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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 $220,482,028 across 15 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-04. Its ten largest share positions make up 98.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001710666-26-000004

Period
2026-03-31
Reported value
$220M
Holdings
15
Top 10 weight
98.23%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BRK-Badded+1,120$537K
SCHDnew+14,185$435K
VTInew+974$312K
SGOVadded+2,336$235K
SPYGadded+2,033$199K

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
SPYVreduced-7,663-$434K
SPDWreduced-5,992-$274K
SPSMreduced-5,065-$245K
SPEMreduced-1,506-$70.6K
SLYGreduced-716-$69.2K

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, Q1 2026

Share positions as resolved from 13F-HR 0001710666-26-000004, largest first. % of portfolio is the value over $220,482,028, 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; 2024Q2: restricted; 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 504,886$49.4M22.42%+2,033Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 820,882$46.4M21.07%-7,663Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 940,643$27M12.23%+595Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 452,684$20.7M9.37%-5,992Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 916,363$20.5M9.31%-91Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 376,612$18.2M8.25%-5,065Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 409,225$13.7M6.23%+615Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 227,777$10.7M4.85%-1,506Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 57,090$5.52M2.5%-716Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 43,953$4.42M2.01%+2,336Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,063$2.05M0.93%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,310$1.11M0.5%+1,120Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,185 shares 14,185$435K0.2%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 974 shares 974$312K0.14%newTimeline
DVLTDATAVAULT AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,780 shares; 2026Q1: 19,780 shares 19,780$12.2K0.01%0Timeline

How Q1 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 0001710666-26-000004 base2026-05-04acceptance time not in the bulk data set