Leicht Financial Planning & Wealth Management, Inc. holds a concentrated book of 16 stocks worth $244.1M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened SS SPDR S&P 600 SC Val ETF and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is SS SPDR P S&P 500 Growth ETF at 21% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Leicht Financial Planning & Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 17 / 16 | $87.4B |
| Morgan Stanley | 17 / 16 | $85.7B |
| JPMorgan Chase & Co | 17 / 16 | $68.0B |
| Bank Of America Corp | 17 / 16 | $44.3B |
| Goldman Sachs Group Inc | 17 / 16 | $35.6B |
| LPL Financial LLC | 17 / 16 | $29.2B |
| Royal Bank Of Canada | 17 / 16 | $23.7B |
| Wells Fargo & Company | 17 / 16 | $21.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Leicht Financial Planning & Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500GRW | $51.1M | 429.7K | 20.9% | ▼−15% Reduced · −75K sh | |
| 2 | SPDR Series Trust ST STR P500VAL | $50.5M | 830.4K | 20.7% | ▲+1.2% Added · +10K sh | |
| 3 | SPDR Series Trust ST INTER ETF | $28.9M | 1.02M | 11.9% | ▲+8.3% Added · +78K sh | |
| 4 | SPDR Index SHS FDS ST STR PO EX ETF | $22.0M | 435.9K | 9.0% | ▼−3.7% Reduced · −17K sh | |
| 5 | SPDR Series Trust ST STR SP600 SML | $18.1M | 314.3K | 7.4% | ▼−17% Reduced · −62K sh | |
| 6 | SPDR Series Trust ST INTER BD ETF | $14.7M | 439.2K | 6.0% | ▲+7.3% Added · +30K sh | |
| 7 | SPDR Series Trust ST STR BACKE ETF | $13.8M | 618.7K | 5.7% | ▼−32% Reduced · −298K sh | |
| 8 | SPDR Index SHS FDS ST PORT MARK ETF | $12.0M | 232.5K | 4.9% | ▲+2.1% Added · +5K sh | |
| 9 | SPDR Series Trust ST STR SP600GRWO | $9.0M | 75.8K | 3.7% | ▲+33% Added · +19K sh | |
| 10 | SPDR Series Trust ST STR SP600SM C | $8.6M | 78.5K | 3.5% | ▲New New position | |
| 11 | Ishares TR MSCI USA MIN ETF | $8.3M | 86.1K | 3.4% | ▲New New position | |
| 12 | Ishares TR 0-3 MTH TREASURY | $3.5M | 35.0K | 1.4% | ▼−20% Reduced · −9K sh | |
| 13 | Apple Inc COM | $2.3M | 8.1K | 1.0% | —Held | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $707K | 1.4K | 0.3% | ▼−39% Reduced · −898 sh | |
| 15 | Vanguard Index FDS TOTAL STK MKT | $437K | 1.2K | 0.2% | ▲+21% Added · +206 sh | |
| 16 | Datavault AI Inc COM SHS | $7K | 19.8K | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1710666/holdings"
Use Arkolith to show Leicht Financial Planning & Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.