Leslie Global Wealth, LLC Top Holdings and 13F Report (2026)

About Leslie Global Wealth, LLC

Investment Activity

Leslie Global Wealth, LLC has $256.80 million in total holdings as of June 30, 2026.
Leslie Global Wealth, LLC owns shares of 85 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
Approximately 18.84% of the portfolio was purchased this quarter.
About 4.92% of the portfolio was sold this quarter.
This quarter, Leslie Global Wealth, LLC has purchased 79 new stocks and bought additional shares in 39 stocks.
Leslie Global Wealth, LLC sold shares of 27 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 Growth ETF: $37,521,593
SPDR Portfolio S&P 500 Value ETF: $30,311,535
SPDR Portfolio S&P 500 ETF: $29,547,805
SPDR Portfolio Intermediate Term Treasury ETF: $13,668,479
SPDR Portfolio Developed World ex-US ETF: $12,257,368

Largest New Holdings this Quarter

78464A672 - SPDR Portfolio Intermediate Term Treasury ETF: $13,668,479 Holding
46434V613 - iShares Core Total USD Bond Market ETF: $10,362,013 Holding
78464A375 - SPDR Portfolio Intermediate Term Corporate Bond ETF: $7,283,941 Holding
78464A383 - SPDR Portfolio Mortgage Backed Bond ETF: $7,279,552 Holding
46641Q647 - JPMorgan Municipal ETF: $3,173,131 Holding

Largest Purchases this Quarter

SPDR Portfolio Intermediate Term Treasury ETF: 481,454 shares (about $13.67M)
iShares Core Total USD Bond Market ETF: 224,529 shares (about $10.36M)
SPDR Portfolio Intermediate Term Corporate Bond ETF: 217,691 shares (about $7.28M)
SPDR Portfolio Mortgage Backed Bond ETF: 326,291 shares (about $7.28M)
JPMorgan Municipal ETF: 62,642 shares (about $3.17M)

Largest Sales this Quarter

WisdomTree U.S. Value Fund: 28,928 shares (about $5.17M)
SPDR Portfolio S&P 600 Small Cap ETF: 16,563 shares (about $955.19K)
SPDR Portfolio S&P 500 ETF: 10,431 shares (about $916.68K)
Invesco QQQ: 1,065 shares (about $784.27K)
SPDR Portfolio S&P 500 Growth ETF: 6,211 shares (about $739.05K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPYG SPDR Portfolio S&P 500 Growth ETF	$37,521,593	$739,047 â–¼	-1.9%	315,334	14.6%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$30,311,535	$294,892 â–²	1.0%	498,627	11.8%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$29,547,805	$916,676 â–¼	-3.0%	336,229	11.5%	ETF
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$13,668,479	$13,668,479 â–²	New Holding	481,454	5.3%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$12,257,368	$433,455 â–¼	-3.4%	243,250	4.8%	ETF
IUSB iShares Core Total USD Bond Market ETF	$10,362,013	$10,362,013 â–²	New Holding	224,529	4.0%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$8,856,362	$1,808,512 â–²	25.7%	74,342	3.4%	ETF
AAPL Apple	$8,517,601	$157,701 â–²	1.9%	29,436	3.3%	Technology
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$7,283,941	$7,283,941 â–²	New Holding	217,691	2.8%	ETF
SPMB SPDR Portfolio Mortgage Backed Bond ETF	$7,279,552	$7,279,552 â–²	New Holding	326,291	2.8%	ETF
WTV WisdomTree U.S. Value Fund	$7,084,696	$5,169,010 â–¼	-42.2%	39,649	2.8%	ETF
QQQ Invesco QQQ	$6,958,244	$784,266 â–¼	-10.1%	9,449	2.7%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$6,851,946	$955,188 â–¼	-12.2%	118,813	2.7%	ETF
IAU iShares Gold Trust	$6,585,227	$750,645 â–²	12.9%	87,210	2.6%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$6,182,660	$2,633 â–²	0.0%	28,176	2.4%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$4,746,258	$682,409 â–¼	-12.6%	91,662	1.8%	ETF
PFFV Global X Variable Rate Preferred ETF	$3,596,640	$78,471 â–²	2.2%	163,261	1.4%	ETF
IWM iShares Russell 2000 ETF	$3,266,492	$184,176 â–¼	-5.3%	10,872	1.3%	ETF
JMUB JPMorgan Municipal ETF	$3,173,131	$3,173,131 â–²	New Holding	62,642	1.2%	ETF
O Realty Income	$2,691,047	$149,633 â–²	5.9%	43,432	1.0%	Real Estate
SLYV SPDR S&P 600 Small Cap Value ETF	$2,464,468	$112,820 â–¼	-4.4%	22,587	1.0%	ETF
NVDA NVIDIA	$2,352,858	$62,228 â–²	2.7%	11,759	0.9%	Technology
IVE iShares S&P 500 Value ETF	$2,232,681	$1,589 â–²	0.1%	9,833	0.9%	ETF
SPY SPDR S&P 500 ETF Trust	$1,441,266	$2,240 â–²	0.2%	1,930	0.6%	ETF
IWR iShares Russell Mid-Cap ETF	$1,343,808	$83,181 â–²	6.6%	12,181	0.5%	ETF
MSFT Microsoft	$1,170,537	$32,826 â–²	2.9%	3,138	0.5%	Technology
AMZN Amazon.com	$1,127,348	$210,931 â–¼	-15.8%	4,730	0.4%	Consumer Discretionary
MU Micron Technology	$1,097,730	$2,309 â–²	0.2%	951	0.4%	Technology
LLY Eli Lilly and Company	$1,042,305	$13,194 â–²	1.3%	869	0.4%	Healthcare
AVGO Broadcom	$971,951	$33,998 â–²	3.6%	2,573	0.4%	Technology
GOOGL Alphabet	$930,234	$78,621 â–²	9.2%	2,603	0.4%	Communication Services
IVW iShares S&P 500 Growth ETF	$904,397	$26,131 â–¼	-2.8%	6,576	0.4%	ETF
ORCL Oracle	$865,231	$19,051 â–²	2.3%	5,904	0.3%	Technology
GS The Goldman Sachs Group	$858,653		0.0%	849	0.3%	Finance
GOOG Alphabet	$830,326	$6,360 â–²	0.8%	2,350	0.3%	Communication Services
BAC Bank of America	$805,697	$21,880 â–¼	-2.6%	14,140	0.3%	Finance
URI United Rentals	$771,498		0.0%	681	0.3%	Industrials
ABBV AbbVie	$750,642	$11,072 â–²	1.5%	2,983	0.3%	Healthcare
META Meta Platforms	$724,954	$7,323 â–²	1.0%	1,287	0.3%	Communication Services
TSM Taiwan Semiconductor Manufacturing	$705,848	$74,023 â–²	11.7%	1,478	0.3%	Technology
AMD Advanced Micro Devices	$607,632	$12,199 â–¼	-2.0%	1,046	0.2%	Technology
XLG Invesco S&P 500 Top 50 ETF	$580,522	$27,309 â–¼	-4.5%	9,481	0.2%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$545,412	$113,028 â–¼	-17.2%	8,073	0.2%	ETF
BRK.B Berkshire Hathaway	$539,921	$1,501 â–²	0.3%	1,079	0.2%	Finance
NEE NextEra Energy	$525,742	$5,793 â–¼	-1.1%	5,990	0.2%	Utilities
AMAT Applied Materials	$524,175	$10,845 â–¼	-2.0%	725	0.2%	Technology
INTC Intel	$509,789	$509,789 â–²	New Holding	3,651	0.2%	Technology
ES Eversource Energy	$507,986	$85,351 â–²	20.2%	7,029	0.2%	Utilities
JNJ Johnson & Johnson	$497,273	$1,778 â–¼	-0.4%	1,958	0.2%	Healthcare
TSLA Tesla	$466,866	$2,944 â–²	0.6%	1,110	0.2%	Consumer Discretionary
SPHY SPDR Portfolio High Yield Bond ETF	$426,917	$123,858 â–¼	-22.5%	18,213	0.2%	ETF
HONEYWELL AEROSPACE INC	$424,474	$424,474 â–²	New Holding	1,920	0.2%	COM
LAM RESEARCH CORP	$422,930	$2,167 â–²	0.5%	976	0.2%	COM NEW
JPM JPMorgan Chase & Co.	$422,256	$3,601 â–¼	-0.8%	1,290	0.2%	Finance
MO Altria Group	$402,704	$10,649 â–²	2.7%	5,597	0.2%	Consumer Staples
CMI Cummins	$401,537	$44,932 â–²	12.6%	563	0.2%	Industrials
XOM ExxonMobil	$400,316		0.0%	2,928	0.2%	Energy
VZ Verizon Communications	$397,827	$931 â–²	0.2%	9,396	0.2%	Communication Services
REAVES UTIL INCOME FD	$393,640		0.0%	9,667	0.2%	COM SH BEN INT
GE VERNOVA INC	$383,004	$17,623 â–²	4.8%	326	0.1%	COM
GE GE Aerospace	$378,588	$25,414 â–²	7.2%	1,013	0.1%	Industrials
IBM International Business Machines	$376,540	$79,582 â–²	26.8%	1,339	0.1%	Technology
WALMART INC	$372,172	$113 â–²	0.0%	3,286	0.1%	COM
CP Canadian Pacific Kansas City	$360,204	$1,473 â–²	0.4%	4,157	0.1%	Industrials
MA Mastercard	$345,139	$4,109 â–²	1.2%	672	0.1%	Finance
WDC Western Digital	$336,605	$336,605 â–²	New Holding	527	0.1%	Technology
RTX RTX	$325,197	$1,328 â–¼	-0.4%	1,714	0.1%	Industrials
SO Southern	$312,685	$13,399 â–¼	-4.1%	3,267	0.1%	Utilities
MRK Merck & Co., Inc.	$311,870	$2,185 â–²	0.7%	2,427	0.1%	Healthcare
CAT Caterpillar	$308,821	$1,065 â–²	0.3%	290	0.1%	Industrials
ASML ASML	$286,479	$286,479 â–²	New Holding	144	0.1%	Technology
AEP American Electric Power	$284,291	$2,463 â–²	0.9%	2,078	0.1%	Utilities
CSCO Cisco Systems	$283,314	$283,314 â–²	New Holding	2,412	0.1%	Technology
V Visa	$278,589	$18,870 â–²	7.3%	812	0.1%	Finance
KLAC KLA	$272,746	$272,746 â–²	New Holding	904	0.1%	Technology
MCD McDonald's	$271,932	$22,165 â–¼	-7.5%	1,006	0.1%	Consumer Discretionary
ALL Allstate	$271,727		0.0%	1,142	0.1%	Finance
CVX Chevron	$260,575	$2,486 â–¼	-0.9%	1,572	0.1%	Energy
GOVT iShares U.S. Treasury Bond ETF	$259,715	$259,715 â–²	New Holding	11,401	0.1%	ETF
JPST JPMorgan Ultra-Short Income ETF	$249,816	$37,169 â–²	17.5%	4,940	0.1%	ETF
AON AON	$239,812	$332 â–¼	-0.1%	723	0.1%	Finance
HUBB Hubbell	$237,010		0.0%	453	0.1%	Industrials
KO CocaCola	$228,531	$228,531 â–²	New Holding	2,812	0.1%	Consumer Staples
PM Philip Morris International	$222,520	$227,972 â–¼	-50.6%	2,000	0.1%	Consumer Staples
COST Costco Wholesale	$211,416	$935 â–¼	-0.4%	226	0.1%	Consumer Staples
HON Honeywell International	$0	$455,903 â–¼	-100.0%	0	0.0%	Industrials
ABT Abbott Laboratories	$0	$264,273 â–¼	-100.0%	0	0.0%	Healthcare
NICE NiCE	$0	$231,436 â–¼	-100.0%	0	0.0%	Technology
T AT&T	$0	$225,020 â–¼	-100.0%	0	0.0%	Communication Services
RSP Invesco S&P 500 Equal Weight ETF	$0	$221,476 â–¼	-100.0%	0	0.0%	ETF
NEM Newmont	$0	$216,067 â–¼	-100.0%	0	0.0%	Materials
SHEL Shell	$0	$207,483 â–¼	-100.0%	0	0.0%	Energy

Showing largest 100 holdings. View all holdings.

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Leslie Global Wealth, LLC Top Holdings and 13F Report (2026)

About Leslie Global Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Leslie Global Wealth, LLC Top Holdings and 13F Report (2026)

About Leslie Global Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLeslie Global Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools