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Leo Wealth, LLC → AAPL

Leo Wealth, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
7
Latest value
$14.6M
Q3 2026
Peak value
$33.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$19.7M
Q3 2025$322K
Q4 2025$33.7M
Q4 2025$264K
Q1 2026$30.3M
Q1 2026$309K
Q3 2026$14.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$14.6M43.9K——
Q1 2026$309K3.8K——
Q1 2026$30.3M119.2K——
Q4 2025$264K3.4K——
Q4 2025$33.7M124.1K——
Q3 2025$322K4.1K——
Q3 2025$19.7M77.3K——

Other funds holding AAPL

Other Leo Wealth, LLC positions

VGES

VANGUARD WORLD FD

$84M
VGES

VANGUARD WORLD FD

$77.8M
AFRM

AFFIRM HLDGS INC

$68.8M
AFRM

AFFIRM HLDGS INC

$67.6M
GS-PD

GOLDMAN SACHS ETF TR

$60.8M
VGES

VANGUARD WORLD FD

$60.3M
GS-PD

GOLDMAN SACHS ETF TR

$55.4M
VGES

VANGUARD WORLD FD

$49.8M