Leslie Global Wealth, LLC
13F Reported Value
ⓘ$189.8M
Holdings
79
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Leslie Global Wealth, LLC disclosed 79 positions worth $189.8M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 9 new positions and exited 3 — including a new stake in $GEV. The portfolio is most concentrated in Other (74.5% of disclosed assets). All figures are sourced directly from Leslie Global Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1954832.
AI Fund Analysis
Diversifying
$AAPL
$JPM
$MCD
$AMZN
$GOOGSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST
—Quality
$31.5M321,545 shSPDR SERIES TRUST
—Quality
$27.9M493,776 shSPDR SERIES TRUST
—Quality
$26.5M346,660 shSPDR INDEX SHS FDS
—Quality
$11.5M251,852 sh- 76.1
Quality
$7.3M28,891 sh - —
Quality
$6.8M77,269 sh SPDR SERIES TRUST
—Quality
$6.5M135,376 sh- 62.9
Quality
$6.5M68,577 sh - —
Quality
$6.1M10,514 sh SPDR SERIES TRUST
—Quality
$5.7M59,161 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $31.5M | 321,545 |
| SPDR SERIES TRUST | — | $27.9M | 493,776 |
| SPDR SERIES TRUST | — | $26.5M | 346,660 |
| SPDR INDEX SHS FDS | — | $11.5M | 251,852 |
| Apple Inc.$AAPL | 76.1 | $7.3M | 28,891 |
 ISHARES GOLD TRUST$IAU | — | $6.8M | 77,269 |
| SPDR SERIES TRUST | — | $6.5M | 135,376 |
 WisdomTree, Inc.$WT | 62.9 | $6.5M | 68,577 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $6.1M | 10,514 |
| SPDR SERIES TRUST | — | $5.7M | 59,161 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Leslie Global Wealth, LLC's 79 positions.
Showing top 10 of 79 holdings.
Sector Allocation
Other
$141.3M
Financials
$17.4M
Technology
$16.4M
Industrials
$3.0M
Real Estate
$2.5M
Healthcare
$2.5M
Consumer Discretionary
$2.1M
Utilities
$1.6M
Full Holdings — Leslie Global Wealth, LLC (Q1 2026)
All 79 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $31.5M | 16.6% | -1% | — |
| 2 | — | SPDR SERIES TRUST | $27.9M | 14.7% | +1% | — |
| 3 | — | SPDR SERIES TRUST | $26.5M | 14.0% | -5% | — |
| 4 | — | SPDR INDEX SHS FDS | $11.5M | 6.1% | +6% | — |
| 5 | $AAPL | Apple Inc. | $7.3M | 3.9% | -0% | 76.1 |
| 6 | $IAU | ISHARES GOLD TRUST | $6.8M | 3.6% | -17% | — |
| 7 | — | SPDR SERIES TRUST | $6.5M | 3.5% | -0% | — |
| 8 | $WT | WisdomTree, Inc. | $6.5M | 3.4% | -3% | 62.9 |
| 9 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.1M | 3.2% | -0% | — |
| 10 | — | SPDR SERIES TRUST | $5.7M | 3.0% | -5% | — |
| 11 | — | ISHARES TR | $5.0M | 2.7% | -6% | — |
| 12 | — | SPDR INDEX SHS FDS | $4.9M | 2.6% | +23% | — |
| 13 | — | GLOBAL X FDS | $3.5M | 1.8% | -6% | — |
| 14 | — | ISHARES TR | $2.8M | 1.5% | -16% | — |
| 15 |  $O | REALTY INCOME CORP | $2.5M | 1.3% | -7% | 74.6 |
| 16 | — | SPDR SERIES TRUST | $2.3M | 1.2% | +721% | — |
| 17 | — | ISHARES TR | $2.1M | 1.1% | -32% | — |
| 18 |  $NVDA | NVIDIA CORP | $2.0M | 1.1% | +5% | 90.2 |
| 19 |  $SPY | SPDR S&P 500 ETF TRUST | $1.3M | 0.7% | -26% | — |
| 20 | $AMZN | AMAZON COM INC | $1.2M | 0.6% | +0% | 74.6 |
| 21 |  $MSFT | MICROSOFT CORP | $1.1M | 0.6% | +4% | 83.7 |
| 22 | — | ISHARES TR | $1.1M | 0.6% | +4% | — |
| 23 |  $ORCL | ORACLE CORP | $849,413 | 0.5% | +2% | 67.2 |
| 24 |  $LLY | ELI LILLY & Co | $789,163 | 0.4% | -0% | 89.3 |
| 25 |  $AVGO | Broadcom Inc. | $768,513 | 0.4% | +5% | 86.4 |
| 26 | — | ISHARES TR | $765,302 | 0.4% | -53% | — |
| 27 |  $META | Meta Platforms, Inc. | $728,894 | 0.4% | +2% | 80.9 |
| 28 |  $GS | GOLDMAN SACHS GROUP INC | $718,246 | 0.4% | +14% | — |
| 29 |  $BAC | BANK OF AMERICA CORP /DE/ | $708,045 | 0.4% | -2% | 68.4 |
| 30 | $GOOG | Alphabet Inc. | $685,255 | 0.4% | +1% | 80.2 |
| 31 |  $PM | Philip Morris International Inc. | $669,462 | 0.3% | +0% | 80.5 |
| 32 |  $GOOGL | Alphabet Inc. | $668,958 | 0.3% | -1% | 80.2 |
| 33 |  $ABBV | AbbVie Inc. | $639,203 | 0.3% | -13% | 59.3 |
| 34 | — | SPDR SERIES TRUST | $577,158 | 0.3% | +0% | — |
| 35 |  $NEE | NEXTERA ENERGY INC | $562,481 | 0.3% | -3% | 71.7 |
| 36 | — | SPDR SERIES TRUST | $547,950 | 0.3% | -21% | — |
| 37 |  $IVZ | Invesco Ltd. | $541,518 | 0.3% | -37% | — |
| 38 |  $BRK.B | BERKSHIRE HATHAWAY INC | $515,619 | 0.3% | +3% | 64.5 |
| 39 |  $XOM | EXXON MOBIL CORP | $496,764 | 0.3% | +1% | 61.8 |
| 40 |  $URI | UNITED RENTALS, INC. | $496,149 | 0.3% | -1% | 70.7 |
| 41 |  $JNJ | JOHNSON & JOHNSON | $480,325 | 0.3% | +3% | 72.8 |
| 42 |  $VZ | VERIZON COMMUNICATIONS INC | $470,575 | 0.3% | +1% | 71.6 |
| 43 |  $HON | HONEYWELL INTERNATIONAL INC | $455,903 | 0.2% | +1% | 65.7 |
| 44 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $447,108 | 0.2% | +10% | — |
| 45 |  $TSLA | Tesla, Inc. | $410,040 | 0.2% | -13% | 50.1 |
| 46 |  $WMT | Walmart Inc. | $408,260 | 0.2% | -3% | 63.2 |
| 47 |  $ES | EVERSOURCE ENERGY | $405,149 | 0.2% | -17% | 67 |
| 48 | $JPM | JPMORGAN CHASE & CO | $382,702 | 0.2% | +1% | 35.6 |
| 49 |  $UTG | REAVES UTILITY INCOME FUND | $379,720 | 0.2% | +0% | — |
| 50 |  $MO | ALTRIA GROUP, INC. | $359,580 | 0.2% | +1% | 72.1 |
| 51 | $MCD | MCDONALDS CORP | $338,140 | 0.2% | +2% | 73.9 |
| 52 |  $RTX | RTX Corp | $331,981 | 0.2% | +1% | 70 |
| 53 |  $MA | Mastercard Inc | $331,774 | 0.2% | -1% | 81.7 |
| 54 |  $SO | SOUTHERN CO | $328,844 | 0.2% | +5% | 65.1 |
| 55 |  $CVX | CHEVRON CORP | $328,350 | 0.2% | -2% | 54.7 |
| 56 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $325,652 | 0.2% | +1% | — |
| 57 |  $MU | MICRON TECHNOLOGY INC | $320,610 | 0.2% | +2% | 88.4 |
| 58 |  $MRK | Merck & Co., Inc. | $289,899 | 0.1% | -7% | 70.9 |
| 59 |  $GEV | GE Vernova Inc. | $271,472 | 0.1% | NEW | 70.1 |
| 60 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $270,025 | 0.1% | NEW | 75.4 |
| 61 |  $CMI | CUMMINS INC | $269,010 | 0.1% | -11% | 58.9 |
| 62 |  $GE | GENERAL ELECTRIC CO | $268,163 | 0.1% | +0% | 74.8 |
| 63 |  $ABT | ABBOTT LABORATORIES | $264,273 | 0.1% | -8% | 67 |
| 64 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $255,964 | 0.1% | +2% | 66.7 |
| 65 |  $AMAT | APPLIED MATERIALS INC /DE | $252,925 | 0.1% | NEW | 74.8 |
| 66 |  $ALL | ALLSTATE CORP | $236,782 | 0.1% | +0% | 76.6 |
| 67 |  $AON | Aon plc | $233,693 | 0.1% | +0% | — |
| 68 |  $NICE | NICE Ltd. | $231,436 | 0.1% | +0% | — |
| 69 |  $V | VISA INC. | $228,796 | 0.1% | +2% | 83.5 |
| 70 |  $COST | COSTCO WHOLESALE CORP /NEW | $226,190 | 0.1% | NEW | 67 |
| 71 |  $T | AT&T INC. | $225,020 | 0.1% | NEW | 71.9 |
| 72 |  $HUBB | HUBBELL INC | $222,305 | 0.1% | +0% | 68.7 |
| 73 | $IVZ | Invesco Ltd. | $221,476 | 0.1% | +2% | — |
| 74 |  $AMD | ADVANCED MICRO DEVICES INC | $217,060 | 0.1% | +5% | 78.8 |
| 75 |  $NEM | NEWMONT Corp /DE/ | $216,067 | 0.1% | NEW | 88.3 |
| 76 | — | J P MORGAN EXCHANGE TRADED F | $212,815 | 0.1% | -62% | — |
| 77 |  $SHEL | Shell plc | $207,483 | 0.1% | NEW | — |
| 78 |  $LRCX | LAM RESEARCH CORP | $207,464 | 0.1% | NEW | 82.4 |
| 79 |  $CAT | CATERPILLAR INC | $204,745 | 0.1% | NEW | 67.8 |
New Positions (9)
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AI-Powered Hedge Fund Analysis: Leslie Global Wealth, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Leslie Global Wealth, LLC (SEC CIK: 1954832), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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