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 ~45-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. Cloning the disclosed picks since 2025 would be +10% (+14.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Following at the filing date actually beat the quarter-end book by 1.7 points over this window.
Growth of $10,000 cloning Leicht Financial Planning & Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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, 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 /DE/ | 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/MN | 17 / 16 | $21.1B |
Ranked by how many of Leicht Financial Planning & Wealth Management, Inc.'s top 16 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.