The Analysis of Leicht Financial Planning & Wealth Management, Inc.'s Holdings


Currently, Leicht Financial Planning & Wealth Management, Inc. holds 13 types of securities in its portfolio with a total value $223.6M. In the most recent quarter, they have increased their positions in SPYV (+275.9K shares, valued at $15.7M), SPTI (+79.4K shares, valued at $2.3M), SPMB (+64.2K shares, valued at $1.4M); decreased their positions in SPYG (-62.1K shares, valued at $6.6M), SPEM (-9.6K shares, valued at $447.1K), SPSM (-6.0K shares, valued at $282.4K); initiated new positions in N/A (+19.8K shares, valued at $12.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYG SPDR SERIES TRUST502.9K shares-10.99%2025-12-312026-02-04history
SPYV SPDR SERIES TRUST828.5K shares49.92%2025-12-312026-02-04history
SPTI SPDR SERIES TRUST940.0K shares9.22%2025-12-312026-02-04history
SPMB SPDR SERIES TRUST916.5K shares7.53%2025-12-312026-02-04history
SPDW SPDR INDEX SHS FDS458.7K shares-0.84%2025-12-312026-02-04history
SPSM SPDR SERIES TRUST381.7K shares-1.55%2025-12-312026-02-04history
SPIB SPDR SERIES TRUST408.6K shares8.28%2025-12-312026-02-04history
SPEM SPDR INDEX SHS FDS229.3K shares-4.00%2025-12-312026-02-04history
Sponsored
SLYG SPDR SERIES TRUST57.8K shares0.39%2025-12-312026-02-04history
SGOV ISHARES TR41.6K shares31.83%2025-12-312026-02-04history
AAPL APPLE INC8.1K shares-0.15%2025-12-312026-02-04history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares0.00%2025-12-312026-02-04history
DATAVAULT AI INC DATAVAULT AI INC19.8K sharesnew addition2025-12-312026-02-04history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available