Leicht Financial Planning & Wealth Management Q2 2026 Portfolio Activity
This report summarizes observable stock purchases and sales by Leicht Financial Planning & Wealth Management Inc. during the second quarter of 2026.
As reported for the period ending June 30, 2026, Leicht Financial Planning & Wealth Management Inc.'s portfolio saw significant changes in holdings. The firm's substantial investments primarily involved exchange-traded funds (ETFs) and complex financial instruments, reflecting a focus on diversified asset allocation strategies.
Significant New Positions
The investor established notable new positions during this quarter:
- USMV (ISHARES TR): Acquired a substantial position in the ISHares Total U.S. Market ETF with an increase of 86,141 shares representing a full 100% change from the previous period.
- SLYG (SPDR SERIES TRUST): Significantly increased holdings in SPDR SLYV by acquiring 78,485 shares, marking a complete replacement of the prior position.
- SPMB (SPDR SERIES TRUST): Acquired SPDR SPMB shares, adding a new component to the portfolio.
Their strategic additions of USMV and SLYV suggest confidence in broad market exposure and specific sector dynamics within their investment framework.
Increases in Existing Holdings
Several existing holdings showed growth during Q2 2026:
- SPMB (SPDR SERIES TRUST): Experienced a significant increase of -32.48% in allocation percentage, indicating substantial growth.
- SLYG (SPDR SERIES TRUST): Portfolio weight increased to 5.66%, reflecting a strong performance or strategic addition relative to the overall portfolio value.
- USMV: The newly acquired position shows no prior holdings, so its growth is from zero basis.
- SPIB (SPDR SERIES TRUST): Holdings increased by +7.32%, adding to the existing allocation of 6.02%.
- SPTI (SPDR SERIES TRUST): Portfolio weight rose slightly by +8.32%, increasing from its previous allocation.
The selective increases in holdings like SLYG, SPIB, and SPTI demonstrate targeted growth within specific areas of the portfolio during this period.
Decreases in Holdings
The investor also reduced exposure to certain assets:
- SPYG (SPDR SERIES TRUST): Portfolio weight decreased by -14.9%, from 20.95% down to its current allocation.
- SLYV: Holdings were reduced, as evidenced by the decrease in shares and percentage allocation.
- SPDW (SPDR INDEX SHS FDS): Portfolio weight decreased slightly by -3.72%, from 9.0% down to its current allocation.
- USMV: No decrease reported for this new position, so it remains fully allocated.
These reductions might indicate a reassessment of certain market segments or a strategic rebalancing following the period's performance.