Leicht Financial Planning & Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Leicht Financial Planning & Wealth Management, Inc. disclosed 16 stock positions valued at approximately $241.99M as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, SPDR SERIES TRUST, and SPDR SERIES TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 16
- Portfolio Value
- $241.99M
Holdings by Sector
Leicht Financial Planning & Wealth Management, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPYG | Other | 21.70% | 426,618 | -3,064 | -0.71% | $52,508,149 |
| SPDR SERIES TRUST | SPYV | Other | 20.85% | 825,334 | -5,097 | -0.61% | $50,452,656 |
| SPDR SERIES TRUST | SPTI | Other | 11.97% | 1,061,866 | +42,975 | +4.22% | $28,967,695 |
| SPDR INDEX SHS FDS | SPDW | Other | 9.03% | 434,987 | -873 | -0.20% | $21,840,685 |
| SPDR SERIES TRUST | SPSM | Other | 6.63% | 303,500 | -10,783 | -3.43% | $16,043,010 |
| SPDR SERIES TRUST | SPIB | Other | 6.11% | 458,225 | +19,032 | +4.33% | $14,791,509 |
| SPDR SERIES TRUST | SPMB | Other | 5.64% | 645,261 | +26,565 | +4.29% | $13,640,812 |
| SPDR INDEX SHS FDS | SPEM | Other | 5.02% | 234,692 | +2,169 | +0.93% | $12,147,640 |
| ISHARES TR | QUAL | Other | 3.60% | 39,179 | +39,179 | +100.00% | $8,707,224 |
| SPDR SERIES TRUST | SLYV | Other | 3.28% | 77,627 | -858 | -1.09% | $7,929,608 |
| SPDR SERIES TRUST | SLYG | Other | 3.22% | 72,823 | -2,965 | -3.91% | $7,789,915 |
| ISHARES TR | SGOV | Other | 1.24% | 29,715 | -5,258 | -15.03% | $2,991,663 |
| APPLE INC | AAPL | Technology | 1.11% | 8,063 | - | - | $2,685,141 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.33% | 1,603 | +191 | +13.53% | $798,213 |
| VANGUARD INDEX FDS | VTI | Other | 0.29% | 1,865 | +685 | +58.05% | $697,972 |
| DATAVAULT AI INC | DVLT | Technology | 0.00% | 19,780 | - | - | $3,082 |
Showing 16 of 16 holdings in the latest reporting period.