Leicht Financial Planning & Wealth Management, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Leicht Financial Planning & Wealth Management, Inc. reported 16 stock positions worth $244.1 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 20.9% of the portfolio, followed by SS SPDR P S&P 500 Value ETF (SPYV, 20.7%) and SS SPDR P Int Term TSY ETF (SPTI, 11.9%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 6 and reduced 6. The biggest buy was a new position in SS SPDR S&P 600 SC Val ETF (SLYV) and the biggest sale SS SPDR P Mort Back Bond ETF (SPMB, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- PARSIPPANY, NJ
- CIK
- 0001710666
- Portfolio Value
- $244.1M (Q2 2026)
- SEC Filing
- 0001710666-26-000005 ↗ filed Jul 22, 2026
Holdings Value
Holdings 16 stocks · $244.1M
| SPYG SS SPDR P S&P 500 Growth ETF | 20.95% | 429,682 | $51.1M | Reduce -14.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 20.68% | 830,431 | $50.5M | Add +1.2% |
| SPTI SS SPDR P Int Term TSY ETF | 11.85% | 1,018,891 | $28.9M | Add +8.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 9.00% | 435,860 | $22.0M | Reduce -3.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 7.43% | 314,283 | $18.1M | Reduce -16.6% |
| SPIB SS SPDR P Int C Corp. ETF | 6.02% | 439,193 | $14.7M | Add +7.3% |
| SPMB SS SPDR P Mort Back Bond ETF | 5.66% | 618,696 | $13.8M | Reduce -32.5% |
| SPEM State Street SP PTF Em ETF | 4.93% | 232,523 | $12.0M | Add +2.1% |
| SLYG SS SPDR S&P 600 SC GR ETF | 3.70% | 75,788 | $9.0M | Add +32.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 3.51% | 78,485 | $8.6M | New |
| USMV iShares MSCI USA Min Vol Fac | 3.40% | 86,141 | $8.3M | New |
| SGOV iShares 0-3 Month Treasury B | 1.44% | 34,973 | $3.5M | Reduce -20.4% |
| AAPL Apple Inc. | 0.96% | 8,063 | $2.3M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 1,412 | $707K | Reduce -38.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 1,180 | $437K | Add +21.1% |
| DVLT Datavault AI Inc. | 0.00% | 19,780 | $7K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -32.5% | 5.66% | −3.65 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -14.9% | 20.95% | −1.47 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -16.6% | 7.43% | −0.83 |
| SGOV iShares 0-3 Month Treasury B | Reduce -20.4% | 1.44% | −0.56 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -3.7% | 9.00% | −0.37 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -38.9% | 0.29% | −0.21 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.20 |
Portfolio Buys Q1 2026 → Q2 2026
| SLYV SS SPDR S&P 600 SC Val ETF | New | 3.51% | +3.51 |
| USMV iShares MSCI USA Min Vol Fac | New | 3.40% | +3.40 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +32.8% | 3.70% | +1.20 |
| SPEM State Street SP PTF Em ETF | Add +2.1% | 4.93% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +21.1% | 0.18% | +0.04 |
| SPIB SS SPDR P Int C Corp. ETF | Add +7.3% | 6.02% | −0.20 |
| SPTI SS SPDR P Int Term TSY ETF | Add +8.3% | 11.85% | −0.38 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +1.2% | 20.68% | −0.38 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $244.1M | SPYG, SPYV, SPTI, SPDW, SPSM |
| Q1 2026 | 15 | $220.5M | SPYG, SPYV, SPTI, SPDW, SPMB |
| Q4 2025 | 13 | $223.6M | SPYG, SPYV, SPTI, SPMB, SPDW |
| Q3 2025 | 15 | $221.8M | SPYG, SPYV, SPTI, SPDW, SPMB |
| Q2 2025 | 15 | $210.5M | SPYG, SPYV, SPTI, SPMB, SPDW |
| Q1 2025 | 18 | $191.2M | SPYG, SPTI, SPYV, SPDW, SPMB |
| Q4 2024 | 17 | $195.4M | SPYG, SPTI, SPYV, SPSM, SPDW |
| Q3 2024 | 19 | $198.6M | SPYG, SPTI, SPYV, SPDW, SPSM |
| Q2 2024 | 19 | $187.8M | SPYG, SPTI, SPYV, SPMB, SPDW |
| Q1 2024 | 20 | $182.4M | SPYG, SPTI, SPYV, SPDW, SPSM |