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Gary Dempsey

Leslie Global Wealth, Llc

Assets Managed
$189.755M
Holdings
79
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-14.61%(2Q avg: -5.18%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Leslie Global Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Leslie Global Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 189.755M in assets, with a quarterly growth rate of -14.61% and a 2-quarter average growth rate of -5.18%. The portfolio is managed by Gary Dempsey, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -1.39%
16.6%
$31.482M
321,545 shares@ $97.92 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 0.92%
14.73%
$27.938M
493,776 shares@ $56.58 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -4.79%
13.99%
$26.533M
346,660 shares@ $76.54 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 6.01%
6.06%
$11.497M
251,852 shares@ $45.66 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.23%
3.87%
$7.332M
28,891 shares@ $253.8 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -16.82%
3.59%
$6.812M
77,269 shares@ $88.16 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Decreased -0.01%
3.45%
$6.541M
135,376 shares@ $48.32 avg price
WTV
Wisdomtree U.s. Value Fund
Recent Activity
Decreased -3.42%
3.43%
$6.496M
68,577 shares@ $94.73 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.28%
3.2%
$6.068M
10,514 shares@ $577.19 avg price
SLYG
Spdr S&p 600 Small Cap Growt
Recent Activity
Decreased -4.67%
3.02%
$5.716M
59,161 shares@ $96.63 avg price

1-10 of 79