§ 13F · FUND PROFILE
Leicht Financial Planning & Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $222M (13F)Positions · 15Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$748K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 505K | $49M | 22.4% | ±0% |
| 2 | SPYV | SPDR SERIES TRUST | 821K | $46M | 21.1% | −1% |
| 3 | SPTI | SPDR SERIES TRUST | 941K | $27M | 12.2% | ±0% |
| 4 | SPDW | SPDR INDEX SHS FDS | 453K | $21M | 9.4% | −1% |
| 5 | SPMB | SPDR SERIES TRUST | 916K | $21M | 9.3% | ±0% |
| 6 | SPSM | SPDR SERIES TRUST | 377K | $18M | 8.3% | −1% |
| 7 | SPIB | SPDR SERIES TRUST | 409K | $14M | 6.2% | ±0% |
| 8 | SPEM | SPDR INDEX SHS FDS | 228K | $11M | 4.8% | −1% |
| 9 | SLYG | SPDR SERIES TRUST | 57K | $6M | 2.5% | −1% |
| 10 | SGOV | ISHARES TR | 44K | $4M | 2.0% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEICHT SIGNAL
AC read
Leicht Financial Planning & Wealth Management, Inc. is a Other fund managing $222 million in assets. The fund runs a focused portfolio of just 15 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed