Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management as of June 30, 2026

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