Holdings of Leicht Financial Planning & Wealth Management, Inc.
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 15 in 1 countries
- Top ten
- 98.2 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | SPDR Series Trust | 504,886 | 49.4M $ | |
| 2 | SPDR Series Trust | 820,882 | 46.4M $ | |
| 3 | State Street SPDR Portfolio Intermediate Term Treasury ETF | 940,643 | 27M $ | |
| 4 | State Street SPDR Portfolio Developed World ex-US ETF | 452,684 | 20.7M $ | |
| 5 | SPDR Series Trust | 916,363 | 20.5M $ | |
| 6 | SPDR Series Trust | 376,612 | 18.2M $ | |
| 7 | State Street Spdr Portfolio Intermediate Term Corporate Bond Etf | 409,225 | 13.7M $ | |
| 8 | State Street SPDR Portfolio Emerging Markets ETF | 227,777 | 10.7M $ | |
| 9 | State Street SPDR S&P 600 Smal | 57,090 | 5.5M $ | |
| 10 | iShares Trust | 43,953 | 4.4M $ | |
| 11 | Apple Inc | 8,063 | 2M $ | |
| 12 | Berkshire Hathaway Inc | 2,310 | 1.1M $ | |
| 13 | Schwab US Dividend Equity ETF | 14,185 | 435.2K $ | |
| 14 | Vanguard Total Stock Market ETF | 974 | 312.5K $ | |
| 15 | Datavault AI Inc | 19,780 | 12.2K $ |
Sector breakdown
- Funds 2.0 %
- Technology 0.9 %
- Financials 0.5 %
- Unattributed 96.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 15 | 220.5M $ | 100.00 % |
Cite this page
Titelia. "Holdings of Leicht Financial Planning & Wealth Management, Inc.". https://titelia.com/en/funds/US13F1710666