Institutional Fund
Leslie Global Wealth, LLC
Itasca, ILCIK 19548325 filings on record
Portfolio Value
$189.76M
Q1 2026
Holdings
79
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-14.6%
from $222.25M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust16.6%
- Spdr Series Trust14.7%
- Spdr Series Trust14.0%
- Spdr Index Shs Fds6.1%
- Apple Inc3.9%
- Ishares Gold Tr3.6%
- Other41.2%
Portfolio Holdings
79 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 321.5K | $31.48M | 16.6% | −4.5K | Reduced |
| 2 | Spdr Series Trust | 493.8K | $27.94M | 14.7% | +4.5K | Added |
| 3 | Spdr Series Trust | 346.7K | $26.53M | 14.0% | −17.5K | Reduced |
| 4 | Spdr Index Shs Fds | 251.9K | $11.50M | 6.1% | +14.3K | Added |
| 5 | Apple Inc | 28.9K | $7.33M | 3.9% | −67 | Reduced |
| 6 | Ishares Gold Tr | 77.3K | $6.81M | 3.6% | −15.6K | Reduced |
| 7 | Spdr Series Trust | 135.4K | $6.54M | 3.4% | −22 | Reduced |
| 8 | Wisdomtree Tr | 68.6K | $6.50M | 3.4% | −2.4K | Reduced |
| 9 | Invesco Qqq Tr | 10.5K | $6.07M | 3.2% | −30 | Reduced |
| 10 | Spdr Series Trust | 59.2K | $5.72M | 3.0% | −2.9K | Reduced |
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