Leslie Global Wealth, LLC
CIK 1954832 · Holdings on Sep 30, 2026 · First reported Oct 26, 2026
Top ten holdings
Q3 2026- SPYG14.22%
- SPYM11.90%
- SPYV11.23%
- SPTI5.02%
- SPDW4.65%
- IUSB4.15%
- AAPL3.59%
- QUAL3.30%
- SLYG3.03%
- SPIB2.72%
Share classes counted separately63.81%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- QUALWeight increased · +0.89 pp2.41% → 3.30%Shares +12.21K (+43.33%)
- IVEWeight increased · +0.87 pp0.87% → 1.74%Shares +10.87K (+110.50%)
- SPYVWeight decreased · -0.57 pp11.80% → 11.23%Shares +96 (+0.02%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYGSS SPDR P S&P 500 GROWTH ETFST STR P500GRW View history and evidence | $38.61M | 14.22% | 313.70K shares | 14.61% → 14.22%-0.39 pp -1.63K (-0.52%) | Reduced | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $32.32M | 11.90% | 360.02K shares | 11.51% → 11.90%+0.39 pp +23.80K (+7.08%) | Added | ↗▾ |
| 03 | SPYVSS SPDR P S&P 500 VALUE ETFST STR P500VAL View history and evidence | $30.49M | 11.23% | 498.72K shares | 11.80% → 11.23%-0.57 pp +96 (+0.02%) | Added | ↗▾ |
| 04 | SPTISS SPDR P INT TERM TSY ETFST INTER ETF View history and evidence | $13.65M | 5.02% | 500.24K shares | 5.32% → 5.02%-0.30 pp +18.78K (+3.90%) | Added | ↗▾ |
| 05 | SPDWSTE STR SPDR PT DW EU ETFST STR PO EX ETF View history and evidence | $12.62M | 4.65% | 251.26K shares | 4.77% → 4.65%-0.12 pp +8.01K (+3.29%) | Added | ↗▾ |
| 06 | IUSBISHR CR UNVRSE USD BD ETF-UICORE UNIVRSL USD View history and evidence | $11.27M | 4.15% | 255.65K shares | 4.04% → 4.15%+0.11 pp +31.12K (+13.86%) | Added | ↗▾ |
| 07 | AAPLAPPLE INC View history and evidence | $9.74M | 3.59% | 29.25K shares | 3.32% → 3.59%+0.27 pp -187 (-0.64%) | Reduced | ↗▾ |
| 08 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $8.98M | 3.30% | 40.38K shares | 2.41% → 3.30%+0.89 pp +12.21K (+43.33%) | Added | ↗▾ |
| 09 | SLYGSS SPDR S&P 600 SC GR ETFST STR SP600GRWO View history and evidence | $8.24M | 3.03% | 76.99K shares | 3.45% → 3.03%-0.42 pp +2.65K (+3.57%) | Added | ↗▾ |
| 10 | SPIBSS SPDR P INT C CORP ETFST INTER BD ETF View history and evidence | $7.39M | 2.72% | 229.02K shares | 2.84% → 2.72%-0.12 pp +11.33K (+5.20%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -2,928 | -$400.32K | SEC filing ↗ | SEC filing ↗ |
| RTX RTX CORP | Non-derivative | -1,714 | -$325.20K | SEC filing ↗ | SEC filing ↗ |
| AEP AMERICAN ELECTRIC POWER | Non-derivative | -2,078 | -$284.29K | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1954832 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 26, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 271583097
}Research all 90 reported holdings.
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