Leslie Global Wealth, LLC
Sector Allocation
- Other78.9%$214.3M
- Technology8.7%$23.5M
- Financials7.0%$18.9M
- Healthcare1.1%$3.0M
- Industrials1.0%$2.8M
- Real Estate0.9%$2.4M
- Consumer Discretionary0.8%$2.1M
- Consumer Staples0.7%$2.0M
- Utilities0.4%$1.2M
- Energy0.3%$810,674
AUM History
13fpro.ai/research/fund/leslie-global-wealth-llc-1954832
Conviction and streaks
Stable · top 10 = 63.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SPDR$38.6M
- SPDR$32.3M
- SPDR$30.5M
- SPDR$13.6M
- SPDR$12.6M
- ISHARES$11.3M
AAPL
$9.7M- ISHARES$9.0M
- SPDR$8.2M
- SPDR$7.4M
- SPDR$7.2M
WT
$7.2MQQQ
$7.1MIAU
$7.0M- SPDR$6.1M
- SPDR$5.0M
- ISHARES$4.7M
- GLOBAL$3.8M
- ISHARES$3.6M
- J$3.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/leslie-global-wealth-llc-1954832
Leslie Global Wealth, LLC 13F holdings — Q3 2026
$271.6M portfolio (+5.8% QoQ) · 90 holdings · Q3 2026 13F · top 10 are 64% of the stock portfolio
- 1
SPDR SERIES TRUST - ST STR P500GRW
$38.6M
14.2% of stocks
-0.5%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 2
SPDR SERIES TRUST - ST STR P500ETF
$32.3M
11.9% of stocks
+7%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 3
SPDR SERIES TRUST - ST STR P500VAL
$30.5M
11.2% of stocks
+0.0%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST INTER ETF
$13.6M
5.0% of stocks
+4%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 5
SPDR INDEX SHS FDS - ST STR PO EX ETF
$12.6M
4.7% of stocks
+3%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE UNIVRSL USD
$11.3M
4.2% of stocks
+14%This quarter—Since Q-end—HeldAIQuality—Est. buy— $9.7M
3.6% of stocks
-0.6%This quarter+3.3%Since Q-end10+ qtrsHeld- 8
ISHARES TR - MSCI USA QLT FCT
$9.0M
3.3% of stocks
+43%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 9
SPDR SERIES TRUST - ST STR SP600GRWO
$8.2M
3.0% of stocks
+4%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 10
SPDR SERIES TRUST - ST INTER BD ETF
$7.4M
2.7% of stocks
+5%This quarter—Since Q-end—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST - ST STR P500GRW | $38.6M | 14.2% | -0.5% | — | — | — | — | |
| 2 | SPDR SERIES TRUST - ST STR P500ETF | $32.3M | 11.9% | +7% | — | — | — | — | |
| 3 | SPDR SERIES TRUST - ST STR P500VAL | $30.5M | 11.2% | +0.0% | — | — | — | — | |
| 4 | SPDR SERIES TRUST - ST INTER ETF | $13.6M | 5.0% | +4% | — | — | — | — | |
| 5 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $12.6M | 4.7% | +3% | — | — | — | — | |
| 6 | ISHARES TR - CORE UNIVRSL USD | $11.3M | 4.2% | +14% | — | — | — | — | |
| 7 | $9.7M | 3.6% | -0.6% | +3.3% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES TR - MSCI USA QLT FCT | $9.0M | 3.3% | +43% | — | — | — | — | |
| 9 | SPDR SERIES TRUST - ST STR SP600GRWO | $8.2M | 3.0% | +4% | — | — | — | — | |
| 10 | SPDR SERIES TRUST - ST INTER BD ETF | $7.4M | 2.7% | +5% | — | — | — | — |
All holdings — Leslie Global Wealth, LLC (Q3 2026)
90 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SPDR SERIES TRUST - ST STR BACKE ETFetf/fund | — | $7.2M | 2.6% | 340K | +4% | — | — | 13F |
| 12 | WisdomTree, Inc. | Financials | $7.2M | 2.6% | 70K | +76% | 10+ qtrs | 61.3 | 13F | |
| 13 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $7.1M | 2.6% | 9,588 | +1% | 10+ qtrs | — | 13F | |
| 14 | ISHARES GOLD TRUSTetf/fund | Financials | $7.0M | 2.6% | 90K | +3% | 5 qtrsAdded 2 qtrs in a row | — | 13F | |
| 15 | — | SPDR SERIES TRUST - ST STR SP600 SMLetf/fund | — | $6.1M | 2.3% | 116K | -2% | — | — | 13F |
| 16 | — | SPDR INDEX SHS FDS - ST PORT MARK ETFetf/fund | — | $5.0M | 1.9% | 97K | +6% | — | — | 13F |
| 17 | — | ISHARES TR - S&P 500 VAL ETFetf/fund | — | $4.7M | 1.7% | 21K | +110% | — | — | 13F |
| 18 | — | GLOBAL X FDS - RATE PREFERREDpreferred | — | $3.8M | 1.4% | 176K | +8% | — | — | 13F |
| 19 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $3.6M | 1.3% | 13K | +19% | — | — | 13F |
| 20 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETFetf/fund | — | $3.4M | 1.3% | 71K | +14% | — | — | 13F |
| 21 | NVIDIA CORP | Technology | $2.6M | 1.0% | 11K | -3% | 10+ qtrs | 86.0 | 13F | |
| 22 | REALTY INCOME CORP | Real Estate | $2.4M | 0.9% | 44K | +2% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SPDR SERIES TRUST - ST STR SP600SM Cetf/fund | — | $2.3M | 0.8% | 22K | -2% | — | — | 13F |
| 24 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $2.0M | 0.7% | 14K | +115% | — | — | 13F |
| 25 | SPDR S&P 500 ETF TRUSTetf/fund | — | $2.0M | 0.7% | 2,582 | +34% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MSFT | MICROSOFT CORP | Technology | $1.6M | 0.6% | 3,177 | +1% | |||
| 27 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.5M | 0.5% | 5,823 | +23% | |||
| 28 | — | ISHARES TR - RUS MID CAP ETF | — | $1.3M | 0.5% | 12K | +0.6% | |||
| 29 | $LLY | ELI LILLY & Co | Healthcare | $1.0M | 0.4% | 874 | +0.6% | |||
| 30 | $MU | MICRON TECHNOLOGY INC | Technology | $1.0M | 0.4% | 939 | -1% | |||
| 31 | $GOOGL | Alphabet Inc. | Technology | $885K | 0.3% | 2,572 | -1% | |||
| 32 | $AVGO | Broadcom Inc. | Technology | $863K | 0.3% | 2,457 | -5% | |||
| 33 | $IVZ | Invesco Ltd. | Financials | $855K | 0.3% | 13K | +42% | |||
| 34 | $ABBV | AbbVie Inc. | Healthcare | $786K | 0.3% | 3,003 | +0.7% | |||
| 35 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $773K | 0.3% | 14K | +0.5% | |||
| 36 | $PM | Philip Morris International Inc. | Consumer Staples | $773K | 0.3% | 4,049 | +102% | |||
| 37 | $GOOG | Alphabet Inc. | Technology | $770K | 0.3% | 2,260 | -4% | |||
| 38 | $ORCL | ORACLE CORP | Technology | $768K | 0.3% | 5,597 | -5% | |||
| 39 | $GS | GOLDMAN SACHS GROUP INC | Financials | $766K | 0.3% | 851 | +0.2% | |||
| 40 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | — | $724K | 0.3% | 32K | +76% | |||
| 41 | $META | Meta Platforms, Inc. | Technology | $685K | 0.3% | 945 | -27% | |||
| 42 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $683K | 0.3% | 1,498 | +1% | |||
| 43 | $URI | UNITED RENTALS, INC. | Industrials | $682K | 0.3% | 681 | — | |||
| 44 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $571K | 0.2% | 934 | -11% | |||
| 45 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $540K | 0.2% | 1,085 | +0.6% | |||
| 46 | $JNJ | JOHNSON & JOHNSON | Healthcare | $521K | 0.2% | 1,968 | +0.5% | |||
| 47 | — | SPDR SERIES TRUST - ST STR P400MID | — | $511K | 0.2% | 8,109 | +0.4% | |||
| 48 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $479K | 0.2% | 2,946 | +0.6% | |||
| 49 | $NEE | NEXTERA ENERGY INC | Utilities | $462K | 0.2% | 6,094 | +2% | |||
| 50 | $ES | EVERSOURCE ENERGY | Utilities | $445K | 0.2% | 6,939 | -1% | |||
| 51 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $438K | 0.2% | 8,695 | +76% | |||
| 52 | $JPM | JPMORGAN CHASE & CO | Financials | $424K | 0.2% | 1,283 | -0.5% | |||
| 53 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $412K | 0.1% | 8,971 | -5% | |||
| 54 | $INTC | INTEL CORP | Technology | $407K | 0.1% | 3,389 | -7% | |||
| 55 | $TSLA | Tesla, Inc. | Consumer Discretionary | $405K | 0.1% | 1,142 | +3% | |||
| 56 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $390K | 0.1% | 5,798 | +4% | |||
| 57 | $MA | Mastercard Inc | Financials | $372K | 0.1% | 675 | +0.4% | |||
| 58 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $362K | 0.1% | 708 | -2% | |||
| 59 | $WMT | Walmart Inc. | Consumer Staples | $359K | 0.1% | 3,452 | +5% | |||
| 60 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $354K | 0.1% | 4,161 | +0.1% | |||
| 61 | $MRK | Merck & Co., Inc. | Healthcare | $352K | 0.1% | 2,421 | -0.2% | |||
| 62 | $UTG | REAVES UTILITY INCOME FUND | Other | $332K | 0.1% | 9,667 | — | |||
| 63 | $CVX | CHEVRON CORP | Energy | $331K | 0.1% | 1,622 | +3% | |||
| 64 | $GE | GENERAL ELECTRIC CO | Industrials | $317K | 0.1% | 1,014 | +0.1% | |||
| 65 | $GEV | GE Vernova Inc. | Industrials | $314K | 0.1% | 330 | +1% | |||
| 66 | $RVTY | REVVITY, INC. | Healthcare | $306K | 0.1% | 2,000 | New | |||
| 67 | $HONA | Honeywell Aerospace Inc. | Industrials | $296K | 0.1% | 1,908 | -0.6% | |||
| 68 | $LRCX | LAM RESEARCH CORP | Technology | $295K | 0.1% | 899 | -8% | |||
| 69 | $V | VISA INC. | Financials | $289K | 0.1% | 803 | -1% | |||
| 70 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $286K | 0.1% | 1,358 | New | |||
| 71 | $CMI | CUMMINS INC | Industrials | $286K | 0.1% | 554 | -2% | |||
| 72 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $270K | 0.1% | 1,226 | -8% | |||
| 73 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $267K | 0.1% | 1,009 | New | |||
| 74 | $SO | SOUTHERN CO | Utilities | $267K | 0.1% | 3,217 | -2% | |||
| 75 | — | ISHARES TR - US TREAS BD ETF | — | $261K | 0.1% | 12K | +5% | |||
| 76 | $WDC | WESTERN DIGITAL CORP | Technology | $259K | 0.1% | 569 | +8% | |||
| 77 | $CSCO | CISCO SYSTEMS, INC. | Technology | $256K | 0.1% | 2,379 | -1% | |||
| 78 | $ALL | ALLSTATE CORP | Financials | $256K | 0.1% | 1,153 | +1.0% | |||
| 79 | $ASML | ASML HOLDING NV | Technology | $255K | 0.1% | 141 | -2% | |||
| 80 | $IVZ | Invesco Ltd. | Financials | $243K | 0.1% | 1,167 | New | |||
| 81 | $SKHY | SK hynix Inc. | Technology | $243K | 0.1% | 1,317 | New | |||
| 82 | $KO | COCA COLA CO | Consumer Staples | $241K | 0.1% | 2,801 | -0.4% | |||
| 83 | $PLTR | Palantir Technologies Inc. | Technology | $235K | 0.1% | 1,256 | New | |||
| 84 | $PSLV | Sprott Physical Silver Trust | Financials | $234K | 0.1% | 12K | New | |||
| 85 | $NICE | NICE Ltd. | Technology | $234K | 0.1% | 2,099 | New | |||
| 86 | $CAT | CATERPILLAR INC | Industrials | $233K | 0.1% | 287 | -1% | |||
| 87 | $NEM | NEWMONT Corp /DE/ | Materials | $226K | 0.1% | 1,961 | New | |||
| 88 | $MCD | MCDONALDS CORP | Consumer Discretionary | $215K | 0.1% | 933 | -7% | |||
| 89 | $HUBB | HUBBELL INC | Technology | $210K | 0.1% | 463 | +2% | |||
| 90 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $203K | 0.1% | 223 | -1% |
What changed in Q3 2026
Against the previous quarter's 13F: 8 new, 49 added to, 30 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
$RVTYREVVITY, INC.$306K
first bought this quarter
$HONHONEYWELL INTERNATIONAL INC$286K
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$267K
first bought this quarter
$SKHYSK hynix Inc.$243K
first bought this quarter
$PLTRPalantir Technologies Inc.$235K
first bought this quarter
$PSLVSprott Physical Silver Trust$234K
first bought this quarter
+2 more in the Excel export
Added to (49)
now $7.2M · held 10+ qtrs
- ISHARES TR - MSCI USA QLT FCT+43%
now $9.0M
- ISHARES TR - S&P 500 VAL ETF+110%
now $4.7M
- SPDR SERIES TRUST - ST STR P500ETF+7%
now $32.3M
- ISHARES TR - CORE UNIVRSL USD+14%
now $11.3M
- ISHARES TR - S&P 500 GRWT ETF+115%
now $2.0M
+43 more in the Excel export
Trimmed (30)
$METAMeta Platforms, Inc.-27%
now $685K · held 10+ qtrs
- SPDR SERIES TRUST - ST STR P500GRW-0.5%
now $38.6M
- SPDR SERIES TRUST - ST STR SP600 SML-2%
now $6.1M
$NVDANVIDIA CORP-3%
now $2.6M · held 10+ qtrs
$AMDADVANCED MICRO DEVICES INC-11%
now $571K · held 4 qtrs, 2 trims in a row
now $9.7M · held 10+ qtrs
+24 more in the Excel export
Holdings by quarter
Every 13F Leslie Global Wealth, LLC has filed, 9 earlier quarters. Pick one to see what it held then.
Is it too late to follow Leslie Global Wealth?
Holdings as of Sep 30, 2026 (SEC filing). Prices are closing prices as of Oct 26, 2026.
Average quality of Leslie Global Wealth's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since quarter-end
-2.8%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 15% over the last 4
Top 10 weight
64%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Leslie Global Wealth, LLC disclosed 90 positions worth $271.6M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 8 new positions and exited 4 — including a new stake in $RVTY and a full exit from $RTX. The portfolio is most concentrated in Other (78.9% of disclosed assets). All figures are sourced directly from Leslie Global Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1954832.
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AI-Powered Hedge Fund Analysis: Leslie Global Wealth, LLC
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Every holding in Leslie Global Wealth, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.