Leslie Global Wealth, LLC

CIK

1954832

Location

Itasca, IL

Portfolio Value

Micro $48,201,025

Diversification

Diversified

Filing Date

Global Rank

#6,534 / 8,232 ▲ 194

Top Industry

Consumer Electronics 21.5%

3Y Alpha vs SPY

-1.7%

Period ended 2 months ago

Filed May 15, 2026 · 29d

8 quarters · since Jun 2024

Clone Performance

Aug 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+36.4%

SPY

+39.3%

Annualised alpha

-1.4%

Max drawdown

−20.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

58 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.2%

−0.6 pts

Top 5

51.3%

−1.9 pts

Top 10

62.1%

−4.2 pts

HHI

693

Diversified−69

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.3%	$14,133,710	3
Technology	29.1%	$14,008,282	12
Financial Services	7.7%	$3,735,373	9
Industrials	5.9%	$2,845,375	9
Real Estate	5.2%	$2,509,420	1
Healthcare	5.1%	$2,462,859	5
Communication Services	4.4%	$2,109,742	4
Consumer Cyclical	4.0%	$1,917,615	3
Consumer Defensive	3.5%	$1,663,488	4
Utilities	3.2%	$1,566,497	4
Energy	2.1%	$1,032,597	3
Basic Materials	0.4%	$216,067	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+561	11,448	$1,996,531
SO	Southern Co	+172	3,407	$328,843
MSFT	Microsoft Corp	+130	3,050	$1,129,018
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+115	1,323	$447,107
AVGO	Broadcom Inc.	+114	2,483	$768,513
ORCL	Oracle Corp	+104	5,774	$849,413
GS	Goldman Sachs Group Inc	+101	849	$718,245
VZ	Verizon Communications Inc	+69	9,374	$470,574
AMD	Advanced Micro Devices Inc	+55	1,067	$217,059
JNJ	Johnson & Johnson	+52	1,965	$480,324
XOM	Exxon Mobil Corp	+40	2,928	$496,764
BRK-B	Berkshire Hathaway Inc	+36	1,076	$515,619
MO	Altria Group, Inc.	+35	5,449	$359,579
META	Meta Platforms, Inc.	+31	1,274	$728,893
CP	Canadian Pacific Kansas City Ltd/Cn	+28	4,140	$325,652
HON	Honeywell International Inc	+26	2,017	$455,902
MCD	Mcdonalds Corp	+25	1,088	$338,139
AMZN	Amazon Com Inc	+21	5,615	$1,169,436
GOOGL	Alphabet Inc.	+20	2,383	$685,255
PM	Philip Morris International Inc.	+19	4,049	$669,461
IBM	International Business Machines Corp	+19	1,056	$255,963
MU	Micron Technology Inc	+19	949	$320,610
JPM	Jpmorgan Chase & Co	+15	1,301	$382,702
V	Visa Inc.	+14	757	$228,795
RTX	RTX Corp	+14	1,721	$331,980
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−15,635	77,269	$6,812,035
O	Realty Income Corp	−2,893	41,017	$2,509,420
ES	Eversource Energy	−1,226	5,848	$405,149
SPY	Spdr S&P 500 ETF Trust	−669	1,927	$1,253,205
ABBV	AbbVie Inc.	−455	2,939	$639,203
BAC	Bank Of America Corp /De/	−291	14,524	$708,045
ABT	Abbott Laboratories	−230	2,574	$264,272
TSLA	Tesla, Inc.	−172	1,103	$410,040
MRK	Merck & Co., Inc.	−171	2,410	$289,898
NEE	Nextera Energy Inc	−162	6,056	$562,481
WMT	Walmart Inc.	−100	3,285	$408,259
AAPL	Apple Inc.	−67	28,891	$7,332,246
CMI	Cummins Inc	−60	500	$269,010
CVX	Chevron Corp	−40	1,587	$328,350
QQQ	Invesco Qqq Trust, Series 1	−30	10,514	$6,068,470
URI	United Rentals, Inc.	−9	681	$496,149
MA	Mastercard Inc	−6	664	$331,774
LLY	ELI LILLY & Co	−4	858	$789,162
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	311	$271,471
AEP	American Electric Power Co Inc	2,060	$270,024
AMAT	Applied Materials Inc /De	740	$252,924
COST	Costco Wholesale Corp /New	227	$226,189
T	At&T Inc.	7,762	$225,020
NEM	NEWMONT Corp /DE/	1,996	$216,067
SHEL	Shell plc	2,231	$207,483
LRCX	Lam Research Corp	971	$207,463
CAT	Caterpillar Inc	289	$204,744
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
UBER	Uber Technologies, Inc	3,255	$265,966
PLTR	Palantir Technologies Inc.	1,257	$223,431
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 positions · $48,201,025 total · as of Mar 31, 2026

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

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	28,891	-67	$7,332,246	−6.9%	15.21%
IAU	Ishares Gold Trust	Reduced	77,269	-15,635	$6,812,035	−9.7%	14.13%
QQQ	Invesco Qqq Trust, Series 1	Reduced	10,514	-30	$6,068,470	−6.3%	12.59%
O	Realty Income Corp Real Estate	Reduced	41,017	-2,893	$2,509,420	+1.4%	5.21%
NVDA	Nvidia Corp Technology	Added	11,448	+561	$1,996,531	−1.7%	4.14%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,927	-669	$1,253,205	−29.2%	2.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,615	+21	$1,169,436	−9.4%	2.43%
MSFT	Microsoft Corp Technology	Added	3,050	+130	$1,129,018	−20.1%	2.34%
ORCL	Oracle Corp Technology	Added	5,774	+104	$849,413	−23.1%	1.76%
LLY	ELI LILLY & Co Healthcare	Reduced	858	-4	$789,162	−14.8%	1.64%
AVGO	Broadcom Inc. Technology	Added	2,483	+114	$768,513	−6.3%	1.59%
META	Meta Platforms, Inc. Communication Services	Added	1,274	+31	$728,893	−11.2%	1.51%
GS	Goldman Sachs Group Inc Financial Services	Added	849	+101	$718,245	+9.2%	1.49%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	14,524	-291	$708,045	−13.1%	1.47%
GOOGL	Alphabet Inc. Communication Services	Added	2,383	+20	$685,255	−7.4%	1.42%
PM	Philip Morris International Inc. Consumer Defensive	Added	4,049	+19	$669,461	+3.6%	1.39%
ABBV	AbbVie Inc. Healthcare	Reduced	2,939	-455	$639,203	−17.6%	1.33%
NEE	Nextera Energy Inc Utilities	Reduced	6,056	-162	$562,481	+12.7%	1.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,076	+36	$515,619	−1.4%	1.07%
XOM	Exxon Mobil Corp Energy	Added	2,928	+40	$496,764	+42.9%	1.03%
URI	United Rentals, Inc. Industrials	Reduced	681	-9	$496,149	−11.2%	1.03%
JNJ	Johnson & Johnson Healthcare	Added	1,965	+52	$480,324	+21.3%	1.00%
VZ	Verizon Communications Inc Communication Services	Added	9,374	+69	$470,574	+24.2%	0.98%
HON	Honeywell International Inc Industrials	Added	2,017	+26	$455,902	+17.4%	0.95%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,323	+115	$447,107	+21.8%	0.93%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,103	-172	$410,040	−28.5%	0.85%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,285	-100	$408,259	+8.3%	0.85%
ES	Eversource Energy Utilities	Reduced	5,848	-1,226	$405,149	−14.9%	0.84%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,301	+15	$382,702	−7.6%	0.79%
UTG	Reaves Utility Income Fund Financial Services	Held	9,667	0	$379,719	+7.4%	0.79%
MO	Altria Group, Inc. Consumer Defensive	Added	5,449	+35	$359,579	+15.2%	0.75%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,088	+25	$338,139	+4.1%	0.70%
RTX	RTX Corp Industrials	Added	1,721	+14	$331,980	+6.0%	0.69%
MA	Mastercard Inc Financial Services	Reduced	664	-6	$331,774	−13.3%	0.69%
SO	Southern Co Utilities	Added	3,407	+172	$328,843	+16.6%	0.68%
CVX	Chevron Corp Energy	Reduced	1,587	-40	$328,350	+32.4%	0.68%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	4,140	+28	$325,652	+7.6%	0.68%
MU	Micron Technology Inc Technology	Added	949	+19	$320,610	+20.8%	0.67%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,410	-171	$289,898	+6.7%	0.60%
GEV	GE Vernova Inc. Industrials	NEW	311	NEW	$271,471	NEW	0.56%
AEP	American Electric Power Co Inc Utilities	NEW	2,060	NEW	$270,024	NEW	0.56%
CMI	Cummins Inc Industrials	Reduced	500	-60	$269,010	−5.9%	0.56%
GE	General Electric Co Industrials	Added	945	+1	$268,162	−7.8%	0.56%
ABT	Abbott Laboratories Healthcare	Reduced	2,574	-230	$264,272	−24.8%	0.55%
IBM	International Business Machines Corp Technology	Added	1,056	+19	$255,963	−16.7%	0.53%
AMAT	Applied Materials Inc /De Technology	NEW	740	NEW	$252,924	NEW	0.52%
ALL	Allstate Corp Financial Services	Added	1,142	+5	$236,782	+0.0%	0.49%
AON	Aon plc Financial Services	Added	724	+1	$233,692	−8.4%	0.48%
NICE	NICE Ltd. Technology	Held	2,099	0	$231,435	−2.5%	0.48%
V	Visa Inc. Financial Services	Added	757	+14	$228,795	−12.2%	0.47%