Long-term investor
Leo Wealth, LLC @leowealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001912202).
Record
- Tracked since 2025-03-31 (575 days), 341 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +2.1% · 1 year +1.2% · all +2.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JNJ · 5.9% · long · since 2025-06-30
- 921910733 · 5.7% · long · since 2025-06-30
- 921910725 · 4.1% · long · since 2025-06-30
- 381430503 · 3.8% · long · since 2025-06-30
- 025072885 · 3.6% · long · since 2025-06-30
- GEV · 3.5% · long · since 2025-12-31
- AAPL · 3.1% · long · since 2025-06-30
- MSFT · 1.9% · long · since 2025-06-30
- NVDA · 1.7% · long · since 2025-06-30
- 464287440 · 1.5% · long · since 2025-06-30
- 922908363 · 1.5% · long · since 2025-06-30
- 464287200 · 1.4% · long · since 2025-06-30