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, SPMB, and represent 74.39% of Leicht Financial Planning & Wealth Management's stock portfolio.
  • Added to shares of these 7 stocks: BRK.B, SCHD, VTI, SGOV, SPYG, SPIB, SPTI.
  • Started 2 new stock positions in SCHD, VTI.
  • Reduced shares in these 6 stocks: SPYV, SPDW, SPSM, SPEM, SLYG, SPMB.
  • Leicht Financial Planning & Wealth Management was a net buyer of stock by $663k.
  • Leicht Financial Planning & Wealth Management has $221M in assets under management (AUM), dropping by -1.40%.
  • Central Index Key (CIK): 0001710666

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Portfolio Holdings for Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management holds 15 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPYG) 22.4 $49M 505k 97.91
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Spdr Series Trust State Street Spd (SPYV) 21.1 $46M 821k 56.58
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Spdr Series Trust State Street Spd (SPTI) 12.2 $27M 941k 28.66
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Spdr Index Shs Fds State Street Spd (SPDW) 9.4 $21M 453k 45.65
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Spdr Series Trust State Street Spd (SPMB) 9.3 $21M 916k 22.39
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Spdr Series Trust State Street Spd (SPSM) 8.3 $18M 377k 48.32
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Spdr Series Trust State Street Spd (SPIB) 6.2 $14M 409k 33.54
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Spdr Index Shs Fds State Street Spd (SPEM) 4.8 $11M 228k 46.91
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Spdr Series Trust State Street Spd (SLYG) 2.5 $5.5M 57k 96.62
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Ishares Tr 0-3 Mnth Treasry (SGOV) 2.0 $4.4M +5% 44k 100.66
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Apple (AAPL) 0.9 $2.0M 8.1k 253.79
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.1M +94% 2.3k 479.20
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $435k NEW 14k 30.68
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $313k NEW 974.00 320.81
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Datavault Ai Com Shs (DVLT) 0.0 $12k 20k 0.62
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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

View all past filings