2026 Q1 Portfolio Activity
In 2026 Q1, Leslie Global Wealth, LLC maintained a portfolio of 83 distinct positions. The most significant new addition was ISHARES TR, now representing 1.09% of the total fund value. They heavily accumulated shares in SPDR INDEX SHS FDS, increasing the position by 6.0%. Conversely, Leslie Global Wealth, LLC completely exited their position in JANUS DETROIT STR TR.
Position History
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Total Positions
83
Quarter
2026 Q1
Top Holding
SPYG (16.6%)
Top 10 Concentration
71.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 83
Leslie Global Wealth, LLC Full Holdings List — 2026 Q1
| 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 | 16.59% | 15.66% |
#1
Prev: #1
|
6.5 |
—
|
-4,541 | -1.4% |
P
S
|
321,545 | $31,482,471 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 14.72% | 12.51% |
#2
1
Prev: #3
|
6.0 |
—
|
4,475 | 0.9% |
P
S
|
493,776 | $27,937,846 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 13.98% | 13.14% |
#3
1
Prev: #2
|
5.5 |
—
|
-17,469 | -4.8% |
P
S
|
346,660 | $26,533,356 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 6.06% | 4.75% |
#4
1
Prev: #5
|
4.9 |
—
|
14,259 | 6.0% |
P
S
|
251,852 | $11,497,044 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 3.86% | 3.54% |
#5
1
Prev: #6
|
2.5 |
—
|
-67 | -0.2% |
P
S
|
28,891 | $7,332,247 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 3.59% | 3.39% |
#6
1
Prev: #7
|
1.9 |
—
|
-15,635 | -16.8% |
P
S
|
77,269 | $6,812,035 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 3.45% | 2.85% |
#7
3
Prev: #10
|
1.9 |
—
|
-22 | -0.0% |
P
S
|
135,376 | $6,541,368 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WTV
WISDOMTREE TR
|
Unknown | 3.42% | 2.98% |
#8
Prev: #8
|
1.9 |
—
|
-2,433 | -3.4% |
P
S
|
68,577 | $6,496,299 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 3.20% | 2.91% |
#9
Prev: #9
|
1.8 |
—
|
-30 | -0.3% |
P
S
|
10,514 | $6,068,471 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SLYG
SPDR SERIES TRU...
|
ETF | 3.01% | 2.63% |
#10
2
Prev: #12
|
1.7 |
—
|
-2,902 | -4.7% |
P
S
|
59,161 | $5,716,136 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QUAL
ISHARES TR
|
ETF | 2.66% | 2.67% |
#11
Prev: #11
|
1.6 |
—
|
-1,662 | -5.6% |
P
S
|
28,164 | $5,042,137 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 2.59% | 1.79% |
#12
1
Prev: #13
|
3.5 |
—
|
19,625 | 23.0% |
P
S
|
104,841 | $4,918,091 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PFFV
GLOBAL X FDS
|
Preferred | 1.84% | 1.69% |
#13
1
Prev: #14
|
1.2 |
—
|
-9,653 | -5.7% |
P
S
|
159,699 | $3,485,958 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IWM
ISHARES TR
|
ETF | 1.50% | 1.51% |
#14
1
Prev: #15
|
1.1 |
—
|
-2,163 | -15.8% |
P
S
|
11,485 | $2,848,280 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
O
REALTY INCOME C...
|
Real Estate | 1.32% | 1.11% |
#15
1
Prev: #16
|
1.0 |
—
|
-2,893 | -6.6% |
P
S
|
41,017 | $2,509,420 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 1.23% | 0.12% |
#16
47
Prev: #63
|
3.5 |
—
|
20,745 | 721.3% |
P
S
|
23,621 | $2,334,047 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IVE
ISHARES TR
|
ETF | 1.09% | — |
#17
Prev: #—
|
3.9 |
—
|
9,826 | — |
NEW
|
9,826 | $2,074,760 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.05% | 0.91% |
#18
1
Prev: #17
|
2.4 |
—
|
561 | 5.2% |
P
S
|
11,448 | $1,996,531 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.66% | 0.80% |
#19
Prev: #19
|
0.3 |
—
|
-669 | -25.8% |
P
S
|
1,927 | $1,253,205 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.62% | 0.58% |
#20
1
Prev: #21
|
0.7 |
—
|
21 | 0.4% |
P
S
|
5,615 | $1,169,436 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.59% | 0.64% |
#21
1
Prev: #20
|
0.7 |
—
|
130 | 4.5% |
P
S
|
3,050 | $1,129,019 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IWR
ISHARES TR
|
ETF | 0.59% | 0.47% |
#22
1
Prev: #23
|
0.7 |
—
|
485 | 4.4% |
P
S
|
11,427 | $1,111,047 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.45% | 0.50% |
#23
1
Prev: #22
|
0.7 |
—
|
104 | 1.8% |
P
S
|
5,774 | $849,413 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.42% | 0.42% |
#24
1
Prev: #25
|
0.7 |
—
|
-4 | -0.5% |
P
S
|
858 | $789,163 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.41% | 0.37% |
#25
2
Prev: #27
|
0.7 |
—
|
114 | 4.8% |
P
S
|
2,483 | $768,513 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IVW
ISHARES TR
|
Warrant | 0.40% | 0.81% |
#26
8
Prev: #18
|
0.2 |
—
|
-7,761 | -53.4% |
P
S
|
6,766 | $765,302 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.38% | 0.37% |
#27
1
Prev: #26
|
0.7 |
—
|
31 | 2.5% |
P
S
|
1,274 | $728,894 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.38% | 0.30% |
#28
5
Prev: #33
|
2.2 |
—
|
101 | 13.5% |
P
S
|
849 | $718,246 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.37% | 0.37% |
#29
1
Prev: #28
|
0.6 |
—
|
-291 | -2.0% |
P
S
|
14,524 | $708,045 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.36% | 0.33% |
#30
Prev: #30
|
0.6 |
—
|
20 | 0.8% |
P
S
|
2,383 | $685,255 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.35% | 0.29% |
#31
3
Prev: #34
|
0.6 |
—
|
19 | 0.5% |
P
S
|
4,049 | $669,462 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.35% | 0.33% |
#32
1
Prev: #31
|
0.6 |
—
|
-16 | -0.7% |
P
S
|
2,332 | $668,958 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.34% | 0.35% |
#33
4
Prev: #29
|
0.6 |
—
|
-455 | -13.4% |
P
S
|
2,939 | $639,203 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 0.30% | 0.25% |
#34
2
Prev: #36
|
0.6 |
—
|
46 | 0.5% |
P
S
|
9,746 | $577,158 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.30% | 0.22% |
#35
5
Prev: #40
|
0.6 |
—
|
-162 | -2.6% |
P
S
|
6,056 | $562,481 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPHY
SPDR SERIES TRU...
|
ETF | 0.29% | 0.32% |
#36
4
Prev: #32
|
0.1 |
—
|
-6,335 | -21.2% |
P
S
|
23,497 | $547,950 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLG
INVESCO EXCHANG...
|
Unknown | 0.29% | 0.42% |
#37
13
Prev: #24
|
0.1 |
—
|
-5,774 | -36.8% |
P
S
|
9,927 | $541,518 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.27% | 0.24% |
#38
1
Prev: #39
|
0.6 |
—
|
36 | 3.5% |
P
S
|
1,076 | $515,619 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.26% | 0.16% |
#39
12
Prev: #51
|
0.6 |
—
|
40 | 1.4% |
P
S
|
2,928 | $496,764 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 0.26% | 0.25% |
#40
3
Prev: #37
|
0.6 |
—
|
-9 | -1.3% |
P
S
|
681 | $496,149 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.25% | 0.18% |
#41
2
Prev: #43
|
0.6 |
—
|
52 | 2.7% |
P
S
|
1,965 | $480,325 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.25% | 0.17% |
#42
4
Prev: #46
|
0.6 |
—
|
69 | 0.7% |
P
S
|
9,374 | $470,575 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 0.24% | 0.17% |
#43
1
Prev: #44
|
0.6 |
—
|
26 | 1.3% |
P
S
|
2,017 | $455,903 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.24% | 0.17% |
#44
4
Prev: #48
|
2.1 |
—
|
115 | 9.5% |
P
S
|
1,323 | $447,108 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.22% | 0.26% |
#45
10
Prev: #35
|
0.6 |
—
|
-172 | -13.5% |
P
S
|
1,103 | $410,040 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.22% | 0.17% |
#46
1
Prev: #47
|
0.6 |
—
|
-100 | -3.0% |
P
S
|
3,285 | $408,260 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ES
EVERSOURCE ENER...
|
Utilities | 0.21% | 0.21% |
#47
6
Prev: #41
|
0.6 |
—
|
-1,226 | -17.3% |
P
S
|
5,848 | $405,149 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.20% | 0.19% |
#48
6
Prev: #42
|
0.6 |
—
|
15 | 1.2% |
P
S
|
1,301 | $382,702 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UTG
REAVES UTIL INC...
|
Bond/Debt | 0.20% | 0.16% |
#49
Prev: #49
|
1.1 |
—
|
no change | no change |
P
S
|
9,667 | $379,720 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.19% | 0.14% |
#50
4
Prev: #54
|
0.6 |
—
|
35 | 0.6% |
P
S
|
5,449 | $359,580 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 83 holdings