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The Analysis of Leicht Financial Planning & Wealth Management, Inc.'s Holdings & P&L

Currently, Leicht Financial Planning & Wealth Management, Inc. holds 15 types of securities in its portfolio with a total value $220.5M. In the most recent quarter, they have increased their positions in N/A (+1.1K shares, valued at $536.7K), SCHD (+14.2K shares, valued at $435.2K), VTI (+974 shares, valued at $312.5K); decreased their positions in SPYV (-7.7K shares, valued at $433.6K), SPDW (-6.0K shares, valued at $273.5K), SPSM (-5.1K shares, valued at $244.7K); initiated new positions in SCHD (+14.2K shares, valued at $435.2K), VTI (+974 shares, valued at $312.5K).

1M P&L

+6.6M+2.85%

3M P&L

+8.8M+3.82%

HY P&L

+17.6M+7.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A217.3M

99.1%

2Consumer Electronics2.0M

0.9%

Top Industries by Stock Count

1N/A12 stocks

92.3%

2Consumer Electronics1 stocks

7.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYG SPDR SERIES TRUST504.9K shares0.40%2026-03-312026-05-04

SPYV SPDR SERIES TRUST820.9K shares-0.92%2026-03-312026-05-04

SPTI SPDR SERIES TRUST940.6K shares0.06%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS452.7K shares-1.31%2026-03-312026-05-04

SPMB SPDR SERIES TRUST916.4K shares-0.01%2026-03-312026-05-04

SPSM SPDR SERIES TRUST376.6K shares-1.33%2026-03-312026-05-04

SPIB SPDR SERIES TRUST409.2K shares0.15%2026-03-312026-05-04

SPEM SPDR INDEX SHS FDS227.8K shares-0.66%2026-03-312026-05-04

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SLYG SPDR SERIES TRUST57.1K shares-1.24%2026-03-312026-05-04

SGOV ISHARES TR44.0K shares5.61%2026-03-312026-05-04

AAPL APPLE INC8.1K shares0.00%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares94.12%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR14.2K sharesnew addition2026-03-312026-05-04

VTI VANGUARD INDEX FDS974 sharesnew addition2026-03-312026-05-04

DATAVAULT AI INC DATAVAULT AI INC19.8K shares0.00%2026-03-312026-05-04

SPDR SERIES TRUST

0.40%

Shares504.9K

Event2026-03-31

Filed2026-05-04

SPDR SERIES TRUST

-0.92%

Shares820.9K

Event2026-03-31

Filed2026-05-04

SPDR SERIES TRUST

0.06%

Shares940.6K

Event2026-03-31

Filed2026-05-04

SPDR INDEX SHS FDS

-1.31%

Shares452.7K

Event2026-03-31

Filed2026-05-04

SPDR SERIES TRUST

-0.01%

Shares916.4K

Event2026-03-31

Filed2026-05-04

SPDR SERIES TRUST

-1.33%

Shares376.6K

Event2026-03-31

Filed2026-05-04

SPDR SERIES TRUST

0.15%

Shares409.2K

Event2026-03-31

Filed2026-05-04

SPDR INDEX SHS FDS

-0.66%

Shares227.8K

Event2026-03-31

Filed2026-05-04

SPDR SERIES TRUST

-1.24%

Shares57.1K

Event2026-03-31

Filed2026-05-04

ISHARES TR

5.61%

Shares44.0K

Event2026-03-31

Filed2026-05-04

APPLE INC

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

BERKSHIRE HATHAWAY INC DEL

94.12%

Shares2.3K

Event2026-03-31

Filed2026-05-04

SCHWAB STRATEGIC TR

New

Shares14.2K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

New

Shares974

Event2026-03-31

Filed2026-05-04

DATAVAULT AI INC

DATAVAULT AI INC

0.00%

Shares19.8K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

No call option holdings data available

Put Option Holdings

No put option holdings data available

No put option holdings data available

Leicht Financial Planning & Wealth Management, Inc. Institutional Holdings, Portfolio & P&L — TradeFomo