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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 | $1.7M | 0.8%Prev: 0.9% | 8,075 SH | Decreased+12 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $578K | 0.3%Prev: 0.5% | 1,190 SH | Decreased-1,120 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $2.5M | 1.2%Prev: 2.0% | 24,911 SH | Decreased-19,042 SH |
| SELECT SECTOR SPDR TR | COMMUNICATION | $5.4M | 2.5% | 49,353 SH | New |
| SELECT SECTOR SPDR TR | FINANCIAL | $5.1M | 2.4% | 97,753 SH | New |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $4.0M | 1.9% | 29,768 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $18.8M | 8.9% | 464,450 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $10.3M | 4.9% | 240,225 SH | New |
| SPDR SERIES TRUST | PORT MTG BK ETF | $19.0M | 9.0% | 861,456 SH | New |
| SPDR SERIES TRUST | PORTFLI INTRMDIT | $25.0M | 11.9% | 869,787 SH | New |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | $12.8M | 6.1% | 381,334 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $16.6M | 7.9% | 390,289 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $54.5M | 25.9% | 571,961 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $29.1M | 13.8% | 555,096 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP GRW | $5.1M | 2.4% | 57,837 SH | New |
| 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 |