Leicht Financial Planning & Wealth Management, Inc. Top Holdings and 13F Report (2026) About Leicht Financial Planning & Wealth Management, Inc.Investment ActivityLeicht Financial Planning & Wealth Management, Inc. has $220.48 million in total holdings as of March 31, 2026.Leicht Financial Planning & Wealth Management, Inc. owns shares of 15 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 0.80% of the portfolio was purchased this quarter.About 0.50% of the portfolio was sold this quarter.This quarter, Leicht Financial Planning & Wealth Management, Inc. has purchased 13 new stocks and bought additional shares in 5 stocks.Leicht Financial Planning & Wealth Management, Inc. sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $49,433,394SPDR Portfolio S&P 500 Value ETF $46,445,510SPDR Portfolio Intermediate Term Treasury ETF $26,958,845SPDR Portfolio Developed World ex-US ETF $20,665,044SPDR Portfolio Mortgage Backed Bond ETF $20,517,368 Largest New Holdings this Quarter 808524797 - Schwab US Dividend Equity ETF $435,195 Holding922908769 - Vanguard Total Stock Market ETF $312,469 Holding Largest Purchases this Quarter Berkshire Hathaway 1,120 shares (about $536.70K)Schwab US Dividend Equity ETF 14,185 shares (about $435.20K)Vanguard Total Stock Market ETF 974 shares (about $312.47K)iShares 0-3 Month Treasury Bond ETF 2,336 shares (about $235.14K)SPDR Portfolio S&P 500 Growth ETF 2,033 shares (about $199.05K) Largest Sales this Quarter SPDR Portfolio S&P 500 Value ETF 7,663 shares (about $433.57K)SPDR Portfolio Developed World ex-US ETF 5,992 shares (about $273.54K)SPDR Portfolio S&P 600 Small Cap ETF 5,065 shares (about $244.74K)SPDR Portfolio Emerging Markets ETF 1,506 shares (about $70.65K)SPDR S&P 600 Small Cap Growth ETF 716 shares (about $69.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeicht Financial Planning & Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$49,433,394$199,051 ▲0.4%504,88622.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$46,445,510$433,573 ▼-0.9%820,88221.1%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$26,958,845$17,053 ▲0.1%940,64312.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$20,665,044$273,535 ▼-1.3%452,6849.4%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$20,517,368$2,037 ▼0.0%916,3639.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$18,197,898$244,741 ▼-1.3%376,6128.3%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$13,725,401$20,627 ▲0.2%409,2256.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$10,685,025$70,646 ▼-0.7%227,7774.8%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$5,516,032$69,180 ▼-1.2%57,0902.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$4,424,356$235,144 ▲5.6%43,9532.0%ETFAAPLApple$2,046,3090.0%8,0630.9%Computer and TechnologyBRK.BBerkshire Hathaway$1,106,952$536,704 ▲94.1%2,3100.5%FinanceSCHDSchwab US Dividend Equity ETF$435,195$435,195 ▲New Holding14,1850.2%ETFVTIVanguard Total Stock Market ETF$312,469$312,469 ▲New Holding9740.1%ETFDATAVAULT AI INC$12,2300.0%19,7800.0%COM SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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