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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 16 types of securities in its portfolio with a total value $244.1M. In the most recent quarter, they have increased their positions in SLYV (+78.5K shares, valued at $8.6M), USMV (+86.1K shares, valued at $8.3M), SLYG (+18.7K shares, valued at $2.2M); decreased their positions in SPYG (-75.2K shares, valued at $8.9M), SPMB (-297.7K shares, valued at $6.6M), SPSM (-62.3K shares, valued at $3.6M); initiated new positions in SLYV (+78.5K shares, valued at $8.6M), USMV (+86.1K shares, valued at $8.3M).

1M P&L

-2.8M-1.16%

3M P&L

-290.2K-0.12%

HY P&L

+21.5M+9.69%

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/A240.6M

98.7%

2Consumer Electronics2.3M

1.0%

3Insurance - Diversified706.5K

0.3%

Top Industries by Stock Count

1N/A12 stocks

80.0%

2Consumer Electronics1 stocks

6.7%

3Insurance - Diversified1 stocks

6.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYG SPDR SERIES TRUST429.7K shares-14.90%2026-06-302026-07-22

SPYV SPDR SERIES TRUST830.4K shares1.16%2026-06-302026-07-22

SPTI SPDR SERIES TRUST1.0M shares8.32%2026-06-302026-07-22

SPDW SPDR INDEX SHS FDS435.9K shares-3.72%2026-06-302026-07-22

SPSM SPDR SERIES TRUST314.3K shares-16.55%2026-06-302026-07-22

SPIB SPDR SERIES TRUST439.2K shares7.32%2026-06-302026-07-22

SPMB SPDR SERIES TRUST618.7K shares-32.48%2026-06-302026-07-22

SPEM SPDR INDEX SHS FDS232.5K shares2.08%2026-06-302026-07-22

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SLYG SPDR SERIES TRUST75.8K shares32.75%2026-06-302026-07-22

SLYV SPDR SERIES TRUST78.5K sharesnew addition2026-06-302026-07-22

USMV ISHARES TR86.1K sharesnew addition2026-06-302026-07-22

SGOV ISHARES TR35.0K shares-20.43%2026-06-302026-07-22

AAPL APPLE INC8.1K shares0.00%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares-38.87%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares21.15%2026-06-302026-07-22

DVLT DATAVAULT AI INC19.8K shares0.00%2026-06-302026-07-22

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SPYG

SPDR SERIES TRUST

-14.90%

Shares429.7K

Event2026-06-30

Filed2026-07-22

SPYV

SPDR SERIES TRUST

1.16%

Shares830.4K

Event2026-06-30

Filed2026-07-22

SPTI

SPDR SERIES TRUST

8.32%

Shares1.0M

Event2026-06-30

Filed2026-07-22

SPDW

SPDR INDEX SHS FDS

-3.72%

Shares435.9K

Event2026-06-30

Filed2026-07-22

SPSM

SPDR SERIES TRUST

-16.55%

Shares314.3K

Event2026-06-30

Filed2026-07-22

SPIB

SPDR SERIES TRUST

7.32%

Shares439.2K

Event2026-06-30

Filed2026-07-22

SPMB

SPDR SERIES TRUST

-32.48%

Shares618.7K

Event2026-06-30

Filed2026-07-22

SPEM

SPDR INDEX SHS FDS

2.08%

Shares232.5K

Event2026-06-30

Filed2026-07-22

SLYG

SPDR SERIES TRUST

32.75%

Shares75.8K

Event2026-06-30

Filed2026-07-22

SLYV

SPDR SERIES TRUST

New

Shares78.5K

Event2026-06-30

Filed2026-07-22

USMV

ISHARES TR

New

Shares86.1K

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES TR

-20.43%

Shares35.0K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

-38.87%

Shares1.4K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

21.15%

Shares1.2K

Event2026-06-30

Filed2026-07-22

DVLT

DATAVAULT AI INC

0.00%

Shares19.8K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

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