Leslie Global Wealth, LLC
CIK 1954832 · Holdings on Jun 30, 2026 · First reported Jul 21, 2026
Top ten holdings
Q2 2026- SPYG14.61%
- SPYV11.80%
- SPYM11.51%
- SPTI5.32%
- SPDW4.77%
- IUSB4.04%
- SLYG3.45%
- AAPL3.32%
- SPIB2.84%
- SPMB2.83%
Share classes counted separately64.49%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYVWeight decreased · -2.92 pp14.72% → 11.80%Shares +4.85K (+0.98%)
- SPYMWeight decreased · -2.47 pp13.98% → 11.51%Shares -10.43K (-3.01%)
- SPYGWeight decreased · -1.98 pp16.59% → 14.61%Shares -6.21K (-1.93%)
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 | $37.52M | 14.61% | 315.33K shares | 16.59% → 14.61%-1.98 pp -6.21K (-1.93%) | Reduced | ▾ |
| 02 | SPYVSS SPDR P S&P 500 VALUE ETFST STR P500VAL View history and evidence | $30.31M | 11.80% | 498.63K shares | 14.72% → 11.80%-2.92 pp +4.85K (+0.98%) | Added | ▾ |
| 03 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $29.55M | 11.51% | 336.23K shares | 13.98% → 11.51%-2.47 pp -10.43K (-3.01%) | Reduced | ▾ |
| 04 | SPTISS SPDR P INT TERM TSY ETFST INTER ETF View history and evidence | $13.67M | 5.32% | 481.45K shares | Prior unavailable +481.45K | New | ▾ |
| 05 | SPDWSTE STR SPDR PT DW EU ETFST STR PO EX ETF View history and evidence | $12.26M | 4.77% | 243.25K shares | 6.06% → 4.77%-1.29 pp -8.60K (-3.42%) | Reduced | ▾ |
| 06 | IUSBISHR CR UNVRSE USD BD ETF-UICORE UNIVRSL USD View history and evidence | $10.36M | 4.04% | 224.53K shares | Prior unavailable +224.53K | New | ▾ |
| 07 | SLYGSS SPDR S&P 600 SC GR ETFST STR SP600GRWO View history and evidence | $8.86M | 3.45% | 74.34K shares | 3.01% → 3.45%+0.44 pp +15.18K (+25.66%) | Added | ▾ |
| 08 | AAPLAPPLE INC View history and evidence | $8.52M | 3.32% | 29.44K shares | 3.86% → 3.32%-0.54 pp +545 (+1.89%) | Added | ▾ |
| 09 | SPIBSS SPDR P INT C CORP ETFST INTER BD ETF View history and evidence | $7.28M | 2.84% | 217.69K shares | Prior unavailable +217.69K | New | ▾ |
| 10 | SPMBSS SPDR P MORT BACK BOND ETFST STR BACKE ETF View history and evidence | $7.28M | 2.83% | 326.29K shares | Prior unavailable +326.29K | New | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HON HONEYWELL INTERNATIONAL INC | Non-derivative | -2,017 | -$455.90K | SEC filing ↗ | SEC filing ↗ |
| ABT ABBOTT LABORATORIES | Non-derivative | -2,574 | -$264.27K | SEC filing ↗ | SEC filing ↗ |
| NICE NICE LTD - SPON ADR | Non-derivative | -2,099 | -$231.44K | SEC filing ↗ | SEC filing ↗ |
3 / 7 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 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-21
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 256802239
}Research all 85 reported holdings.
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