Leicht Financial Planning & Wealth Management, Inc.

CIK 0001710666 · PARSIPPANY, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

Leicht Financial Planning & Wealth Management, Inc. reported 16 positions worth $244.1M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: SPYG (20.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$244.1M
2026 Q2
Positions
16
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
93.7%
Est. Net Flow (Q)
2026 Q2
10 / 16 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYGSPDR SERIES TRUSTSH$51.1M20.95%429,682
2SPYVSPDR SERIES TRUSTSH$50.5M20.68%830,431
3SPTISPDR SERIES TRUSTSH$28.9M11.85%1,018,891
4SPDWSPDR INDEX SHS FDSSH$22.0M9.00%435,860
5SPSMSPDR SERIES TRUSTSH$18.1M7.43%314,283
6SPIBSPDR SERIES TRUSTSH$14.7M6.02%439,193
7SPMBSPDR SERIES TRUSTSH$13.8M5.66%618,696
8SPEMSPDR INDEX SHS FDSSH$12.0M4.93%232,523
9SLYGSPDR SERIES TRUSTSH$9.0M3.70%75,788
10SLYVSPDR SERIES TRUSTSH$8.6M3.51%78,485

The free plan shows the top 10 positions. The remaining 6 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Leicht Financial Planning & Wealth Management, Inc. hold as of Q2 2026?

Leicht Financial Planning & Wealth Management, Inc. reported 16 positions worth $244.1M in its Q2 2026 13F filing. Largest positions: SPYG (20.9%), SPYV (20.7%), SPTI (11.9%), SPDW (9.0%) and SPSM (7.4%).

What did Leicht Financial Planning & Wealth Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Leicht Financial Planning & Wealth Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.