Leicht Financial Planning & Wealth Management, Inc. - Portfolio Stock Holdings
Leicht Financial Planning & Wealth Management, Inc. disclosed 17 stock positions in a recent SEC 13F filing. $241,994,916 of stock holdings were filed, with the largest holdings including SPYG, SPYV, and SPTI. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $237,406,702 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
17Est. Stock Holding Value:
$241,994,916Top Stock Holdings By Sector
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Portfolio Stock Holdings - Leicht Financial Planning & Wealth Management, Inc.
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