Filed: 2/4/2026ACC: 0001710666-26-000001
📋 What this filing means
LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $223.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$223.61M
Total AUM (reported)
4.79M
Total Shares
Allocation by class
STATE STREET SPD$185.52M83.0%
PORTFOLIO DEVLPD$20.37M9.1%
PORTFOLIO EMG MK$10.73M4.8%
0-3 MNTH TREASRY$4.18M1.9%
COM$2.19M1.0%
CL B NEW$598.2K0.3%
COM SHS$12.9K0.0%
Portfolio Concentration
Top 3$127.84M57.2%
4–10$92.97M41.6%
11–25$2.80M1.3%
Top 3 weight
57.2%
Top 10 weight
98.7%
Voting Authority Distribution
Total shares with voting rights: 4.79M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.79M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings13
Rows:
SPDR SERIES TRUST
SOLEShares502.85K
TypeSH
Market value$53.65M
24.00%
Sole
0.00
Shared
0.00
None
502.85K
SPDR SERIES TRUST
SOLEShares828.54K
TypeSH
Market value$47.07M
21.05%
Sole
0.00
Shared
0.00
None
828.54K
SPDR SERIES TRUST
SOLEShares940.05K
TypeSH
Market value$27.11M
12.12%
Sole
0.00
Shared
0.00
None
940.05K
SPDR SERIES TRUST
SOLEShares916.45K
TypeSH
Market value$20.54M
9.19%
Sole
0.00
Shared
0.00
None
916.45K
SPDR INDEX SHS FDS
SOLEShares458.68K
TypeSH
Market value$20.37M
9.11%
Sole
0.00
Shared
0.00
None
458.68K
SPDR SERIES TRUST
SOLEShares381.68K
TypeSH
Market value$17.89M
8.00%
Sole
0.00
Shared
0.00
None
381.68K
SPDR SERIES TRUST
SOLEShares408.61K
TypeSH
Market value$13.82M
6.18%
Sole
0.00
Shared
0.00
None
408.61K
SPDR INDEX SHS FDS
SOLEShares229.28K
TypeSH
Market value$10.73M
4.80%
Sole
0.00
Shared
0.00
None
229.28K
SPDR SERIES TRUST
SOLEShares57.81K
TypeSH
Market value$5.44M
2.43%
Sole
0.00
Shared
0.00
None
57.81K
ISHARES TR
SOLEShares41.62K
TypeSH
Market value$4.18M
1.87%
Sole
0.00
Shared
0.00
None
41.62K
APPLE INC
SOLEShares8.06K
TypeSH
Market value$2.19M
0.98%
Sole
0.00
Shared
0.00
None
8.06K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.19K
TypeSH
Market value$598.2K
0.27%
Sole
0.00
Shared
0.00
None
1.19K
DATAVAULT AI INC
SOLEShares19.78K
TypeSH
Market value$12.9K
<0.01%
Sole
0.00
Shared
0.00
None
19.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 502.85K | SH | $53.65M 24.00% | 0.00 | 0.00 | 502.85K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 828.54K | SH | $47.07M 21.05% | 0.00 | 0.00 | 828.54K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 940.05K | SH | $27.11M 12.12% | 0.00 | 0.00 | 940.05K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 916.45K | SH | $20.54M 9.19% | 0.00 | 0.00 | 916.45K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 458.68K | SH | $20.37M 9.11% | 0.00 | 0.00 | 458.68K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 381.68K | SH | $17.89M 8.00% | 0.00 | 0.00 | 381.68K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 408.61K | SH | $13.82M 6.18% | 0.00 | 0.00 | 408.61K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 229.28K | SH | $10.73M 4.80% | 0.00 | 0.00 | 229.28K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 57.81K | SH | $5.44M 2.43% | 0.00 | 0.00 | 57.81K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 41.62K | SH | $4.18M 1.87% | 0.00 | 0.00 | 41.62K |
APPLE INCSOLE | COM | 8.06K | SH | $2.19M 0.98% | 0.00 | 0.00 | 8.06K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.19K | SH | $598.2K 0.27% | 0.00 | 0.00 | 1.19K |
DATAVAULT AI INCSOLE | COM SHS | 19.78K | SH | $12.9K <0.01% | 0.00 | 0.00 | 19.78K |