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CIK: 0001954832
Total reported value
$256.8M
$256.8M
79 檔
40.8%
The Q1 2026 SEC filing reveals that Leslie Global Wealth, LLC held a total portfolio value of $256.8M, covering 79 public equity positions.
In Q1 2026, Leslie Global Wealth, LLC displayed an active expansion posture, initiating 11 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 16.59% | -1.98% | -1.39% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 14.72% | -2.92% | +0.91% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 13.98% | -2.47% | -4.80% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.06% | -1.29% | +6.00% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.86% | -0.54% | -0.23% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 3.59% | -1.03% | -16.83% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.45% | -0.78% | -0.02% | |
| 8 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 3.42% | -0.66% | -3.43% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.20% | -0.49% | -0.28% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 3.01% | +0.44% | -4.68% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.66% | -0.25% | -5.57% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.59% | -0.74% | +23.03% | |
| 13 | PFFV | Global X Variable Rate Pref | ETF-Other | 1.84% | -0.44% | -5.70% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.50% | -0.23% | -15.85% | |
| 15 | O | Realty Income CORP | Stock-Real Estate | 1.32% | -0.27% | -6.59% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.23% | -0.27% | +721.31% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.09% | -0.22% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | -0.13% | +5.15% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | -0.10% | -25.77% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | -0.18% | +0.38% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.14% | +4.45% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.59% | -0.07% | +4.43% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.45% | -0.11% | +1.83% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | -0.01% | -0.46% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | -0.02% | +4.81% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.40% | -0.05% | -53.42% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.10% | +2.49% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.38% | -0.05% | +13.50% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.37% | -0.06% | -1.96% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | — | +0.85% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 0.35% | -0.26% | +0.47% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | -0.03% | -0.68% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | -0.05% | -13.41% | |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.30% | -0.09% | +0.47% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.30% | -0.10% | -2.61% | |
| 36 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.29% | -0.12% | -21.24% | |
| 37 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.29% | -0.06% | -36.77% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.06% | +3.46% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.10% | +1.39% | |
| 40 | URI | United Rentals Inc | Stock-Industrials | 0.26% | +0.04% | -1.30% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | -0.06% | +2.72% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.25% | -0.10% | +0.74% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.24% | -0.24% | EXIT | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.24% | +0.03% | +9.52% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | -0.04% | -13.49% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.22% | -0.08% | -2.95% | |
| 47 | ES | Eversource Energy | Stock-Utilities | 0.21% | -0.01% | -17.33% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.04% | +1.17% | |
| 49 | UTG | Reaves Utility Income Fund | Stock-Other | 0.20% | -0.05% | — | |
| 50 | MO | Altria Group Inc | Stock-Consumer Staples | 0.19% | -0.03% | +0.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | +2.2% | +0.91% | Add |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +1.3% | +6.00% | Add |
| 3 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +1.1% | +721.31% | Add |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.9% | -1.39% | Trim |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.8% | -4.80% | Trim |
| 6 | SPEM | State Street Sp Ptf Em ETF | +0.8% | +23.03% | Add |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.6% | -0.02% | Trim |
| 8 | WTV | Wisdomtree U.s. Value Fund | +0.4% | -3.43% | Trim |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.4% | -4.68% | Trim |
| 10 | AAPL | Apple Inc | +0.3% | -0.23% | Trim |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -0.28% | Trim |
| 12 | O | Realty Income CORP | +0.2% | -6.59% | Trim |
| 13 | IAU | Ishares Gold Trust | +0.2% | -16.83% | Trim |
| 14 | PFFV | Global X Variable Rate Pref | +0.2% | -5.70% | Trim |
| 15 | NVDA | Nvidia CORP | +0.1% | +5.15% | Add |
| 16 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +4.43% | Add |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +1.39% | Add |
| 18 | VZ | Verizon Communications Inc | +0.1% | +0.74% | Add |
| 19 | NEE | Nextera Energy Inc | +0.1% | -2.61% | Trim |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +13.50% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +2.72% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +9.52% | Add |
| 23 | HON | Honeywell International Inc | +0.1% | +1.31% | Add |
| 24 | CVX | Chevron CORP | +0.1% | -2.46% | Trim |
| 25 | PM | Philip Morris International | +0.1% | +0.47% | Add |
| 26 | MU | Micron Technology Inc | +0.1% | +2.04% | Add |
| 27 | MO | Altria Group Inc | +0.1% | +0.65% | Add |
| 28 | WMT | Walmart Inc | +0.1% | -2.95% | Trim |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +0.47% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | +0.38% | Add |
| 31 | SO | Southern Co/the | 0% | +5.32% | Add |
| 32 | UTG | Reaves Utility Income Fund | 0% | — | Unchanged |
| 33 | RTX | Rtx CORP | 0% | +0.82% | Add |
| 34 | GOOGL | Alphabet Inc-cl A | 0% | +0.85% | Add |
| 35 | AVGO | Broadcom Inc | 0% | +4.81% | Add |
| 36 | CP | Canadian Pacific Kansas City | 0% | +0.68% | Add |
| 37 | HUBB | Hubbell Inc | 0% | — | Unchanged |
| 38 | MRK | Merck & Co. Inc. | 0% | -6.63% | Trim |
| 39 | MCD | Mcdonald's CORP | 0% | +2.35% | Add |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +3.46% | Add |
| 41 | GOOG | Alphabet Inc-cl C | 0% | -0.68% | Trim |
| 42 | RSP | Invesco S&p 500 Equal Weight | 0% | +2.31% | Add |
| 43 | META | Meta Platforms Inc-class A | 0% | +2.49% | Add |
| 44 | URI | United Rentals Inc | 0% | -1.30% | Trim |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +1.17% | Add |
| 46 | GE | General Electric | 0% | +0.11% | Add |
| 47 | AON | Aon plc | 0% | +0.14% | Add |
| 48 | CMI | Cummins Inc | 0% | -10.71% | Trim |
| 49 | NICE | Nice LTD - Spon Adr | 0% | — | Unchanged |
| 50 | AMD | Advanced Micro Devices | 0% | +5.43% | Add |
According to official SEC Form 13F filings, Leslie Global Wealth, LLC reported a total U.S. public equity portfolio value of $256.8M across 79 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYV, SPYM) accounted for 40.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
IVE
市值: $2.1M
Top Position Liquidated / Trimmed
JAAA
前期市值: $27.6M
During Q1 2026, Leslie Global Wealth, LLC's top holdings by market value included SPYG (16.6%)、SPYV (14.7%)、SPYM (14.0%). The largest single position, SPYG, represented 16.6% of total portfolio value.
In Q1 2026, Leslie Global Wealth, LLC made 80 total portfolio adjustments, initiating 11 new buys, adding to 35 positions, trimming 30 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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