Leslie Global Wealth, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Leslie Global Wealth, LLC reported 73 stock positions worth $187.1 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 20.0% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 16.3%) and SS SPDR P S&P 500 Value ETF (SPYV, 10.5%). Compared with Q1 2025, it opened 5 new positions, sold out of 7, added to 40 and reduced 25. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +12%) and the biggest sale an exit from Ishr CR Unvrse Usd BD ETF-Ui (IUSB).
- Most Recent 13F
- Q2 2026
- Location
- Itasca, IL
- CIK
- 0001954832
- Portfolio Value
- $187.1M (Q2 2025)
- SEC Filing
- 0001172661-25-003113 ↗ filed Aug 13, 2025
Holdings Value
Holdings 73 stocks · $187.1M
| SPYG SS SPDR P S&P 500 Growth ETF | 20.00% | 392,599 | $37.4M | Reduce -2.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 16.31% | 419,871 | $30.5M | Add +12.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 10.52% | 376,239 | $19.7M | Add +3.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 5.50% | 254,186 | $10.3M | Add +2.9% |
| QQQ Invesco QQQ Trust Series 1 | 3.66% | 12,426 | $6.9M | Reduce -16.3% |
| WTV Wisdomtree U.S. Value Fund | 3.58% | 77,597 | $6.7M | Reduce -1.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.43% | 150,588 | $6.4M | Reduce -0.6% |
| QUAL iShares MSCI USA Quality Fac | 3.17% | 32,475 | $5.9M | Reduce -28.9% |
| AAPL Apple Inc. | 3.12% | 28,501 | $5.8M | Add +9.3% |
| IVE iShares S&P 500 Value ETF | 2.58% | 24,720 | $4.8M | Add +102.6% |
| SLYG SS SPDR S&P 600 SC GR ETF | 2.44% | 51,364 | $4.6M | Add +8.2% |
| PFFV Global X Variable Rate Pref | 2.00% | 164,364 | $3.7M | Add +6.6% |
| SPIB SS SPDR P Int C Corp. ETF | 1.94% | 108,367 | $3.6M | Reduce -41.3% |
| IWM iShares Russell 2000 ETF | 1.63% | 14,160 | $3.1M | Add +20.0% |
| SPEM State Street SP PTF Em ETF | 1.46% | 63,791 | $2.7M | Add +6.3% |
| IVW iShares S&P 500 Growth ETF | 1.09% | 18,568 | $2.0M | Add +103.9% |
| NVDA Nvidia Corp. | 1.02% | 12,092 | $1.9M | Add +57.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.87% | 2,644 | $1.6M | Add +61.3% |
| XLF SS Financial Select Sector | 0.78% | 27,852 | $1.5M | Reduce -4.1% |
| MSFT Microsoft Corp. | 0.72% | 2,712 | $1.3M | Add +16.5% |
| XLC SS Comm Select Sector SPDR | 0.70% | 12,143 | $1.3M | Add +1.2% |
| XLI SS Industrial Select Sector | 0.70% | 8,874 | $1.3M | Reduce -8.2% |
| ORCL Oracle Corp. | 0.66% | 5,672 | $1.2M | Reduce -7.5% |
| AMZN Amazon.com Inc. | 0.64% | 5,489 | $1.2M | Add +0.8% |
| IWR iShares Russell Mid-Cap ETF | 0.53% | 10,815 | $995K | Add +3.5% |
| META Meta Platforms Inc. Class A | 0.50% | 1,274 | $940K | Add +0.7% |
| XLG Invesco S&P 500 Top 50 ETF | 0.47% | 16,761 | $873K | Add +50.9% |
| SPHY SS SPDR P High Yield ETF | 0.41% | 32,344 | $770K | Add +25.9% |
| PM Philip Morris International | 0.39% | 4,022 | $733K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.38% | 13,229 | $719K | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.38% | 3,848 | $714K | Add +15.4% |
| AVGO Broadcom Inc. | 0.37% | 2,488 | $686K | Reduce -6.0% |
| SPTI SS SPDR P Int Term TSY ETF | 0.36% | 23,691 | $682K | Reduce -94.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 14,357 | $679K | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.36% | 860 | $670K | Add +145.0% |
| GS Goldman Sachs Group Inc. | 0.31% | 832 | $589K | Add +1.0% |
| URI United Rentals Inc. | 0.27% | 682 | $514K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,019 | $495K | Reduce -0.5% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.26% | 21,797 | $482K | Reduce -93.9% |
| HON Honeywell International Inc. | 0.26% | 2,061 | $480K | Add +2.0% |
| JMUB JPMorgan Municipal ETF | 0.25% | 9,305 | $472K | Reduce -10.0% |
| NEE Nextera Energy Inc. | 0.24% | 6,585 | $457K | Add +1.2% |
| ABT Abbott Laboratories | 0.22% | 3,092 | $421K | Add +11.8% |
| ES Eversource Energy | 0.22% | 6,593 | $419K | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.22% | 2,292 | $407K | Add +0.5% |
| VZ Verizon Communications Inc. | 0.22% | 9,371 | $405K | Add +1.9% |
| TSLA Tesla Inc. | 0.21% | 1,239 | $394K | Add +5.9% |
| GOOGL Alphabet Inc. Class A | 0.21% | 2,205 | $389K | Add +0.4% |
| MA Mastercard Inc. Class A | 0.20% | 672 | $378K | Add +3.4% |
| JPM JPMorgan Chase & Co. | 0.19% | 1,258 | $365K | Add +6.8% |
| NICE Nice Ltd. - Spon ADR | 0.19% | 2,099 | $355K | No change |
| UTG Reaves Utility Income Fund | 0.19% | 9,667 | $350K | No change |
| ULST SS Ultra Short TM Bond ETF | 0.18% | 8,090 | $329K | Add +14.3% |
| WMT Walmart Inc. | 0.17% | 3,304 | $323K | Add +1.9% |
| SO The Southern Co. | 0.17% | 3,386 | $311K | Add +0.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 1,370 | $310K | Reduce -2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 1,035 | $305K | Reduce -4.5% |
| UBER Uber Technologies Inc. | 0.16% | 3,260 | $304K | Add +14.3% |
| XOM Exxon Mobil Corp. | 0.16% | 2,777 | $299K | Reduce -3.9% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.15% | 3,602 | $287K | Reduce -6.3% |
| NFLX Netflix Inc. | 0.15% | 213 | $285K | New |
| V Visa Inc. Class A | 0.15% | 784 | $278K | Add +5.2% |
| AON Aon PLC Class A | 0.14% | 718 | $256K | Reduce -3.1% |
| JNJ Johnson & Johnson | 0.14% | 1,657 | $253K | Reduce -7.1% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 973 | $250K | New |
| MCD McDonald's Corp. | 0.13% | 831 | $243K | Add +0.8% |
| O Realty Income Corp. | 0.12% | 4,022 | $232K | Reduce -90.9% |
| ALL Allstate Corp. | 0.12% | 1,148 | $231K | Add +0.7% |
| COST Costco Wholesale Corp. | 0.12% | 233 | $231K | New |
| RTX RTX Corp. | 0.12% | 1,506 | $220K | New |
| AEP American Electric Power | 0.11% | 2,048 | $213K | Reduce -0.5% |
| RVTY Revvity Inc. | 0.11% | 2,195 | $212K | Add +9.3% |
| CVX Chevron Corp. | 0.11% | 1,477 | $211K | Reduce -21.0% |
Portfolio Sells Q1 2025 → Q2 2025
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −5.61 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -94.0% | 0.36% | −5.08 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -93.9% | 0.26% | −3.60 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Sold out | 0.00% | −2.32 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −1.22 |
| O Realty Income Corp. | Reduce -90.9% | 0.12% | −1.13 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -41.3% | 1.94% | −1.04 |
| QUAL iShares MSCI USA Quality Fac | Reduce -28.9% | 3.17% | −0.63 |
| GSY Invesco Ultra Short Duration | Sold out | 0.00% | −0.17 |
| SPSB SS SPDR P St C Corp. ETF | Sold out | 0.00% | −0.14 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.11 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.10 |
| CVX Chevron Corp. | Reduce -21.0% | 0.11% | −0.04 |
| JNJ Johnson & Johnson | Reduce -7.1% | 0.14% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -3.9% | 0.16% | −0.01 |
| AON Aon PLC Class A | Reduce -3.1% | 0.14% | −0.01 |
| JMUB JPMorgan Municipal ETF | Reduce -10.0% | 0.25% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 0.26% | −0.00 |
| AEP American Electric Power | Reduce -0.5% | 0.11% | +0.00 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -6.3% | 0.15% | +0.01 |
| IBM Intl Business Machines Corp. | Reduce -4.5% | 0.16% | +0.03 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -1.6% | 0.38% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.4% | 0.17% | +0.05 |
| BAC Bank of America Corp. | Reduce -0.4% | 0.36% | +0.07 |
| XLF SS Financial Select Sector | Reduce -4.1% | 0.78% | +0.08 |
| XLI SS Industrial Select Sector | Reduce -8.2% | 0.70% | +0.08 |
| AVGO Broadcom Inc. | Reduce -6.0% | 0.37% | +0.15 |
| ORCL Oracle Corp. | Reduce -7.5% | 0.66% | +0.25 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -16.3% | 3.66% | +0.28 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.6% | 3.43% | +0.42 |
| WTV Wisdomtree U.S. Value Fund | Reduce -1.1% | 3.58% | +0.45 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.5% | 20.00% | +4.24 |
Portfolio Buys Q1 2025 → Q2 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +12.0% | 16.31% | +4.31 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +3.2% | 10.52% | +1.46 |
| IVE iShares S&P 500 Value ETF | Add +102.6% | 2.58% | +1.45 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +2.9% | 5.50% | +1.12 |
| IVW iShares S&P 500 Growth ETF | Add +103.9% | 1.09% | +0.68 |
| NVDA Nvidia Corp. | Add +57.5% | 1.02% | +0.62 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +8.2% | 2.44% | +0.52 |
| IWM iShares Russell 2000 ETF | Add +20.0% | 1.63% | +0.49 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +61.3% | 0.87% | +0.43 |
| PM Philip Morris International | New | 0.39% | +0.39 |
| AAPL Apple Inc. | Add +9.3% | 3.12% | +0.31 |
| SPEM State Street SP PTF Em ETF | Add +6.3% | 1.46% | +0.31 |
| MSFT Microsoft Corp. | Add +16.5% | 0.72% | +0.30 |
| PFFV Global X Variable Rate Pref | Add +6.6% | 2.00% | +0.23 |
| XLG Invesco S&P 500 Top 50 ETF | Add +50.9% | 0.47% | +0.22 |
| LLY Eli Lilly & Co. | Add +145.0% | 0.36% | +0.22 |
| NFLX Netflix Inc. | New | 0.15% | +0.15 |
| META Meta Platforms Inc. Class A | Add +0.7% | 0.50% | +0.15 |
| XLC SS Comm Select Sector SPDR | Add +1.2% | 0.70% | +0.14 |
| AMZN Amazon.com Inc. | Add +0.8% | 0.64% | +0.14 |
| GE General Electric | New | 0.13% | +0.13 |
| COST Costco Wholesale Corp. | New | 0.12% | +0.12 |
| SPHY SS SPDR P High Yield ETF | Add +25.9% | 0.41% | +0.12 |
| RTX RTX Corp. | New | 0.12% | +0.12 |
| IWR iShares Russell Mid-Cap ETF | Add +3.5% | 0.53% | +0.10 |
| GS Goldman Sachs Group Inc. | Add +1.0% | 0.31% | +0.10 |
| TSLA Tesla Inc. | Add +5.9% | 0.21% | +0.06 |
| UBER Uber Technologies Inc. | Add +14.3% | 0.16% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +6.8% | 0.19% | +0.05 |
| HON Honeywell International Inc. | Add +2.0% | 0.26% | +0.05 |
| ABT Abbott Laboratories | Add +11.8% | 0.22% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 0.22% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 0.21% | +0.04 |
| ABBV Abbvie Inc. | Add +15.4% | 0.38% | +0.04 |
| ULST SS Ultra Short TM Bond ETF | Add +14.3% | 0.18% | +0.04 |
| WMT Walmart Inc. | Add +1.9% | 0.17% | +0.03 |
| MA Mastercard Inc. Class A | Add +3.4% | 0.20% | +0.03 |
| ES Eversource Energy | Add +0.5% | 0.22% | +0.03 |
| V Visa Inc. Class A | Add +5.2% | 0.15% | +0.02 |
| NEE Nextera Energy Inc. | Add +1.2% | 0.24% | +0.02 |
| SO The Southern Co. | Add +0.2% | 0.17% | +0.01 |
| VZ Verizon Communications Inc. | Add +1.9% | 0.22% | +0.01 |
| RVTY Revvity Inc. | Add +9.3% | 0.11% | +0.01 |
| ALL Allstate Corp. | Add +0.7% | 0.12% | +0.01 |
| MCD McDonald's Corp. | Add +0.8% | 0.13% | +0.00 |
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 |