Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1954832) reported $189.8M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYG ($31.5M, 16.59%), SPYV ($27.9M, 14.72%), SPLG ($26.5M, 13.98%), SPDW ($11.5M, 6.06%), AAPL ($7.3M, 3.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $31.5M | 16.59% | 321,545 | Trimmed |
| 2 | SPYV | SPDR SERIES TRUST | $27.9M | 14.72% | 493,776 | Added |
| 3 | SPLG | SPDR SERIES TRUST | $26.5M | 13.98% | 346,660 | Trimmed |
| 4 | SPDW | SPDR INDEX SHS FDS | $11.5M | 6.06% | 251,852 | Added |
| 5 | AAPL | APPLE INC | $7.3M | 3.86% | 28,891 | Trimmed |
| 6 | IAU | ISHARES GOLD TR | $6.8M | 3.59% | 77,269 | Trimmed |
| 7 | SPSM | SPDR SERIES TRUST | $6.5M | 3.45% | 135,376 | Trimmed |
| 8 | WTV | WISDOMTREE TR | $6.5M | 3.42% | 68,577 | Trimmed |
| 9 | QQQ | INVESCO QQQ TR | $6.1M | 3.20% | 10,514 | Trimmed |
| 10 | SLYG | SPDR SERIES TRUST | $5.7M | 3.01% | 59,161 | Trimmed |
| 11 | QUAL | ISHARES TR | $5.0M | 2.66% | 28,164 | Trimmed |
| 12 | SPEM | SPDR INDEX SHS FDS | $4.9M | 2.59% | 104,841 | Added |
| 13 | PFFV | GLOBAL X FDS | $3.5M | 1.84% | 159,699 | Trimmed |
| 14 | IWM | ISHARES TR | $2.8M | 1.50% | 11,485 | Trimmed |
| 15 | O | REALTY INCOME CORP | $2.5M | 1.32% | 41,017 | Trimmed |
| 16 | SLYV | SPDR SERIES TRUST | $2.3M | 1.23% | 23,621 | Added |
| 17 | IVE | ISHARES TR | $2.1M | 1.09% | 9,826 | New |
| 18 | NVDA | NVIDIA CORPORATION | $2.0M | 1.05% | 11,448 | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $1.3M | 0.66% | 1,927 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $1.2M | 0.62% | 5,615 | Added |
| 21 | MSFT | MICROSOFT CORP | $1.1M | 0.59% | 3,050 | Added |
| 22 | IWR | ISHARES TR | $1.1M | 0.59% | 11,427 | Added |
| 23 | ORCL | ORACLE CORP | $849,413 | 0.45% | 5,774 | Added |
| 24 | LLY | ELI LILLY & CO | $789,163 | 0.42% | 858 | Trimmed |
| 25 | AVGO | BROADCOM INC | $768,513 | 0.41% | 2,483 | Added |
Source: SEC Form 13F filings · as of 2026-03-31