Leslie Global Wealth, LLC reported 60 positions worth $48.74M for the quarter ended Sep 30, 2026, up 3.7% on the prior quarter. It opened 7 new positions, added to 25, trimmed 27 and exited 4. Its largest holding is Apple Inc. at 20% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PM Philip Morris International Inc. | +2,049 | +102.5% | $390.99K | 1.59% |
| RVTY Revvity, Inc. | +2,000 | – | $305.78K | 0.627% |
| HON Honeywell International Inc | +1,358 | – | $286.46K | 0.588% |
| AMZN Amazon Com Inc | +1,093 | +23.1% | $272.32K | 2.98% |
| CRWD CrowdStrike Holdings, Inc. | +1,009 | – | $267.13K | 0.548% |
| PLTR Palantir Technologies Inc. | +1,256 | – | $234.94K | 0.482% |
| PSLV Sprott Physical Silver Trust | +12.1K | – | $233.60K | 0.479% |
| NICE NICE Ltd. | +2,099 | – | $233.56K | 0.479% |
| NEM NEWMONT Corp | +1,961 | – | $226.18K | 0.464% |
| IAU Ishares Gold Trust | +2,792 | +3.2% | $218.06K | 14.42% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| RTX RTX Corp | -1,714 | -100.0% | $325.20K | Exited |
| AEP American Electric Power Co Inc | -2,078 | -100.0% | $284.29K | Exited |
| KLAC Kla Corp | -904 | -100.0% | $272.75K | Exited |
| META Meta Platforms, Inc. | -342 | -26.6% | $248.01K | 1.41% |
| AON Aon plc | -723 | -100.0% | $239.81K | Exited |
| NVDA Nvidia Corp | -366 | -3.1% | $83.59K | 5.34% |
| AMD Advanced Micro Devices Inc | -112 | -10.7% | $68.52K | 1.17% |
| AAPL Apple Inc. | -187 | -0.6% | $62.27K | 19.99% |
| ORCL Oracle Corp | -307 | -5.2% | $42.15K | 1.58% |
| AVGO Broadcom Inc. | -116 | -4.5% | $40.74K | 1.77% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| RVTY Revvity, Inc. | +2,000 | $305.78K | 0.627% |
| HON Honeywell International Inc | +1,358 | $286.46K | 0.588% |
| CRWD CrowdStrike Holdings, Inc. | +1,009 | $267.13K | 0.548% |
| PLTR Palantir Technologies Inc. | +1,256 | $234.94K | 0.482% |
| PSLV Sprott Physical Silver Trust | +12.1K | $233.60K | 0.479% |
| NICE NICE Ltd. | +2,099 | $233.56K | 0.479% |
| NEM NEWMONT Corp | +1,961 | $226.18K | 0.464% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 29.2K | $9.74M | 19.99% | -187 | -0.6% | Reduced | 0% |
| 2 | IAU Ishares Gold Trust | Others | 90.0K | $7.03M | 14.42% | +2,792 | +3.2% | Added | 0.01% |
| 3 | NVDA Nvidia Corp | Technology | 11.4K | $2.60M | 5.34% | -366 | -3.1% | Reduced | 0% |
| 4 | O Realty Income Corp | Real Estate | 44.3K | $2.40M | 4.93% | +845 | +1.9% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 3,177 | $1.63M | 3.34% | +39 | +1.2% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 5,823 | $1.45M | 2.98% | +1,093 | +23.1% | Added | 0% |
| 7 | LLY ELI LILLY & Co | Healthcare | 874 | $1.01M | 2.07% | +5 | +0.6% | Added | 0% |
| 8 | MU Micron Technology Inc | Technology | 939 | $1.00M | 2.05% | -12 | -1.3% | Reduced | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 2,572 | $884.97K | 1.82% | -31 | -1.2% | Reduced | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 2,457 | $862.87K | 1.77% | -116 | -4.5% | Reduced | 0% |
| 11 | ABBV AbbVie Inc. | Healthcare | 3,003 | $785.56K | 1.61% | +20 | +0.7% | Added | 0% |
| 12 | BAC Bank Of America Corp | Financial Services | 14.2K | $773.40K | 1.59% | +69 | +0.5% | Added | 0% |
| 13 | PM Philip Morris International Inc. | Consumer Staples | 4,049 | $772.63K | 1.59% | +2,049 | +102.5% | Added | 0% |
| 14 | GOOG Alphabet Inc. | Technology | 2,260 | $770.07K | 1.58% | -90 | -3.8% | Reduced | 0% |
| 15 | ORCL Oracle Corp | Technology | 5,597 | $768.47K | 1.58% | -307 | -5.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Leslie Global Wealth.
As of its Q3 2026 13F filing, Leslie Global Wealth, LLC’s five largest positions were Apple Inc. (AAPL) at 20.0%, Ishares Gold Trust (IAU) at 14.4%, Nvidia Corp (NVDA) at 5.3%, Realty Income Corp (O) at 4.9%, Microsoft Corp (MSFT) at 3.3% of the reported portfolio.
Leslie Global Wealth, LLC reported a 13F portfolio worth $48.74M across 60 positions for Q3 2026. That is up 3.7% from the previous quarter.
Its largest purchases by value were Philip Morris International Inc. ($390.99K), Revvity, Inc. ($305.78K), Honeywell International Inc ($286.46K). It opened 7 new positions.
Its largest sales by value were RTX Corp ($325.20K), American Electric Power Co Inc ($284.29K), Kla Corp ($272.75K). It exited 4 positions entirely.
From the Form 13F-HR reports Leslie Global Wealth, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.