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Portfolio (Quarterly) Guide ↗

Leslie Global Wealth, LLC

· CIK 0001954832
13F Portfolio $222M AUM 72 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 33 Added 21 Reduced 8 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPHY SPDR SERIES TRUST 29,832.0 $706K 0.32% +6K +23.9% $23.67 -1.7%
22 URI UNITED RENTALS INC Industrials 690.0 $558K 0.25% +8.0 +1.2% $809.32 +13.9%
23 JMUB J P MORGAN EXCHANGE TRADED F 11,005.0 $557K 0.25% +6K +135.9% $50.59 -1.4%
24 BERKSHIRE HATHAWAY INC DEL 1,040.0 $523K 0.23% +17.0 +1.7% $502.65
25 ES EVERSOURCE ENERGY Utilities 7,074.0 $476K 0.21% +1K +21.0% $67.33 +2.8%
26 JPM JPMORGAN CHASE & CO. Financial Services 1,286.0 $414K 0.19% +20.0 +1.6% $322.22 -8.8%
27 JNJ JOHNSON & JOHNSON Healthcare 1,913.0 $396K 0.18% +38.0 +2.0% $206.95 +11.9%
28 MCD MCDONALDS CORP Consumer Cyclical 1,063.0 $325K 0.15% +7.0 +0.7% $305.63 -9.1%
29 CANADIAN PACIFIC KANSAS CITY 4,112.0 $303K 0.14% +660.0 +19.1% $73.63
30 CMI CUMMINS INC Industrials 560.0 $286K 0.13% +60.0 +12.0% $510.45 +29.6%
31 MRK MERCK & CO INC Healthcare 2,581.0 $272K 0.12% +38.0 +1.5% $105.26 +8.8%
32 CVX CHEVRON CORP NEW Energy 1,627.0 $248K 0.11% +26.0 +1.6% $152.41 +29.5%
33 PLTR PALANTIR TECHNOLOGIES INC Technology 1,257.0 $223K 0.10% +8.0 +0.6% $177.75 -25.2%
Page 2 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.7%
Technology 30.5%
Healthcare 5.5%
Communication Services 5.4%
Real Estate 5.0%
Consumer Cyclical 4.4%
Industrials 4.1%
Consumer Defensive 2.7%
Utilities 2.5%
Energy 1.2%