Leslie Global Wealth, LLC holds a focused book of 85 reported positions worth $256.8M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2025 would be +19% (+17.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Leslie Global Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +21.7%, a 2.9-point gap that is the cost of the ~21-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Leslie Global Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Leslie Global Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 11 / 80 | $642.8M |
| Prospect Hill Management, LLC | 9 / 80 | $243.9M |
| Howard Hughes Medical Institute | 19 / 80 | $418.3M |
| Uhlmann Price Securities, LLC | 41 / 80 | $2.5B |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Draper Asset Management, LLC | 10 / 80 | $177.3M |
| Ketron Financial | 23 / 80 | $286.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Leslie Global Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.