Leslie Global Wealth, LLC

Est. AUM

$189.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$31.5M	321545	16.59%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$27.9M	493776	14.72%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$26.5M	346660	13.98%	SOLE
4	SPDR INDEX SHS FDS	STATE STREET SPD	$11.5M	251852	6.06%	SOLE
5	APPLE INC	COM	$7.3M	28891	3.86%	SOLE
6	ISHARES GOLD TR	ISHARES NEW	$6.8M	77269	3.59%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$6.5M	135376	3.45%	SOLE
8	WISDOMTREE TR	WISDOMTREE US VA	$6.5M	68577	3.42%	SOLE
9	INVESCO QQQ TR	UNIT SER 1	$6.1M	10514	3.20%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$5.7M	59161	3.01%	SOLE
11	ISHARES TR	MSCI USA QLT FCT	$5.0M	28164	2.66%	SOLE
12	SPDR INDEX SHS FDS	STATE STREET SPD	$4.9M	104841	2.59%	SOLE
13	GLOBAL X FDS	RATE PREFERRED	$3.5M	159699	1.84%	SOLE
14	ISHARES TR	RUSSELL 2000 ETF	$2.8M	11485	1.50%	SOLE
15	REALTY INCOME CORP	COM	$2.5M	41017	1.32%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	23621	1.23%	SOLE
17	ISHARES TR	S&P 500 VAL ETF	$2.1M	9826	1.09%	SOLE
18	NVIDIA CORPORATION	COM	$2.0M	11448	1.05%	SOLE
19	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.3M	1927	0.66%	SOLE
20	AMAZON COM INC	COM	$1.2M	5615	0.62%	SOLE
21	MICROSOFT CORP	COM	$1.1M	3050	0.59%	SOLE
22	ISHARES TR	RUS MID CAP ETF	$1.1M	11427	0.59%	SOLE
23	ORACLE CORP	COM	$849K	5774	0.45%	SOLE
24	ELI LILLY & CO	COM	$789K	858	0.42%	SOLE
25	BROADCOM INC	COM	$769K	2483	0.41%	SOLE
26	ISHARES TR	S&P 500 GRWT ETF	$765K	6766	0.40%	SOLE
27	META PLATFORMS INC	CL A	$729K	1274	0.38%	SOLE
28	GOLDMAN SACHS GROUP INC	COM	$718K	849	0.38%	SOLE
29	BANK AMERICA CORP	COM	$708K	14524	0.37%	SOLE
30	ALPHABET INC	CAP STK CL A	$685K	2383	0.36%	SOLE
31	ALPHABET INC	CAP STK CL C	$669K	2332	0.35%	SOLE
32	PHILIP MORRIS INTL INC	COM	$669K	4049	0.35%	SOLE
33	ABBVIE INC	COM	$639K	2939	0.34%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$577K	9746	0.30%	SOLE
35	NEXTERA ENERGY INC	COM	$562K	6056	0.30%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$548K	23497	0.29%	SOLE
37	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$542K	9927	0.29%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$516K	1076	0.27%	SOLE
39	EXXON MOBIL CORP	COM	$497K	2928	0.26%	SOLE
40	UNITED RENTALS INC	COM	$496K	681	0.26%	SOLE
41	JOHNSON & JOHNSON	COM	$480K	1965	0.25%	SOLE
42	VERIZON COMMUNICATIONS INC	COM	$471K	9374	0.25%	SOLE
43	HONEYWELL INTL INC	COM	$456K	2017	0.24%	SOLE
44	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$447K	1323	0.24%	SOLE
45	TESLA INC	COM	$410K	1103	0.22%	SOLE
46	WALMART INC	COM	$408K	3285	0.22%	SOLE
47	EVERSOURCE ENERGY	COM	$405K	5848	0.21%	SOLE
48	JPMORGAN CHASE & CO	COM	$383K	1301	0.20%	SOLE
49	REAVES UTIL INCOME FD	COM SH BEN INT	$380K	9667	0.20%	SOLE
50	ALTRIA GROUP INC	COM	$360K	5449	0.19%	SOLE

1–50 of 79

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.