Leicht Financial Planning & Wealth Management, Inc. 13F Holdings · Q2 2026
Leicht Financial Planning & Wealth Management, Inc. reported 16 securities worth $244.07M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYG (20.95%), SPYV (20.68%), SPTI (11.85%). Among its top 25 positions this quarter: 2 new, 6 added, 6 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $51.1M | 20.95% | 429,682 | Trimmed |
| 2 | SPYV | SPDR SERIES TRUST | $50.5M | 20.68% | 830,431 | Added |
| 3 | SPTI | SPDR SERIES TRUST | $28.9M | 11.85% | 1.0M | Added |
| 4 | SPDW | SPDR INDEX SHS FDS | $22.0M | 9.00% | 435,860 | Trimmed |
| 5 | SPSM | SPDR SERIES TRUST | $18.1M | 7.43% | 314,283 | Trimmed |
| 6 | SPIB | SPDR SERIES TRUST | $14.7M | 6.02% | 439,193 | Added |
| 7 | SPMB | SPDR SERIES TRUST | $13.8M | 5.66% | 618,696 | Trimmed |
| 8 | SPEM | SPDR INDEX SHS FDS | $12.0M | 4.93% | 232,523 | Added |
| 9 | SLYG | SPDR SERIES TRUST | $9.0M | 3.70% | 75,788 | Added |
| 10 | SLYV | SPDR SERIES TRUST | $8.6M | 3.51% | 78,485 | New |
| 11 | USMV | ISHARES TR | $8.3M | 3.40% | 86,141 | New |
| 12 | SGOV | ISHARES TR | $3.5M | 1.44% | 34,973 | Trimmed |
| 13 | AAPL | APPLE INC | $2.3M | 0.96% | 8,063 | Hold |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $706,550 | 0.29% | 1,412 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $436,647 | 0.18% | 1,180 | Added |
| 16 | DVLT | DATAVAULT AI INC | $6,923 | 0.00% | 19,780 | Hold |
| 17 | SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR