Q2 2026 13F · SEC CIK 1710666
Leicht Financial Planning & Wealth Management, Inc.
Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $244.1M
- Reported positions
- 16
- Top holdings a year, 3 yrs
- +13.7%
- Assets under management
- $237.4M
Leicht Financial Planning & Wealth Management, Inc. is a wealth manager that reported 16 positions worth $244.1M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were State Street Spdr Portfolio S&p 500 Grow (SPYG, 20.9%), State Street Spdr Portfolio S&p 500 Valu (SPYV, 20.7%), Spdr Series Trust (SPTI, 11.9%). A portfolio copying its top holdings returned 13.7% a year over the last 3 years, against 20.4% for the S&P 500.
Leicht Financial Planning & Wealth Management, Inc. holdings all 16 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SPYGState Street Spdr Portfolio S&p 500 Grow | 20.9% | -14.9% | $51.1M |
| SPYVState Street Spdr Portfolio S&p 500 Valu | 20.7% | +1.2% | $50.5M |
| SPTISpdr Series Trust | 11.9% | +8.3% | $28.9M |
| SPDWSpdr Index Shs Fds | 9.0% | -3.7% | $22.0M |
| SPSMSpdr Series Trust | 7.4% | -16.5% | $18.1M |
| SPIBSpdr Series Trust | 6.0% | +7.3% | $14.7M |
| SPMBSpdr Ser Tr | 5.7% | -32.5% | $13.8M |
| SPEMSpdr Index Shs Fds | 4.9% | +2.1% | $12.0M |
| SLYGSpdr Series Trust | 3.7% | +32.8% | $9.0M |
| SLYVSpdr Series Trust | 3.5% | — | $8.6M |
| USMVIshares Tr | 3.4% | — | $8.3M |
| SGOVIshares Tr | 1.4% | -20.4% | $3.5M |
| AAPLApple Inc | 1.0% | +0.0% | $2.3M |
| BRK-BBerkshire Hathaway Inc Del | 0.3% | -38.9% | $707K |
| VTIVanguard Index Fds | 0.2% | +21.1% | $437K |
| DVLTDatavault Ai Inc | 0.0% | +0.0% | $7K |
What Leicht Financial Planning & Wealth Management, Inc. bought and sold in Q2 2026, against Q1 2026.
New positions
- SLYV Spdr Series Trust3.5% of 13F
- USMV Ishares Tr3.4% of 13F
Added to
- SLYG Spdr Series Trust+32.8% shares
- VTI Vanguard Index Fds+21.1% shares
- SPTI Spdr Series Trust+8.3% shares
- SPIB Spdr Series Trust+7.3% shares
Reduced
- BRK-B Berkshire Hathaway Inc Del-38.9% shares
- SPMB Spdr Ser Tr-32.5% shares
- SGOV Ishares Tr-20.4% shares
- SPSM Spdr Series Trust-16.5% shares
- SPYG State Street Spdr Portfolio S&p 500 Grow-14.9% shares
Sold out
- SCHD Schwab Strategic Trwas 0.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +14.8% /yr
- S&P 500 +20.1%
- 3 years
- +13.7% /yr
- S&P 500 +20.4%
- 5 years
- +5.8% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $244.1M | 16 |
| Q1 2026 | $220.5M | 15 |
| Q4 2025 | $223.6M | 13 |
| Q3 2025 | $221.8M | 15 |
| Q2 2025 | $210.5M | 15 |
| Q1 2025 | $191.2M | 18 |
| Q4 2024 | $195.4M | 17 |
| Q3 2024 | $198.6M | 19 |
| Q2 2024 | $187.8M | 19 |
| Q1 2024 | $182.4M | 20 |
| Q4 2023 | $174.4M | 22 |
| Q3 2023 | $162.0M | 21 |
Questions about Leicht Financial Planning & Wealth Management, Inc.'s portfolio
What stocks does Leicht Financial Planning & Wealth Management, Inc. own?
Leicht Financial Planning & Wealth Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 16 positions worth $244.1M. The largest are State Street Spdr Portfolio S&p 500 Grow (SPYG) at 20.9%, State Street Spdr Portfolio S&p 500 Valu (SPYV) at 20.7%, Spdr Series Trust (SPTI) at 11.9%, Spdr Index Shs Fds (SPDW) at 9.0% and Spdr Series Trust (SPSM) at 7.4%.
What did Leicht Financial Planning & Wealth Management, Inc. buy last quarter?
In Q2 2026, Leicht Financial Planning & Wealth Management, Inc. added a new position in Spdr Series Trust (SLYV), a new position in Ishares Tr (USMV), Spdr Series Trust (SLYG) (+32.8% shares), Vanguard Index Fds (VTI) (+21.1% shares) and Spdr Series Trust (SPTI) (+8.3% shares), compared with its Q1 2026 filing.
What did Leicht Financial Planning & Wealth Management, Inc. sell last quarter?
In Q2 2026, Leicht Financial Planning & Wealth Management, Inc. sold all of Schwab Strategic Tr (SCHD), Berkshire Hathaway Inc Del (BRK-B) (-38.9% shares), Spdr Ser Tr (SPMB) (-32.5% shares) and Ishares Tr (SGOV) (-20.4% shares), compared with its Q1 2026 filing.
How has Leicht Financial Planning & Wealth Management, Inc.'s portfolio performed?
A portfolio copying Leicht Financial Planning & Wealth Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.8% against +20.1%. Over 5 years: +5.8% a year against +11.6%.
When is Leicht Financial Planning & Wealth Management, Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Leicht Financial Planning & Wealth Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Leicht Financial Planning & Wealth Management, Inc. manage?
Leicht Financial Planning & Wealth Management, Inc. reported $237.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $244.1M.