ETF Holders

Leicht Financial Planning & Wealth Management, Inc. ETF holdings

Parsippany, NJ

Reported $241.0M in 13 ETFs in its Form 13F for June 30, 2026.

ETF value
$241.0M
ETFs held
13
Change from prior quarter
+10.9%
With price moves
ETFs as a share of its 13F
98.8%
of $244.1M

Top 10 of 13 ETF holdings

TickerFundValueSharesChange
SPYGState Street SPDR Portfolio S&P 500 Growth ETF$51.1M429,682−75,204 shares
SPYVState Street SPDR Portfolio S&P 500 Value ETF$50.5M830,431+9,549 shares
SPTIState Street SPDR Portfolio Intermediate Term Treasury Index ETF$28.9M1,018,891+78,248 shares
SPDWState Street SPDR Portfolio Developed World ex-US ETF$22.0M435,860−16,824 shares
SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF$18.1M314,283−62,329 shares
SPIBState Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF$14.7M439,193+29,968 shares
SPMBState Street SPDR Portfolio Mortgage Backed Bond Index ETF$13.8M618,696−297,667 shares
SPEMState Street SPDR Portfolio Emerging Markets ETF$12.0M232,523+4,746 shares
SLYGState Street SPDR S&P 600 Small Cap Growth ETF$9.0M75,788+18,698 shares
SLYVState Street SPDR S&P 600 Small Cap Value ETF$8.6M78,485New position
3 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001710666. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Leicht Financial Planning & Wealth Management, Inc. own?

Leicht Financial Planning & Wealth Management, Inc. reported 13 ETF positions worth $241.0M in its Form 13F for June 30, 2026. The largest was SPYG, at $51.1M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.