You're signed outSign in or to get full access.
Leslie Global Wealth, LLC
Leslie Global Wealth, LLC is an independent, SEC-registered investment advisory firm headquartered in Itasca, Illinois. The firm focuses on wealth management and financial advisory services for both individual and high net worth individual clients. As of early 2025, they manage over $405 million in assets with a team of 6 employees split evenly among investment and brokerage roles. Leslie Global Wealth is committed to providing customized wealth management solutions, emphasizing financial freedom, excellence in service, and the highest level of integrity. The firm primarily serves United States individuals and families.
Investment Strategy
The firm provides customized wealth management solutions, specializing in personalized portfolios for individuals and high net worth clients. Its approach blends active and passive investment management, focusing on asset allocation, tax efficiency (such as tax-loss harvesting), and long-term financial planning. Leslie Global Wealth places an emphasis on investor education, risk management, and adapting strategies to individual goals and risk tolerance. Services often include retirement planning, estate planning, and optimizing social security and tax considerations as part of an integrated advisory platform.
Latest 13F Filing Activity
Leslie Global Wealth, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 73 equity positions with a total 13F market value of $213M. The fund increased holdings in Janus Detroit STR TR, Ishares Gold TR, SPDR Series Trust among other positions. Leslie Global Wealth, LLC reduced exposure to SPDR Series Trust, SPDR Series Trust, SPDR Series Trust among others.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 15.37% | $32.8M | 313,521 | $81.35 | $104.51 | -$4.7M |
S SPLG | SPDR SERIES TRUST | 12.85% | $27.4M | 349,661 | $66.12 | $78.34 | -$3.1M |
J JAAA | JANUS DETROIT STR TR | 12.44% | $26.5M | 522,167 | $50.78 | $50.78 | +$26.5M |
S SPYV | SPDR SERIES TRUST | 10.85% | $23.1M | 417,960 | $49.50 | $55.33 | +$3.4M |
S SPDW | SPDR INDEX SHS FDS | 4.66% | $9.9M | 232,319 | $35.36 | $42.79 | -$351.1K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more