Top 15 Leicht Financial Planning & Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 22.42% | 504.9K | $49.4M | +0.40%(+2.03K) | $59.65(+99.23%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 21.07% | 820.9K | $46.4M | -0.92%(-7.66K) | $47.17(+27.58%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 12.23% | 940.6K | $27.0M | +0.06%(+595) | $29.12(-2.51%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 9.37% | 452.7K | $20.7M | -1.31%(-5.99K) | $33.95(+48.05%) | 2026-03-31 | |
| SPMB | SPDR SERIES TRUST | 9.31% | 916.4K | $20.5M | -0.01%(-91) | $23.15(-4.02%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 8.25% | 376.6K | $18.2M | -1.33%(-5.07K) | $40.08(+31.27%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 6.23% | 409.2K | $13.7M | +0.15%(+615) | $33.67(-0.71%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 4.85% | 227.8K | $10.7M | -0.66%(-1.51K) | $41.53(+25.75%) | 2026-03-31 | |
| SLYG | SPDR SERIES TRUST | 2.5% | 57.1K | $5.5M | -1.24%(-716) | $85.51(+25.29%) | 2026-03-31 | |
| SGOV | ISHARES TR | 2.01% | 44.0K | $4.4M | +5.61%(+2.34K) | $100.58(-0.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.58% | +35.22% |
| Top 20 Holdings Unweighted | +10.20% | +33.83% |
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