Leicht Financial Planning & Wealth Management
PARSIPPANY, NJfiles as Leicht Financial Planning & Wealth Management, Inc.
$244m in 16 US stocks at the end of 30 June 2026. The top 10 are 93.7% of the money. It changed about 8.3% of the portfolio this quarter.
Value
$244m
Stocks
16
Top 10 share
93.7%
Turnover
8.3%
What changed this quarter
New
Bought for the first time this quarter.
- Spdr Series TrustSLYV3.5% of the fund
- Ishares TRUSMV3.4% of the fund
Added
Bought more of a stock they already held.
- Spdr Series TrustSPTI11.9% of the fund+8%
- Spdr Series TrustSPIB6.0% of the fund+7%
- Spdr Index SHS FDSSPEM4.9% of the fund+2%
- Spdr Series TrustSLYG3.7% of the fund+33%
- Vanguard Index FDSVTI0.2% of the fund+21%
Cut
Sold some of their stake.
- Spdr Series TrustSPYG20.9% of the fund-15%
- Spdr Index SHS FDSSPDW9.0% of the fund-4%
- Spdr Series TrustSPSM7.4% of the fund-17%
- Spdr Series TrustSPMB5.7% of the fund-32%
- Ishares TRSGOV1.4% of the fund-20%
- Berkshire HathawayBRK-B0.3% of the fund-39%
Sold out
Sold their entire stake.
- Schwab Strategic TRSCHD-100%
Holdings
- Spdr Series TrustSPYG
- Share
- 20.9%
- Value
- $51m
- Shares
- 429,682
-15%
- Spdr Series TrustSPYV
- Share
- 20.7%
- Value
- $50m
- Shares
- 830,431
Held
- Spdr Series TrustSPTI
- Share
- 11.9%
- Value
- $29m
- Shares
- 1,018,891
+8%
- Spdr Index SHS FDSSPDW
- Share
- 9.0%
- Value
- $22m
- Shares
- 435,860
-4%
- Spdr Series TrustSPSM
- Share
- 7.4%
- Value
- $18m
- Shares
- 314,283
-17%
- Spdr Series TrustSPIB
- Share
- 6.0%
- Value
- $15m
- Shares
- 439,193
+7%
- Spdr Series TrustSPMB
- Share
- 5.7%
- Value
- $14m
- Shares
- 618,696
-32%
- Spdr Index SHS FDSSPEM
- Share
- 4.9%
- Value
- $12m
- Shares
- 232,523
+2%
- Spdr Series TrustSLYG
- Share
- 3.7%
- Value
- $9m
- Shares
- 75,788
+33%
- Spdr Series TrustSLYV
- Share
- 3.5%
- Value
- $9m
- Shares
- 78,485
New
- Ishares TRUSMV
- Share
- 3.4%
- Value
- $8m
- Shares
- 86,141
New
- Ishares TRSGOV
- Share
- 1.4%
- Value
- $4m
- Shares
- 34,973
-20%
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $436,647
- Shares
- 1,180
+21%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Spdr Series TrustSPYG | 20.9% | $51m | 429,682 | -15% |
| Spdr Series TrustSPYV | 20.7% | $50m | 830,431 | Held |
| Spdr Series TrustSPTI | 11.9% | $29m | 1,018,891 | +8% |
| Spdr Index SHS FDSSPDW | 9.0% | $22m | 435,860 | -4% |
| Spdr Series TrustSPSM | 7.4% | $18m | 314,283 | -17% |
| Spdr Series TrustSPIB | 6.0% | $15m | 439,193 | +7% |
| Spdr Series TrustSPMB | 5.7% | $14m | 618,696 | -32% |
| Spdr Index SHS FDSSPEM | 4.9% | $12m | 232,523 | +2% |
| Spdr Series TrustSLYG | 3.7% | $9m | 75,788 | +33% |
| Spdr Series TrustSLYV | 3.5% | $9m | 78,485 | New |
| Ishares TRUSMV | 3.4% | $8m | 86,141 | New |
| Ishares TRSGOV | 1.4% | $4m | 34,973 | -20% |
| AppleAAPL | 1.0% | $2m | 8,063 | Held |
| Berkshire HathawayBRK-B | 0.3% | $706,550 | 1,412 | -39% |
| Vanguard Index FDSVTI | 0.2% | $436,647 | 1,180 | +21% |
| Datavault AIDVLT | <0.1% | $6,923 | 19,780 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 15.9% since 30 June 2025.
Where the money is
Technology1.0%
Financial services0.3%
Other98.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.