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Leicht Financial Planning & Wealth Management, Inc.

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13F filer, CIK 1710666, PARSIPPANY, NJ

Leicht Financial Planning & Wealth Management, Inc. reported $244,067,607 across 16 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-22. Its ten largest share positions make up 93.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001710666-26-000005

Period
2026-06-30
Reported value
$244M
Holdings
16
Top 10 weight
93.73%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SLYVnew+78,485$8.56M
USMVnew+86,141$8.31M
SLYGadded+18,698$2.23M
SPTIadded+78,248$2.22M
SPIBadded+29,968$1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYGreduced-75,204-$8.95M
SPMBreduced-297,667-$6.64M
SPSMreduced-62,329-$3.59M
SGOVreduced-8,980-$904K
SPDWreduced-16,824-$848K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001710666-26-000005, largest first. % of portfolio is the value over $244,067,607, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 533,858 shares; 2024Q4: 524,479 shares; 2025Q1: 541,484 shares; 2025Q2: 571,961 shares; 2025Q3: 564,911 shares; 2025Q4: 502,853 shares; 2026Q1: 504,886 shares; 2026Q2: 429,682 shares 429,682$51.1M20.95%-75,204Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 433,405 shares; 2024Q4: 432,255 shares; 2025Q1: 439,954 shares; 2025Q2: 555,096 shares; 2025Q3: 552,646 shares; 2025Q4: 828,545 shares; 2026Q1: 820,882 shares; 2026Q2: 830,431 shares 830,431$50.5M20.68%+9,549Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 827,843 shares; 2024Q4: 832,963 shares; 2025Q1: 876,252 shares; 2025Q2: 869,787 shares; 2025Q3: 860,667 shares; 2025Q4: 940,048 shares; 2026Q1: 940,643 shares; 2026Q2: 1,018,891 shares 1,018,891$28.9M11.85%+78,248Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469,025 shares; 2024Q4: 479,953 shares; 2025Q1: 494,272 shares; 2025Q2: 464,450 shares; 2025Q3: 462,561 shares; 2025Q4: 458,676 shares; 2026Q1: 452,684 shares; 2026Q2: 435,860 shares 435,860$22M9%-16,824Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376,562 shares; 2024Q4: 377,425 shares; 2025Q1: 384,956 shares; 2025Q2: 390,289 shares; 2025Q3: 387,704 shares; 2025Q4: 381,677 shares; 2026Q1: 376,612 shares; 2026Q2: 314,283 shares 314,283$18.1M7.43%-62,329Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,099 shares; 2024Q4: 293,655 shares; 2025Q1: 304,095 shares; 2025Q2: 381,334 shares; 2025Q3: 377,348 shares; 2025Q4: 408,610 shares; 2026Q1: 409,225 shares; 2026Q2: 439,193 shares 439,193$14.7M6.02%+29,968Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 739,460 shares; 2024Q4: 747,164 shares; 2025Q1: 787,344 shares; 2025Q2: 861,456 shares; 2025Q3: 852,291 shares; 2025Q4: 916,454 shares; 2026Q1: 916,363 shares; 2026Q2: 618,696 shares 618,696$13.8M5.66%-297,667Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,216 shares; 2024Q4: 125,412 shares; 2025Q1: 123,991 shares; 2025Q2: 240,225 shares; 2025Q3: 238,835 shares; 2025Q4: 229,283 shares; 2026Q1: 227,777 shares; 2026Q2: 232,523 shares 232,523$12M4.93%+4,746Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,837 shares; 2025Q3: 57,583 shares; 2025Q4: 57,806 shares; 2026Q1: 57,090 shares; 2026Q2: 75,788 shares 75,788$9.03M3.7%+18,698Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,485 shares 78,485$8.56M3.51%newTimeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86,141 shares 86,141$8.31M3.4%newTimeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,768 shares; 2025Q2: 24,911 shares; 2025Q3: 31,569 shares; 2025Q4: 41,617 shares; 2026Q1: 43,953 shares; 2026Q2: 34,973 shares 34,973$3.52M1.44%-8,980Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,291 shares; 2024Q4: 8,277 shares; 2025Q1: 8,075 shares; 2025Q2: 8,075 shares; 2025Q3: 8,075 shares; 2025Q4: 8,063 shares; 2026Q1: 8,063 shares; 2026Q2: 8,063 shares 8,063$2.33M0.96%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,135 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 2,310 shares; 2026Q2: 1,412 shares 1,412$707K0.29%-898Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 974 shares; 2026Q2: 1,180 shares 1,180$437K0.18%+206Timeline
DVLTDATAVAULT AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,780 shares; 2026Q1: 19,780 shares; 2026Q2: 19,780 shares 19,780$6.92K<0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SCHDSCHWAB STRATEGIC TR14,185$435Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001710666-26-000005 base2026-07-22acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001710666-26-000005 Quarter ended 2026-06-302026-07-22acceptance time not in the bulk data set
13F-HR 0001710666-26-000004 Quarter ended 2026-03-312026-05-04acceptance time not in the bulk data set
13F-HR 0001710666-26-000001 Quarter ended 2025-12-312026-02-04acceptance time not in the bulk data set
13F-HR 0001710666-25-000003 Quarter ended 2025-09-302025-11-05acceptance time not in the bulk data set
13F-HR 0001085146-25-004718 Quarter ended 2025-06-302025-08-08acceptance time not in the bulk data set
13F-HR 0001085146-25-002071 Quarter ended 2025-03-312025-04-11acceptance time not in the bulk data set
13F-HR 0001085146-25-001832 Quarter ended 2024-12-312025-03-14acceptance time not in the bulk data set
13F-HR 0001085146-24-004958 Quarter ended 2024-09-302024-10-16acceptance time not in the bulk data set
13F-HR 0001085146-24-003123 Quarter ended 2024-06-302024-07-19acceptance time not in the bulk data set
13F-HR 0001085146-24-002140 Quarter ended 2024-03-312024-04-30acceptance time not in the bulk data set
13F-HR 0001085146-24-000247 Quarter ended 2023-12-312024-01-16acceptance time not in the bulk data set
13F-HR 0001085146-23-003893 Quarter ended 2023-09-302023-10-25acceptance time not in the bulk data set
13F-HR 0001085146-23-002699 Quarter ended 2023-06-302023-07-14acceptance time not in the bulk data set
13F-HR 0001085146-23-002065 Quarter ended 2023-03-312023-05-05acceptance time not in the bulk data set
13F-HR 0001085146-23-000233 Quarter ended 2022-12-312023-01-20acceptance time not in the bulk data set
13F-HR 0001085146-22-003829 Quarter ended 2022-09-302022-11-08acceptance time not in the bulk data set
13F-HR/A 0001085146-22-003667 Quarter ended 2022-06-302022-10-31acceptance time not in the bulk data set
13F-HR 0001085146-22-002387 Quarter ended 2022-06-302022-07-13acceptance time not in the bulk data set
13F-HR 0001085146-22-001551 Quarter ended 2022-03-312022-04-26acceptance time not in the bulk data set
13F-HR 0001085146-22-000896 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set
13F-HR 0001085146-21-002880 Quarter ended 2021-09-302021-10-22acceptance time not in the bulk data set
13F-HR 0001085146-21-002077 Quarter ended 2021-06-302021-07-23acceptance time not in the bulk data set
13F-HR/A 0001085146-21-001250 Quarter ended 2021-03-312021-04-20acceptance time not in the bulk data set
13F-HR 0001085146-21-001213 Quarter ended 2021-03-312021-04-19acceptance time not in the bulk data set
13F-HR 0001085146-21-000219 Quarter ended 2020-12-312021-01-22acceptance time not in the bulk data set
13F-HR 0001085146-20-002564 Quarter ended 2020-09-302020-10-19acceptance time not in the bulk data set
13F-HR 0001085146-20-001751 Quarter ended 2020-06-302020-07-10acceptance time not in the bulk data set
13F-HR 0001085146-20-001100 Quarter ended 2020-03-312020-04-13acceptance time not in the bulk data set
13F-HR 0001085146-20-000172 Quarter ended 2019-12-312020-01-17acceptance time not in the bulk data set
13F-HR 0001085146-19-002571 Quarter ended 2019-09-302019-10-17acceptance time not in the bulk data set
13F-HR 0001085146-19-002039 Quarter ended 2019-06-302019-08-02acceptance time not in the bulk data set
13F-HR 0001085146-19-001314 Quarter ended 2019-03-312019-05-02acceptance time not in the bulk data set
13F-HR 0001085146-19-000232 Quarter ended 2018-12-312019-01-28acceptance time not in the bulk data set
13F-HR 0001085146-18-002353 Quarter ended 2018-09-302018-10-19acceptance time not in the bulk data set
13F-HR 0001085146-18-001698 Quarter ended 2018-06-302018-07-16acceptance time not in the bulk data set
13F-HR 0001085146-18-001020 Quarter ended 2018-03-312018-04-09acceptance time not in the bulk data set
13F-HR 0001085146-18-000112 Quarter ended 2017-12-312018-01-12acceptance time not in the bulk data set
13F-HR 0001085146-17-002188 Quarter ended 2017-09-302017-11-02acceptance time not in the bulk data set
13F-HR/A 0001085146-17-001941 Quarter ended 2017-06-302017-08-15acceptance time not in the bulk data set
13F-HR 0001085146-17-001867 Quarter ended 2017-03-312017-08-14acceptance time not in the bulk data set
13F-HR 0001085146-17-001868 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0001085146-17-001866 Quarter ended 2016-12-312017-08-14acceptance time not in the bulk data set