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Gary Dempsey

Leslie Global Wealth, Llc

Assets Managed
$256.802M
Holdings
85
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
35.34%(2Q avg: 10.36%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Leslie Global Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 85 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 256.802M in assets, with a quarterly growth rate of 35.34% and a 2-quarter average growth rate of 10.36%. The portfolio is managed by Gary Dempsey, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -1.93%
14.62%
$37.522M
315,334 shares@ $119.0 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 0.99%
11.81%
$30.312M
498,627 shares@ $60.79 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -3%
11.51%
$29.548M
336,229 shares@ $87.89 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
New Position
5.33%
$13.668M
481,454 shares@ $28.39 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -3.41%
4.78%
$12.257M
243,250 shares@ $50.4 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
New Position
4.04%
$10.362M
224,529 shares@ $46.15 avg price
SLYG
Spdr S&p 600 Small Cap Growt
Recent Activity
Increased 25.67%
3.45%
$8.856M
74,342 shares@ $119.13 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.89%
3.32%
$8.518M
29,436 shares@ $289.37 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
New Position
2.84%
$7.284M
217,691 shares@ $33.47 avg price
SPMB
Spdr Portfolio Mortgage Back
Recent Activity
New Position
2.84%
$7.28M
326,291 shares@ $22.31 avg price

1-10 of 85