Leicht Financial Planning & Wealth Management, Inc. - Portfolio overview

Leicht Financial Planning & Wealth Management, Inc. has 18 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYG - SPDR SERIES TRUST, 20.97%
2. SPYV - SPDR SERIES TRUST, 19.71%
3. SPTI - SPDR SERIES TRUST, 11.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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