Leicht Financial Planning & Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Leicht Financial Planning & Wealth Management, Inc. held in its portfolio 7 assets valued at $223,605,773 (i.e. $223.61M).

The most valuable assets in the portfolio included: SPDR SERIES TRUST ($185.52M), SPDR INDEX SHS FDS ($20.37M), and SPDR INDEX SHS FDS ($10.73M).

The chart below shows the top 7 valuable assets, and the table below shows the top 7 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Leicht Financial Planning & Wealth Management, Inc. Portfolio

SPDR SERIES TRUST

SPDR INDEX SHS FDS

ISHARES TR

APPLE INC

BERKSHIRE HATHAWAY INC DEL

DATAVAULT AI INC

Leicht Financial Planning & Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SPDR SERIES TRUST	4035993	185522632	STATE STREET SPD
SPDR INDEX SHS FDS	458676	20369807	PORTFOLIO DEVLPD
SPDR INDEX SHS FDS	229283	10732741	PORTFOLIO EMG MK
ISHARES TR	41617	4177533	0-3 MNTH TREASRY
APPLE INC	8063	2192008	COM
BERKSHIRE HATHAWAY INC DEL	1190	598154	CL B NEW
DATAVAULT AI INC	19780	12898	COM SHS