Leicht Financial Planning & Wealth Management

Latest statistics and disclosures from Leicht Financial Planning & Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPYG, SPYV, SPTI, SPMB, SPDW, and represent 75.47% of Leicht Financial Planning & Wealth Management's stock portfolio.
  • Added to shares of these 7 stocks: SPYV (+$16M), SPTI, SPMB, SPIB, SGOV, SLYG, DVLT.
  • Started 1 new stock position in DVLT.
  • Reduced shares in these 8 stocks: SPYG (-$6.6M), XLC (-$5.8M), , , SPEM, SPSM, SPDW, AAPL.
  • Sold out of its positions in XLV, XLF, XLC.
  • Leicht Financial Planning & Wealth Management was a net seller of stock by $-1.2M.
  • Leicht Financial Planning & Wealth Management has $224M in assets under management (AUM), dropping by 0.81%.
  • Central Index Key (CIK): 0001710666

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Portfolio Holdings for Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPYG) 24.0 $54M -10% 503k 106.70
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Spdr Series Trust State Street Spd (SPYV) 21.1 $47M +49% 829k 56.81
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Spdr Series Trust State Street Spd (SPTI) 12.1 $27M +9% 940k 28.84
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Spdr Series Trust State Street Spd (SPMB) 9.2 $21M +7% 917k 22.41
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.1 $20M 459k 44.41
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Spdr Series Trust State Street Spd (SPSM) 8.0 $18M 382k 46.86
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Spdr Series Trust State Street Spd (SPIB) 6.2 $14M +8% 409k 33.81
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 4.8 $11M -3% 229k 46.81
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Spdr Series Trust State Street Spd (SLYG) 2.4 $5.4M 58k 94.19
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Ishares Tr 0-3 Mnth Treasry (SGOV) 1.9 $4.2M +31% 42k 100.38
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Apple (AAPL) 1.0 $2.2M 8.1k 271.86
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $598k 1.2k 502.65
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Datavault Ai Com Shs (DVLT) 0.0 $13k NEW 20k 0.65
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Past Filings by Leicht Financial Planning & Wealth Management

SEC 13F filings are viewable for Leicht Financial Planning & Wealth Management going back to 2017

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