Leicht Financial Planning & Wealth Management, Inc. Portfolio Stock Holdings
Leicht Financial Planning & Wealth Management, Inc. disclosed 15 stock positions valued at approximately $220.5 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 March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 15
- Portfolio Value
- $220.5M
Holdings by Sector
Leicht Financial Planning & Wealth Management, Inc. Portfolio Holdings in Q1 2026
14 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPYG | Other | 22.42% | 504,886 | +2,033 | +0.40% | $49,433,394 |
| SPDR SERIES TRUST | SPYV | Other | 21.07% | 820,882 | -7,663 | -0.92% | $46,445,510 |
| SPDR SERIES TRUST | SPTI | Other | 12.23% | 940,643 | +595 | +0.06% | $26,958,845 |
| SPDR INDEX SHS FDS | SPDW | Other | 9.37% | 452,684 | -5,992 | -1.31% | $20,665,044 |
| SPDR SERIES TRUST | SPMB | Other | 9.31% | 916,363 | -91 | -0.01% | $20,517,368 |
| SPDR SERIES TRUST | SPSM | Other | 8.25% | 376,612 | -5,065 | -1.33% | $18,197,898 |
| SPDR SERIES TRUST | SPIB | Other | 6.23% | 409,225 | +615 | +0.15% | $13,725,401 |
| SPDR INDEX SHS FDS | SPEM | Other | 4.85% | 227,777 | -1,506 | -0.66% | $10,685,025 |
| SPDR SERIES TRUST | SLYG | Other | 2.50% | 57,090 | -716 | -1.24% | $5,516,032 |
| ISHARES TR | SGOV | Other | 2.01% | 43,953 | +2,336 | +5.61% | $4,424,356 |
| APPLE INC | AAPL | Technology | 0.93% | 8,063 | - | - | $2,046,309 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.50% | 2,310 | +1,120 | +94.12% | $1,106,952 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.20% | 14,185 | +14,185 | +100.00% | $435,195 |
| VANGUARD INDEX FDS | VTI | Other | 0.14% | 974 | +974 | +100.00% | $312,469 |