Leslie Global Wealth, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Leslie Global Wealth, LLC reported 85 stock positions worth $256.8 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 14.6% of the portfolio, followed by SS SPDR P S&P 500 Value ETF (SPYV, 11.8%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 11.5%). Compared with Q1 2026, it opened 12 new positions, sold out of 7, added to 40 and reduced 27. The biggest buy was a new position in SS SPDR P Int Term TSY ETF (SPTI) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Itasca, IL
- CIK
- 0001954832
- Portfolio Value
- $256.8M (Q2 2026)
- SEC Filing
- 0001172661-26-002711 ↗ filed Jul 21, 2026
Holdings Value
Holdings 85 stocks · $256.8M
| SPYG SS SPDR P S&P 500 Growth ETF | 14.61% | 315,334 | $37.5M | Reduce -1.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 11.80% | 498,627 | $30.3M | Add +1.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 11.51% | 336,229 | $29.5M | Reduce -3.0% |
| SPTI SS SPDR P Int Term TSY ETF | 5.32% | 481,454 | $13.7M | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 4.77% | 243,250 | $12.3M | Reduce -3.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 4.04% | 224,529 | $10.4M | New |
| SLYG SS SPDR S&P 600 SC GR ETF | 3.45% | 74,342 | $8.9M | Add +25.7% |
| AAPL Apple Inc. | 3.32% | 29,436 | $8.5M | Add +1.9% |
| SPIB SS SPDR P Int C Corp. ETF | 2.84% | 217,691 | $7.3M | New |
| SPMB SS SPDR P Mort Back Bond ETF | 2.83% | 326,291 | $7.3M | New |
| WTV Wisdomtree U.S. Value Fund | 2.76% | 39,649 | $7.1M | Reduce -42.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.71% | 9,449 | $7.0M | Reduce -10.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.67% | 118,813 | $6.9M | Reduce -12.2% |
| IAU iShares Gold Trust | 2.56% | 87,210 | $6.6M | Add +12.9% |
| QUAL iShares MSCI USA Quality Fac | 2.41% | 28,176 | $6.2M | Add +0.0% |
| SPEM State Street SP PTF Em ETF | 1.85% | 91,662 | $4.7M | Reduce -12.6% |
| PFFV Global X Variable Rate Pref | 1.40% | 163,261 | $3.6M | Add +2.2% |
| IWM iShares Russell 2000 ETF | 1.27% | 10,872 | $3.3M | Reduce -5.3% |
| JMUB JPMorgan Municipal ETF | 1.24% | 62,642 | $3.2M | New |
| O Realty Income Corp. | 1.05% | 43,432 | $2.7M | Add +5.9% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.96% | 22,587 | $2.5M | Reduce -4.4% |
| NVDA Nvidia Corp. | 0.92% | 11,759 | $2.4M | Add +2.7% |
| IVE iShares S&P 500 Value ETF | 0.87% | 9,833 | $2.2M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 1,930 | $1.4M | Add +0.2% |
| IWR iShares Russell Mid-Cap ETF | 0.52% | 12,181 | $1.3M | Add +6.6% |
| MSFT Microsoft Corp. | 0.46% | 3,138 | $1.2M | Add +2.9% |
| AMZN Amazon.com Inc. | 0.44% | 4,730 | $1.1M | Reduce -15.8% |
| MU Micron Technology Inc. | 0.43% | 951 | $1.1M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.41% | 869 | $1.0M | Add +1.3% |
| AVGO Broadcom Inc. | 0.38% | 2,573 | $972K | Add +3.6% |
| GOOGL Alphabet Inc. Class A | 0.36% | 2,603 | $930K | Add +9.2% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 6,576 | $904K | Reduce -2.8% |
| ORCL Oracle Corp. | 0.34% | 5,904 | $865K | Add +2.3% |
| GS Goldman Sachs Group Inc. | 0.33% | 849 | $859K | No change |
| GOOG Alphabet Inc. Class C | 0.32% | 2,350 | $830K | Add +0.8% |
| BAC Bank of America Corp. | 0.31% | 14,140 | $806K | Reduce -2.6% |
| URI United Rentals Inc. | 0.30% | 681 | $771K | No change |
| ABBV Abbvie Inc. | 0.29% | 2,983 | $751K | Add +1.5% |
| META Meta Platforms Inc. Class A | 0.28% | 1,287 | $725K | Add +1.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 1,478 | $706K | Add +11.7% |
| AMD Advanced Micro Devices | 0.24% | 1,046 | $608K | Reduce -2.0% |
| XLG Invesco S&P 500 Top 50 ETF | 0.23% | 9,481 | $581K | Reduce -4.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.21% | 8,073 | $545K | Reduce -17.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 1,079 | $540K | Add +0.3% |
| NEE Nextera Energy Inc. | 0.20% | 5,990 | $526K | Reduce -1.1% |
| AMAT Applied Materials Inc. | 0.20% | 725 | $524K | Reduce -2.0% |
| INTC Intel Corp. | 0.20% | 3,651 | $510K | New |
| ES Eversource Energy | 0.20% | 7,029 | $508K | Add +20.2% |
| JNJ Johnson & Johnson | 0.19% | 1,958 | $497K | Reduce -0.4% |
| TSLA Tesla Inc. | 0.18% | 1,110 | $467K | Add +0.6% |
| SPHY SS SPDR P High Yield ETF | 0.17% | 18,213 | $427K | Reduce -22.5% |
| HONA Honeywell Aerospace Inc. | 0.17% | 1,920 | $424K | Add +90.4% |
| LRCX Lam Research Corp. | 0.16% | 976 | $423K | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.16% | 1,290 | $422K | Reduce -0.8% |
| MO Altria Group Inc. | 0.16% | 5,597 | $403K | Add +2.7% |
| CMI Cummins Inc. | 0.16% | 563 | $402K | Add +12.6% |
| XOM Exxon Mobil Corp. | 0.16% | 2,928 | $400K | No change |
| VZ Verizon Communications Inc. | 0.15% | 9,396 | $398K | Add +0.2% |
| UTG Reaves Utility Income Fund | 0.15% | 9,667 | $394K | No change |
| GEV GE Vernova Inc. | 0.15% | 326 | $383K | Add +4.8% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 1,013 | $379K | Add +7.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 1,339 | $377K | Add +26.8% |
| WMT Walmart Inc. | 0.14% | 3,286 | $372K | Add +0.0% |
| CP Canadian Pacific Kansas City | 0.14% | 4,157 | $360K | Add +0.4% |
| MA Mastercard Inc. Class A | 0.13% | 672 | $345K | Add +1.2% |
| WDC Western Digital Corp. | 0.13% | 527 | $337K | New |
| RTX RTX Corp. | 0.13% | 1,714 | $325K | Reduce -0.4% |
| SO The Southern Co. | 0.12% | 3,267 | $313K | Reduce -4.1% |
| MRK Merck & Co. Inc. | 0.12% | 2,427 | $312K | Add +0.7% |
| CAT Caterpillar Inc. | 0.12% | 290 | $309K | Add +0.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.11% | 144 | $286K | New |
| AEP American Electric Power | 0.11% | 2,078 | $284K | Add +0.9% |
| CSCO Cisco Systems Inc. | 0.11% | 2,412 | $283K | New |
| V Visa Inc. Class A | 0.11% | 812 | $279K | Add +7.3% |
| KLAC KLA Corp. | 0.11% | 904 | $273K | New |
| MCD McDonald's Corp. | 0.11% | 1,006 | $272K | Reduce -7.5% |
| ALL Allstate Corp. | 0.11% | 1,142 | $272K | No change |
| CVX Chevron Corp. | 0.10% | 1,572 | $261K | Reduce -0.9% |
| GOVT iShares US Treasury Bond ETF | 0.10% | 11,401 | $260K | New |
| JPST JPMorgan Ultra-Short Income | 0.10% | 4,940 | $250K | Add +17.5% |
| AON Aon PLC Class A | 0.09% | 723 | $240K | Reduce -0.1% |
| HUBB Hubbell Inc. | 0.09% | 453 | $237K | No change |
| KO The Coca-Cola Co. | 0.09% | 2,812 | $229K | New |
| PM Philip Morris International | 0.09% | 2,000 | $223K | Reduce -50.6% |
| COST Costco Wholesale Corp. | 0.08% | 226 | $211K | Reduce -0.4% |
Portfolio Sells Q1 2026 → Q2 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.0% | 11.51% | −2.48 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.9% | 14.61% | −1.98 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -3.4% | 4.77% | −1.29 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -12.2% | 2.67% | −0.78 |
| SPEM State Street SP PTF Em ETF | Reduce -12.6% | 1.85% | −0.74 |
| WTV Wisdomtree U.S. Value Fund | Reduce -42.2% | 2.76% | −0.66 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.1% | 2.71% | −0.49 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -4.4% | 0.96% | −0.27 |
| PM Philip Morris International | Reduce -50.6% | 0.09% | −0.27 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.24 |
| IWM iShares Russell 2000 ETF | Reduce -5.3% | 1.27% | −0.23 |
| AMZN Amazon.com Inc. | Reduce -15.8% | 0.44% | −0.18 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.14 |
| SPHY SS SPDR P High Yield ETF | Reduce -22.5% | 0.17% | −0.12 |
| NICE Nice Ltd. - Spon ADR | Sold out | 0.00% | −0.12 |
| T AT&T Inc. | Sold out | 0.00% | −0.12 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.12 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.11 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.11 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -17.2% | 0.21% | −0.09 |
| NEE Nextera Energy Inc. | Reduce -1.1% | 0.20% | −0.09 |
| MCD McDonald's Corp. | Reduce -7.5% | 0.11% | −0.07 |
| CVX Chevron Corp. | Reduce -0.9% | 0.10% | −0.07 |
| JNJ Johnson & Johnson | Reduce -0.4% | 0.19% | −0.06 |
| BAC Bank of America Corp. | Reduce -2.6% | 0.31% | −0.06 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -4.5% | 0.23% | −0.06 |
| SO The Southern Co. | Reduce -4.1% | 0.12% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.8% | 0.35% | −0.05 |
| RTX RTX Corp. | Reduce -0.4% | 0.13% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 0.16% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -0.4% | 0.08% | −0.04 |
| AON Aon PLC Class A | Reduce -0.1% | 0.09% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -2.0% | 0.20% | +0.07 |
| AMD Advanced Micro Devices | Reduce -2.0% | 0.24% | +0.12 |
Portfolio Buys Q1 2026 → Q2 2026
| SPTI SS SPDR P Int Term TSY ETF | New | 5.32% | +5.32 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 4.04% | +4.04 |
| SPIB SS SPDR P Int C Corp. ETF | New | 2.84% | +2.84 |
| SPMB SS SPDR P Mort Back Bond ETF | New | 2.83% | +2.83 |
| JMUB JPMorgan Municipal ETF | New | 1.24% | +1.24 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +25.7% | 3.45% | +0.44 |
| MU Micron Technology Inc. | Add +0.2% | 0.43% | +0.26 |
| INTC Intel Corp. | New | 0.20% | +0.20 |
| WDC Western Digital Corp. | New | 0.13% | +0.13 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.11% | +0.11 |
| CSCO Cisco Systems Inc. | New | 0.11% | +0.11 |
| KLAC KLA Corp. | New | 0.11% | +0.11 |
| GOVT iShares US Treasury Bond ETF | New | 0.10% | +0.10 |
| KO The Coca-Cola Co. | New | 0.09% | +0.09 |
| LRCX Lam Research Corp. | Add +0.5% | 0.16% | +0.06 |
| HONA Honeywell Aerospace Inc. | Add +90.4% | 0.17% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +11.7% | 0.27% | +0.04 |
| CMI Cummins Inc. | Add +12.6% | 0.16% | +0.01 |
| CAT Caterpillar Inc. | Add +0.3% | 0.12% | +0.01 |
| IBM Intl Business Machines Corp. | Add +26.8% | 0.15% | +0.01 |
| GEV GE Vernova Inc. | Add +4.8% | 0.15% | +0.01 |
| GE General Electric | Add +7.2% | 0.15% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +9.2% | 0.36% | +0.00 |
| LLY Eli Lilly & Co. | Add +1.3% | 0.41% | −0.01 |
| V Visa Inc. Class A | Add +7.3% | 0.11% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Add +17.5% | 0.10% | −0.01 |
| ES Eversource Energy | Add +20.2% | 0.20% | −0.02 |
| AVGO Broadcom Inc. | Add +3.6% | 0.38% | −0.03 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 0.32% | −0.03 |
| MRK Merck & Co. Inc. | Add +0.7% | 0.12% | −0.03 |
| CP Canadian Pacific Kansas City | Add +0.4% | 0.14% | −0.03 |
| AEP American Electric Power | Add +0.9% | 0.11% | −0.03 |
| MO Altria Group Inc. | Add +2.7% | 0.16% | −0.03 |
| TSLA Tesla Inc. | Add +0.6% | 0.18% | −0.03 |
| MA Mastercard Inc. Class A | Add +1.2% | 0.13% | −0.04 |
| ABBV Abbvie Inc. | Add +1.5% | 0.29% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 0.21% | −0.06 |
| IWR iShares Russell Mid-Cap ETF | Add +6.6% | 0.52% | −0.06 |
| WMT Walmart Inc. | Add +0.0% | 0.14% | −0.07 |
| VZ Verizon Communications Inc. | Add +0.2% | 0.15% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.56% | −0.10 |
| META Meta Platforms Inc. Class A | Add +1.0% | 0.28% | −0.10 |
| ORCL Oracle Corp. | Add +2.3% | 0.34% | −0.11 |
| NVDA Nvidia Corp. | Add +2.7% | 0.92% | −0.14 |
| MSFT Microsoft Corp. | Add +2.9% | 0.46% | −0.14 |
| IVE iShares S&P 500 Value ETF | Add +0.1% | 0.87% | −0.22 |
| QUAL iShares MSCI USA Quality Fac | Add +0.0% | 2.41% | −0.25 |
| O Realty Income Corp. | Add +5.9% | 1.05% | −0.27 |
| PFFV Global X Variable Rate Pref | Add +2.2% | 1.40% | −0.44 |
| AAPL Apple Inc. | Add +1.9% | 3.32% | −0.55 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 85 | $256.8M | SPYG, SPYV, SPYM, SPTI, SPDW |
| Q1 2026 | 79 | $189.8M | SPYG, SPYV, SPYM, SPDW, AAPL |
| Q4 2025 | 72 | $222.2M | SPYG, SPYM, SPYV, JAAA, SPDW |
| Q3 2025 | 73 | $213.2M | SPYG, SPYM, JAAA, SPYV, SPDW |
| Q2 2025 | 73 | $187.1M | SPYG, SPYM, SPYV, SPDW, QQQ |
| Q1 2025 | 75 | $205.4M | SPYG, SPYM, SPYV, IUSB, SPTI |
| Q4 2024 | 71 | $215.4M | SPYG, SPYM, SPYV, IUSB, SPTI |
| Q3 2024 | 71 | $205.8M | SPYG, SPYM, SPYV, SPTI, SPMD |
| Q2 2024 | 52 | $171.2M | SPYG, SPYM, SPYV, SPTI, SPMD |