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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 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
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 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

Map of 500 Largest Holdings ofLeslie Global Wealth, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$37,521,593$739,047 â–¼-1.9%315,33414.6%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$30,311,535$294,892 â–²1.0%498,62711.8%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$29,547,805$916,676 â–¼-3.0%336,22911.5%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$13,668,479$13,668,479 â–²New Holding481,4545.3%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$12,257,368$433,455 â–¼-3.4%243,2504.8%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$10,362,013$10,362,013 â–²New Holding224,5294.0%Manufacturing
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$8,856,362$1,808,512 â–²25.7%74,3423.4%ETF
Apple Inc. stock logo
AAPL
Apple
$8,517,601$157,701 â–²1.9%29,4363.3%Computer and Technology
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$7,283,941$7,283,941 â–²New Holding217,6912.8%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$7,279,552$7,279,552 â–²New Holding326,2912.8%ETF
WTV
WisdomTree U.S. Value Fund
$7,084,696$5,169,010 â–¼-42.2%39,6492.8%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,958,244$784,266 â–¼-10.1%9,4492.7%Finance
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$6,851,946$955,188 â–¼-12.2%118,8132.7%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$6,585,227$750,645 â–²12.9%87,2102.6%Finance
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$6,182,660$2,633 â–²0.0%28,1762.4%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$4,746,258$682,409 â–¼-12.6%91,6621.8%ETF
PFFV
Global X Variable Rate Preferred ETF
$3,596,640$78,471 â–²2.2%163,2611.4%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$3,266,492$184,176 â–¼-5.3%10,8721.3%Finance
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$3,173,131$3,173,131 â–²New Holding62,6421.2%ETF
Realty Income Corporation stock logo
O
Realty Income
$2,691,047$149,633 â–²5.9%43,4321.0%Finance
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$2,464,468$112,820 â–¼-4.4%22,5871.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,352,858$62,228 â–²2.7%11,7590.9%Computer and Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$2,232,681$1,589 â–²0.1%9,8330.9%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,441,266$2,240 â–²0.2%1,9300.6%Finance
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,343,808$83,181 â–²6.6%12,1810.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,170,537$32,826 â–²2.9%3,1380.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,127,348$210,931 â–¼-15.8%4,7300.4%Retail/Wholesale
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,097,730$2,309 â–²0.2%9510.4%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,042,305$13,194 â–²1.3%8690.4%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$971,951$33,998 â–²3.6%2,5730.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$930,234$78,621 â–²9.2%2,6030.4%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$904,397$26,131 â–¼-2.8%6,5760.4%ETF
Oracle Corporation stock logo
ORCL
Oracle
$865,231$19,051 â–²2.3%5,9040.3%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$858,6530.0%8490.3%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$830,326$6,360 â–²0.8%2,3500.3%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$805,697$21,880 â–¼-2.6%14,1400.3%Finance
United Rentals, Inc. stock logo
URI
United Rentals
$771,4980.0%6810.3%Construction
AbbVie Inc. stock logo
ABBV
AbbVie
$750,642$11,072 â–²1.5%2,9830.3%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$724,954$7,323 â–²1.0%1,2870.3%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$705,848$74,023 â–²11.7%1,4780.3%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$607,632$12,199 â–¼-2.0%1,0460.2%Computer and Technology
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$580,522$27,309 â–¼-4.5%9,4810.2%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$545,412$113,028 â–¼-17.2%8,0730.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$539,921$1,501 â–²0.3%1,0790.2%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$525,742$5,793 â–¼-1.1%5,9900.2%Utilities
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$524,175$10,845 â–¼-2.0%7250.2%Computer and Technology
Intel Corporation stock logo
INTC
Intel
$509,789$509,789 â–²New Holding3,6510.2%Computer and Technology
Eversource Energy stock logo
ES
Eversource Energy
$507,986$85,351 â–²20.2%7,0290.2%Utilities
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$497,273$1,778 â–¼-0.4%1,9580.2%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$466,866$2,944 â–²0.6%1,1100.2%Auto/Tires/Trucks
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$426,917$123,858 â–¼-22.5%18,2130.2%ETF
HONEYWELL AEROSPACE INC
$424,474$424,474 â–²New Holding1,9200.2%COM
LAM RESEARCH CORP
$422,930$2,167 â–²0.5%9760.2%COM NEW
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$422,256$3,601 â–¼-0.8%1,2900.2%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$402,704$10,649 â–²2.7%5,5970.2%Consumer Staples
Cummins Inc. stock logo
CMI
Cummins
$401,537$44,932 â–²12.6%5630.2%Auto/Tires/Trucks
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$400,3160.0%2,9280.2%Energy
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$397,827$931 â–²0.2%9,3960.2%Computer and Technology
REAVES UTIL INCOME FD
$393,6400.0%9,6670.2%COM SH BEN INT
GE VERNOVA INC
$383,004$17,623 â–²4.8%3260.1%COM
GE Aerospace stock logo
GE
GE Aerospace
$378,588$25,414 â–²7.2%1,0130.1%Aerospace
International Business Machines Corporation stock logo
IBM
International Business Machines
$376,540$79,582 â–²26.8%1,3390.1%Computer and Technology
WALMART INC
$372,172$113 â–²0.0%3,2860.1%COM
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$360,204$1,473 â–²0.4%4,1570.1%Transportation
Mastercard Incorporated stock logo
MA
Mastercard
$345,139$4,109 â–²1.2%6720.1%Business Services
Western Digital Corporation stock logo
WDC
Western Digital
$336,605$336,605 â–²New Holding5270.1%Computer and Technology
RTX Corporation stock logo
RTX
RTX
$325,197$1,328 â–¼-0.4%1,7140.1%Aerospace
Southern Company (The) stock logo
SO
Southern
$312,685$13,399 â–¼-4.1%3,2670.1%Utilities
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$311,870$2,185 â–²0.7%2,4270.1%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$308,821$1,065 â–²0.3%2900.1%Industrials
ASML Holding N.V. stock logo
ASML
ASML
$286,479$286,479 â–²New Holding1440.1%Computer and Technology
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$284,291$2,463 â–²0.9%2,0780.1%Utilities
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$283,314$283,314 â–²New Holding2,4120.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$278,589$18,870 â–²7.3%8120.1%Business Services
KLA Corporation stock logo
KLAC
KLA
$272,746$272,746 â–²New Holding9040.1%Computer and Technology
McDonald's Corporation stock logo
MCD
McDonald's
$271,932$22,165 â–¼-7.5%1,0060.1%Retail/Wholesale
The Allstate Corporation stock logo
ALL
Allstate
$271,7270.0%1,1420.1%Finance
Chevron Corporation stock logo
CVX
Chevron
$260,575$2,486 â–¼-0.9%1,5720.1%Energy
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$259,715$259,715 â–²New Holding11,4010.1%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$249,816$37,169 â–²17.5%4,9400.1%ETF
Aon plc stock logo
AON
AON
$239,812$332 â–¼-0.1%7230.1%Finance
Hubbell Inc stock logo
HUBB
Hubbell
$237,0100.0%4530.1%Industrials
CocaCola Company (The) stock logo
KO
CocaCola
$228,531$228,531 â–²New Holding2,8120.1%Consumer Staples
Philip Morris International Inc. stock logo
PM
Philip Morris International
$222,520$227,972 â–¼-50.6%2,0000.1%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$211,416$935 â–¼-0.4%2260.1%Retail/Wholesale
Honeywell International Inc. stock logo
HON
Honeywell International
$0$455,903 â–¼-100.0%00.0%Multi-Sector Conglomerates
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$0$264,273 â–¼-100.0%00.0%Medical
NiCE stock logo
NICE
NiCE
$0$231,436 â–¼-100.0%00.0%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$0$225,020 â–¼-100.0%00.0%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$0$221,476 â–¼-100.0%00.0%ETF
Newmont Corporation stock logo
NEM
Newmont
$0$216,067 â–¼-100.0%00.0%Basic Materials
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$0$207,483 â–¼-100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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