Leslie Global Wealth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$189.8M
Q ending 2026-03-31
Prior quarter
$222.2M
Q ending 2025-12-31
Change
-14.6% QoQ · -7.6% YoY
Positions
79
reported holdings
Largest positions
All 79 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYG | Shares | $31.5M | 322K |
| Spdr Series Trust | SPYV | Shares | $27.9M | 494K |
| Spdr Series Trust | SPYM | Shares | $26.5M | 347K |
| Spdr Index Shs Fds | SPDW | Shares | $11.5M | 252K |
| Apple Inc | AAPL | Shares | $7.3M | 29K |
| Ishares Gold Tr | IAU | Shares | $6.8M | 77K |
| Spdr Series Trust | SPSM | Shares | $6.5M | 135K |
| Wisdomtree Tr | WTV | Shares | $6.5M | 69K |
| Invesco Qqq Tr | QQQ | Shares | $6.1M | 11K |
| Spdr Series Trust | SLYG | Shares | $5.7M | 59K |
| Ishares Tr | QUAL | Shares | $5.0M | 28K |
| Spdr Index Shs Fds | SPEM | Shares | $4.9M | 105K |
| Global X Fds | PFFV | Shares | $3.5M | 160K |
| Ishares Tr | IWM | Shares | $2.8M | 11K |
| Realty Income Corp | O | Shares | $2.5M | 41K |
| Spdr Series Trust | SLYV | Shares | $2.3M | 24K |
| Ishares Tr | IVE | Shares | $2.1M | 10K |
| Nvidia Corporation | NVDA | Shares | $2.0M | 11K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.3M | 2K |
| Amazon Com Inc | AMZN | Shares | $1.2M | 6K |
| Microsoft Corp | MSFT | Shares | $1.1M | 3K |
| Ishares Tr | IWR | Shares | $1.1M | 11K |
| Oracle Corp | ORCL | Shares | $849K | 6K |
| Eli Lilly & Co | LLY | Shares | $789K | 858 |
| Broadcom Inc | AVGO | Shares | $769K | 2K |
| Ishares Tr | IVW | Shares | $765K | 7K |
| Meta Platforms Inc | META | Shares | $729K | 1K |
| Goldman Sachs Group Inc | GS | Shares | $718K | 849 |
| Bank America Corp | BAC | Shares | $708K | 15K |
| Alphabet Inc | GOOGL | Shares | $685K | 2K |
| Philip Morris Intl Inc | PM | Shares | $669K | 4K |
| Alphabet Inc | GOOG | Shares | $669K | 2K |
| Abbvie Inc | ABBV | Shares | $639K | 3K |
| Spdr Series Trust | SPMD | Shares | $577K | 10K |
| Nextera Energy Inc | NEE | Shares | $562K | 6K |
| Spdr Series Trust | SPHY | Shares | $548K | 23K |
| Invesco Exchange Traded Fd T | XLG | Shares | $542K | 10K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $516K | 1K |
| Exxon Mobil Corp | XOM | Shares | $497K | 3K |
| United Rentals Inc | URI | Shares | $496K | 681 |
| Johnson & Johnson | JNJ | Shares | $480K | 2K |
| Verizon Communications Inc | VZ | Shares | $471K | 9K |
| Honeywell Intl Inc | HONGBP | Shares | $456K | 2K |
| Taiwan Semiconductor Manufac | TSM | Shares | $447K | 1K |
| Tesla Inc | TSLA | Shares | $410K | 1K |
| Walmart Inc | WMT | Shares | $408K | 3K |
| Eversource Energy | ES | Shares | $405K | 6K |
| Jpmorgan Chase & Co | JPM | Shares | $383K | 1K |
| Reaves Util Income Fd | UTG | Shares | $380K | 10K |
| Altria Group Inc | MO | Shares | $360K | 5K |
| Mcdonalds Corp | MCD | Shares | $338K | 1K |
| Rtx Corporation | RTX | Shares | $332K | 2K |
| Mastercard Incorporated | MA | Shares | $332K | 664 |
| Southern Co | SO | Shares | $329K | 3K |
| Chevron Corporation | CVX | Shares | $328K | 2K |
| Canadian Pacific Kansas City | CP | Shares | $326K | 4K |
| Micron Technology Inc | MU | Shares | $321K | 949 |
| Merck & Co Inc | MRK | Shares | $290K | 2K |
| Ge Vernova Inc | GEV | Shares | $271K | 311 |
| American Elec Pwr Co Inc | AEP | Shares | $270K | 2K |
| Cummins Inc | CMI | Shares | $269K | 500 |
| Ge Aerospace | GE | Shares | $268K | 945 |
| Abbott Laboratories | ABT | Shares | $264K | 3K |
| International Business Machs | IBM | Shares | $256K | 1K |
| Applied Matls Inc | AMAT | Shares | $253K | 740 |
| Allstate Corp | ALL | Shares | $237K | 1K |
| Aon Plc | Shares | $234K | 724 | |
| Nice Ltd | NICE | Shares | $231K | 2K |
| Visa Inc | V | Shares | $229K | 757 |
| Costco Wholesale Corporation | COST | Shares | $226K | 227 |
| At&T Inc | T | Shares | $225K | 8K |
| Hubbell Inc | HUBB | Shares | $222K | 453 |
| Invesco Exchange Traded Fd T | RSP | Shares | $221K | 1K |
| Advanced Micro Devices Inc | AMD | Shares | $217K | 1K |
| Newmont Corp | NEM | Shares | $216K | 2K |
| J P Morgan Exchange Traded F | JPST | Shares | $213K | 4K |
| Shell Plc | SHEL | Shares | $207K | 2K |
| Lam Research Corp | LRCX | Shares | $207K | 971 |
| Caterpillar Inc | CAT | Shares | $205K | 289 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.