Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $51.1M | 20.9% |
| SPDR Series TrustST STR P500VAL | ST STR P500VAL | $50.5M | 20.7% |
| SPDR Series TrustST INTER ETF | ST INTER ETF | $28.9M | 11.9% |
| SPDR Index Shs FdsST STR PO EX ETF | ST STR PO EX ETF | $22M | 9.0% |
| SPDR Series TrustST STR SP600 SML | ST STR SP600 SML | $18.1M | 7.4% |
| SPDR Series TrustST INTER BD ETF | ST INTER BD ETF | $14.7M | 6.0% |
| SPDR Series TrustST STR BACKE ETF | ST STR BACKE ETF | $13.8M | 5.7% |
| SPDR Index Shs FdsST PORT MARK ETF | ST PORT MARK ETF | $12M | 4.9% |
| SPDR Series TrustST STR SP600GRWO | ST STR SP600GRWO | $9.03M | 3.7% |
| SPDR Series TrustST STR SP600SM C | ST STR SP600SM C | $8.56M | 3.5% |
| iShares TRMSCI USA MIN ETF | MSCI USA MIN ETF | $8.31M | 3.4% |
| iShares TR0-3 MTH TREASURY | 0-3 MTH TREASURY | $3.52M | 1.4% |
| Apple Inc.COM | COM | $2.33M | 1.0% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $707K | 0.3% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $437K | 0.2% |
| Datavault AI Inc.COM SHS | COM SHS | $6.92K | 0.0% |
- Class
- ST STR P500GRW
- Share
- 20.9%
- Class
- ST STR P500VAL
- Share
- 20.7%
- Class
- ST INTER ETF
- Share
- 11.9%
- Class
- ST STR PO EX ETF
- Share
- 9.0%
- Class
- ST STR SP600 SML
- Share
- 7.4%
- Class
- ST INTER BD ETF
- Share
- 6.0%
- Class
- ST STR BACKE ETF
- Share
- 5.7%
- Class
- ST PORT MARK ETF
- Share
- 4.9%
- Class
- ST STR SP600GRWO
- Share
- 3.7%
- Class
- ST STR SP600SM C
- Share
- 3.5%
- Class
- MSCI USA MIN ETF
- Share
- 3.4%
- Class
- 0-3 MTH TREASURY
- Share
- 1.4%
- Class
- COM
- Share
- 1.0%
- Class
- CL B NEW
- Share
- 0.3%
- Class
- TOTAL STK MKT
- Share
- 0.2%
- Class
- COM SHS
- Share
- 0.0%
The share class is shown on a wider screen.
The 16 largest of 16 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1710666
- File number
- 028-18122
- Options
- 0 call, 0 put
- In the 25 largest
- 100.0%
- Prior quarter
- $220M at 31 March 2026
- Positions opened
- 2
- Positions closed
- 1
Common questions
What are Leicht Financial Planning and Wealth Management’s 13F holdings worth?
$244 million across 16 positions for the quarter ended 30 June 2026.
What is Leicht Financial Planning and Wealth Management’s largest 13F holding?
SPDR SERIES TRUST (ST STR P500GRW) was the largest position at $51.1 million, or 20.9% of reported 13F value, as of 30 June 2026.
How concentrated is Leicht Financial Planning and Wealth Management’s 13F portfolio?
The ten largest positions accounted for 93.7% of reported value and the twenty-five largest for 100.0%, across 16 positions as of 30 June 2026.
Does Form 13F show everything Leicht Financial Planning and Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Leicht Financial Planning and Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.