Leslie Global Wealth, LLC

CIK

1954832

Location

Itasca, IL

Portfolio Value

Micro $55,112,448

Diversification

Diversified

Filing Date

Global Rank

#7,040 / 8,645 ▲ 273

Top Industry

Consumer Electronics 21.2%

3Y Alpha vs SPY

+0.2%

Period ended 52 days ago

Filed Jul 21, 2026 · 31d

9 quarters · since Jun 2024

Clone Performance

Aug 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+41.7%

SPY

+40.3%

Annualised alpha

+0.6%

Max drawdown

−21.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 9 quarters. Past performance does not predict future results.

Portfolio Concentration

59 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.5%

+0.5 pts

Top 5

49.2%

−1.4 pts

Top 10

59.8%

−2.5 pts

HHI

645

Diversified−35

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.0%	$19,301,959	16
Unclassified	27.2%	$14,984,736	3
Financial Services	7.5%	$4,155,431	9
Industrials	6.5%	$3,589,794	9
Real Estate	4.9%	$2,691,046	1
Healthcare	4.7%	$2,602,088	4
Communication Services	3.7%	$2,053,014	3
Consumer Cyclical	3.4%	$1,866,145	3
Utilities	3.0%	$1,630,702	4
Consumer Defensive	2.9%	$1,576,643	5
Energy	1.2%	$660,890	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+9,941	87,210	$6,585,227
O	Realty Income Corp	+2,415	43,432	$2,691,046
ES	Eversource Energy	+1,181	7,029	$507,985
AAPL	Apple Inc.	+545	29,436	$8,517,600
NVDA	Nvidia Corp	+311	11,759	$2,352,858
IBM	International Business Machines Corp	+283	1,339	$376,540
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+155	1,478	$705,848
MO	Altria Group, Inc.	+148	5,597	$402,704
ORCL	Oracle Corp	+130	5,904	$865,231
AVGO	Broadcom Inc.	+90	2,573	$971,950
MSFT	Microsoft Corp	+88	3,138	$1,170,536
GE	General Electric Co	+68	1,013	$378,588
CMI	Cummins Inc	+63	563	$401,537
V	Visa Inc.	+55	812	$278,589
ABBV	AbbVie Inc.	+44	2,983	$750,642
VZ	Verizon Communications Inc	+22	9,396	$397,826
AEP	American Electric Power Co Inc	+18	2,078	$284,291
MRK	Merck & Co., Inc.	+17	2,427	$311,869
CP	Canadian Pacific Kansas City Ltd/Cn	+17	4,157	$360,204
GEV	GE Vernova Inc.	+15	326	$383,004
META	Meta Platforms, Inc.	+13	1,287	$724,954
LLY	ELI LILLY & Co	+11	869	$1,042,304
MA	Mastercard Inc	+8	672	$345,139
TSLA	Tesla, Inc.	+7	1,110	$466,866
LRCX	Lam Research Corp	+5	976	$422,930
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−2,112	2,603	$930,234
PM	Philip Morris International Inc.	−2,049	2,000	$361,820
QQQ	Invesco Qqq Trust, Series 1	−1,065	9,449	$6,958,243
AMZN	Amazon Com Inc	−885	4,730	$1,127,348
BAC	Bank Of America Corp /De/	−384	14,140	$805,697
SO	Southern Co	−140	3,267	$312,684
MCD	Mcdonalds Corp	−82	1,006	$271,931
NEE	Nextera Energy Inc	−66	5,990	$525,742
AMD	Advanced Micro Devices Inc	−21	1,046	$607,631
AMAT	Applied Materials Inc /De	−15	725	$524,175
CVX	Chevron Corp	−15	1,572	$260,574
JPM	Jpmorgan Chase & Co	−11	1,290	$422,255
JNJ	Johnson & Johnson	−7	1,958	$497,273
RTX	RTX Corp	−7	1,714	$325,197
COST	Costco Wholesale Corp /New	−1	226	$211,416
AON	Aon plc	−1	723	$239,811
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	3,651	$509,789
HONA	Honeywell Aerospace Inc.	1,920	$423,936
WDC	Western Digital Corp	527	$336,605
ASML	Asml Holding NV	144	$286,479
CSCO	Cisco Systems, Inc.	2,412	$283,313
KLAC	Kla Corp	904	$272,745
KO	Coca Cola Co	2,812	$228,531
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	2,017	$455,902
ABT	Abbott Laboratories	2,574	$264,272
NICE	NICE Ltd.	2,099	$231,435
T	At&T Inc.	7,762	$225,020
NEM	NEWMONT Corp /DE/	1,996	$216,067
SHEL	Shell plc	2,231	$207,483
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 tracked positions · $55,112,448 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	29,436	+545	$8,517,600	+16.2%	15.45%
QQQ	Invesco Qqq Trust, Series 1	Reduced	9,449	-1,065	$6,958,243	+14.7%	12.63%
IAU	Ishares Gold Trust	Added	87,210	+9,941	$6,585,227	−3.3%	11.95%
O	Realty Income Corp Real Estate	Added	43,432	+2,415	$2,691,046	+7.2%	4.88%
NVDA	Nvidia Corp Technology	Added	11,759	+311	$2,352,858	+17.8%	4.27%
SPY	Spdr S&P 500 ETF Trust	Added	1,930	+3	$1,441,266	+15.0%	2.62%
MSFT	Microsoft Corp Technology	Added	3,138	+88	$1,170,536	+3.7%	2.12%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,730	-885	$1,127,348	−3.6%	2.05%
MU	Micron Technology Inc Technology	Added	951	+2	$1,097,729	+242.4%	1.99%
LLY	ELI LILLY & Co Healthcare	Added	869	+11	$1,042,304	+32.1%	1.89%
AVGO	Broadcom Inc. Technology	Added	2,573	+90	$971,950	+26.5%	1.76%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,603	-2,112	$930,234	−31.3%	1.69%
ORCL	Oracle Corp Technology	Added	5,904	+130	$865,231	+1.9%	1.57%
GS	Goldman Sachs Group Inc Financial Services	Held	849	0	$858,653	+19.5%	1.56%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	14,140	-384	$805,697	+13.8%	1.46%
URI	United Rentals, Inc. Industrials	Held	681	0	$771,498	+55.5%	1.40%
ABBV	AbbVie Inc. Healthcare	Added	2,983	+44	$750,642	+17.4%	1.36%
META	Meta Platforms, Inc. Communication Services	Added	1,287	+13	$724,954	−0.5%	1.32%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,478	+155	$705,848	+57.9%	1.28%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,046	-21	$607,631	+179.9%	1.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,079	+3	$539,920	+4.7%	0.98%
NEE	Nextera Energy Inc Utilities	Reduced	5,990	-66	$525,742	−6.5%	0.95%
AMAT	Applied Materials Inc /De Technology	Reduced	725	-15	$524,175	+107.2%	0.95%
INTC	Intel Corp Technology	NEW	3,651	NEW	$509,789	NEW	0.92%
ES	Eversource Energy Utilities	Added	7,029	+1,181	$507,985	+25.4%	0.92%
JNJ	Johnson & Johnson Healthcare	Reduced	1,958	-7	$497,273	+3.5%	0.90%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,110	+7	$466,866	+13.9%	0.85%
HONA	Honeywell Aerospace Inc. Industrials	NEW	1,920	NEW	$423,936	NEW	0.77%
LRCX	Lam Research Corp Technology	Added	976	+5	$422,930	+103.9%	0.77%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,290	-11	$422,255	+10.3%	0.77%
MO	Altria Group, Inc. Consumer Defensive	Added	5,597	+148	$402,704	+12.0%	0.73%
CMI	Cummins Inc Industrials	Added	563	+63	$401,537	+49.3%	0.73%
XOM	ExxonMobil Holdings Corp Energy	Held	2,928	0	$400,316	−19.4%	0.73%
VZ	Verizon Communications Inc Communication Services	Added	9,396	+22	$397,826	−15.5%	0.72%
UTG	Reaves Utility Income Fund Financial Services	Held	9,667	0	$393,640	+3.7%	0.71%
GEV	GE Vernova Inc. Industrials	Added	326	+15	$383,004	+41.1%	0.69%
GE	General Electric Co Industrials	Added	1,013	+68	$378,588	+41.2%	0.69%
IBM	International Business Machines Corp Technology	Added	1,339	+283	$376,540	+47.1%	0.68%
WMT	Walmart Inc. Consumer Defensive	Added	3,286	+1	$372,172	−8.8%	0.68%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	2,000	-2,049	$361,820	−46.0%	0.66%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	4,157	+17	$360,204	+10.6%	0.65%
MA	Mastercard Inc Financial Services	Added	672	+8	$345,139	+4.0%	0.63%
WDC	Western Digital Corp Technology	NEW	527	NEW	$336,605	NEW	0.61%
RTX	RTX Corp Industrials	Reduced	1,714	-7	$325,197	−2.0%	0.59%
SO	Southern Co Utilities	Reduced	3,267	-140	$312,684	−4.9%	0.57%
MRK	Merck & Co., Inc. Healthcare	Added	2,427	+17	$311,869	+7.6%	0.57%
CAT	Caterpillar Inc Industrials	Added	290	+1	$308,821	+50.8%	0.56%
ASML	Asml Holding NV Technology	NEW	144	NEW	$286,479	NEW	0.52%
AEP	American Electric Power Co Inc Utilities	Added	2,078	+18	$284,291	+5.3%	0.52%
CSCO	Cisco Systems, Inc. Technology	NEW	2,412	NEW	$283,313	NEW	0.51%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.