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, SPDW, SPSM, and represent 69.91% of Leicht Financial Planning & Wealth Management's stock portfolio.
  • Added to shares of these 8 stocks: SLYV (+$8.6M), USMV (+$8.3M), SLYG, SPTI, SPIB, SPYV, SPEM, VTI.
  • Started 2 new stock positions in SLYV, USMV.
  • Reduced shares in these 7 stocks: SPYG (-$8.9M), SPMB (-$6.6M), SPSM, SGOV, SPDW, BRK.B, SCHD.
  • Sold out of its position in SCHD.
  • Leicht Financial Planning & Wealth Management was a net buyer of stock by $1.4M.
  • Leicht Financial Planning & Wealth Management has $244M in assets under management (AUM), dropping by 10.70%.
  • Central Index Key (CIK): 0001710666

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Portfolio Holdings for Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management holds 16 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust ST STR P500GRW (SPYG) 20.9 $51M -14% 430k 118.99
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Spdr Series Trust St Str P500val (SPYV) 20.7 $51M 830k 60.79
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Spdr Series Trust St Inter Etf (SPTI) 11.9 $29M +8% 1.0M 28.39
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Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 9.0 $22M -3% 436k 50.39
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Spdr Series Trust ST STR SP600 SML (SPSM) 7.4 $18M -16% 314k 57.67
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Spdr Series Trust St Inter Bd Etf (SPIB) 6.0 $15M +7% 439k 33.46
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Spdr Series Trust St Str Backe Etf (SPMB) 5.7 $14M -32% 619k 22.31
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Spdr Index Shs Fds St Port Mark Etf (SPEM) 4.9 $12M +2% 233k 51.78
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Spdr Series Trust St Str Sp600grwo (SLYG) 3.7 $9.0M +32% 76k 119.13
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Spdr Series Trust ST STR SP600SM C (SLYV) 3.5 $8.6M NEW 79k 109.11
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Ishares Tr Msci Usa Min Etf (USMV) 3.4 $8.3M NEW 86k 96.46
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Ishares Tr 0-3 Mth Treasury (SGOV) 1.4 $3.5M -20% 35k 100.67
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Apple (AAPL) 1.0 $2.3M 8.1k 289.36
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $707k -38% 1.4k 500.39
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $437k +21% 1.2k 370.04
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Datavault Ai Com Shs (DVLT) 0.0 $6.9k 20k 0.35
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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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