Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Leslie Global Wealth, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Leslie Global Wealth, LLC (CIK 1954832) reported $256.8M across 85 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYG ($37.5M, 14.61%), SPYV ($30.3M, 11.80%), SPLG ($29.5M, 11.51%), SPTI ($13.7M, 5.32%), SPDW ($12.3M, 4.77%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYGSPDR SERIES TRUST$37.5M14.61%315,334Trimmed
2SPYVSPDR SERIES TRUST$30.3M11.80%498,627Added
3SPLGSPDR SERIES TRUST$29.5M11.51%336,229Trimmed
4SPTISPDR SERIES TRUST$13.7M5.32%481,454New
5SPDWSPDR INDEX SHS FDS$12.3M4.77%243,250Trimmed
6IUSBISHARES TR$10.4M4.04%224,529New
7SLYGSPDR SERIES TRUST$8.9M3.45%74,342Added
8AAPLAPPLE INC$8.5M3.32%29,436Added
9SPIBSPDR SERIES TRUST$7.3M2.84%217,691New
10SPMBSPDR SERIES TRUST$7.3M2.83%326,291New
11WTVWISDOMTREE TR$7.1M2.76%39,649Trimmed
12QQQINVESCO QQQ TR$7.0M2.71%9,449Trimmed
13SPSMSPDR SERIES TRUST$6.9M2.67%118,813Trimmed
14IAUISHARES GOLD TR$6.6M2.56%87,210Added
15QUALISHARES TR$6.2M2.41%28,176Added
16SPEMSPDR INDEX SHS FDS$4.7M1.85%91,662Trimmed
17PFFVGLOBAL X FDS$3.6M1.40%163,261Added
18IWMISHARES TR$3.3M1.27%10,872Trimmed
19JMUBJ P MORGAN EXCHANGE TRADED F$3.2M1.24%62,642New
20OREALTY INCOME CORP$2.7M1.05%43,432Added
21SLYVSPDR SERIES TRUST$2.5M0.96%22,587Trimmed
22NVDANVIDIA CORPORATION$2.4M0.92%11,759Added
23IVEISHARES TR$2.2M0.87%9,833Added
24SPYSTATE STR SPDR S&P 500 ETF T$1.4M0.56%1,930Added
25IWRISHARES TR$1.3M0.52%12,181Added

Source: SEC Form 13F filings · as of 2026-06-30