Leslie Global Wealth, LLC
•CIK: 1954832•Filing: Q4 2025
Leslie Global Wealth, LLC manages $222M across a portfolio of 72 positions, exhibiting a pronounced focus on sector-specific and thematic equity exposure. Top holdings reveal significant allocations to specialized ETFs, notably SPYG ($34.8M), SPYM ($29.2M), and SPYV ($27.8M), suggesting a systematic approach to capturing market segments. Further concentration is evident in fixed income and broad market proxies, with JAAA ($27.6M) and SPDW ($10.6M) anchoring the core structure. The portfolio maintains notable, diversified exposure to mega-cap technology leaders, including AAPL ($7.9M).
Total AUM
$222.2M
QoQ Performance
+4.3%
Positions
59
Top 10 Concentration
74.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYG
SPYM
SPYV
JAAA
SPYG15.7%
SPYM13.1%
SPYV12.5%
JAAA12.4%
SPDW4.7%
AAPL3.5%
IAU*3.4%
WTV3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.6%
Technology7.2%
Financial1.7%
Consumer1.3%
Healthcare1.2%
Real Estate1.1%
ETF0.8%
Industrial0.4%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW7 new positions
↑35 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024