Leslie Global Wealth, LLC holds a focused book of 85 stocks worth $256.8M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR P Int Term Tsy ETF and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is SS SPDR P S&P 500 Growth ETF at 15% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1954832/holdings"
Use Arkolith to show Leslie Global Wealth, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500GRW | $37.5M | 315.3K | 14.6% | ▼−1.9% Reduced · −6K sh | |
| 2 | SPDR Series Trust ST STR P500VAL | $30.3M | 498.6K | 11.8% | ▲+1.0% Added · +5K sh | |
| 3 | SPDR Series Trust ST STR P500ETF | $29.5M | 336.2K | 11.5% | ▼−3.0% Reduced · −10K sh | |
| 4 | SPDR Series Trust ST INTER ETF | $13.7M | 481.5K | 5.3% | ▲New New position | |
| 5 | SPDR Index SHS FDS ST STR PO EX ETF | $12.3M | 243.3K | 4.8% | ▼−3.4% Reduced · −9K sh | |
| 6 | Ishares TR CORE UNIVRSL USD | $10.4M | 224.5K | 4.0% | ▲New New position | |
| 7 | SPDR Series Trust ST STR SP600GRWO | $8.9M | 74.3K | 3.4% | ▲+26% Added · +15K sh | |
| 8 | Apple Inc COM | $8.5M | 29.4K | 3.3% | ▲+1.9% Added · +545 sh | |
| 9 | SPDR Series Trust ST INTER BD ETF | $7.3M | 217.7K | 2.8% | ▲New New position | |
| 10 | SPDR Series Trust ST STR BACKE ETF | $7.3M | 326.3K | 2.8% | ▲New New position | |
| 11 | Wisdomtree TR US VALUE FD | $7.1M | 39.6K | 2.8% | ▼−42% Reduced · −29K sh | |
| 12 | Invesco QQQ TR UNIT SER 1 | $7.0M | 9.4K | 2.7% | ▼−10% Reduced · −1K sh | |
| 13 | SPDR Series Trust ST STR SP600 SML | $6.9M | 118.8K | 2.7% | ▼−12% Reduced · −17K sh | |
| 14 | Ishares Gold TR ISHARES NEW | $6.6M | 87.2K | 2.6% | ▲+13% Added · +10K sh | |
| 15 | Ishares TR MSCI USA QLT FCT | $6.2M | 28.2K | 2.4% | ▲~0% Added · +12 sh | |
| 16 | SPDR Index SHS FDS ST PORT MARK ETF | $4.7M | 91.7K | 1.8% | ▼−13% Reduced · −13K sh | |
| 17 | Global X FDS RATE PREFERRED | $3.6M | 163.3K | 1.4% | ▲+2.2% Added · +4K sh | |
| 18 | Ishares TR RUSSELL 2000 ETF | $3.3M | 10.9K | 1.3% | ▼−5.3% Reduced · −613 sh | |
| 19 | J P Morgan Exchange Traded F MUNICIPAL ETF | $3.2M | 62.6K | 1.2% | ▲New New position | |
| 20 | Realty Income Corp COM | $2.7M | 43.4K | 1.0% | ▲+5.9% Added · +2K sh | |
| 21 | SPDR Series Trust ST STR SP600SM C | $2.5M | 22.6K | 1.0% | ▼−4.4% Reduced · −1K sh | |
| 22 | Nvidia Corporation COM | $2.4M | 11.8K | 0.9% | ▲+2.7% Added · +311 sh | |
| 23 | Ishares TR S&P 500 VAL ETF | $2.2M | 9.8K | 0.9% | ▲+0.1% Added · +7 sh | |
| 24 | State STR SPDR S&P 500 ETF T TR UNIT | $1.4M | 1.9K | 0.6% | ▲+0.1% Added · +3 sh | |
| 25 | Ishares TR RUS MID CAP ETF | $1.3M | 12.2K | 0.5% | ▲+6.6% Added · +754 sh | |
| 26 | Microsoft Corp COM | $1.2M | 3.1K | 0.5% | ▲+2.9% Added · +88 sh | |
| 27 | Amazon Com Inc COM | $1.1M | 4.7K | 0.4% | ▼−16% Reduced · −885 sh | |
| 28 | Micron Technology Inc COM | $1.1M | 951 | 0.4% | ▲+0.2% Added · +2 sh | |
| 29 | Eli Lilly & Co COM | $1.0M | 869 | 0.4% | ▲+1.3% Added · +11 sh | |
| 30 | Broadcom Inc COM | $972K | 2.6K | 0.4% | ▲+3.6% Added · +90 sh | |
| 31 | Alphabet Inc CAP STK CL A | $930K | 2.6K | 0.4% | ▲+9.2% Added · +220 sh | |
| 32 | Ishares TR S&P 500 GRWT ETF | $904K | 6.6K | 0.4% | ▼−2.8% Reduced · −190 sh | |
| 33 | Oracle Corp COM | $865K | 5.9K | 0.3% | ▲+2.3% Added · +130 sh | |
| 34 | Goldman Sachs Group Inc COM | $859K | 849 | 0.3% | —Held | |
| 35 | Alphabet Inc CAP STK CL C | $830K | 2.4K | 0.3% | ▲+0.8% Added · +18 sh | |
| 36 | Bank Of Amer Corp COM | $806K | 14.1K | 0.3% | ▼−2.6% Reduced · −384 sh | |
| 37 | United Rentals Inc COM | $771K | 681 | 0.3% | —Held | |
| 38 | Abbvie Inc COM | $751K | 3.0K | 0.3% | ▲+1.5% Added · +44 sh | |
| 39 | Meta Platforms Inc CL A | $725K | 1.3K | 0.3% | ▲+1.0% Added · +13 sh | |
| 40 | Taiwan Semiconductor Manufac SPONSORED ADS | $706K | 1.5K | 0.3% | ▲+12% Added · +155 sh | |
| 41 | Advanced Micro Devices Inc COM | $608K | 1.0K | 0.2% | ▼−2.0% Reduced · −21 sh | |
| 42 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $581K | 9.5K | 0.2% | ▼−4.5% Reduced · −446 sh | |
| 43 | SPDR Series Trust ST STR P400MID | $545K | 8.1K | 0.2% | ▼−17% Reduced · −2K sh | |
| 44 | Berkshire Hathaway Inc Del CL B NEW | $540K | 1.1K | 0.2% | ▲+0.3% Added · +3 sh | |
| 45 | NextEra Energy Inc COM | $526K | 6.0K | 0.2% | ▼−1.1% Reduced · −66 sh | |
| 46 | Applied Matls Inc COM | $524K | 725 | 0.2% | ▼−2.0% Reduced · −15 sh | |
| 47 | Intel Corp COM | $510K | 3.7K | 0.2% | ▲New New position | |
| 48 | Eversource Energy COM | $508K | 7.0K | 0.2% | ▲+20% Added · +1K sh | |
| 49 | Johnson & Johnson COM | $497K | 2.0K | 0.2% | ▼−0.3% Reduced · −7 sh | |
| 50 | Tesla Inc COM | $467K | 1.1K | 0.2% | ▲+0.6% Added · +7 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.