Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Leicht Financial Planning & Wealth Management, Inc. (CIK 1710666) reported $220.5M across 15 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYG ($49.4M, 22.42%), SPYV ($46.4M, 21.07%), SPTI ($27.0M, 12.23%), SPDW ($20.7M, 9.37%), SPMB ($20.5M, 9.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $49.4M | 22.42% | 504,886 | Added |
| 2 | SPYV | SPDR SERIES TRUST | $46.4M | 21.07% | 820,882 | Trimmed |
| 3 | SPTI | SPDR SERIES TRUST | $27.0M | 12.23% | 940,643 | Added |
| 4 | SPDW | SPDR INDEX SHS FDS | $20.7M | 9.37% | 452,684 | Trimmed |
| 5 | SPMB | SPDR SERIES TRUST | $20.5M | 9.31% | 916,363 | Trimmed |
| 6 | SPSM | SPDR SERIES TRUST | $18.2M | 8.25% | 376,612 | Trimmed |
| 7 | SPIB | SPDR SERIES TRUST | $13.7M | 6.23% | 409,225 | Added |
| 8 | SPEM | SPDR INDEX SHS FDS | $10.7M | 4.85% | 227,777 | Trimmed |
| 9 | SLYG | SPDR SERIES TRUST | $5.5M | 2.50% | 57,090 | Trimmed |
| 10 | SGOV | ISHARES TR | $4.4M | 2.01% | 43,953 | Added |
| 11 | AAPL | APPLE INC | $2.0M | 0.93% | 8,063 | Hold |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.1M | 0.50% | 2,310 | Added |
| 13 | SCHD | SCHWAB STRATEGIC TR | $435,195 | 0.20% | 14,185 | New |
| 14 | VTI | VANGUARD INDEX FDS | $312,469 | 0.14% | 974 | New |
| 15 | WISA | DATAVAULT AI INC | $12,230 | 0.01% | 19,780 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31