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Portfolio (Quarterly) Guide ↗

Leslie Global Wealth, LLC

· CIK 0001954832
13F Portfolio $257M AUM 85 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 20 New 30 Added 27 Reduced 7 Exited
Page 2 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLYV SPDR SERIES TRUST 22,587.0 $2.5M 0.96% +20K +685.4% $109.11 +0.5%
22 NVDA NVIDIA CORPORATION Technology 11,759.0 $2.4M 0.92% +872.0 +8.0% $200.09 +15.1%
23 IVE ISHARES TR 9,833.0 $2.2M 0.87% NEW $227.06 +4.3%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,930.0 $1.4M 0.56% -666.0 -25.6% $746.77 +3.1%
25 IWR ISHARES TR 12,181.0 $1.3M 0.52% +1K +11.3% $110.32 +1.4%
26 MSFT MICROSOFT CORP Technology 3,138.0 $1.2M 0.46% +218.0 +7.5% $373.02 +34.0%
27 AMZN AMAZON COM INC Consumer Cyclical 4,730.0 $1.1M 0.44% -864.0 -15.4% $238.34 +8.5%
28 MU MICRON TECHNOLOGY INC Technology 951.0 $1.1M 0.43% +21.0 +2.3% $1154.29 -11.9%
29 LLY ELI LILLY & CO Healthcare 869.0 $1.0M 0.41% +7.0 +0.8% $1199.43 -4.3%
30 AVGO BROADCOM INC Technology 2,573.0 $972K 0.38% +204.0 +8.6% $377.75 -5.3%
31 GOOGL ALPHABET INC Communication Services 2,603.0 $930K 0.36% +240.0 +10.2% $357.37 -5.3%
32 IVW ISHARES TR 6,576.0 $904K 0.35% -8K -54.7% $137.53 +2.2%
33 ORCL ORACLE CORP Technology 5,904.0 $865K 0.34% +234.0 +4.1% $146.55 +8.4%
34 GS GOLDMAN SACHS GROUP INC Financial Services 849.0 $859K 0.33% +101.0 +13.5% $1011.37 +2.7%
35 GOOG ALPHABET INC 2,350.0 $830K 0.32% $353.33
36 BAC BANK OF AMER CORP Financial Services 14,140.0 $806K 0.31% -675.0 -4.6% $56.98 +10.0%
37 URI UNITED RENTALS INC Industrials 681.0 $771K 0.30% -9.0 -1.3% $1132.89 -10.9%
38 ABBV ABBVIE INC Healthcare 2,983.0 $751K 0.29% -411.0 -12.1% $251.64 +1.9%
39 META META PLATFORMS INC Communication Services 1,287.0 $725K 0.28% +44.0 +3.5% $563.29 +9.5%
40 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,478.0 $706K 0.28% +270.0 +22.4% $477.57 -10.2%
Page 2 of 5  ·  85 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.0%
Financial Services 34.7%
Real Estate 5.0%
Healthcare 4.9%
Industrials 4.5%
Communication Services 3.8%
Utilities 3.8%
Consumer Cyclical 3.5%
Consumer Defensive 2.7%
Energy 1.2%