account_balance

Investment manager · 13F filer · SEC CIK 1710666

Leicht Financial Planning & Wealth Management, Inc.

Reported value$242Mas of Sep 30, 2026
Positions16 1 new, 1 sold out
Top 10 weight93.8%SPYG alone is 22%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYG SPDR Series Trust 21.7% Held
SPYV SPDR Series Trust 20.8% Held
SPTI SPDR Series Trust 12.0% Added +4%
SPDW SPDR Index SHS FDS 9.0% Held
SPSM SPDR Series Trust 6.6% Trimmed −3%
SPIB SPDR Series Trust 6.1% Added +4%
SPMB SPDR Series Trust 5.6% Added +4%
SPEM SPDR Index SHS FDS 5.0% Held
QUAL iShares Tr 3.6% New
SLYV SPDR Series Trust 3.3% Held
SLYG SPDR Series Trust 3.2% Trimmed −4%
SGOV iShares Tr 1.2% Trimmed −15%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • QUAL $8.71M
arrow_upwardAdded
  • VTI +58%
  • BRK-B +14%
  • SPIB +4%
  • SPMB +4%
arrow_downwardTrimmed
  • SGOV −15%
  • SLYG −4%
  • SPSM −3%
remove_circleSold out
  • USMV $8.31M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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