Leslie Global Wealth, LLC
Q3 2025 13F Holdings
- Locationitasca, IL
- Num holdings
73
- Value ($000)
$213,193
- Date Filed10/22/2025
- Form type13F-HR
- CIK0001954832
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $32.77M | 15 % | 313,521 | ||
SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $27.39M | 13 % | 349,661 | ||
JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $26.52M | 12 % | 522,167 | ||
SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $23.13M | 11 % | 417,960 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $9.94M | 5 % | 232,319 | ||
APPLE INC | COM | 037833100 | $7.33M | 3 % | 28,804 | ||
ISHARES GOLD TR | ISHARES NEW | 464285204 | $6.94M | 3 % | 95,434 | ||
WISDOMTREE TR | WISDOMTREE US VA | 97717W547 | $6.64M | 3 % | 72,940 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.58M | 3 % | 10,961 | ||
SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | $6.15M | 3 % | 132,878 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100