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CIK 0001710666 • 6 13F filings • Apr 11, 2025 – Jul 22, 2026
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=jivedata("leicht-financial-planning-wealth-management-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $1.8M | 0.9% | 8,075 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $604K | 0.3% | 1,135 SH | |
| GLOBAL X FDS | US PFD ETF | $4.0M | 2.1% | 212,644 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $1.6M | 0.8% | 15,768 SH | |
| LUCID GROUP INC | COM | $484K | 0.3% | 200,000 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $4.6M | 2.4% | 47,236 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $4.8M | 2.5% | 96,838 SH | |
| SELECT SECTOR SPDR TR | INDL | $4.7M | 2.5% | 35,892 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $4.0M | 2.1% | 27,401 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $7.5M | 3.9% | 36,492 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $18.0M | 9.4% | 494,272 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $4.9M | 2.6% | 123,991 SH | |
| SPDR SER TR | PORT MTG BK ETF | $17.4M | 9.1% | 787,344 SH | |
| SPDR SER TR | PORTFLI INTRMDIT | $25.0M | 13.1% | 876,252 SH | |
| SPDR SER TR | PORTFOLIO INTRMD | $10.1M | 5.3% | 304,095 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $15.7M | 8.2% | 384,956 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $43.5M | 22.8% | 541,484 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $22.5M | 11.8% | 439,954 SH |
| Q2 2026 |
| 13F-HR |
| 0001710666-26-000005 |
| $244.1M |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004718 | $210.5M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001710666-26-000004 | $220.5M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002071 | $191.2M | View |