
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-0.11%(2Q avg: 39.33%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Leo Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 452 positions.

Assets under management

The assets under management (AUM) of Leo Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.377B in assets, with a quarterly growth rate of -0.11% and a 2-quarter average growth rate of 39.33%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
Decreased -0.23%
5.65%
$77.75M
692,530 shares@ $112.27 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -3.61%
4.03%
$55.382M
442,595 shares@ $125.14 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -2.46%
3.81%
$52.464M
471,880 shares@ $111.19 avg price
VSGX
Vanguard Esg Intl Stock Etf
Recent Activity
Decreased -17.52%
3.62%
$49.752M
693,587 shares@ $71.74 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 11.17%
3.22%
$44.341M
464,602 shares@ $95.44 avg price
AFRM
Affirm Holdings Inc
Recent Activity
Decreased 0%
3.08%
$42.366M
924,622 shares@ $45.83 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 0.66%
3.04%
$41.828M
171,116 shares@ $244.45 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 27.64%
2.42%
$33.215M
304,760 shares@ $108.99 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 1.52%
2.33%
$32.064M
419,144 shares@ $76.5 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.97%
2.2%
$30.251M
119,197 shares@ $253.79 avg price

1-10 of 452