Leicht Financial Planning & Wealth Management, Inc.
13F Reported Value
ⓘ$220.5M
Holdings
15
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Leicht Financial Planning & Wealth Management, Inc. disclosed 15 positions worth $220.5M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 2 new positions and exited 0. The portfolio is most concentrated in Other (98.6% of disclosed assets). All figures are sourced directly from Leicht Financial Planning & Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1710666.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST
—Quality
$49.4M504,886 shSPDR SERIES TRUST
—Quality
$46.4M820,882 shSPDR SERIES TRUST
—Quality
$27.0M940,643 shSPDR INDEX SHS FDS
—Quality
$20.7M452,684 shSPDR SERIES TRUST
—Quality
$20.5M916,363 shSPDR SERIES TRUST
—Quality
$18.2M376,612 shSPDR SERIES TRUST
—Quality
$13.7M409,225 shSPDR INDEX SHS FDS
—Quality
$10.7M227,777 shSPDR SERIES TRUST
—Quality
$5.5M57,090 shISHARES TR
—Quality
$4.4M43,953 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $49.4M | 504,886 |
| SPDR SERIES TRUST | — | $46.4M | 820,882 |
| SPDR SERIES TRUST | — | $27.0M | 940,643 |
| SPDR INDEX SHS FDS | — | $20.7M | 452,684 |
| SPDR SERIES TRUST | — | $20.5M | 916,363 |
| SPDR SERIES TRUST | — | $18.2M | 376,612 |
| SPDR SERIES TRUST | — | $13.7M | 409,225 |
| SPDR INDEX SHS FDS | — | $10.7M | 227,777 |
| SPDR SERIES TRUST | — | $5.5M | 57,090 |
| ISHARES TR | — | $4.4M | 43,953 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Leicht Financial Planning & Wealth Management, Inc.'s 15 positions.
Showing top 10 of 15 holdings.
Sector Allocation
Other
$217.3M
Technology
$2.0M
Financials
$1.1M
Industrials
$12,230
Full Holdings — Leicht Financial Planning & Wealth Management, Inc. (Q1 2026)
All 15 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $49.4M | 22.4% | +0% | — |
| 2 | — | SPDR SERIES TRUST | $46.4M | 21.1% | -1% | — |
| 3 | — | SPDR SERIES TRUST | $27.0M | 12.2% | +0% | — |
| 4 | — | SPDR INDEX SHS FDS | $20.7M | 9.4% | -1% | — |
| 5 | — | SPDR SERIES TRUST | $20.5M | 9.3% | -0% | — |
| 6 | — | SPDR SERIES TRUST | $18.2M | 8.3% | -1% | — |
| 7 | — | SPDR SERIES TRUST | $13.7M | 6.2% | +0% | — |
| 8 | — | SPDR INDEX SHS FDS | $10.7M | 4.8% | -1% | — |
| 9 | — | SPDR SERIES TRUST | $5.5M | 2.5% | -1% | — |
| 10 | — | ISHARES TR | $4.4M | 2.0% | +6% | — |
| 11 |  $AAPL | Apple Inc. | $2.0M | 0.9% | +0% | 76.1 |
| 12 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.5% | +94% | 64.5 |
| 13 | — | SCHWAB STRATEGIC TR | $435,195 | 0.2% | NEW | — |
| 14 | — | VANGUARD INDEX FDS | $312,469 | 0.1% | NEW | — |
| 15 |  $DVLT | Datavault AI Inc. | $12,230 | 0.0% | +0% | 23.7 |
New Positions (2)
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AI-Powered Hedge Fund Analysis: Leicht Financial Planning & Wealth Management, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Leicht Financial Planning & Wealth Management, Inc. (SEC CIK: 1710666), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Leicht Financial Planning & Wealth Management, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.