Leicht Financial Planning & Wealth Management, Inc.
CIK 1710666 · View on SEC EDGAR ↗
- Portfolio value
- $244.1M
- Positions
- 16
- As of
- June 30, 2026
#5,808 of 9,443 by 13F value · top 61.5%
Portfolio value QoQ: +10.7% 13F does not disclose cash
- Top 10 holdings weight
- 93.73%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 12
- Effective number of positions
- 7.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 9.39% Est. buys $23,226,803 · sells $21,820,320
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 64.0% still held
- New positions
- 2
- Increased
- 6
- Decreased
- 6
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
1.0%
Other/Unmapped
99.0%
Full portfolio 16 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPYG | $51,127,884 | 20.95% | 429,682 | $1,694,490 | Down ×1 | ||
| SPYV | $50,481,893 | 20.68% | 830,431 | $4,036,383 | Up ×1 | ||
| SPTI | $28,926,319 | 11.85% | 1,018,891 | $1,967,474 | Up ×3 | ||
| SPDW | $21,962,985 | 9.00% | 435,860 | $1,297,941 | Down ×5 | ||
| SPSM | $18,124,710 | 7.43% | 314,283 | $-73,188 | Down ×4 | ||
| SPIB | $14,695,419 | 6.02% | 439,193 | $970,018 | Up ×3 | ||
| SPMB | $13,803,118 | 5.66% | 618,696 | $-6,714,250 | Down ×2 | ||
| SPEM | $12,040,043 | 4.93% | 232,523 | $1,355,018 | Up ×1 | ||
| SLYG | $9,028,622 | 3.70% | 75,788 | $3,512,590 | Up ×1 | ||
| SLYV | $8,563,493 | 3.51% | 78,485 | Up ×1 | |||
| USMV | $8,309,166 | 3.40% | 86,141 | Up ×1 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $3,520,725 | 1.44% | 34,973 | $-903,631 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $2,333,110 | 0.96% | 8,063 | $286,801 | |||
| BRKB | $706,550 | 0.29% | 1,412 | $-400,402 | Down ×1 | ||
| VTI | $436,647 | 0.18% | 1,180 | $124,178 | Up ×1 | ||
| DVLT Datavault AI Inc. - Common Stock | $6,923 | 0.00% | 19,780 | $-5,307 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SPTI | $28,926,319 | 11.85% | up ×3 |
| SPIB | $14,695,419 | 6.02% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| SLYV | $8,563,493 | 78,485 | 3.51% |
| USMV | $8,309,166 | 86,141 | 3.40% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPMB | Trimmed | -298K | -$6.7M |
| SPYV | Bought more | +10K | +$4.0M |
| SLYG | Bought more | +19K | +$3.5M |
| SPTI | Bought more | +78K | +$2.0M |
| SPYG | Trimmed | -75K | +$1.7M |
| SPEM | Bought more | +5K | +$1.4M |
| SPDW | Trimmed | -17K | +$1.3M |
| SPIB | Bought more | +30K | +$970K |
| SGOV | Trimmed | -9K | -$904K |
| BRKB | Trimmed | -898 | -$400K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XLK | June 30, 2025 | 36,492 | $7,534,851 | No longer tracked |
| SPMD | March 31, 2025 | 108,945 | $5,958,209 | No longer tracked |
| XLC | Dec. 31, 2025 | 48,878 | $5,785,684 | No longer tracked |
| XLF | Dec. 31, 2025 | 97,558 | $5,255,437 | No longer tracked |
| XLI | June 30, 2025 | 35,892 | $4,704,356 | No longer tracked |
| XLV | Dec. 31, 2025 | 29,923 | $4,164,388 | No longer tracked |
| PFFD | June 30, 2025 | 212,644 | $4,048,729 | No longer tracked |
| LCIDXXXX | June 30, 2025 | 200,000 | $484,000 | No longer tracked |
| SCHD | June 30, 2026 | 14,185 | $435,195 | No longer tracked |