ETF Holders

Leslie Global Wealth, LLC ETF holdings

Itasca, IL

Reported $216.0M in 28 ETFs in its Form 13F for June 30, 2026.

ETF value
$216.0M
ETFs held
28
Change from prior quarter
+39.3%
With price moves
ETFs as a share of its 13F
84.1%
of $256.8M

Top 10 of 28 ETF holdings

TickerFundValueSharesChange
SPYGState Street SPDR Portfolio S&P 500 Growth ETF$37.5M315,334−6,211 shares
SPYVState Street SPDR Portfolio S&P 500 Value ETF$30.3M498,627+4,851 shares
SPYMState Street SPDR Portfolio S&P 500 ETF$29.5M336,229−10,431 shares
SPTIState Street SPDR Portfolio Intermediate Term Treasury Index ETF$13.7M481,454New position
SPDWState Street SPDR Portfolio Developed World ex-US ETF$12.3M243,250−8,602 shares
IUSBiShares Core Universal USD Bond ETF$10.4M224,529New position
SLYGState Street SPDR S&P 600 Small Cap Growth ETF$8.9M74,342+15,181 shares
SPIBState Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF$7.3M217,691New position
SPMBState Street SPDR Portfolio Mortgage Backed Bond Index ETF$7.3M326,291New position
WTVWisdomTree U.S. Value Fund$7.1M39,649−28,928 shares
18 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001954832. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Leslie Global Wealth, LLC own?

Leslie Global Wealth, LLC reported 28 ETF positions worth $216.0M in its Form 13F for June 30, 2026. The largest was SPYG, at $37.5M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.