§ 13F · FUND PROFILE
Leicht Financial Planning & Wealth Management, Inc..
AUM · $244M (13F)Positions · 16Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 430K | $51M | 20.9% | −15% |
| 2 | SPYV | SPDR SERIES TRUST | 830K | $50M | 20.7% | +1% |
| 3 | SPTI | SPDR SERIES TRUST | 1.02M | $29M | 11.9% | +8% |
| 4 | SPDW | SPDR INDEX SHS FDS | 436K | $22M | 9.0% | −4% |
| 5 | SPSM | SPDR SERIES TRUST | 314K | $18M | 7.4% | −17% |
| 6 | SPIB | SPDR SERIES TRUST | 439K | $15M | 6.0% | +7% |
| 7 | SPMB | SPDR SERIES TRUST | 619K | $14M | 5.7% | −32% |
| 8 | SPEM | SPDR INDEX SHS FDS | 233K | $12M | 4.9% | +2% |
| 9 | SLYG | SPDR SERIES TRUST | 76K | $9M | 3.7% | +33% |
| 10 | SLYV | SPDR SERIES TRUST | 78K | $9M | 3.5% | NEW |
§ 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 $244 million in assets. The fund runs a focused portfolio of just 16 positions.
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