2026 Q2 Portfolio Activity
In 2026 Q2, Leicht Financial Planning & Wealth Management, Inc. maintained a portfolio of 17 distinct positions. The most significant new addition was SPDR SERIES TRUST, now representing 3.51% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 32.8%. The fund also reduced its exposure to SPDR SERIES TRUST by 32.5%.
Position History
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Total Positions
17
Quarter
2026 Q2
Top Holding
SPYG (20.9%)
Top 10 Concentration
93.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-17 of 17
Leicht Financial Planning & Wealth Management, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPYG
SPDR SERIES TRU...
|
Unknown | 20.95% | 22.42% |
#1
Prev: #1
|
6.5 |
—
|
-75,204 | -14.9% |
P
S
|
429,682 | $51,127,884 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 20.68% | 21.07% |
#2
Prev: #2
|
6.0 |
—
|
9,549 | 1.2% |
P
S
|
830,431 | $50,481,893 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SPTI
SPDR SERIES TRU...
|
Bond/Debt | 11.85% | 12.23% |
#3
Prev: #3
|
7.0 |
—
|
78,248 | 8.3% |
P
S
|
1,018,891 | $28,926,319 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 9.00% | 9.37% |
#4
Prev: #4
|
4.6 |
—
|
-16,824 | -3.7% |
P
S
|
435,860 | $21,962,985 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 7.43% | 8.25% |
#5
1
Prev: #6
|
4.0 |
—
|
-62,329 | -16.5% |
P
S
|
314,283 | $18,124,710 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SPIB
SPDR SERIES TRU...
|
Bond/Debt | 6.02% | 6.23% |
#6
1
Prev: #7
|
4.4 |
—
|
29,968 | 7.3% |
P
S
|
439,193 | $14,695,419 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SPMB
SPDR SERIES TRU...
|
ETF | 5.66% | 9.31% |
#7
2
Prev: #5
|
2.3 |
—
|
-297,667 | -32.5% |
P
S
|
618,696 | $13,803,118 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 4.93% | 4.85% |
#8
Prev: #8
|
2.5 |
—
|
4,746 | 2.1% |
P
S
|
232,523 | $12,040,043 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SLYG
SPDR SERIES TRU...
|
ETF | 3.70% | 2.50% |
#9
Prev: #9
|
4.0 |
—
|
18,698 | 32.8% |
P
S
|
75,788 | $9,028,622 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 3.51% | — |
#10
Prev: #—
|
4.9 |
—
|
78,485 | — |
NEW
|
78,485 | $8,563,493 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
USMV
ISHARES TR
|
ETF | 3.40% | — |
#11
Prev: #—
|
4.9 |
—
|
86,141 | — |
NEW
|
86,141 | $8,309,166 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SGOV
ISHARES TR
|
ETF | 1.44% | 2.01% |
#12
2
Prev: #10
|
0.6 |
—
|
-8,980 | -20.4% |
P
S
|
34,973 | $3,520,725 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AAPL
APPLE INC
|
Technology | 0.96% | 0.93% |
#13
2
Prev: #11
|
1.4 |
—
|
no change | no change |
P
S
|
8,063 | $2,333,110 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.29% | 0.50% |
#14
2
Prev: #12
|
0.1 |
—
|
-898 | -38.9% |
P
S
|
1,412 | $706,550 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.18% | 0.14% |
#15
1
Prev: #14
|
2.6 |
—
|
206 | 21.1% |
P
S
|
1,180 | $436,647 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
DVLT
DATAVAULT AI IN...
|
Technology | 0.00% | 0.01% |
#16
1
Prev: #15
|
1.0 |
—
|
no change | no change |
P
S
|
19,780 | $6,923 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.00% | 0.20% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-14,185 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 |
Showing 1-17 of 17 holdings