Loading…
CIK 0001710666 • 6 13F filings • Apr 11, 2025 – Jul 22, 2026
Import this data to Google Sheets with:
=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 | $2.0M | 0.9%Prev: 0.9% | 8,063 SH | Increased-12 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.5%Prev: 0.3% | 2,310 SH | Increased+1,175 SH |
| DATAVAULT AI INC | COM SHS | $12K | 0.0% | 19,780 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $4.4M | 2.0%Prev: 0.8% | 43,953 SH | Increased+28,185 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $435K | 0.2% | 14,185 SH | New |
| SPDR INDEX SHS FDS | STATE STREET SPD | $31.4M | 14.2% | 680,461 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $180.8M | 82.0% | 4,025,701 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $312K | 0.1% | 974 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 |