Filed: 5/4/2026ACC: 0001710666-26-000004
📋 What this filing means
LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $220.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$220.48M
Total AUM (reported)
4.80M
Total Shares
Allocation by class
STATE STREET SPD$212.14M96.2%
0-3 MNTH TREASRY$4.42M2.0%
COM$2.05M0.9%
CL B NEW$1.11M0.5%
US DIVIDEND EQ$435.2K0.2%
TOTAL STK MKT$312.5K0.1%
COM SHS$12.2K0.0%
Portfolio Concentration
Top 3$122.84M55.7%
4–10$93.73M42.5%
11–25$3.91M1.8%
Top 3 weight
55.7%
Top 10 weight
98.2%
Voting Authority Distribution
Total shares with voting rights: 4.80M
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
4.80M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole15
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings15
Rows:
SPDR SERIES TRUST
SOLEShares504.89K
TypeSH
Market value$49.43M
22.42%
Sole
0.00
Shared
0.00
None
504.89K
SPDR SERIES TRUST
SOLEShares820.88K
TypeSH
Market value$46.45M
21.07%
Sole
0.00
Shared
0.00
None
820.88K
SPDR SERIES TRUST
SOLEShares940.64K
TypeSH
Market value$26.96M
12.23%
Sole
0.00
Shared
0.00
None
940.64K
SPDR INDEX SHS FDS
SOLEShares452.68K
TypeSH
Market value$20.67M
9.37%
Sole
0.00
Shared
0.00
None
452.68K
SPDR SERIES TRUST
SOLEShares916.36K
TypeSH
Market value$20.52M
9.31%
Sole
0.00
Shared
0.00
None
916.36K
SPDR SERIES TRUST
SOLEShares376.61K
TypeSH
Market value$18.20M
8.25%
Sole
0.00
Shared
0.00
None
376.61K
SPDR SERIES TRUST
SOLEShares409.23K
TypeSH
Market value$13.73M
6.23%
Sole
0.00
Shared
0.00
None
409.23K
SPDR INDEX SHS FDS
SOLEShares227.78K
TypeSH
Market value$10.69M
4.85%
Sole
0.00
Shared
0.00
None
227.78K
SPDR SERIES TRUST
SOLEShares57.09K
TypeSH
Market value$5.52M
2.50%
Sole
0.00
Shared
0.00
None
57.09K
ISHARES TR
SOLEShares43.95K
TypeSH
Market value$4.42M
2.01%
Sole
0.00
Shared
0.00
None
43.95K
APPLE INC
SOLEShares8.06K
TypeSH
Market value$2.05M
0.93%
Sole
0.00
Shared
0.00
None
8.06K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.31K
TypeSH
Market value$1.11M
0.50%
Sole
0.00
Shared
0.00
None
2.31K
SCHWAB STRATEGIC TR
SOLEShares14.19K
TypeSH
Market value$435.2K
0.20%
Sole
0.00
Shared
0.00
None
14.19K
VANGUARD INDEX FDS
SOLEShares974.00
TypeSH
Market value$312.5K
0.14%
Sole
0.00
Shared
0.00
None
974.00
DATAVAULT AI INC
SOLEShares19.78K
TypeSH
Market value$12.2K
<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 | 504.89K | SH | $49.43M 22.42% | 0.00 | 0.00 | 504.89K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 820.88K | SH | $46.45M 21.07% | 0.00 | 0.00 | 820.88K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 940.64K | SH | $26.96M 12.23% | 0.00 | 0.00 | 940.64K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 452.68K | SH | $20.67M 9.37% | 0.00 | 0.00 | 452.68K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 916.36K | SH | $20.52M 9.31% | 0.00 | 0.00 | 916.36K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 376.61K | SH | $18.20M 8.25% | 0.00 | 0.00 | 376.61K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 409.23K | SH | $13.73M 6.23% | 0.00 | 0.00 | 409.23K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 227.78K | SH | $10.69M 4.85% | 0.00 | 0.00 | 227.78K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 57.09K | SH | $5.52M 2.50% | 0.00 | 0.00 | 57.09K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 43.95K | SH | $4.42M 2.01% | 0.00 | 0.00 | 43.95K |
APPLE INCSOLE | COM | 8.06K | SH | $2.05M 0.93% | 0.00 | 0.00 | 8.06K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.31K | SH | $1.11M 0.50% | 0.00 | 0.00 | 2.31K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 14.19K | SH | $435.2K 0.20% | 0.00 | 0.00 | 14.19K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 974.00 | SH | $312.5K 0.14% | 0.00 | 0.00 | 974.00 |
DATAVAULT AI INCSOLE | COM SHS | 19.78K | SH | $12.2K <0.01% | 0.00 | 0.00 | 19.78K |