Leicht Financial Planning & Wealth Management, Inc. Diversified Active

Name: Leicht Financial Planning & Wealth Management, Inc. Q2 2026 13F Filing | 13F Explorer
Creator: Leicht Financial Planning & Wealth Management, Inc.
Published: 2026-07-22

Location: Parsippany, NJ

CIK: 0001710666 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 22, 2026

Total Value: $244M (100.0% shares, 0.0% debt)

Holdings (16)

New Positions (2)

SLYV SPDR SERIES TRUST 3.5%

Value $8.563M Shares 78,485 Est. Cost $109.11 Unrealized —

USMV ISHARES TR 3.4%

Value $8.309M Shares 86,141 Est. Cost $96.46 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SLYV	SPDR SERIES TRUST	78,485	$8.563M	3.5%	$109.11	—	ST STR SP600SM C	78464A300
USMV	ISHARES TR	86,141	$8.309M	3.4%	$96.46	—	MSCI USA MIN ETF	46429B697

Increased Positions (6)

SPYV SPDR SERIES TRUST 20.7%

Value $50.48M (+8.7%) Shares 830,431 (+1.2%) Est. Cost $47.36 Unrealized —

SLYG SPDR SERIES TRUST 3.7%

Value $9.029M (+63.7%) Shares 75,788 (+32.8%) Est. Cost $96.25 Unrealized —

SPTI SPDR SERIES TRUST 11.9%

Value $28.93M (+7.3%) Shares 1,018,891 (+8.3%) Est. Cost $29.31 Unrealized —

SPEM SPDR INDEX SHS FDS 4.9%

Value $12.04M (+12.7%) Shares 232,523 (+2.1%) Est. Cost $42.13 Unrealized —

SPIB SPDR SERIES TRUST 6.0%

Value $14.7M (+7.1%) Shares 439,193 (+7.3%) Est. Cost $33.55 Unrealized —

VTI VANGUARD INDEX FDS 0.2%

Value $437K (+39.7%) Shares 1,180 (+21.1%) Est. Cost $329.40 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPYV	SPDR SERIES TRUST	830,431 (+1.2%)	$50.48M (+8.7%)	20.7%	$47.36	—	ST STR P500VAL	78464A508
SLYG	SPDR SERIES TRUST	75,788 (+32.8%)	$9.029M (+63.7%)	3.7%	$96.25	—	ST STR SP600GRWO	78464A201
SPTI	SPDR SERIES TRUST	1,018,891 (+8.3%)	$28.93M (+7.3%)	11.9%	$29.31	—	ST INTER ETF	78464A672
SPEM	SPDR INDEX SHS FDS	232,523 (+2.1%)	$12.04M (+12.7%)	4.9%	$42.13	—	ST PORT MARK ETF	78463X509
SPIB	SPDR SERIES TRUST	439,193 (+7.3%)	$14.7M (+7.1%)	6.0%	$33.55	—	ST INTER BD ETF	78464A375
VTI	VANGUARD INDEX FDS	1,180 (+21.1%)	$437K (+39.7%)	0.2%	$329.40	—	TOTAL STK MKT	922908769

Exited Positions (1)

SCHD SCHWAB STRATEGIC TR 0.2%

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

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SCHD	SCHWAB STRATEGIC TR	14,185	$435K	0.2%	$30.68	—	—	808524797

Decreased Positions (6)

SPMB SPDR SERIES TRUST 5.7%

Value $13.8M (-32.7%) Shares 618,696 (-32.5%) Est. Cost $23.20 Unrealized —

SPYG SPDR SERIES TRUST 20.9%

Value $51.13M (+3.4%) Shares 429,682 (-14.9%) Est. Cost $61.94 Unrealized —

SPDW SPDR INDEX SHS FDS 9.0%

Value $21.96M (+6.3%) Shares 435,860 (-3.7%) Est. Cost $34.50 Unrealized —

SGOV ISHARES TR 1.4%

Value $3.521M (-20.4%) Shares 34,973 (-20.4%) Est. Cost $100.61 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value $707K (-36.2%) Shares 1,412 (-38.9%) Est. Cost $368.68 Unrealized —

SPSM SPDR SERIES TRUST 7.4%

Value $18.12M (-0.4%) Shares 314,283 (-16.5%) Est. Cost $39.32 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPMB	SPDR SERIES TRUST	618,696 (-32.5%)	$13.8M (-32.7%)	5.7%	$23.20	—	ST STR BACKE ETF	78464A383
SPYG	SPDR SERIES TRUST	429,682 (-14.9%)	$51.13M (+3.4%)	20.9%	$61.94	—	ST STR P500GRW	78464A409
SPDW	SPDR INDEX SHS FDS	435,860 (-3.7%)	$21.96M (+6.3%)	9.0%	$34.50	—	ST STR PO EX ETF	78463X889
SGOV	ISHARES TR	34,973 (-20.4%)	$3.521M (-20.4%)	1.4%	$100.61	—	0-3 MTH TREASURY	46436E718
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,412 (-38.9%)	$707K (-36.2%)	0.3%	$368.68	—	CL B NEW	084670702
SPSM	SPDR SERIES TRUST	314,283 (-16.5%)	$18.12M (-0.4%)	7.4%	$39.32	—	ST STR SP600 SML	78468R853

Unchanged Positions (2)

AAPL APPLE INC 1.0%

Value $2.333M Shares 8,063 Est. Cost $147.35 Unrealized —

DVLT DATAVAULT AI INC 0.0%

Value $6,923 Shares 19,780 Est. Cost $1.78 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	8,063	$2.333M	1.0%	$147.35	—	COM	037833100
DVLT	DATAVAULT AI INC	19,780	$6,923	0.0%	$1.78	—	COM SHS	86633R609