2026 Q2 Portfolio Activity
In 2026 Q2, Leslie Global Wealth, LLC maintained a portfolio of 92 distinct positions. The most significant new addition was SPDR SERIES TRUST, now representing 5.32% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 25.7%. The fund also reduced its exposure to WISDOMTREE TR by 42.2%.
Position History
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Total Positions
92
Quarter
2026 Q2
Top Holding
SPYG (14.6%)
Top 10 Concentration
64.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 92
Leslie Global Wealth, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPYG
SPDR SERIES TRU...
|
Unknown | 14.61% | 16.59% |
#1
Prev: #1
|
6.5 |
—
|
-6,211 | -1.9% |
P
S
|
315,334 | $37,521,593 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 11.80% | 14.72% |
#2
Prev: #2
|
6.0 |
—
|
4,851 | 1.0% |
P
S
|
498,627 | $30,311,535 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 11.51% | 13.98% |
#3
Prev: #3
|
5.5 |
—
|
-10,431 | -3.0% |
P
S
|
336,229 | $29,547,805 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPTI
SPDR SERIES TRU...
|
Bond/Debt | 5.32% | — |
#4
Prev: #—
|
6.1 |
—
|
481,454 | — |
NEW
|
481,454 | $13,668,479 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 4.77% | 6.06% |
#5
1
Prev: #4
|
2.9 |
—
|
-8,602 | -3.4% |
P
S
|
243,250 | $12,257,368 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IUSB
ISHARES TR
|
ETF | 4.04% | — |
#6
Prev: #—
|
5.1 |
—
|
224,529 | — |
NEW
|
224,529 | $10,362,013 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SLYG
SPDR SERIES TRU...
|
ETF | 3.45% | 3.01% |
#7
3
Prev: #10
|
3.9 |
—
|
15,181 | 25.7% |
P
S
|
74,342 | $8,856,362 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AAPL
APPLE INC
|
Technology | 3.32% | 3.86% |
#8
3
Prev: #5
|
1.8 |
—
|
545 | 1.9% |
P
S
|
29,436 | $8,517,601 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPIB
SPDR SERIES TRU...
|
Bond/Debt | 2.84% | — |
#9
Prev: #—
|
4.6 |
—
|
217,691 | — |
NEW
|
217,691 | $7,283,941 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPMB
SPDR SERIES TRU...
|
ETF | 2.83% | — |
#10
Prev: #—
|
4.6 |
—
|
326,291 | — |
NEW
|
326,291 | $7,279,552 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
WTV
WISDOMTREE TR
|
Unknown | 2.76% | 3.42% |
#11
3
Prev: #8
|
1.1 |
—
|
-28,928 | -42.2% |
P
S
|
39,649 | $7,084,696 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.71% | 3.20% |
#12
3
Prev: #9
|
1.6 |
—
|
-1,065 | -10.1% |
P
S
|
9,449 | $6,958,244 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 2.67% | 3.45% |
#13
6
Prev: #7
|
1.6 |
—
|
-16,563 | -12.2% |
P
S
|
118,813 | $6,851,946 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 2.56% | 3.59% |
#14
8
Prev: #6
|
3.0 |
—
|
9,941 | 12.9% |
P
S
|
87,210 | $6,585,227 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
QUAL
ISHARES TR
|
ETF | 2.41% | 2.66% |
#15
4
Prev: #11
|
1.5 |
—
|
12 | 0.0% |
P
S
|
28,176 | $6,182,660 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 1.85% | 2.59% |
#16
4
Prev: #12
|
1.2 |
—
|
-13,179 | -12.6% |
P
S
|
91,662 | $4,746,258 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
PFFV
GLOBAL X FDS
|
Preferred | 1.40% | 1.84% |
#17
4
Prev: #13
|
1.1 |
—
|
3,562 | 2.2% |
P
S
|
163,261 | $3,596,640 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IWM
ISHARES TR
|
ETF | 1.27% | 1.50% |
#18
4
Prev: #14
|
1.0 |
—
|
-613 | -5.3% |
P
S
|
10,872 | $3,266,492 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 1.24% | — |
#19
Prev: #—
|
4.0 |
—
|
62,642 | — |
NEW
|
62,642 | $3,173,131 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
O
REALTY INCOME C...
|
Real Estate | 1.05% | 1.32% |
#20
5
Prev: #15
|
2.4 |
—
|
2,415 | 5.9% |
P
S
|
43,432 | $2,691,047 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 0.96% | 1.23% |
#21
5
Prev: #16
|
0.9 |
—
|
-1,034 | -4.4% |
P
S
|
22,587 | $2,464,468 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.92% | 1.05% |
#22
4
Prev: #18
|
0.9 |
—
|
311 | 2.7% |
P
S
|
11,759 | $2,352,858 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IVE
ISHARES TR
|
ETF | 0.87% | 1.09% |
#23
6
Prev: #17
|
0.8 |
—
|
7 | 0.1% |
P
S
|
9,833 | $2,232,681 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.56% | 0.66% |
#24
5
Prev: #19
|
0.7 |
—
|
3 | 0.2% |
P
S
|
1,930 | $1,441,266 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IWR
ISHARES TR
|
ETF | 0.52% | 0.59% |
#25
3
Prev: #22
|
2.2 |
—
|
754 | 6.6% |
P
S
|
12,181 | $1,343,808 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.46% | 0.59% |
#26
5
Prev: #21
|
0.7 |
—
|
88 | 2.9% |
P
S
|
3,138 | $1,170,537 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.44% | 0.62% |
#27
7
Prev: #20
|
0.7 |
—
|
-885 | -15.8% |
P
S
|
4,730 | $1,127,348 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.43% | 0.17% |
#28
29
Prev: #57
|
0.7 |
—
|
2 | 0.2% |
P
S
|
951 | $1,097,730 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.41% | 0.42% |
#29
5
Prev: #24
|
0.7 |
—
|
11 | 1.3% |
P
S
|
869 | $1,042,305 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.38% | 0.41% |
#30
5
Prev: #25
|
0.7 |
—
|
90 | 3.6% |
P
S
|
2,573 | $971,951 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.36% | 0.36% |
#31
1
Prev: #30
|
2.1 |
—
|
220 | 9.2% |
P
S
|
2,603 | $930,234 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IVW
ISHARES TR
|
Warrant | 0.35% | 0.40% |
#32
6
Prev: #26
|
0.6 |
—
|
-190 | -2.8% |
P
S
|
6,576 | $904,397 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.34% | 0.45% |
#33
10
Prev: #23
|
0.6 |
—
|
130 | 2.3% |
P
S
|
5,904 | $865,231 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.33% | 0.38% |
#34
6
Prev: #28
|
1.1 |
—
|
no change | no change |
P
S
|
849 | $858,653 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.32% | 0.35% |
#35
3
Prev: #32
|
0.6 |
—
|
18 | 0.8% |
P
S
|
2,350 | $830,326 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 0.31% | 0.37% |
#36
7
Prev: #29
|
0.6 |
—
|
-384 | -2.6% |
P
S
|
14,140 | $805,697 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 0.30% | 0.26% |
#37
3
Prev: #40
|
1.1 |
—
|
no change | no change |
P
S
|
681 | $771,498 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.29% | 0.34% |
#38
5
Prev: #33
|
0.6 |
—
|
44 | 1.5% |
P
S
|
2,983 | $750,642 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.28% | 0.38% |
#39
12
Prev: #27
|
0.6 |
—
|
13 | 1.0% |
P
S
|
1,287 | $724,954 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.27% | 0.24% |
#40
4
Prev: #44
|
2.1 |
—
|
155 | 11.7% |
P
S
|
1,478 | $705,848 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.24% | 0.11% |
#41
33
Prev: #74
|
0.6 |
—
|
-21 | -2.0% |
P
S
|
1,046 | $607,632 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
XLG
INVESCO EXCHANG...
|
Unknown | 0.23% | 0.29% |
#42
5
Prev: #37
|
0.6 |
—
|
-446 | -4.5% |
P
S
|
9,481 | $580,522 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 0.21% | 0.30% |
#43
9
Prev: #34
|
0.6 |
—
|
-1,673 | -17.2% |
P
S
|
8,073 | $545,412 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.21% | 0.27% |
#44
6
Prev: #38
|
0.6 |
—
|
3 | 0.3% |
P
S
|
1,079 | $539,921 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.20% | 0.30% |
#45
10
Prev: #35
|
0.6 |
—
|
-66 | -1.1% |
P
S
|
5,990 | $525,742 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.20% | 0.13% |
#46
19
Prev: #65
|
0.6 |
—
|
-15 | -2.0% |
P
S
|
725 | $524,175 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
INTC
INTEL CORP
|
Technology | 0.20% | — |
#47
Prev: #—
|
3.6 |
—
|
3,651 | — |
NEW
|
3,651 | $509,789 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
ES
EVERSOURCE ENER...
|
Utilities | 0.20% | 0.21% |
#48
1
Prev: #47
|
2.6 |
—
|
1,181 | 20.2% |
P
S
|
7,029 | $507,986 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.19% | 0.25% |
#49
8
Prev: #41
|
0.6 |
—
|
-7 | -0.4% |
P
S
|
1,958 | $497,273 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.18% | 0.22% |
#50
5
Prev: #45
|
0.6 |
—
|
7 | 0.6% |
P
S
|
1,110 | $466,866 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 |
Showing 1-50 of 92 holdings