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Leicht Financial Planning & Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Leicht Financial Planning & Wealth Management, Inc.

Investment Activity

  • Leicht Financial Planning & Wealth Management, Inc. has $244.07 million in total holdings as of June 30, 2026.
  • Leicht Financial Planning & Wealth Management, Inc. owns shares of 16 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 9.52% of the portfolio was purchased this quarter.
  • About 8.94% of the portfolio was sold this quarter.
  • This quarter, Leicht Financial Planning & Wealth Management, Inc. has purchased 15 new stocks and bought additional shares in 6 stocks.
  • Leicht Financial Planning & Wealth Management, Inc. sold shares of 6 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

78464A300 - SPDR S&P 600 Small Cap Value ETF
$8,563,493 Holding
46429B697 - iShares MSCI USA Min Vol Factor ETF
$8,309,166 Holding

Largest Purchases this Quarter

SPDR S&P 600 Small Cap Value ETF
78,485 shares (about $8.56M)
iShares MSCI USA Min Vol Factor ETF
86,141 shares (about $8.31M)
SPDR S&P 600 Small Cap Growth ETF
18,698 shares (about $2.23M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Growth ETF
75,204 shares (about $8.95M)
SPDR Portfolio Mortgage Backed Bond ETF
297,667 shares (about $6.64M)
SPDR Portfolio S&P 600 Small Cap ETF
62,329 shares (about $3.59M)
ISHARES TR
8,980 shares (about $904.01K)
SPDR Portfolio Developed World ex-US ETF
16,824 shares (about $847.76K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLeicht Financial Planning & Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$51,127,884$8,948,528 -14.9%429,68220.9%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$50,481,893$580,484 1.2%830,43120.7%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$28,926,319$2,221,461 8.3%1,018,89111.9%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$21,962,985$847,761 -3.7%435,8609.0%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$18,124,710$3,594,515 -16.5%314,2837.4%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$14,695,419$1,002,731 7.3%439,1936.0%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$13,803,118$6,640,956 -32.5%618,6965.7%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$12,040,043$245,748 2.1%232,5234.9%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$9,028,622$2,227,492 32.8%75,7883.7%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$8,563,493$8,563,493 New Holding78,4853.5%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$8,309,166$8,309,166 New Holding86,1413.4%ETF
ISHARES TR
$3,520,725$904,015 -20.4%34,9731.4%0-3 MTH TREASURY
Apple Inc. stock logo
AAPL
Apple
$2,333,1100.0%8,0631.0%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$706,550$449,350 -38.9%1,4120.3%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$436,647$76,228 21.1%1,1800.2%ETF
DATAVAULT AI INC
$6,9230.0%19,7800.0%COM SHS
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$0$435,195 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data