Leslie Global Wealth, LLC

Q3 2025 13F Holdings

  • Location
    itasca, IL
  • Num holdings

    73

  • Value ($000)

    $213,193

  • Date Filed
    10/22/2025
  • Form type
    13F-HR
  • CIK
    0001954832
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
78464A409
$32.77M
15 %

313,521

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$27.39M
13 %

349,661

J
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
47103U845
$26.52M
12 %

522,167

S
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
78464A508
$23.13M
11 %

417,960

S
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$9.94M
5 %

232,319

A
AAPL

APPLE INC

COM
037833100
$7.33M
3 %

28,804

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$6.94M
3 %

95,434

W
WTV

WISDOMTREE TR

WISDOMTREE US VA
97717W547
$6.64M
3 %

72,940

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$6.58M
3 %

10,961

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P600
78468R853
$6.15M
3 %

132,878

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