Leicht Financial Planning & Wealth Management, Inc.
16 holdingsFiling period: 2026-06-30Current AUM: $242.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYG | Spdr Series Trust | 429.7K | $51.1M | $51.0M | 21.01% | -75,204 | 2026-06-30 |
| 2 | SPYV | Spdr Series Trust | 830.4K | $50.5M | $53.3M | 21.93% | +9.5K | 2026-06-30 |
| 3 | SPTI | Spdr Series Trust | 1.02M | $28.9M | $28.2M | 11.60% | +78.2K | 2026-06-30 |
| 4 | SPDW | Spdr Index Shs Fds | 435.9K | $22.0M | $21.4M | 8.83% | -16,824 | 2026-06-30 |
| 5 | SPSM | Spdr Series Trust | 314.3K | $18.1M | $16.9M | 6.97% | -62,329 | 2026-06-30 |
| 6 | SPIB | Spdr Series Trust | 439.2K | $14.7M | $14.3M | 5.89% | +30.0K | 2026-06-30 |
| 7 | SPMB | Spdr Series Trust | 618.7K | $13.8M | $13.3M | 5.49% | -297,667 | 2026-06-30 |
| 8 | SPEM | Spdr Index Shs Fds | 232.5K | $12.0M | $11.5M | 4.75% | +4.7K | 2026-06-30 |
| 9 | SLYG | Spdr Series Trust | 75.8K | $9.0M | $8.2M | 3.37% | +18.7K | 2026-06-30 |
| 10 | SLYV | Spdr Series Trust | 78.5K | $8.6M | $8.2M | 3.39% | -- | 2026-06-30 |
| 11 | USMV | iShares TR | 86.1K | $8.3M | $8.9M | 3.67% | -- | 2026-06-30 |
| 12 | SGOV | iShares TR | 35.0K | $3.5M | $3.5M | 1.45% | -8,980 | 2026-06-30 |
| 13 | AAPL | Apple Inc | 8.1K | $2.3M | $2.8M | 1.16% | -- | 2026-06-30 |
| 14 | BRK-B | Berkshire Hathaway Inc Del | 1.4K | $706K | $706K | 0.29% | -898 | 2026-06-30 |
| 15 | VTI | Vanguard Index Fds | 1.2K | $436K | $442K | 0.18% | +206 | 2026-06-30 |
| 16 | DVLT | Datavault AI Inc | 19.8K | $6K | $2K | 0.00% | -- | 2026-06-30 |
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