Q3 2026 13F · SEC CIK 1954832

Leslie Global Wealth, LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $271.6M
Reported positions: 90
Holdings vs S&P 500, 3 yrs: —
Assets under management: $446.8M

Leslie Global Wealth, LLC is a wealth manager that reported 90 positions worth $271.6M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were State Street Spdr Portfolio S&p 500 Grow (SPYG, 14.2%), Spdr Series Trust (SPLG, 11.9%), State Street Spdr Portfolio S&p 500 Valu (SPYV, 11.2%).

Leslie Global Wealth, LLC holdings largest 50 of 90 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Leslie Global Wealth, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPYGState Street Spdr Portfolio S&p 500 Grow	14.2%	14.6%	313,705	-0.5%	$38.6M
SPLGSpdr Series Trust	11.9%	11.5%	360,024	+7.1%	$32.3M
SPYVState Street Spdr Portfolio S&p 500 Valu	11.2%	11.8%	498,723	+0.0%	$30.5M
SPTISpdr Series Trust	5.0%	5.3%	500,238	+3.9%	$13.6M
SPDWSpdr Index Shs Fds	4.6%	4.8%	251,259	+3.3%	$12.6M
IUSBIshares Tr	4.2%	4.0%	255,645	+13.9%	$11.3M
AAPLApple Inc	3.6%	3.3%	29,249	-0.6%	$9.7M
QUALIshares Tr	3.3%	2.4%	40,385	+43.3%	$9.0M
SLYGSpdr Series Trust	3.0%	3.4%	76,994	+3.6%	$8.2M
SPIBSpdr Series Trust	2.7%	2.8%	229,021	+5.2%	$7.4M
SPMBSpdr Ser Tr	2.6%	2.8%	339,860	+4.2%	$7.2M
WTVWisdomtree Tr	2.6%	2.8%	69,891	+76.3%	$7.2M
QQQInvesco Qqq Tr	2.6%	2.7%	9,588	+1.5%	$7.1M
IAUIshares Gold Tr	2.6%	2.6%	90,002	+3.2%	$7.0M
SPSMSpdr Series Trust	2.3%	2.7%	116,064	-2.3%	$6.1M
SPEMSpdr Index Shs Fds	1.9%	1.8%	97,091	+5.9%	$5.0M
IVEIshares Tr	1.7%	0.9%	20,698	+110.5%	$4.7M
PFFVGlobal X Fds	1.4%	1.4%	175,599	+7.6%	$3.8M
IWMIshares Tr	1.3%	1.3%	12,946	+19.1%	$3.6M
JMUBJ P Morgan Exchange Traded F	1.3%	1.2%	71,489	+14.1%	$3.4M
NVDANvidia Corporation	1.0%	0.9%	11,393	-3.1%	$2.6M
ORealty Income Corp.	0.9%	1.0%	44,277	+1.9%	$2.4M
SLYVSpdr Series Trust	0.8%	1.0%	22,080	-2.2%	$2.3M
IVWIshares Tr	0.7%	0.4%	14,109	+114.6%	$2.0M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.6%	2,582	+33.8%	$2.0M
MSFTMicrosoft Corp	0.6%	0.5%	3,177	+1.2%	$1.6M
AMZNAmazon Com Inc	0.5%	0.4%	5,823	+23.1%	$1.5M
IWRIshares Tr	0.5%	0.5%	12,251	+0.6%	$1.3M
LLYEli Lilly & Co	0.4%	0.4%	874	+0.6%	$1.0M
MUMicron Technology Inc	0.4%	0.4%	939	-1.3%	$1.0M
GOOGLAlphabet Inc	0.3%	0.4%	2,572	-1.2%	$885K
AVGOBroadcom Inc	0.3%	0.4%	2,457	-4.5%	$863K
XLGInvesco Exchange Traded Fd T	0.3%	0.2%	13,449	+41.9%	$855K
ABBVAbbvie Inc	0.3%	0.3%	3,003	+0.7%	$786K
BACBank of Amer Corp	0.3%	0.3%	14,209	+0.5%	$773K
PMPhilip Morris Intl Inc	0.3%	—	4,049	—	$773K
GOOGAlphabet Inc	0.3%	0.3%	2,260	-3.8%	$770K
ORCLOracle Corp	0.3%	0.3%	5,597	-5.2%	$768K
GSGoldman Sachs Group Inc	0.3%	0.3%	851	+0.2%	$766K
SPHYSpdr Series Trust	0.3%	—	32,035	—	$724K
METAMeta Platforms Inc	0.3%	0.3%	945	-26.6%	$685K
TSMTaiwan Semiconductor Manufac	0.3%	0.3%	1,498	+1.4%	$683K
URIUnited Rentals Inc	0.3%	0.3%	681	+0.0%	$682K
AMDAdvanced Micro Devices Inc	0.2%	0.2%	934	-10.7%	$571K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	1,085	+0.6%	$540K
JNJJohnson & Johnson	0.2%	0.2%	1,968	+0.5%	$521K
SPMDSpdr Series Trust	0.2%	0.2%	8,109	+0.4%	$511K
XOMExxonmobil Holdings Corp	0.2%	—	2,946	—	$479K
NEENextera Energy Inc	0.2%	0.2%	6,094	+1.7%	$462K
ESEversource Energy	0.2%	0.2%	6,939	-1.3%	$445K

What Leslie Global Wealth, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

IVW Ishares Tr+114.6% shares
IVE Ishares Tr+110.5% shares
WTV Wisdomtree Tr+76.3% shares
QUAL Ishares Tr+43.3% shares
XLG Invesco Exchange Traded Fd T+41.9% shares
SPY State Str Spdr S&p 500 ETF T+33.8% shares
AMZN Amazon Com Inc+23.1% shares
IWM Ishares Tr+19.1% shares

Reduced

META Meta Platforms Inc-26.6% shares
AMD Advanced Micro Devices Inc-10.7% shares
ORCL Oracle Corp-5.2% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.6% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$271.6M	90
Q2 2026	$256.8M	85
Q1 2026	$189.8M	79
Q4 2025	$222.2M	72
Q3 2025	$213.2M	73
Q2 2025	$187.1M	73
Q1 2025	$205.4M	75
Q4 2024	$215.4M	71
Q3 2024	$205.8M	71
Q2 2024	$171.2M	52

Questions about Leslie Global Wealth, LLC's portfolio

What stocks does Leslie Global Wealth, LLC own?

Leslie Global Wealth, LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 90 positions worth $271.6M. The largest are State Street Spdr Portfolio S&p 500 Grow (SPYG) at 14.2%, Spdr Series Trust (SPLG) at 11.9%, State Street Spdr Portfolio S&p 500 Valu (SPYV) at 11.2%, Spdr Series Trust (SPTI) at 5.0% and Spdr Index Shs Fds (SPDW) at 4.6%.

What did Leslie Global Wealth, LLC buy last quarter?

In Q3 2026, Leslie Global Wealth, LLC added Ishares Tr (IVW) (+114.6% shares), Ishares Tr (IVE) (+110.5% shares) and Wisdomtree Tr (WTV) (+76.3% shares), compared with its Q2 2026 filing.

What did Leslie Global Wealth, LLC sell last quarter?

In Q3 2026, Leslie Global Wealth, LLC cut from its top 50 Applied Matls Inc (AMAT), cut from its top 50 Intel Corp (INTC), cut from its top 50 Tesla Inc (TSLA), Meta Platforms Inc (META) (-26.6% shares), Advanced Micro Devices Inc (AMD) (-10.7% shares) and Oracle Corp (ORCL) (-5.2% shares), compared with its Q2 2026 filing.

When is Leslie Global Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Leslie Global Wealth, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Leslie Global Wealth, LLC manage?

Leslie Global Wealth, LLC reported $446.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $271.6M.