Leslie Global Wealth, LLC

13F filer · CIK 0001954832

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$257MU.S. long equity reported on 13F

Positions616 new · 6 closed

Net flow last quarter+$1.08MBuys minus sells

Top 10 positions weight12.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 202661 positions
AAPLApple Inc.	$8.52M	3.32%	0.00%	+1.9%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$6.96M	2.71%	Not reported	-10.1%	Q2 2024
IAUIshares Gold Trust	$6.59M	2.56%	0.01%	+12.9%	Q3 2025
ORealty Income Corp	$2.69M	1.05%	0.00%	+5.9%	Q2 2024
NVDANvidia Corp	$2.35M	0.92%	0.00%	+2.7%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$1.44M	0.56%	Not reported	+0.2%	Q2 2024
MSFTMicrosoft Corp	$1.17M	0.46%	0.00%	+2.9%	Q2 2024
AMZNAmazon Com Inc	$1.13M	0.44%	0.00%	-15.8%	Q2 2024
MUMicron Technology Inc	$1.1M	0.43%	0.00%	+0.2%	Q4 2025
LLYELI LILLY & Co	$1.04M	0.41%	0.00%	+1.3%	Q3 2024
AVGOBroadcom Inc.	$972K	0.38%	0.00%	+3.6%	Q3 2024
GOOGLAlphabet Inc.	$930K	0.36%	0.00%	+9.2%	Q2 2024
ORCLOracle Corp	$865K	0.34%	0.00%	+2.3%	Q2 2024
GSGoldman Sachs Group Inc	$859K	0.33%	0.00%	Not reported	Q3 2024
GOOGAlphabet Inc.	$830K	0.32%	Not reported	+0.8%	Q2 2024
BACBank of America Corp	$806K	0.31%	0.00%	-2.6%	Q3 2024
URIUnited Rentals, Inc.	$771K	0.30%	0.00%	Not reported	Q2 2024
ABBVAbbVie Inc.	$751K	0.29%	0.00%	+1.5%	Q2 2024
METAMeta Platforms, Inc.	$725K	0.28%	Not reported	+1.0%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$706K	0.27%	0.00%	+11.7%	Q3 2024
AMDAdvanced Micro Devices Inc	$608K	0.24%	0.00%	-2.0%	Q4 2025
SPMDSupermedia Inc.	$545K	0.21%	Not reported	-17.2%	Q2 2024
BRK.BBerkshire Hathaway Inc	$540K	0.21%	Not reported	+0.3%	Q2 2024
NEENextera Energy Inc	$526K	0.20%	0.00%	-1.1%	Q2 2024
AMATApplied Materials Inc	$524K	0.20%	0.00%	-2.0%	Q1 2026
INTCIntel Corp	$510K	0.20%	0.00%	New	Q2 2026
ESEversource Energy	$508K	0.20%	0.00%	+20.2%	Q3 2024
JNJJohnson & Johnson	$497K	0.19%	0.00%	-0.4%	Q1 2025
TSLATesla, Inc.	$467K	0.18%	0.00%	+0.6%	Q2 2024
HONAHoneywell Aerospace Inc.	$424K	0.17%	Not reported	+90.4%	Q2 2026
LRCXLam Research Corp	$423K	0.16%	0.00%	+0.5%	Q1 2026
JPMJPMorgan Chase & Co	$422K	0.16%	0.00%	-0.9%	Q3 2024
MOAltria Group, Inc.	$403K	0.16%	0.00%	+2.7%	Q3 2025
CMICummins Inc	$402K	0.16%	0.00%	+12.6%	Q3 2025
XOMExxonMobil Holdings Corp	$400K	0.16%	0.00%	Not reported	Q2 2024
VZVerizon Communications Inc	$398K	0.15%	0.00%	+0.2%	Q2 2024
UTGReaves Utility Income Fund	$394K	0.15%	Not reported	Not reported	Q2 2024
GEVGE Vernova Inc.	$383K	0.15%	0.00%	+4.8%	Q1 2026
GEGeneral Electric Co	$379K	0.15%	0.00%	+7.2%	Q2 2025
IBMInternational Business Machines Corp	$377K	0.15%	0.00%	+26.8%	Q3 2024
WMTWalmart Inc.	$372K	0.14%	0.00%	0.0%	Q3 2024
CPCanadian Pacific Kansas City Ltd	$360K	0.14%	0.00%	+0.4%	Q4 2024
MAMastercard Inc	$345K	0.13%	0.00%	+1.2%	Q2 2024
WDCWestern Digital Corp	$337K	0.13%	0.00%	New	Q2 2026
RTXRTX Corp	$325K	0.13%	0.00%	-0.4%	Q2 2025
SOSouthern Co	$313K	0.12%	0.00%	-4.1%	Q3 2024
MRKMerck & Co., Inc.	$312K	0.12%	0.00%	+0.7%	Q2 2024
CATCaterpillar Inc	$309K	0.12%	0.00%	+0.4%	Q1 2026
ASMLAsml Holding NV	$286K	0.11%	0.00%	New	Q2 2026
AEPAmerican Electric Power Co Inc	$284K	0.11%	0.00%	+0.9%	Q3 2024

Q1 2026Reported May 15, 202660 positions
AAPLApple Inc.	$7.33M	3.86%	0.00%	-0.2%	Q2 2024
IAUIshares Gold Trust	$6.81M	3.59%	0.01%	-16.8%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$6.07M	3.20%	Not reported	-0.3%	Q2 2024
ORealty Income Corp	$2.51M	1.32%	0.00%	-6.6%	Q2 2024
NVDANvidia Corp	$2M	1.05%	0.00%	+5.2%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$1.25M	0.66%	Not reported	-25.8%	Q2 2024
AMZNAmazon Com Inc	$1.17M	0.62%	0.00%	+0.4%	Q2 2024
MSFTMicrosoft Corp	$1.13M	0.59%	0.00%	+4.5%	Q2 2024
ORCLOracle Corp	$849K	0.45%	0.00%	+1.8%	Q2 2024
LLYELI LILLY & Co	$789K	0.42%	0.00%	-0.5%	Q3 2024
AVGOBroadcom Inc.	$769K	0.41%	0.00%	+4.8%	Q3 2024
METAMeta Platforms, Inc.	$729K	0.38%	Not reported	+2.5%	Q2 2024
GSGoldman Sachs Group Inc	$718K	0.38%	0.00%	+13.5%	Q3 2024
BACBank of America Corp	$708K	0.37%	0.00%	-2.0%	Q3 2024
GOOGLAlphabet Inc.	$685K	0.36%	0.00%	+0.9%	Q2 2024
PMPhilip Morris International Inc.	$669K	0.35%	0.00%	+0.5%	Q2 2025
GOOGAlphabet Inc.	$669K	0.35%	Not reported	-0.7%	Q2 2024
ABBVAbbVie Inc.	$639K	0.34%	0.00%	-13.4%	Q2 2024
SPMDSupermedia Inc.	$577K	0.30%	Not reported	+0.5%	Q2 2024
NEENextera Energy Inc	$562K	0.30%	0.00%	-2.6%	Q2 2024
BRK.BBerkshire Hathaway Inc	$516K	0.27%	Not reported	+3.5%	Q2 2024
XOMExxonMobil Holdings Corp	$497K	0.26%	0.00%	+1.4%	Q2 2024
URIUnited Rentals, Inc.	$496K	0.26%	0.00%	-1.3%	Q2 2024
JNJJohnson & Johnson	$480K	0.25%	0.00%	+2.7%	Q1 2025
VZVerizon Communications Inc	$471K	0.25%	0.00%	+0.7%	Q2 2024
HONHoneywell International Inc	$456K	0.24%	0.00%	+1.3%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$447K	0.24%	0.00%	+9.5%	Q3 2024
TSLATesla, Inc.	$410K	0.22%	0.00%	-13.5%	Q2 2024
WMTWalmart Inc.	$408K	0.22%	0.00%	-3.0%	Q3 2024
ESEversource Energy	$405K	0.21%	0.00%	-17.3%	Q3 2024
JPMJPMorgan Chase & Co	$383K	0.20%	0.00%	+1.2%	Q3 2024
UTGReaves Utility Income Fund	$380K	0.20%	Not reported	Not reported	Q2 2024
MOAltria Group, Inc.	$360K	0.19%	0.00%	+0.7%	Q3 2025
MCDMcdonalds Corp	$338K	0.18%	0.00%	+2.4%	Q3 2024
RTXRTX Corp	$332K	0.17%	0.00%	+0.8%	Q2 2025
MAMastercard Inc	$332K	0.17%	0.00%	-0.9%	Q2 2024
SOSouthern Co	$329K	0.17%	0.00%	+5.3%	Q3 2024
CVXChevron Corp	$328K	0.17%	0.00%	-2.5%	Q2 2024
CPCanadian Pacific Kansas City Ltd	$326K	0.17%	0.00%	+0.7%	Q4 2024
MUMicron Technology Inc	$321K	0.17%	0.00%	+2.0%	Q4 2025
MRKMerck & Co., Inc.	$290K	0.15%	0.00%	-6.6%	Q2 2024
GEVGE Vernova Inc.	$271K	0.14%	0.00%	New	Q1 2026
AEPAmerican Electric Power Co Inc	$270K	0.14%	0.00%	Not reported	Q3 2024
CMICummins Inc	$269K	0.14%	0.00%	-10.7%	Q3 2025
GEGeneral Electric Co	$268K	0.14%	0.00%	+0.1%	Q2 2025
ABTAbbott Laboratories	$264K	0.14%	0.00%	-8.2%	Q2 2024
IBMInternational Business Machines Corp	$256K	0.13%	0.00%	+1.8%	Q3 2024
AMATApplied Materials Inc	$253K	0.13%	0.00%	New	Q1 2026
ALLAllstate Corp	$237K	0.12%	0.00%	+0.4%	Q3 2024
AONAon plc	$234K	0.12%	0.00%	+0.1%	Q3 2024

Q4 2025Reported Feb 2, 202653 positions
AAPLApple Inc.	$7.87M	3.54%	0.00%	+0.5%	Q2 2024
IAUIshares Gold Trust	$7.54M	3.39%	0.01%	-2.7%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$6.48M	2.91%	Not reported	-3.8%	Q2 2024
ORealty Income Corp	$2.48M	1.11%	0.00%	-0.2%	Q2 2024
NVDANvidia Corp	$2.03M	0.91%	0.00%	-10.3%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$1.77M	0.80%	Not reported	+30.3%	Q2 2024
MSFTMicrosoft Corp	$1.41M	0.64%	0.00%	-3.8%	Q2 2024
AMZNAmazon Com Inc	$1.29M	0.58%	0.00%	+1.5%	Q2 2024
ORCLOracle Corp	$1.11M	0.50%	0.00%	-0.6%	Q2 2024
LLYELI LILLY & Co	$926K	0.42%	0.00%	+1.2%	Q3 2024
METAMeta Platforms, Inc.	$820K	0.37%	Not reported	-3.3%	Q2 2024
AVGOBroadcom Inc.	$820K	0.37%	0.00%	-4.0%	Q3 2024
BACBank of America Corp	$815K	0.37%	0.00%	+0.8%	Q3 2024
ABBVAbbVie Inc.	$775K	0.35%	0.00%	-12.8%	Q2 2024
GOOGLAlphabet Inc.	$740K	0.33%	0.00%	+4.7%	Q2 2024
GOOGAlphabet Inc.	$737K	0.33%	Not reported	+3.1%	Q2 2024
GSGoldman Sachs Group Inc	$657K	0.30%	0.00%	Not reported	Q3 2024
PMPhilip Morris International Inc.	$646K	0.29%	0.00%	-0.1%	Q2 2025
TSLATesla, Inc.	$573K	0.26%	0.00%	+0.2%	Q2 2024
SPMDSupermedia Inc.	$562K	0.25%	Not reported	-2.9%	Q2 2024
URIUnited Rentals, Inc.	$558K	0.25%	0.00%	+1.2%	Q2 2024
BRK.BBerkshire Hathaway Inc	$523K	0.24%	Not reported	+1.7%	Q2 2024
NEENextera Energy Inc	$499K	0.22%	0.00%	+0.2%	Q2 2024
ESEversource Energy	$476K	0.21%	0.00%	+21.0%	Q3 2024
JPMJPMorgan Chase & Co	$414K	0.19%	0.00%	+1.6%	Q3 2024
JNJJohnson & Johnson	$396K	0.18%	0.00%	+2.0%	Q1 2025
HONHoneywell International Inc	$388K	0.17%	0.00%	-1.6%	Q2 2024
MAMastercard Inc	$382K	0.17%	0.00%	-1.0%	Q2 2024
VZVerizon Communications Inc	$379K	0.17%	0.00%	-1.1%	Q2 2024
WMTWalmart Inc.	$377K	0.17%	0.00%	-0.1%	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$367K	0.17%	0.00%	-6.7%	Q3 2024
UTGReaves Utility Income Fund	$354K	0.16%	Not reported	Not reported	Q2 2024
ABTAbbott Laboratories	$351K	0.16%	0.00%	-9.9%	Q2 2024
XOMExxonMobil Holdings Corp	$348K	0.16%	0.00%	-10.6%	Q2 2024
MCDMcdonalds Corp	$325K	0.15%	0.00%	+0.7%	Q3 2024
RTXRTX Corp	$313K	0.14%	0.00%	-0.4%	Q2 2025
MOAltria Group, Inc.	$312K	0.14%	0.00%	-0.3%	Q3 2025
IBMInternational Business Machines Corp	$307K	0.14%	0.00%	Not reported	Q3 2024
CPCanadian Pacific Kansas City Ltd	$303K	0.14%	0.00%	+19.1%	Q4 2024
GEGeneral Electric Co	$291K	0.13%	0.00%	-0.9%	Q2 2025
CMICummins Inc	$286K	0.13%	0.00%	+12.0%	Q3 2025
SOSouthern Co	$282K	0.13%	0.00%	-4.6%	Q3 2024
MRKMerck & Co., Inc.	$272K	0.12%	0.00%	+1.5%	Q2 2024
UBERUber Technologies, Inc	$266K	0.12%	0.00%	Not reported	Q1 2025
MUMicron Technology Inc	$265K	0.12%	0.00%	New	Q4 2025
VVisa Inc.	$261K	0.12%	0.00%	-3.8%	Q4 2024
AONAon plc	$255K	0.11%	0.00%	Not reported	Q3 2024
CVXChevron Corp	$248K	0.11%	0.00%	+1.6%	Q2 2024
NICENICE Ltd.	$237K	0.11%	0.00%	Not reported	Q3 2024
ALLAllstate Corp	$237K	0.11%	0.00%	-1.0%	Q3 2024

Q3 2025Reported Oct 22, 202550 positions
AAPLApple Inc.	$7.33M	3.44%	0.00%	+1.1%	Q2 2024
IAUIshares Gold Trust	$6.94M	3.26%	0.01%	New	Q3 2025
QQQInvesco QQQ Trust, Series 1	$6.58M	3.09%	Not reported	-11.8%	Q2 2024
ORealty Income Corp	$2.68M	1.25%	0.00%	+994.3%	Q2 2024
NVDANvidia Corp	$2.26M	1.06%	0.00%	+0.4%	Q2 2024
ORCLOracle Corp	$1.6M	0.75%	0.00%	+0.6%	Q2 2024
MSFTMicrosoft Corp	$1.57M	0.74%	0.00%	+11.9%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$1.33M	0.62%	Not reported	-24.6%	Q2 2024
AMZNAmazon Com Inc	$1.21M	0.57%	0.00%	+0.4%	Q2 2024
METAMeta Platforms, Inc.	$944K	0.44%	Not reported	+0.9%	Q2 2024
ABBVAbbVie Inc.	$901K	0.42%	0.00%	+1.1%	Q2 2024
AVGOBroadcom Inc.	$814K	0.38%	0.00%	-0.8%	Q3 2024
BACBank of America Corp	$758K	0.36%	0.00%	+2.4%	Q3 2024
PMPhilip Morris International Inc.	$654K	0.31%	0.00%	+0.3%	Q2 2025
URIUnited Rentals, Inc.	$651K	0.31%	0.00%	Not reported	Q2 2024
LLYELI LILLY & Co	$650K	0.30%	0.00%	-0.9%	Q3 2024
SPMDSupermedia Inc.	$571K	0.27%	Not reported	-24.5%	Q2 2024
TSLATesla, Inc.	$566K	0.27%	0.00%	+2.7%	Q2 2024
GOOGAlphabet Inc.	$555K	0.26%	Not reported	-0.7%	Q2 2024
GOOGLAlphabet Inc.	$549K	0.26%	0.00%	+2.4%	Q2 2024
BRK.BBerkshire Hathaway Inc	$514K	0.24%	Not reported	+0.4%	Q2 2024
NEENextera Energy Inc	$468K	0.22%	0.00%	-5.8%	Q2 2024
HONHoneywell International Inc	$426K	0.20%	0.00%	-1.8%	Q2 2024
ABTAbbott Laboratories	$417K	0.20%	0.00%	+0.7%	Q2 2024
ESEversource Energy	$416K	0.20%	0.00%	-11.3%	Q3 2024
VZVerizon Communications Inc	$414K	0.19%	0.00%	+0.4%	Q2 2024
JPMJPMorgan Chase & Co	$399K	0.19%	0.00%	+0.6%	Q3 2024
MAMastercard Inc	$385K	0.18%	0.00%	+0.7%	Q2 2024
UTGReaves Utility Income Fund	$383K	0.18%	Not reported	Not reported	Q2 2024
XOMExxonMobil Holdings Corp	$364K	0.17%	0.00%	+16.4%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$361K	0.17%	0.00%	-5.6%	Q3 2024
MOAltria Group, Inc.	$359K	0.17%	0.00%	New	Q3 2025
WMTWalmart Inc.	$349K	0.16%	0.00%	+2.5%	Q3 2024
JNJJohnson & Johnson	$348K	0.16%	0.00%	+13.2%	Q1 2025
SOSouthern Co	$321K	0.15%	0.00%	+0.1%	Q3 2024
MCDMcdonalds Corp	$321K	0.15%	0.00%	+27.1%	Q3 2024
NICENICE Ltd.	$304K	0.14%	0.00%	Not reported	Q3 2024
IBMInternational Business Machines Corp	$293K	0.14%	0.00%	+0.2%	Q3 2024
GEGeneral Electric Co	$287K	0.13%	0.00%	-2.1%	Q2 2025
RTXRTX Corp	$287K	0.13%	0.00%	+13.8%	Q2 2025
VVisa Inc.	$264K	0.12%	0.00%	-1.5%	Q4 2024
CPCanadian Pacific Kansas City Ltd	$257K	0.12%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$249K	0.12%	0.00%	+8.4%	Q2 2024
ALLAllstate Corp	$246K	0.12%	0.00%	Not reported	Q3 2024
NFLXNetflix Inc	$245K	0.11%	0.00%	-4.2%	Q2 2025
AEPAmerican Electric Power Co Inc	$231K	0.11%	0.00%	+0.2%	Q3 2024
PLTRPalantir Technologies Inc.	$228K	0.11%	0.00%	New	Q3 2025
MRKMerck & Co., Inc.	$213K	0.10%	0.00%	Not reported	Q2 2024
COSTCostco Wholesale Corp	$212K	0.10%	0.00%	-1.7%	Q2 2025
CMICummins Inc	$211K	0.10%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed