Leslie Global Wealth, LLC

Q2 2026 13F-HR Holdings

Location
Itasca, IL
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$256,802
Net value change ($000)
+67,047 (35.3%)
New positions
13
Sold out positions
7
Turnover %
18.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPTI 13,668 NEW
IUSB 10,362 NEW
SPIB 7,284 NEW
SPMB 7,280 NEW
SPYG 6,040 19.2%
JMUB 3,173 NEW
SLYG 3,140 54.9%
SPYM 3,015 11.4%
SPYV 2,374 8.5%
AAPL 1,186 16.2%
Top Reduces (Value $000, Stocks/ETFs)
HON -456 -100.0%
PM -446 -66.7%
ABT -264 -100.0%
NICE -231 -100.0%
IAU -227 -3.3%
T -225 -100.0%
RSP -221 -100.0%
NEM -216 -100.0%
SHEL -207 -100.0%
SPEM -172 -3.5%
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