Leicht Financial Planning & Wealth Management, Inc. Portfolio Stock Holdings
Leicht Financial Planning & Wealth Management, Inc. disclosed 16 stock positions valued at approximately $244.1 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, SPDR SERIES TRUST, and SPDR SERIES TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 22, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 16
- Portfolio Value
- $244.1M
Holdings by Sector
Leicht Financial Planning & Wealth Management, Inc. Portfolio Holdings in Q2 2026
15 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPYG | Other | 20.95% | 429,682 | -75,204 | -14.90% | $51,127,884 |
| SPDR SERIES TRUST | SPYV | Other | 20.68% | 830,431 | +9,549 | +1.16% | $50,481,893 |
| SPDR SERIES TRUST | SPTI | Other | 11.85% | 1,018,891 | +78,248 | +8.32% | $28,926,319 |
| SPDR INDEX SHS FDS | SPDW | Other | 9.00% | 435,860 | -16,824 | -3.72% | $21,962,985 |
| SPDR SERIES TRUST | SPSM | Other | 7.43% | 314,283 | -62,329 | -16.55% | $18,124,710 |
| SPDR SERIES TRUST | SPIB | Other | 6.02% | 439,193 | +29,968 | +7.32% | $14,695,419 |
| SPDR SERIES TRUST | SPMB | Other | 5.66% | 618,696 | -297,667 | -32.48% | $13,803,118 |
| SPDR INDEX SHS FDS | SPEM | Other | 4.93% | 232,523 | +4,746 | +2.08% | $12,040,043 |
| SPDR SERIES TRUST | SLYG | Other | 3.70% | 75,788 | +18,698 | +32.75% | $9,028,622 |
| SPDR SERIES TRUST | SLYV | Other | 3.51% | 78,485 | +78,485 | +100.00% | $8,563,493 |
| ISHARES TR | USMV | Other | 3.40% | 86,141 | +86,141 | +100.00% | $8,309,166 |
| ISHARES TR | SGOV | Other | 1.44% | 34,973 | -8,980 | -20.43% | $3,520,725 |
| APPLE INC | AAPL | Technology | 0.96% | 8,063 | - | - | $2,333,110 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.29% | 1,412 | -898 | -38.87% | $706,550 |
| VANGUARD INDEX FDS | VTI | Other | 0.18% | 1,180 | +206 | +21.15% | $436,647 |