2026 Q1 Portfolio Activity
In 2026 Q1, Leicht Financial Planning & Wealth Management, Inc. maintained a portfolio of 15 distinct positions. The most significant new addition was SCHWAB STRATEGIC TR, now representing 0.20% of the total fund value. They heavily accumulated shares in BERKSHIRE HATHAWAY INC DEL, increasing the position by 94.1%.
Position History
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Total Positions
15
Quarter
2026 Q1
Top Holding
SPYG (22.4%)
Top 10 Concentration
98.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-15 of 15
Leicht Financial Planning & Wealth Management, Inc. Full Holdings List — 2026 Q1
| 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 | 22.42% | 24.00% |
#1
Prev: #1
|
6.5 |
—
|
2,033 | 0.4% |
P
S
|
504,886 | $49,433,394 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 21.07% | 21.05% |
#2
Prev: #2
|
6.0 |
—
|
-7,663 | -0.9% |
P
S
|
820,882 | $46,445,510 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPTI
SPDR SERIES TRU...
|
ETF | 12.23% | 12.12% |
#3
Prev: #3
|
5.5 |
—
|
595 | 0.1% |
P
S
|
940,643 | $26,958,845 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 9.37% | 9.11% |
#4
1
Prev: #5
|
4.7 |
—
|
-5,992 | -1.3% |
P
S
|
452,684 | $20,665,044 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPMB
SPDR SERIES TRU...
|
ETF | 9.31% | 9.19% |
#5
1
Prev: #4
|
4.7 |
—
|
-91 | -0.0% |
P
S
|
916,363 | $20,517,368 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 8.25% | 8.00% |
#6
Prev: #6
|
3.8 |
—
|
-5,065 | -1.3% |
P
S
|
376,612 | $18,197,898 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPIB
SPDR SERIES TRU...
|
ETF | 6.23% | 6.18% |
#7
Prev: #7
|
3.0 |
—
|
615 | 0.2% |
P
S
|
409,225 | $13,725,401 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 4.85% | 4.80% |
#8
Prev: #8
|
2.4 |
—
|
-1,506 | -0.7% |
P
S
|
227,777 | $10,685,025 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SLYG
SPDR SERIES TRU...
|
ETF | 2.50% | 2.43% |
#9
Prev: #9
|
1.5 |
—
|
-716 | -1.2% |
P
S
|
57,090 | $5,516,032 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 2.01% | 1.87% |
#10
Prev: #10
|
2.8 |
—
|
2,336 | 5.6% |
P
S
|
43,953 | $4,424,356 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AAPL
APPLE INC
|
Technology | 0.93% | 0.98% |
#11
Prev: #11
|
1.4 |
—
|
no change | no change |
P
S
|
8,063 | $2,046,309 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.50% | 0.27% |
#12
Prev: #12
|
3.2 |
—
|
1,120 | 94.1% |
P
S
|
2,310 | $1,106,952 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.20% | — |
#13
Prev: #—
|
3.6 |
—
|
14,185 | — |
NEW
|
14,185 | $435,195 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.14% | — |
#14
Prev: #—
|
3.6 |
—
|
974 | — |
NEW
|
974 | $312,469 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DVLT
DATAVAULT AI IN...
|
Technology | 0.01% | 0.01% |
#15
2
Prev: #13
|
1.0 |
—
|
no change | no change |
P
S
|
19,780 | $12,230 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 |
Showing 1-15 of 15 holdings