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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