Leicht Financial Planning & Wealth Management, Inc.
Q1 2026 13F Holdings
- Locationparsippany, NJ
- Num holdings
15
- Value ($000)
$220,482
- Date Filed 05/04/2026
- Form type13F-HR
- CIK 0001710666
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $49.43M | 22 % | 504,886 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | $46.45M | 21 % | 820,882 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A672 | $26.96M | 12 % | 940,643 | ||
SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 | $20.67M | 9 % | 452,684 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A383 | $20.52M | 9 % | 916,363 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R853 | $18.2M | 8 % | 376,612 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A375 | $13.73M | 6 % | 409,225 | ||
SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 | $10.69M | 5 % | 227,777 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A201 | $5.52M | 3 % | 57,090 | ||
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $4.42M | 2 % | 43,953 |
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