Leicht Financial Planning & Wealth Management, Inc.
15 holdingsFiling period: 2026-03-31Current AUM: $241.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 504.9K | $49.4M | $59.1M | 24.53% | +2.0K | 2026-03-31 |
| 2 | SPYV | SPDR SERIES TRUST | 820.9K | $46.4M | $50.9M | 21.13% | -7,663 | 2026-03-31 |
| 3 | SPTI | SPDR SERIES TRUST | 940.6K | $27.0M | $26.4M | 10.95% | +595 | 2026-03-31 |
| 4 | SPDW | SPDR INDEX SHS FDS | 452.7K | $20.7M | $22.7M | 9.40% | -5,992 | 2026-03-31 |
| 5 | SPMB | SPDR SERIES TRUST | 916.4K | $20.5M | $20.1M | 8.33% | -91 | 2026-03-31 |
| 6 | SPSM | SPDR SERIES TRUST | 376.6K | $18.2M | $21.3M | 8.83% | -5,065 | 2026-03-31 |
| 7 | SPIB | SPDR SERIES TRUST | 409.2K | $13.7M | $13.6M | 5.62% | +615 | 2026-03-31 |
| 8 | SPEM | SPDR INDEX SHS FDS | 227.8K | $10.7M | $11.6M | 4.81% | -1,506 | 2026-03-31 |
| 9 | SLYG | SPDR SERIES TRUST | 57.1K | $5.5M | $6.6M | 2.73% | -716 | 2026-03-31 |
| 10 | SGOV | ISHARES TR | 44.0K | $4.4M | $4.4M | 1.84% | +2.3K | 2026-03-31 |
| 11 | AAPL | APPLE INC | 8.1K | $2.0M | $2.5M | 1.03% | -- | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.3K | $1.1M | $1.1M | 0.46% | +1.1K | 2026-03-31 |
| 13 | SCHD | SCHWAB STRATEGIC TR | 14.2K | $435K | $475K | 0.20% | -- | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 974 | $312K | $358K | 0.15% | -- | 2026-03-31 |
| 15 | DVLT | DATAVAULT AI INC | 19.8K | $12K | $7K | 0.00% | -- | 2026-03-31 |
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