Leslie Global Wealth, LLC

RIA/Wealth

Leslie Global Wealth, LLC is a RIA/Wealth based in Itasca, IL led by Barry Donald Leslie, reporting $405.1M in AUM as of Q3 2025 with 81% ETF concentration, 72% concentrated in top 10 holdings, and 15% allocation to SPYG.

Managing PartnerBarry Donald Leslie

Portfolio Value: $213.2M
Positions: 73
Top Holding: SPYG at 15.37%
Last Reported: Q3 2025

Address500 Park Blvd, Suite 1440, Itasca, IL, 60143, United States

Top Holdings

Largest long holdings in Leslie Global Wealth, LLC's portfolio (72% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$32.8M	15.37%	-$8.3M Sold	— 313.5K shares	Q2 2024 Held for 1y 5m
2 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$27.4M	12.85%	-$5.5M Sold	— 349.7K shares	Q2 2024 Held for 1y 5m
3 Janus Henderson AAA CLO JAAA	ETF ETF	$26.5M	12.44%	+$26.5M New	— 522.2K shares	Q3 2025 Held for 2 months
4 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$23.1M	10.85%	+$2.3M Bought	— 418.0K shares	Q2 2024 Held for 1y 5m
5 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$9.9M	4.66%	-$935.7K Sold	— 232.3K shares	Q2 2024 Held for 1y 5m
6 Apple AAPL	Consumer Electronics Technology	$7.3M	3.44%	+$77.2K Bought	0.00% 28.8K shares	Q2 2024 Held for 1y 5m
7 IAU iShares Gold Trust IAU	Unknown Unknown	$6.9M	3.26%	+$6.9M New	— 95.4K shares	Q3 2025 Held for 2 months
8 WisdomTree U.S. Value Fund WTV	ETF ETF	$6.6M	3.11%	-$423.8K Sold	— 72.9K shares	Q2 2024 Held for 1y 5m
9 Invesco QQQ Trust QQQ	ETF ETF	$6.6M	3.09%	-$879.5K Sold	— 11.0K shares	Q2 2024 Held for 1y 5m
10 SPDR Portfolio S&P 600 Small Cap ETF SPSM	ETF ETF	$6.2M	2.89%	-$820.3K Sold	— 132.9K shares	Q2 2024 Held for 1y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Leslie Global Wealth, LLC's latest filing

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Market Value

$213.2M

Prior: $187.1M

Q/Q Change

+13.93%

+$26.1M

Net Flows % of MV

+5.02%

Turnover Ratio

17.67%

New Purchases

6 stocks

$35.6M

Added To

30 stocks

+$7.2M

Sold Out Of

8 stocks

$7.5M

Reduced Holdings

31 stocks

-$24.6M

Increased Positions

Position	Shares Δ	Change
1 Janus Henderson AAA CLO JAAA	New	0 → 522.2K +$26.5M
2 IAU iShares Gold Trust IAU	New	0 → 95.4K +$6.9M
3 XLV Health Care Select Sector SPDR Fund XLV	New	0 → 9.6K +$1.3M
4 Altria Group MO	New	0 → 5.4K +$358.8K
5 Palantir Technologies Inc. PLTR	New	0 → 1.2K +$227.8K

Decreased Positions

Position	Shares Δ	Change
1 SPIB SPDR Portfolio Intermediate Term Corporate Bond SPIB	Sold	108.4K → 0 −$3.6M
2 Industrial Select Sector SPDR Fund XLI	Sold	8.9K → 0 −$1.3M
3 SPDR Portfolio Intermediate Term Treasury SPTI	Sold	23.7K → 0 −$681.6K
4 Goldman Sachs Group GS	Sold	832.0 → 0 −$588.8K
5 SPDR Portfolio Mortgage Backed Bond SPMB	Sold	21.8K → 0 −$481.7K