Leicht Financial Planning & Wealth Management, Inc.
CIK 1710666 · Holdings on Jun 30, 2026 · First reported Jul 22, 2026
Top ten holdings
Q2 2026- SPYG20.95%
- SPYV20.68%
- SPTI11.85%
- SPDW9.00%
- SPSM7.43%
- SPIB6.02%
- SPMB5.66%
- SPEM4.93%
- SLYG3.70%
- SLYV3.51%
Share classes counted separately93.73%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPMBWeight decreased · -3.65 pp9.31% → 5.66%Shares -297.67K (-32.48%)
- SPYGWeight decreased · -1.47 pp22.42% → 20.95%Shares -75.20K (-14.90%)
- SLYGWeight increased · +1.20 pp2.50% → 3.70%Shares +18.70K (+32.75%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 16
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYGSS SPDR P S&P 500 GROWTH ETFST STR P500GRW View history and evidence | $51.13M | 20.95% | 429.68K shares | 22.42% → 20.95%-1.47 pp -75.20K (-14.90%) | Reduced | ▾ |
| 02 | SPYVSS SPDR P S&P 500 VALUE ETFST STR P500VAL View history and evidence | $50.48M | 20.68% | 830.43K shares | 21.07% → 20.68%-0.39 pp +9.55K (+1.16%) | Added | ▾ |
| 03 | SPTISS SPDR P INT TERM TSY ETFST INTER ETF View history and evidence | $28.93M | 11.85% | 1.02M shares | 12.23% → 11.85%-0.38 pp +78.25K (+8.32%) | Added | ▾ |
| 04 | SPDWSTE STR SPDR PT DW EU ETFST STR PO EX ETF View history and evidence | $21.96M | 9.00% | 435.86K shares | 9.37% → 9.00%-0.37 pp -16.82K (-3.72%) | Reduced | ▾ |
| 05 | SPSMSS SPDR P S&P 600 SMALL CAPST STR SP600 SML View history and evidence | $18.12M | 7.43% | 314.28K shares | 8.25% → 7.43%-0.82 pp -62.33K (-16.55%) | Reduced | ▾ |
| 06 | SPIBSS SPDR P INT C CORP ETFST INTER BD ETF View history and evidence | $14.70M | 6.02% | 439.19K shares | 6.23% → 6.02%-0.21 pp +29.97K (+7.32%) | Added | ▾ |
| 07 | SPMBSS SPDR P MORT BACK BOND ETFST STR BACKE ETF View history and evidence | $13.80M | 5.66% | 618.70K shares | 9.31% → 5.66%-3.65 pp -297.67K (-32.48%) | Reduced | ▾ |
| 08 | SPEMSTATE STREET SP PTF EM ETFST PORT MARK ETF View history and evidence | $12.04M | 4.93% | 232.52K shares | 4.85% → 4.93%+0.08 pp +4.75K (+2.08%) | Added | ▾ |
| 09 | SLYGSS SPDR S&P 600 SC GR ETFST STR SP600GRWO View history and evidence | $9.03M | 3.70% | 75.79K shares | 2.50% → 3.70%+1.20 pp +18.70K (+32.75%) | Added | ▾ |
| 10 | SLYVSS SPDR S&P 600 SC VAL ETFST STR SP600SM C View history and evidence | $8.56M | 3.51% | 78.48K shares | Prior unavailable +78.48K | New | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHD SCHWAB US DVD EQUITY ETF | Non-derivative | -14,185 | -$435.19K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1710666 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 244067607
}Take these holdings further.
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