Leslie Global Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Itasca, IL
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
79
Total value ($000)
$189,755
Net value change ($000)
-32,492 (-14.6%)
New positions
11
Sold out positions
4
Turnover %
17.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVE 2,075 NEW
SLYV 2,072 790.8%
SPDW 945 9.0%
SPEM 929 23.3%
GEV 271 NEW
AEP 270 NEW
AMAT 253 NEW
COST 226 NEW
T 225 NEW
NEM 216 NEW
Top Reduces (Value $000, Stocks/ETFs)
JAAA -27,566 -100.0%
SPYG -3,311 -9.5%
SPYM -2,677 -9.2%
IVW -1,026 -57.3%
QUAL -882 -14.9%
IAU -729 -9.7%
JMUB -557 -100.0%
AAPL -541 -6.9%
SPY -517 -29.2%
IWM -512 -15.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type