StockDriftsStockDriftsTop 50 Leo Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESGV | VANGUARD WORLD FD | 5.65% | 692.5K | $77.8M | -0.24%(-1.64K) | $104.15(+25.44%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 4.02% | 442.6K | $55.4M | -3.61%(-16.59K) | $116.83(+20.30%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 3.81% | 471.9K | $52.5M | -2.47%(-11.94K) | $97.22(+28.66%) | 2026-03-31 | |
| VSGX | VANGUARD WORLD FD | 3.61% | 693.6K | $49.8M | -17.53%(-147.40K) | $59.43(+35.25%) | 2026-03-31 | |
| IEF | ISHARES TR | 3.22% | 464.6K | $44.3M | +11.16%(+46.65K) | $95.81(-1.55%) | 2026-03-31 | |
| AFRM | AFFIRM HLDGS INC | 3.08% | 924.6K | $42.4M | -0.01%(-83) | $36.24(+75.33%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.04% | 171.1K | $41.8M | +0.65%(+1.11K) | $157.96(+45.87%) | 2026-03-31 | |
| LQD | ISHARES TR | 2.41% | 304.8K | $33.2M | +27.64%(+65.99K) | $109.74(-1.02%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.33% | 419.1K | $32.1M | +1.52%(+6.26K) | $62.14(+40.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.2% | 119.2K | $30.3M | -3.97%(-4.93K) | $222.24(+34.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.71% | +28.49% |
| Top 20 Holdings Unweighted | +8.76% | +28.66% |
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