StockDriftsStockDriftsTop 16 Leicht Financial Planning & Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 20.95% | 429.7K | $51.1M | -14.90%(-75.20K) | $59.65(+105.85%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 20.68% | 830.4K | $50.5M | +1.16%(+9.55K) | $47.30(+34.04%) | 2026-06-30 | |
| SPTI | SPDR SERIES TRUST | 11.85% | 1.02M | $28.9M | +8.32%(+78.25K) | $29.07(-3.37%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 9% | 435.9K | $22.0M | -3.72%(-16.82K) | $33.95(+52.34%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 7.43% | 314.3K | $18.1M | -16.55%(-62.33K) | $40.08(+44.29%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 6.02% | 439.2K | $14.7M | +7.32%(+29.97K) | $33.65(-1.59%) | 2026-06-30 | |
| SPMB | SPDR SERIES TRUST | 5.66% | 618.7K | $13.8M | -32.48%(-297.67K) | $23.15(-5.06%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 4.93% | 232.5K | $12.0M | +2.08%(+4.75K) | $41.67(+25.60%) | 2026-06-30 | |
| SLYG | SPDR SERIES TRUST | 3.7% | 75.8K | $9.0M | +32.75%(+18.70K) | $90.62(+30.21%) | 2026-06-30 | |
| SLYV | SPDR SERIES TRUST | 3.51% | 78.5K | $8.6M | new | $100.85(+9.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.88% | +43.84% | +5.86% | +32.91% |
| Top 20 Holdings Unweighted | +11.02% | +36.82% | +5.21% | +28.90% |
Leicht Financial Planning & Wealth Management, Inc. reports $244.07M in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (20.9%), SPYV (20.7%) and SPTI (11.8%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +43.84% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Leicht Financial Planning & Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1710666). View Leicht Financial Planning & Wealth Management, Inc.’s 13F filings on SEC