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Leicht Financial Planning & Wealth Management, Inc. — 13F Holdings & Portfolio

CIK 1710666 · latest 13F-HR filed 2026-07-22

Backtest portfolio

Leicht Financial Planning & Wealth Management, Inc. manages $244.1M in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYG (20.95%), SPYV (20.68%), SPTI (11.85%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 1, added to 8, and trimmed 4.

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.

Filer Information
Address
900 LANIDEX PLAZA
SUITE 110
PARSIPPANY, NJ 07054
Phone
(973) 599-0400
Filing Manager
Leicht Financial Planning & Wealth Management, Inc.
PARSIPPANY, NJ
Signatory
Andrew Leicht
President/Chief Compliance Officer
Loading holdings…
AUM

$244.1M

Long-equity book

Holdings

16

Distinct positions

Period

2026-06-30

Filed 2026-07-22

Q/Q Activity

+2 / −1 / ↑8 / ↓4

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$4.0M +8.7%
  • SPDR SERIES TRUST$3.5M +63.7%
  • SPDR SERIES TRUST$2.0M +7.3%
  • SPDR INDEX SHS FDS$1.4M +12.7%
  • SPDR INDEX SHS FDS$1.3M +6.3%
Show all 8 →

Top Trims

  • SPDR SERIES TRUST-$6.7M -32.7%
  • ISHARES TR-$903.6K -20.4%
  • BERKSHIRE HATHAWAY INC DEL-$400.4K -36.2%
  • DATAVAULT AI INC-$5.3K -43.4%
Show all 4 →

New Positions

  • SPDR SERIES TRUST$8.6M
  • ISHARES TR$8.3M
Show all 2 →

Exited Positions

  • SCHWAB STRATEGIC TR$435.2K
Show all 1 →
All Holdings

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 $51.1M 20.95% 429,682 SH
2 SPDR SERIES TRUST SPYV 78464A508 $50.5M 20.68% 830,431 SH
3 SPDR SERIES TRUST SPTI 78464A672 $28.9M 11.85% 1,018,891 SH
4 SPDR INDEX SHS FDS SPDW 78463X889 $22.0M 9.00% 435,860 SH
5 SPDR SERIES TRUST SPSM 78468R853 $18.1M 7.43% 314,283 SH
6 SPDR SERIES TRUST SPIB 78464A375 $14.7M 6.02% 439,193 SH
7 SPDR SERIES TRUST SPMB 78464A383 $13.8M 5.66% 618,696 SH
8 SPDR INDEX SHS FDS SPEM 78463X509 $12.0M 4.93% 232,523 SH
9 SPDR SERIES TRUST SLYG 78464A201 $9.0M 3.70% 75,788 SH
10 SPDR SERIES TRUST SLYV 78464A300 $8.6M 3.51% 78,485 SH
11 ISHARES TR USMV 46429B697 $8.3M 3.40% 86,141 SH
12 ISHARES TR SGOV 46436E718 $3.5M 1.44% 34,973 SH
13 APPLE INC AAPL 037833100 $2.3M 0.96% 8,063 SH
14 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $706.5K 0.29% 1,412 SH
15 VANGUARD INDEX FDS VTI 922908769 $436.6K 0.18% 1,180 SH
16 DATAVAULT AI INC DVLT 86633R609 $6.9K 0.00% 19,780 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $244.1M 16 0001710666-26-000005
2026-03-31 2026-05-04 $220.5M 15 0001710666-26-000004
2025-12-31 2026-02-04 $223.6M 13 0001710666-26-000001