Leicht Financial Planning & Wealth Management, Inc.

Est. AUM

$220.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$49.4M	504886	22.42%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$46.4M	820882	21.07%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$27.0M	940643	12.23%	SOLE
4	SPDR INDEX SHS FDS	STATE STREET SPD	$20.7M	452684	9.37%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$20.5M	916363	9.31%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$18.2M	376612	8.25%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$13.7M	409225	6.23%	SOLE
8	SPDR INDEX SHS FDS	STATE STREET SPD	$10.7M	227777	4.85%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$5.5M	57090	2.50%	SOLE
10	ISHARES TR	0-3 MNTH TREASRY	$4.4M	43953	2.01%	SOLE
11	APPLE INC	COM	$2.0M	8063	0.93%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	2310	0.50%	SOLE
13	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$435K	14185	0.20%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$312K	974	0.14%	SOLE
15	DATAVAULT AI INC	COM SHS	$12K	19780	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.