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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 | $2.3M | 1.0%Prev: 0.8% | 8,063 SH | Increased-12 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $707K | 0.3%Prev: 0.3% | 1,412 SH | Increased+222 SH |
| DATAVAULT AI INC | COM SHS | $7K | 0.0% | 19,780 SH | New |
| ISHARES TR | 0-3 MTH TREASURY | $3.5M | 1.4% | 34,973 SH | New |
| ISHARES TR | MSCI USA MIN ETF | $8.3M | 3.4% | 86,141 SH | New |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $12.0M | 4.9% | 232,523 SH | New |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $22.0M | 9.0% | 435,860 SH | New |
| SPDR SERIES TRUST | ST INTER BD ETF | $14.7M | 6.0% | 439,193 SH | New |
| SPDR SERIES TRUST | ST INTER ETF | $28.9M | 11.9% | 1,018,891 SH | New |
| SPDR SERIES TRUST | ST STR BACKE ETF | $13.8M | 5.7% | 618,696 SH | New |
| SPDR SERIES TRUST | ST STR P500GRW | $51.1M | 20.9% | 429,682 SH | New |
| SPDR SERIES TRUST | ST STR P500VAL | $50.5M | 20.7% | 830,431 SH | New |
| SPDR SERIES TRUST | ST STR SP600 SML | $18.1M | 7.4% | 314,283 SH | New |
| SPDR SERIES TRUST | ST STR SP600GRWO | $9.0M | 3.7% | 75,788 SH | New |
| SPDR SERIES TRUST | ST STR SP600SM C | $8.6M | 3.5% | 78,485 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $437K | 0.2% | 1,180 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 |