Leicht Financial Planning & Wealth Management
Leicht Financial Planning & Wealth Management reported 16 stocks worth $244M in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are SPYG (20.9%), SPYV (20.7%) and SPTI (11.8%). Compared with Q1 2026, the fund opened new positions in SLYV and USMV, added to SPYV, SPTI and SPIB, trimmed SPYG, SPDW and SPSM and sold out of SCHD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYG Spdr Series Trust | $51.1M | 20.9% | 430K | −75K (−15%) | 8 of 8 | |
| 2 |  SPYV State Street | $50.5M | 20.7% | 830K | +9,549 (+1%) | 8 of 8 | |
| 3 |  SPTI Spdr Series Trust | $28.9M | 11.8% | 1M | +78K (+8%) | 8 of 8 | |
| 4 |  SPDW Spdr Developed | $22M | 9.0% | 436K | −17K (−4%) | 8 of 8 | |
| 5 |  SPSM State Street | $18.1M | 7.4% | 314K | −62K (−17%) | 8 of 8 | |
| 6 |  SPIB Spdr Series Trust | $14.7M | 6.0% | 439K | +30K (+7%) | 8 of 8 | |
| 7 |  SPMB Spdr Series Trust | $13.8M | 5.7% | 619K | −298K (−32%) | 8 of 8 | |
| 8 |  SPEM Spdr Emerging | $12M | 4.9% | 233K | +4,746 (+2%) | 8 of 8 | |
| 9 |  SLYG Spdr Series Trust | $9M | 3.7% | 76K | +19K (+33%) | 5 of 8 | |
| 10 |  SLYV Spdr Series Trust | $8.6M | 3.5% | 78K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SCHD Schwab US Dividend Equity ETF | $435K | 14K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 22, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Leicht Financial Planning & Wealth Management 13F FAQ
What does Leicht Financial Planning & Wealth Management own?
Leicht Financial Planning & Wealth Management reported 16 stocks worth $244M in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are SPYG (20.9%), SPYV (20.7%) and SPTI (11.8%). The table above lists every position in the filing (the top 10 without an account).
What did Leicht Financial Planning & Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 6 added to, 6 trimmed and 1 sold out. New positions include SLYV and USMV. It sold all of SCHD.
When will Leicht Financial Planning & Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Leicht Financial Planning & Wealth Management's portfolio worth?
The Q2 2026 filing reports $244M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.