Leicht Financial Planning & Wealth Management, Inc.
13F Reported Value
ⓘ$244.1M
Holdings
16
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Leicht Financial Planning & Wealth Management, Inc. disclosed 16 positions worth $244.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 2 new positions and exited 1. The portfolio is most concentrated in Other (98.8% 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
DiversifyingSector Allocation
13fpro.ai/research/fund/leicht-financial-planning-and-wealth-management-inc-1710666
AUM History
13fpro.ai/research/fund/leicht-financial-planning-and-wealth-management-inc-1710666
Top Equity Holdings by Value
13fpro.ai/research/fund/leicht-financial-planning-and-wealth-management-inc-1710666
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST - ST STR P500GRW
—Quality
$51.1M429,682 shSPDR SERIES TRUST - ST STR P500VAL
—Quality
$50.5M830,431 shSPDR SERIES TRUST - ST INTER ETF
—Quality
$28.9M1,018,891 shSPDR INDEX SHS FDS - ST STR PO EX ETF
—Quality
$22.0M435,860 shSPDR SERIES TRUST - ST STR SP600 SML
—Quality
$18.1M314,283 shSPDR SERIES TRUST - ST INTER BD ETF
—Quality
$14.7M439,193 shSPDR SERIES TRUST - ST STR BACKE ETF
—Quality
$13.8M618,696 shSPDR INDEX SHS FDS - ST PORT MARK ETF
—Quality
$12.0M232,523 shSPDR SERIES TRUST - ST STR SP600GRWO
—Quality
$9.0M75,788 shSPDR SERIES TRUST - ST STR SP600SM C
—Quality
$8.6M78,485 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500GRW | — | $51.1M | 429,682 |
| SPDR SERIES TRUST - ST STR P500VAL | — | $50.5M | 830,431 |
| SPDR SERIES TRUST - ST INTER ETF | — | $28.9M | 1,018,891 |
| SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $22.0M | 435,860 |
| SPDR SERIES TRUST - ST STR SP600 SML | — | $18.1M | 314,283 |
| SPDR SERIES TRUST - ST INTER BD ETF | — | $14.7M | 439,193 |
| SPDR SERIES TRUST - ST STR BACKE ETF | — | $13.8M | 618,696 |
| SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $12.0M | 232,523 |
| SPDR SERIES TRUST - ST STR SP600GRWO | — | $9.0M | 75,788 |
| SPDR SERIES TRUST - ST STR SP600SM C | — | $8.6M | 78,485 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Leicht Financial Planning & Wealth Management, Inc.'s 16 positions.
Showing top 10 of 16 holdings.
Sector Allocation
Other
$241.0M
Technology
$2.3M
Financials
$706,550
Industrials
$6,923
Full Holdings — Leicht Financial Planning & Wealth Management, Inc. (Q2 2026)
All 16 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 - ST STR P500GRW | $51.1M | 20.9% | -15% | — |
| 2 | — | SPDR SERIES TRUST - ST STR P500VAL | $50.5M | 20.7% | +1% | — |
| 3 | — | SPDR SERIES TRUST - ST INTER ETF | $28.9M | 11.8% | +8% | — |
| 4 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $22.0M | 9.0% | -4% | — |
| 5 | — | SPDR SERIES TRUST - ST STR SP600 SML | $18.1M | 7.4% | -17% | — |
| 6 | — | SPDR SERIES TRUST - ST INTER BD ETF | $14.7M | 6.0% | +7% | — |
| 7 | — | SPDR SERIES TRUST - ST STR BACKE ETF | $13.8M | 5.7% | -32% | — |
| 8 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $12.0M | 4.9% | +2% | — |
| 9 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $9.0M | 3.7% | +33% | — |
| 10 | — | SPDR SERIES TRUST - ST STR SP600SM C | $8.6M | 3.5% | NEW | — |
| 11 | — | ISHARES TR - MSCI USA MIN ETF | $8.3M | 3.4% | NEW | — |
| 12 | — | ISHARES TR - 0-3 MTH TREASURY | $3.5M | 1.4% | -20% | — |
| 13 | Apple Inc. | $2.3M | 1.0% | +0% | 76.3 | |
| 14 | BERKSHIRE HATHAWAY INC | $706,550 | 0.3% | -39% | 73.6 | |
| 15 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $436,647 | 0.2% | +21% | — |
| 16 | Datavault AI Inc. | $6,923 | 0.0% | +0% | 25.5 |
New Positions (2)
Exited Positions (1)
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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.