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Leicht Financial Planning & Wealth Management, Inc.

Portfolio Manager
Leicht Financial Planning & Wealth Management, Inc.
Performance
-1.70% (2026 Q1)
AUM (13F)
$220.48M
# of Holdings
15
Performance Rank
Allocation (Top 20)
100.02%

Leicht Financial Planning & Wealth Management, Inc. Holdings Map

Top 15 Leicht Financial Planning & Wealth Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYG
SPDR SERIES TRUST
22.42%504.9K$49.4M
+0.40%(+2.03K)
2025-Q1: 541.5K shares2025-Q2: 572.0K shares2025-Q3: 564.9K shares2025-Q4: 502.9K shares2026-Q1: 504.9K shares
$59.65(+99.23%)
2026-03-31
SPYV
SPDR SERIES TRUST
21.07%820.9K$46.4M
-0.92%(-7.66K)
2025-Q1: 440.0K shares2025-Q2: 555.1K shares2025-Q3: 552.6K shares2025-Q4: 828.5K shares2026-Q1: 820.9K shares
$47.17(+27.58%)
2026-03-31
SPTI
SPDR SERIES TRUST
12.23%940.6K$27.0M
+0.06%(+595)
2025-Q1: 876.3K shares2025-Q2: 869.8K shares2025-Q3: 860.7K shares2025-Q4: 940.0K shares2026-Q1: 940.6K shares
$29.12(-2.51%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
9.37%452.7K$20.7M
-1.31%(-5.99K)
2025-Q1: 494.3K shares2025-Q2: 464.4K shares2025-Q3: 462.6K shares2025-Q4: 458.7K shares2026-Q1: 452.7K shares
$33.95(+48.05%)
2026-03-31
SPMB
SPDR SERIES TRUST
9.31%916.4K$20.5M
-0.01%(-91)
2025-Q1: 787.3K shares2025-Q2: 861.5K shares2025-Q3: 852.3K shares2025-Q4: 916.5K shares2026-Q1: 916.4K shares
$23.15(-4.02%)
2026-03-31
SPSM
SPDR SERIES TRUST
8.25%376.6K$18.2M
-1.33%(-5.07K)
2025-Q1: 385.0K shares2025-Q2: 390.3K shares2025-Q3: 387.7K shares2025-Q4: 381.7K shares2026-Q1: 376.6K shares
$40.08(+31.27%)
2026-03-31
SPIB
SPDR SERIES TRUST
6.23%409.2K$13.7M
+0.15%(+615)
2025-Q1: 304.1K shares2025-Q2: 381.3K shares2025-Q3: 377.3K shares2025-Q4: 408.6K shares2026-Q1: 409.2K shares
$33.67(-0.71%)
2026-03-31
SPEM
SPDR INDEX SHS FDS
4.85%227.8K$10.7M
-0.66%(-1.51K)
2025-Q1: 124.0K shares2025-Q2: 240.2K shares2025-Q3: 238.8K shares2025-Q4: 229.3K shares2026-Q1: 227.8K shares
$41.53(+25.75%)
2026-03-31
SLYG
SPDR SERIES TRUST
2.5%57.1K$5.5M
-1.24%(-716)
2025-Q1: 0 shares2025-Q2: 57.8K shares2025-Q3: 57.6K shares2025-Q4: 57.8K shares2026-Q1: 57.1K shares
$85.51(+25.29%)
2026-03-31
SGOV
ISHARES TR
2.01%44.0K$4.4M
+5.61%(+2.34K)
2025-Q1: 15.8K shares2025-Q2: 24.9K shares2025-Q3: 31.6K shares2025-Q4: 41.6K shares2026-Q1: 44.0K shares
$100.58(-0.07%)
2026-03-31

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