Leicht Financial Planning & Wealth Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Leicht Financial Planning & Wealth Management, Inc. reported 15 stock positions worth $220.5 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 22.4% of the portfolio, followed by SS SPDR P S&P 500 Value ETF (SPYV, 21.1%) and SS SPDR P Int Term TSY ETF (SPTI, 12.2%). Compared with Q4 2025, it opened 2 new positions, added to 5 and reduced 6. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +94%) and the biggest sale SS SPDR P S&P 500 Value ETF (SPYV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PARSIPPANY, NJ
- CIK
- 0001710666
- Portfolio Value
- $220.5M (Q1 2026)
- SEC Filing
- 0001710666-26-000004 ↗ filed May 4, 2026
Holdings Value
Holdings 15 stocks · $220.5M
| SPYG SS SPDR P S&P 500 Growth ETF | 22.42% | 504,886 | $49.4M | Add +0.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 21.07% | 820,882 | $46.4M | Reduce -0.9% |
| SPTI SS SPDR P Int Term TSY ETF | 12.23% | 940,643 | $27.0M | Add +0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 9.37% | 452,684 | $20.7M | Reduce -1.3% |
| SPMB SS SPDR P Mort Back Bond ETF | 9.31% | 916,363 | $20.5M | Reduce -0.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 8.25% | 376,612 | $18.2M | Reduce -1.3% |
| SPIB SS SPDR P Int C Corp. ETF | 6.23% | 409,225 | $13.7M | Add +0.1% |
| SPEM State Street SP PTF Em ETF | 4.85% | 227,777 | $10.7M | Reduce -0.7% |
| SLYG SS SPDR S&P 600 SC GR ETF | 2.50% | 57,090 | $5.5M | Reduce -1.2% |
| SGOV iShares 0-3 Month Treasury B | 2.01% | 43,953 | $4.4M | Add +5.6% |
| AAPL Apple Inc. | 0.93% | 8,063 | $2.0M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 2,310 | $1.1M | Add +94.1% |
| SCHD Schwab US DVD Equity ETF | 0.20% | 14,185 | $435K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 974 | $312K | New |
| DVLT Datavault AI Inc. | 0.01% | 19,780 | $12K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.9% | 21.07% | +0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -0.7% | 4.85% | +0.05 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -1.2% | 2.50% | +0.07 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -0.0% | 9.31% | +0.12 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.3% | 8.25% | +0.26 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -1.3% | 9.37% | +0.26 |
Portfolio Buys Q4 2025 → Q1 2026
| BRK.B Berkshire Hathaway Inc. Class B | Add +94.1% | 0.50% | +0.23 |
| SCHD Schwab US DVD Equity ETF | New | 0.20% | +0.20 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.14% | +0.14 |
| SGOV iShares 0-3 Month Treasury B | Add +5.6% | 2.01% | +0.14 |
| SPTI SS SPDR P Int Term TSY ETF | Add +0.1% | 12.23% | +0.10 |
| SPIB SS SPDR P Int C Corp. ETF | Add +0.1% | 6.23% | +0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.4% | 22.42% | −1.57 |
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 |