Leslie Global Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The report lists 90 distinct positions held by the firm, managed by Relationship Manager Gary Dempsey, who is based in Itasca, Illinois.
The filing details a portfolio that includes a mix of large-cap technology companies, consumer staples, and energy firms. Apple Inc. is the largest individual holding, with 29,249 shares. Other notable technology positions include Microsoft Corporation with 3,177 shares, NVIDIA Corporation with 11,393 shares, and Broadcom Inc. with 2,457 shares.
The portfolio also features significant positions in financial services and consumer sectors. Berkshire Hathaway Inc. Class B is listed with 1,085 shares, while Visa Inc. Class A holds 803 shares. In the consumer sector, Walmart Inc. is held with 3,452 shares, and McDonald's Corporation with 933 shares.
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). The Invesco QQQ Trust Series 1 is the largest ETF holding with 9,588 shares, followed by the iShares Core S&P U.S. Aggregate Bond ETF with 255,645 shares. The SPDR S&P 500 ETF Trust is also a major holding, listed with 360,024 shares.
