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Leslie Global Wealth, LLC Portfolio
$271.6M across 90 positions as of 2026-09-30, with 64% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+13.0%
-1.5% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
5 of 9
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +14.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.8% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +8.4% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.6% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.2% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $38.6M | 14.2% | 313,705 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $32.3M | 11.9% | 360,024 |
| SPDR SERIES TRUST | $30.5M | 11.2% | 498,723 |
| SPTISPDR Portfolio Intermediate Term Treasury ETF | $13.6M | 5.0% | 500,238 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $12.6M | 4.6% | 251,259 |
| IUSBiShares Core Total USD Bond Market ETF | $11.3M | 4.2% | 255,645 |
| AAPLApple Inc | $9.7M | 3.6% | 29,249 |
| QUALiShares MSCI USA Quality Factor ETF | $9M | 3.3% | 40,385 |
| SLYGState Street SPDR S&P 600 Small Cap Growth ETF | $8.2M | 3.0% | 76,994 |
| SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | $7.4M | 2.7% | 229,021 |
| SPMBSPDR Portfolio Mortgage Backed Bond ETF | $7.2M | 2.6% | 339,860 |
| WTVWisdomTree U.S. Value Fund | $7.2M | 2.6% | 69,891 |
| QQQInvesco QQQ Trust, Series 1 | $7.1M | 2.6% | 9,588 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $7M | 2.6% | 90,002 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $6.1M | 2.3% | 116,064 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $5M | 1.9% | 97,091 |
| IVEiShares S&P 500 Value ETF | $4.7M | 1.7% | 20,698 |
| PFFVGLOBAL X FDS | $3.8M | 1.4% | 175,599 |
| IWMiShares Russell 2000 Index Fund | $3.6M | 1.3% | 12,946 |
| JMUBJPMorgan Municipal ETF | $3.4M | 1.3% | 71,489 |
| NVDANVIDIA Corp | $2.6M | 1.0% | 11,393 |
| ORealty Income Corp | $2.4M | 0.9% | 44,277 |
| SPDR SERIES TRUST | $2.3M | 0.8% | 22,080 |
| IVWiShares S&P 500 Growth ETF | $2M | 0.7% | 14,109 |
| SPYState Street SPDR S&P 500 ETF Trust | $2M | 0.7% | 2,582 |
| MSFTMicrosoft Corp | $1.6M | 0.6% | 3,177 |
| AMZNAmazon.com Inc | $1.5M | 0.5% | 5,823 |
| IWRiShares Russell Mid-Cap ETF | $1.3M | 0.5% | 12,251 |
| LLYEli Lilly and Co | $1M | 0.4% | 874 |
| MUMicron Technology Inc | $1M | 0.4% | 939 |
| GOOGLAlphabet Inc | $885K | 0.3% | 2,572 |
| AVGOBroadcom Inc | $862.9K | 0.3% | 2,457 |
| XLGInvesco S&P 500 Top 50 ETF | $855.5K | 0.3% | 13,449 |
| ABBVAbbVie Inc | $785.6K | 0.3% | 3,003 |
| BACBank of America Corp | $773.4K | 0.3% | 14,209 |
| PMPhilip Morris International Inc | $772.6K | 0.3% | 4,049 |
| GOOGAlphabet Inc | $770.1K | 0.3% | 2,260 |
| ORCLOracle Corp | $768.5K | 0.3% | 5,597 |
| GSGoldman Sachs Group Inc | $766.2K | 0.3% | 851 |
| SPHYState Street SPDR Portfolio High Yield Bond ETF | $723.7K | 0.3% | 32,035 |
| METAMeta Platforms Inc | $685.3K | 0.3% | 945 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $683.4K | 0.3% | 1,498 |
| URIUnited Rentals Inc | $681.5K | 0.3% | 681 |
| AMDAdvanced Micro Devices Inc | $571.4K | 0.2% | 934 |
| BRK.BBerkshire Hathaway Inc | $540.3K | 0.2% | 1,085 |
| JNJJohnson & Johnson | $520.9K | 0.2% | 1,968 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $511.2K | 0.2% | 8,109 |
| XOMExxonmobil Holdings Corp | $479.4K | 0.2% | 2,946 |
| NEENextera Energy Inc | $461.6K | 0.2% | 6,094 |
| ESEversource Energy | $445.2K | 0.2% | 6,939 |
| JPSTJPMorgan Ultra-Short Income ETF | $438K | 0.2% | 8,695 |
| JPMJPMorgan Chase & Co | $424.5K | 0.2% | 1,283 |
| VZVerizon Communications Inc | $411.5K | 0.2% | 8,971 |
| INTCIntel Corp | $407.5K | 0.2% | 3,389 |
| TSLATesla Inc | $405.2K | 0.1% | 1,142 |
| MOAltria Group Inc | $390.5K | 0.1% | 5,798 |
| MAMastercard Inc | $372.2K | 0.1% | 675 |
| AMATApplied Materials Inc | $362.1K | 0.1% | 708 |
| WMTWalmart Inc | $358.7K | 0.1% | 3,452 |
| CPCanadian Pacific Kansas City Ltd | $354.1K | 0.1% | 4,161 |
| MRKMerck & Co Inc | $351.8K | 0.1% | 2,421 |
| REAVES UTIL INCOME FD | $332.1K | 0.1% | 9,667 |
| CVXChevron Corp | $331.3K | 0.1% | 1,622 |
| GEGeneral Electric Co | $316.7K | 0.1% | 1,014 |
| GEVGE Vernova Inc | $313.7K | 0.1% | 330 |
| RVTYRevvity Inc | $305.8K | 0.1% | 2,000 |
| HONAHoneywell Aerospace Inc | $295.7K | 0.1% | 1,908 |
| LRCXLam Research Corp | $295.3K | 0.1% | 899 |
| VVisa Inc | $288.6K | 0.1% | 803 |
| HONHoneywell International Inc | $286.5K | 0.1% | 1,358 |
| CMICummins Inc | $286.2K | 0.1% | 554 |
| IBMInternational Business Machines Corp | $269.6K | 0.1% | 1,226 |
| CRWDCrowdStrike Holdings Inc | $267.1K | 0.1% | 1,009 |
| SOSouthern Co | $266.7K | 0.1% | 3,217 |
| GOVTiShares U.S. Treasury Bond ETF | $261K | 0.1% | 11,933 |
| WDCWestern Digital Corp | $258.6K | 0.1% | 569 |
| CSCOCisco Systems Inc | $256.1K | 0.1% | 2,379 |
| ALLAllstate Corp | $255.8K | 0.1% | 1,153 |
| ASML HLDG NV | $255.4K | 0.1% | 141 |
| RSPInvesco S&P 500 Equal Weight ETF | $242.7K | 0.1% | 1,167 |
| SKHYSK Hynix Inc | $242.5K | 0.1% | 1,317 |
| KOCoca-Cola Co | $241.1K | 0.1% | 2,801 |
| PLTRPalantir Technologies Inc | $234.9K | 0.1% | 1,256 |
| SPROTT ASSET MANAGEMENT LP | $233.6K | 0.1% | 12,060 |
| NICENice Ltd | $233.6K | 0.1% | 2,099 |
| CATCaterpillar Inc | $232.7K | 0.1% | 287 |
| NEMNewmont Corporation | $226.2K | 0.1% | 1,961 |
| MCDMcDonald's Corp | $215.5K | 0.1% | 933 |
| HUBBHubbell Inc | $210K | 0.1% | 463 |
| COSTCostco Wholesale Corp | $203K | 0.1% | 223 |
Quarter ending 2026-09-30.
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