Leicht Financial Planning & Wealth Management, Inc. Diversified Active

Name: Leicht Financial Planning & Wealth Management, Inc. Q1 2026 13F Filing | 13F Explorer
Creator: Leicht Financial Planning & Wealth Management, Inc.
Published: 2026-05-04

Location: Parsippany, NJ

CIK: 0001710666 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 4, 2026

Total Value: $220M (100.0% shares, 0.0% debt)

Holdings (15)

SPYG SPDR SERIES TRUST 22.4%

Value $49.43M Shares 504,886 Est. Cost $61.94 Unrealized —

SPYV SPDR SERIES TRUST 21.1%

Value $46.45M Shares 820,882 Est. Cost $47.20 Unrealized —

SPTI SPDR SERIES TRUST 12.2%

Value $26.96M Shares 940,643 Est. Cost $29.39 Unrealized —

SPDW SPDR INDEX SHS FDS 9.4%

Value $20.67M Shares 452,684 Est. Cost $34.50 Unrealized —

SPMB SPDR SERIES TRUST 9.3%

Value $20.52M Shares 916,363 Est. Cost $23.20 Unrealized —

SPSM SPDR SERIES TRUST 8.3%

Value $18.2M Shares 376,612 Est. Cost $39.32 Unrealized —

SPIB SPDR SERIES TRUST 6.2%

Value $13.73M Shares 409,225 Est. Cost $33.56 Unrealized —

SPEM SPDR INDEX SHS FDS 4.8%

Value $10.69M Shares 227,777 Est. Cost $41.93 Unrealized —

SLYG SPDR SERIES TRUST 2.5%

Value $5.516M Shares 57,090 Est. Cost $88.75 Unrealized —

SGOV ISHARES TR 2.0%

Value $4.424M Shares 43,953 Est. Cost $100.61 Unrealized —

AAPL APPLE INC 0.9%

Value $2.046M Shares 8,063 Est. Cost $147.35 Unrealized +78.4%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%

Value $1.107M Shares 2,310 Est. Cost $368.68 Unrealized +33.8%

SCHD SCHWAB STRATEGIC TR 0.2%

Value $435K Shares 14,185 Est. Cost $30.68 Unrealized —

VTI VANGUARD INDEX FDS 0.1%

Value $312K Shares 974 Est. Cost $320.81 Unrealized —

DVLT DATAVAULT AI INC 0.0%

Value $12,230 Shares 19,780 Est. Cost $1.78 Unrealized -54.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPYG	SPDR SERIES TRUST	504,886	$49.43M	22.4%	$61.94	—	STATE STREET SPD	78464A409
SPYV	SPDR SERIES TRUST	820,882	$46.45M	21.1%	$47.20	—	STATE STREET SPD	78464A508
SPTI	SPDR SERIES TRUST	940,643	$26.96M	12.2%	$29.39	—	STATE STREET SPD	78464A672
SPDW	SPDR INDEX SHS FDS	452,684	$20.67M	9.4%	$34.50	—	STATE STREET SPD	78463X889
SPMB	SPDR SERIES TRUST	916,363	$20.52M	9.3%	$23.20	—	STATE STREET SPD	78464A383
SPSM	SPDR SERIES TRUST	376,612	$18.2M	8.3%	$39.32	—	STATE STREET SPD	78468R853
SPIB	SPDR SERIES TRUST	409,225	$13.73M	6.2%	$33.56	—	STATE STREET SPD	78464A375
SPEM	SPDR INDEX SHS FDS	227,777	$10.69M	4.8%	$41.93	—	STATE STREET SPD	78463X509
SLYG	SPDR SERIES TRUST	57,090	$5.516M	2.5%	$88.75	—	STATE STREET SPD	78464A201
SGOV	ISHARES TR	43,953	$4.424M	2.0%	$100.61	—	0-3 MNTH TREASRY	46436E718
AAPL	APPLE INC	8,063	$2.046M	0.9%	$147.35	+78.4%	COM	037833100
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,310	$1.107M	0.5%	$368.68	+33.8%	CL B NEW	084670702
SCHD	SCHWAB STRATEGIC TR	14,185	$435K	0.2%	$30.68	—	US DIVIDEND EQ	808524797
VTI	VANGUARD INDEX FDS	974	$312K	0.1%	$320.81	—	TOTAL STK MKT	922908769
DVLT	DATAVAULT AI INC	19,780	$12,230	0.0%	$1.78	-54.7%	COM SHS	86633R609