Leicht Financial Planning & Wealth Management, Inc. Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$223.6M
Holdings
13
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYGSPDR SERIES TRUST | 502,853 | $53.7M | 23.99% | |
| 2 | SPYVSPDR SERIES TRUST | 828,545 | $47.1M | 21.05% | |
| 3 | SPTISPDR SERIES TRUST | 940,048 | $27.1M | 12.12% | |
| 4 | SPMBSPDR SERIES TRUST | 916,454 | $20.5M | 9.19% | |
| 5 | SPDWSPDR INDEX SHS FDS | 458,676 | $20.4M | 9.11% | |
| 6 | SPSMSPDR SERIES TRUST | 381,677 | $17.9M | 8.00% | |
| 7 | SPIBSPDR SERIES TRUST | 408,610 | $13.8M | 6.18% | |
| 8 | SPEMSPDR INDEX SHS FDS | 229,283 | $10.7M | 4.80% | |
| 9 | SLYGSPDR SERIES TRUST | 57,806 | $5.4M | 2.43% | |
| 10 | SGOVISHARES TR | 41,617 | $4.2M | 1.87% | |
| 11 | AAPLAPPLE INC | 8,063 | $2.2M | 0.98% | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,190 | $598K | 0.27% | |
| 13 | DVLTDATAVAULT AI INC | 19,780 | $12K | 0.01% |