Leslie Global Wealth, LLC 13F Holdings
CIK 0001954832 · Itasca, IL
As of Sep 30, 2025, Leslie Global Wealth, LLC reported 73 positions worth $213.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 313,521 | $32.8M | 15.37% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 349,661 | $27.4M | 12.85% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 522,167 | $26.5M | 12.44% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 417,960 | $23.1M | 10.85% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 232,319 | $9.9M | 4.66% |
| APPLE INC | AAPL | Technology | 28,804 | $7.3M | 3.44% |
| ISHARES GOLD TRUST | IAU | — | 95,434 | $6.9M | 3.26% |
| WISDOMTREE US VALUE FUND | WTV | — | 72,940 | $6.6M | 3.11% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 10,961 | $6.6M | 3.09% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 132,878 | $6.2M | 2.89% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP GROWTH ETF | SLYG | — | 59,575 | $5.6M | 2.64% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 28,376 | $5.5M | 2.59% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 85,597 | $4.0M | 1.88% |
| GLOBAL X FDS | PFFV | — | 158,080 | $3.7M | 1.71% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 11,769 | $2.8M | 1.34% |
| REALTY INCOME CORP | O | Real Estate | 44,013 | $2.7M | 1.25% |
| NVIDIA CORP | NVDA | Technology | 12,137 | $2.3M | 1.06% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 10,220 | $2.1M | 0.99% |
| ORACLE CORP | ORCL | Technology | 5,704 |