Leslie Global Wealth, LLC — 13F Holdings & Portfolio
CIK 1954832 · latest 13F-HR filed 2026-05-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$189.8M
Long-equity book
Holdings
79
Distinct positions
Period
2026-03-31
Filed 2026-05-15
Q/Q Activity
+11 / −4 / ↑21 / ↓33
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$2.1M +792.1%
- SPDR INDEX SHS FDS$945.5K +9.0%
- SPDR INDEX SHS FDS$929.1K +23.3%
- EXXON MOBIL CORP$149.2K +42.9%
- VERIZON COMMUNICATIONS INC$91.6K +24.2%
Top Trims
- SPDR SERIES TRUST-$3.3M -9.5%
- SPDR SERIES TRUST-$2.7M -9.2%
- ISHARES TR-$1.0M -57.3%
- ISHARES TR-$881.9K -14.9%
- ISHARES GOLD TR-$729.0K -9.7%
New Positions
- ISHARES TR$2.1M
- GE VERNOVA INC$271.5K
- AMERICAN ELEC PWR CO INC$270.0K
- APPLIED MATLS INC$252.9K
- COSTCO WHOLESALE CORPORATION$226.2K
Exited Positions
- JANUS DETROIT STR TR$27.6M
- J P MORGAN EXCHANGE TRADED F$556.7K
- UBER TECHNOLOGIES INC$266.0K
- PALANTIR TECHNOLOGIES INC$223.4K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | SPYG | 78464A409 | $31.5M | 16.59% | 321,545 | SH |
| 2 | SPDR SERIES TRUST | SPYV | 78464A508 | $27.9M | 14.72% | 493,776 | SH |
| 3 | SPDR SERIES TRUST | SPYM | 78464A854 | $26.5M | 13.98% | 346,660 | SH |
| 4 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $11.5M | 6.06% | 251,852 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $7.3M | 3.86% | 28,891 | SH |
| 6 | ISHARES GOLD TR | IAU | 464285204 | $6.8M | 3.59% | 77,269 | SH |
| 7 | SPDR SERIES TRUST | SPSM | 78468R853 | $6.5M | 3.45% | 135,376 | SH |
| 8 | WISDOMTREE TR | WTV | 97717W547 | $6.5M | 3.42% | 68,577 | SH |
| 9 | INVESCO QQQ TR | QQQ | 46090E103 | $6.1M | 3.20% | 10,514 | SH |
| 10 | SPDR SERIES TRUST | SLYG | 78464A201 | $5.7M | 3.01% | 59,161 | SH |
| 11 | ISHARES TR | QUAL | 46432F339 | $5.0M | 2.66% | 28,164 | SH |
| 12 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $4.9M | 2.59% | 104,841 | SH |
| 13 | GLOBAL X FDS | PFFV | 37954Y376 | $3.5M | 1.84% | 159,699 | SH |
| 14 | ISHARES TR | IWM | 464287655 | $2.8M | 1.50% | 11,485 | SH |
| 15 | REALTY INCOME CORP | O | 756109104 | $2.5M | 1.32% | 41,017 | SH |
| 16 | SPDR SERIES TRUST | SLYV | 78464A300 | $2.3M | 1.23% | 23,621 | SH |
| 17 | ISHARES TR | IVE | 464287408 | $2.1M | 1.09% | 9,826 | SH |
| 18 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.0M | 1.05% | 11,448 | SH |
| 19 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.3M | 0.66% | 1,927 | SH |
| 20 | AMAZON COM INC | AMZN | 023135106 | $1.2M | 0.62% | 5,615 | SH |
| 21 | MICROSOFT CORP | MSFT | 594918104 | $1.1M | 0.59% | 3,050 | SH |
| 22 | ISHARES TR | IWR | 464287499 | $1.1M | 0.59% | 11,427 | SH |
| 23 | ORACLE CORP | ORCL | 68389X105 | $849.4K | 0.45% | 5,774 | SH |
| 24 | ELI LILLY & CO | LLY | 532457108 | $789.2K | 0.42% | 858 | SH |
| 25 | BROADCOM INC | AVGO | 11135F101 | $768.5K | 0.41% | 2,483 | SH |
| 26 | ISHARES TR | IVW | 464287309 | $765.3K | 0.40% | 6,766 | SH |
| 27 | META PLATFORMS INC | META | 30303M102 | $728.9K | 0.38% | 1,274 | SH |
| 28 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $718.2K | 0.38% | 849 | SH |
| 29 | BANK AMERICA CORP | BAC | 060505104 | $708.0K | 0.37% | 14,524 | SH |
| 30 | ALPHABET INC | GOOGL | 02079K305 | $685.3K | 0.36% | 2,383 | SH |
| 31 | PHILIP MORRIS INTL INC | PM | 718172109 | $669.5K | 0.35% | 4,049 | SH |
| 32 | ALPHABET INC | GOOG | 02079K107 | $669.0K | 0.35% | 2,332 | SH |
| 33 | ABBVIE INC | ABBV | 00287Y109 | $639.2K | 0.34% | 2,939 | SH |
| 34 | SPDR SERIES TRUST | SPMD | 78464A847 | $577.2K | 0.30% | 9,746 | SH |
| 35 | NEXTERA ENERGY INC | NEE | 65339F101 | $562.5K | 0.30% | 6,056 | SH |
| 36 | SPDR SERIES TRUST | SPHY | 78468R606 | $548.0K | 0.29% | 23,497 | SH |
| 37 | INVESCO EXCHANGE TRADED FD T | XLG | 46137V233 | $541.5K | 0.29% | 9,927 | SH |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $515.6K | 0.27% | 1,076 | SH |
| 39 | EXXON MOBIL CORP | XOM | 30231G102 | $496.8K | 0.26% | 2,928 | SH |
| 40 | UNITED RENTALS INC | URI | 911363109 | $496.1K | 0.26% | 681 | SH |
| 41 | JOHNSON & JOHNSON | JNJ | 478160104 | $480.3K | 0.25% | 1,965 | SH |
| 42 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $470.6K | 0.25% | 9,374 | SH |
| 43 | HONEYWELL INTL INC | HON | 438516106 | $455.9K | 0.24% | 2,017 | SH |
| 44 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $447.1K | 0.24% | 1,323 | SH |
| 45 | TESLA INC | TSLA | 88160R101 | $410.0K | 0.22% | 1,103 | SH |
| 46 | WALMART INC | WMT | 931142103 | $408.3K | 0.22% | 3,285 | SH |
| 47 | EVERSOURCE ENERGY | ES | 30040W108 | $405.1K | 0.21% | 5,848 | SH |
| 48 | JPMORGAN CHASE & CO | JPM | 46625H100 | $382.7K | 0.20% | 1,301 | SH |
| 49 | REAVES UTIL INCOME FD | UTG | 756158101 | $379.7K | 0.20% | 9,667 | SH |
| 50 | ALTRIA GROUP INC | MO | 02209S103 | $359.6K | 0.19% | 5,449 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $189.8M | 79 | 0001172661-26-002111 |
| 2025-12-31 | 2026-02-02 | $222.2M | 72 | 0001172661-26-000433 |
| 2025-09-30 | 2025-10-22 | $213.2M | 73 | 0001172661-25-004358 |