Leicht Financial Planning & Wealth Management, Inc. — 13F Holdings & Portfolio
CIK 1710666 · latest 13F-HR filed 2026-05-04
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$220.5M
Long-equity book
15
Distinct positions
2026-03-31
Filed 2026-05-04
+2 / −0 / ↑2 / ↓3
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BERKSHIRE HATHAWAY INC DEL$508.8K +85.1%
- ISHARES TR$246.8K +5.9%
Top Trims
- SPDR SERIES TRUST-$4.2M -7.9%
- APPLE INC-$145.7K -6.6%
- DATAVAULT AI INC-$668 -5.2%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | SPYG | 78464A409 | $49.4M | 22.42% | 504,886 | SH |
| 2 | SPDR SERIES TRUST | SPYV | 78464A508 | $46.4M | 21.07% | 820,882 | SH |
| 3 | SPDR SERIES TRUST | SPTI | 78464A672 | $27.0M | 12.23% | 940,643 | SH |
| 4 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $20.7M | 9.37% | 452,684 | SH |
| 5 | SPDR SERIES TRUST | SPMB | 78464A383 | $20.5M | 9.31% | 916,363 | SH |
| 6 | SPDR SERIES TRUST | SPSM | 78468R853 | $18.2M | 8.25% | 376,612 | SH |
| 7 | SPDR SERIES TRUST | SPIB | 78464A375 | $13.7M | 6.23% | 409,225 | SH |
| 8 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $10.7M | 4.85% | 227,777 | SH |
| 9 | SPDR SERIES TRUST | SLYG | 78464A201 | $5.5M | 2.50% | 57,090 | SH |
| 10 | ISHARES TR | SGOV | 46436E718 | $4.4M | 2.01% | 43,953 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $2.0M | 0.93% | 8,063 | SH |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.1M | 0.50% | 2,310 | SH |
| 13 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $435.2K | 0.20% | 14,185 | SH |
| 14 | VANGUARD INDEX FDS | VTI | 922908769 | $312.5K | 0.14% | 974 | SH |
| 15 | DATAVAULT AI INC | DVLT | 86633R609 | $12.2K | 0.01% | 19,780 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $220.5M | 15 | 0001710666-26-000004 |
| 2025-12-31 | 2026-02-04 | $223.6M | 13 | 0001710666-26-000001 |