Top 50 Leslie Global Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 14.61% | 315.3K | $37.5M | -1.93%(-6.21K) | $79.27(+54.89%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 11.8% | 498.6K | $30.3M | +0.98%(+4.85K) | $51.02(+24.27%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 11.51% | 336.2K | $29.5M | -3.01%(-10.43K) | $65.28(+39.46%) | 2026-06-30 | |
| SPTI | SPDR SERIES TRUST | 5.32% | 481.5K | $13.7M | new | $28.48(-1.36%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 4.77% | 243.3K | $12.3M | -3.42%(-8.60K) | $36.29(+42.54%) | 2026-06-30 | |
| IUSB | ISHARES TR | 4.04% | 224.5K | $10.4M | new | $46.16(-1.54%) | 2026-06-30 | |
| SLYG | SPDR SERIES TRUST | 3.45% | 74.3K | $8.9M | +25.66%(+15.18K) | $91.40(+29.11%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.32% | 29.4K | $8.5M | +1.89%(+545) | $200.96(+52.60%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 2.84% | 217.7K | $7.3M | new | $33.14(-0.06%) | 2026-06-30 | |
| SPMB | SPDR SERIES TRUST | 2.83% | 326.3K | $7.3M | new | $22.27(-1.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +33.77% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +27.91% |
Leslie Global Wealth, LLC reports $256.80M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (14.6%), SPYV (11.8%) and SPYM (11.5%). The top 20 holdings account for 84.41% of reported assets. Its disclosed equity book has returned +33.77% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Leslie Global Wealth, LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1954832). View Leslie Global Wealth, LLCโs 13F filings on SEC