Leslie Global Wealth, LLC

Q3 2026 13F-HR Holdings

Location
Itasca, IL
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$271,583
Net value change ($000)
+14,781 (5.8%)
New positions
10
Sold out positions
5
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
QUAL 2,792 45.2%
SPYM 2,768 9.4%
IVE 2,492 111.6%
AAPL 1,223 14.4%
IVW 1,103 122.0%
SPYG 1,089 2.9%
IUSB 909 8.8%
PM 550 246.6%
SPY 528 36.6%
EXXONMOBIL HOLDINGS CORP 479 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPSM -717 -10.5%
SLYG -620 -7.0%
XOM -400 -100.0%
RTX -325 -100.0%
O -287 -10.7%
AEP -284 -100.0%
KLAC -273 -100.0%
AON -240 -100.0%
SLYV -209 -8.5%
AMAT -162 -30.9%
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