Leicht Financial Planning & Wealth Management as of March 31, 2026
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 | |
| Spdr Series Trust State Street Spd (SPYV) | 21.1 | $46M | 821k | 56.58 | |
| Spdr Series Trust State Street Spd (SPTI) | 12.2 | $27M | 941k | 28.66 | |
| Spdr Index Shs Fds State Street Spd (SPDW) | 9.4 | $21M | 453k | 45.65 | |
| Spdr Series Trust State Street Spd (SPMB) | 9.3 | $21M | 916k | 22.39 | |
| Spdr Series Trust State Street Spd (SPSM) | 8.3 | $18M | 377k | 48.32 | |
| Spdr Series Trust State Street Spd (SPIB) | 6.2 | $14M | 409k | 33.54 | |
| Spdr Index Shs Fds State Street Spd (SPEM) | 4.8 | $11M | 228k | 46.91 | |
| Spdr Series Trust State Street Spd (SLYG) | 2.5 | $5.5M | 57k | 96.62 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.0 | $4.4M | 44k | 100.66 | |
| Apple (AAPL) | 0.9 | $2.0M | 8.1k | 253.79 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.1M | 2.3k | 479.20 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $435k | 14k | 30.68 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $313k | 974.00 | 320.81 | |
| Datavault Ai Com Shs (DVLT) | 0.0 | $12k | 20k | 0.62 |
