Institutional Fund
Leicht Financial Planning & Wealth Management, Inc.
Parsippany, NJCIK 17106666 filings on record
Portfolio Value
$220.48M
Q1 2026
Holdings
15
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-1.4%
from $223.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust22.4%
- Spdr Series Trust21.1%
- Spdr Series Trust12.2%
- Spdr Index Shs Fds9.4%
- Spdr Series Trust9.3%
- Spdr Series Trust8.3%
- Other17.4%
Portfolio Holdings
15 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 504.9K | $49.43M | 22.4% | +2.0K | Added |
| 2 | Spdr Series Trust | 820.9K | $46.45M | 21.1% | −7.7K | Reduced |
| 3 | Spdr Series Trust | 940.6K | $26.96M | 12.2% | +595 | Added |
| 4 | Spdr Index Shs Fds | 452.7K | $20.67M | 9.4% | −6.0K | Reduced |
| 5 | Spdr Series Trust | 916.4K | $20.52M | 9.3% | −91 | Reduced |
| 6 | Spdr Series Trust | 376.6K | $18.20M | 8.3% | −5.1K | Reduced |
| 7 | Spdr Series Trust | 409.2K | $13.73M | 6.2% | +615 | Added |
| 8 | Spdr Index Shs Fds | 227.8K | $10.69M | 4.8% | −1.5K | Reduced |
| 9 | Spdr Series Trust | 57.1K | $5.52M | 2.5% | −716 | Reduced |
| 10 | Ishares Tr | 44.0K | $4.42M | 2.0% | +2.3K | Added |
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