Leicht Financial Planning & Wealth Managemen
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$220.5M
Q ending 2026-03-31
Prior quarter
$223.6M
Q ending 2025-12-31
Change
-1.4% QoQ · +15.3% YoY
Positions
15
reported holdings
Largest positions
All 15 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYG | Shares | $49.4M | 505K |
| Spdr Series Trust | SPYV | Shares | $46.4M | 821K |
| Spdr Series Trust | SPTI | Shares | $27.0M | 941K |
| Spdr Index Shs Fds | SPDW | Shares | $20.7M | 453K |
| Spdr Series Trust | SPMB | Shares | $20.5M | 916K |
| Spdr Series Trust | SPSM | Shares | $18.2M | 377K |
| Spdr Series Trust | SPIB | Shares | $13.7M | 409K |
| Spdr Index Shs Fds | SPEM | Shares | $10.7M | 228K |
| Spdr Series Trust | SLYG | Shares | $5.5M | 57K |
| Ishares Tr | SGOV | Shares | $4.4M | 44K |
| Apple Inc | AAPL | Shares | $2.0M | 8K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.1M | 2K |
| Schwab Strategic Tr | SCHD | Shares | $435K | 14K |
| Vanguard Index Fds | VTI | Shares | $312K | 974 |
| Datavault Ai Inc | DVLT | Shares | $12K | 20K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.