Universe · entity
Leicht Financial Planning & Wealth Management, Inc.
Institutional manager (13F) · CIK 1710666
13F holdings · as of 2026-03-31 · top 15 · reported portfolio $220M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $49M | 504,886 |
| 2 | SPDR SERIES TRUST | $46M | 820,882 |
| 3 | SPDR SERIES TRUST | $27M | 940,643 |
| 4 | SPDR INDEX SHS FDS | $21M | 452,684 |
| 5 | SPDR SERIES TRUST | $21M | 916,363 |
| 6 | SPDR SERIES TRUST | $18M | 376,612 |
| 7 | SPDR SERIES TRUST | $14M | 409,225 |
| 8 | SPDR INDEX SHS FDS | $11M | 227,777 |
| 9 | SPDR SERIES TRUST | $6M | 57,090 |
| 10 | ISHARES TR | $4M | 43,953 |
| 11 | APPLE INC | $2M | 8,063 |
| 12 | BERKSHIRE HATHAWAY INC DEL | $1M | 2,310 |
| 13 | SCHWAB STRATEGIC TR | $435k | 14,185 |
| 14 | VANGUARD INDEX FDS | $312k | 974 |
| 15 | DATAVAULT AI INC | $12k | 19,780 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.