Leicht Financial Planning & Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Leicht Financial Planning & Wealth Management, Inc. disclosed 16 stock positions valued at approximately $244.07M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, SPDR SERIES TRUST, and SPDR SERIES TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 16
- Portfolio Value
- $244.07M
Holdings by Sector
Leicht Financial Planning & Wealth Management, Inc. Portfolio Holdings in Q2 2026
| 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 |
| DATAVAULT AI INC | DVLT | Other | 0.00% | 19,780 | - | - | $6,923 |
Showing 16 of 16 holdings in the latest reporting period.