Advertisement
Screener

Leicht Financial Planning & Wealth Management, Inc. Historic Quarter Change: USA ETF, Added

Add as a preferred source on Google

Leicht Financial Planning & Wealth Management, Inc. historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Leicht Financial Planning & Wealth Management, Inc. opened 26 positions, added to 60, reduced 50 and sold out of 32.

  • Q2 2026: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 974.
  • Q1 2026: Stock SPYG; Country of operation —; Class STATE STREET SPD; Shares before 502,853.
  • Q1 2026: Stock SGOV; Country of operation —; Class 0-3 MNTH TREASRY; Shares before 41,617.
  • Q1 2026: Stock SPTI; Country of operation —; Class STATE STREET SPD; Shares before 940,048.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1710666), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-03-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VTI
VANGUARD INDEX FDS		TOTAL STK MKT9741,180+206$312,469$436,647+$124,1782026-07-22
Q1 2026SPYG
SPDR SERIES TRUST		STATE STREET SPD502,853504,886+2,033$53,654,443$49,433,394-$4,221,0492026-05-04
Q1 2026SGOV
ISHARES TR		0-3 MNTH TREASRY41,61743,953+2,336$4,177,533$4,424,356+$246,8232026-05-04
Q1 2026SPTI
SPDR SERIES TRUST		STATE STREET SPD940,048940,643+595$27,110,986$26,958,845-$152,1412026-05-04
Q1 2026SPIB
SPDR SERIES TRUST		STATE STREET SPD408,610409,225+615$13,815,108$13,725,401-$89,7072026-05-04
Q4 2025SGOV
ISHARES TR		0-3 MNTH TREASRY31,56941,617+10,048$3,178,994$4,177,533+$998,5392026-02-04
Q3 2025SGOV
ISHARES TR		0-3 MNTH TREASRY24,91131,569+6,658$2,508,244$3,178,994+$670,7502025-11-05
Q3 2025XLV
SELECT SECTOR SPDR TR		SBI HEALTHCARE29,76829,923+155$4,012,440$4,164,388+$151,9482025-11-05
Q2 2025SPYG
SPDR SERIES TRUST		PRTFLO S&P500 GW541,484571,961+30,477$43,519,071$54,519,333+$11,000,2622025-08-08
Q2 2025SPYV
SPDR SERIES TRUST		PRTFLO S&P500 VL439,954555,096+115,142$22,468,459$29,053,733+$6,585,2742025-08-08
Q2 2025SPEM
SPDR INDEX SHS FDS		PORTFOLIO EMG MK123,991240,225+116,234$4,881,524$10,267,240+$5,385,7162025-08-08
Q2 2025SPIB
SPDR SERIES TRUST		PORTFOLIO INTRMD304,095381,334+77,239$10,108,109$12,805,197+$2,697,0882025-08-08
Q2 2025SPMB
SPDR SERIES TRUST		PORT MTG BK ETF787,344861,456+74,112$17,360,951$19,038,193+$1,677,2422025-08-08
Q2 2025SPSM
SPDR SERIES TRUST		PORTFOLIO S&P600384,956390,289+5,333$15,690,813$16,626,296+$935,4832025-08-08
Q2 2025SGOV
ISHARES TR		0-3 MNTH TREASRY15,76824,911+9,143$1,587,365$2,508,244+$920,8792025-08-08
Q2 2025XLC
SELECT SECTOR SPDR TR		COMMUNICATION47,23649,353+2,117$4,555,909$5,356,292+$800,3832025-08-08
Q2 2025XLF
SELECT SECTOR SPDR TR		FINANCIAL96,83897,753+915$4,823,494$5,119,328+$295,8342025-08-08
Q2 2025XLV
SELECT SECTOR SPDR TR		SBI HEALTHCARE27,40129,768+2,367$4,000,783$4,012,440+$11,6572025-08-08
Q1 2025SPYG
SPDR SER TR		PRTFLO S&P500 GW524,479541,484+17,005$46,101,732$43,519,071-$2,582,6612025-04-11
Q1 2025SPTI
SPDR SER TR		PORTFLI INTRMDIT832,963876,252+43,289$23,223,017$25,043,295+$1,820,2782025-04-11
Q1 2025SPDW
SPDR INDEX SHS FDS		PORTFOLIO DEVLPD479,953494,272+14,319$16,380,802$17,996,455+$1,615,6532025-04-11
Q1 2025SPSM
SPDR SER TR		PORTFOLIO S&P600377,425384,956+7,531$16,953,926$15,690,813-$1,263,1132025-04-11
Q1 2025SPMB
SPDR SER TR		PORT MTG BK ETF747,164787,344+40,180$16,101,396$17,360,951+$1,259,5552025-04-11
Q1 2025XLV
SELECT SECTOR SPDR TR		SBI HEALTHCARE25,14827,401+2,253$3,459,617$4,000,783+$541,1662025-04-11
Q1 2025SPIB
SPDR SER TR		PORTFOLIO INTRMD293,655304,095+10,440$9,620,145$10,108,109+$487,9642025-04-11
Q1 2025SPYV
SPDR SER TR		PRTFLO S&P500 VL432,255439,954+7,699$22,105,520$22,468,459+$362,9392025-04-11
Q4 2024SPDW
SPDR INDEX SHS FDS		PORTFOLIO DEVLPD469,025479,953+10,928$17,616,572$16,380,802-$1,235,7702025-03-14
Q4 2024SPTI
SPDR SER TR		PORTFLI INTRMDIT827,843832,963+5,120$24,057,122$23,223,017-$834,1052025-03-14
Q4 2024SPMB
SPDR SER TR		PORT MTG BK ETF739,460747,164+7,704$16,660,049$16,101,396-$558,6532025-03-14
Q4 2024XLV
SELECT SECTOR SPDR TR		SBI HEALTHCARE24,68925,148+459$3,802,571$3,459,617-$342,9542025-03-14
Q4 2024SPIB
SPDR SER TR		PORTFOLIO INTRMD291,099293,655+2,556$9,812,953$9,620,145-$192,8082025-03-14
Q4 2024SPSM
SPDR SER TR		PORTFOLIO S&P600376,562377,425+863$17,137,335$16,953,926-$183,4092025-03-14
Q3 2024SPYV
SPDR SER TR		PRTFLO S&P500 VL416,801433,405+16,604$20,314,882$22,909,797+$2,594,9152024-10-16
Q3 2024SPYG
SPDR SER TR		PRTFLO S&P500 GW531,543533,858+2,315$42,592,544$44,278,192+$1,685,6482024-10-16
Q3 2024SPDW
SPDR INDEX SHS FDS		PORTFOLIO DEVLPD454,572469,025+14,453$15,946,376$17,616,572+$1,670,1962024-10-16
Q3 2024SPSM
SPDR SER TR		PORTFOLIO S&P600375,843376,562+719$15,608,772$17,137,335+$1,528,5632024-10-16
Q3 2024SPEM
SPDR INDEX SHS FDS		PORTFOLIO EMG MK123,399126,216+2,817$4,648,426$5,210,204+$561,7782024-10-16
Q3 2024SPMD
SPDR SER TR		PORTFOLIO S&P400107,480110,113+2,633$5,513,752$6,020,973+$507,2212024-10-16
Q3 2024SPIB
SPDR SER TR		PORTFOLIO INTRMD290,617291,099+482$9,462,482$9,812,953+$350,4712024-10-16
Q3 2024XLK
SELECT SECTOR SPDR TR		TECHNOLOGY38,20039,688+1,488$8,641,966$8,959,978+$318,0122024-10-16
Q3 2024XLC
SELECT SECTOR SPDR TR		COMMUNICATION54,44754,988+541$4,663,944$4,970,907+$306,9632024-10-16
Q2 2024SPYG
SPDR SER TR		PRTFLO S&P500 GW513,062531,543+18,481$37,530,504$42,592,544+$5,062,0402024-07-19
Q2 2024SPYV
SPDR SER TR		PRTFLO S&P500 VL349,988416,801+66,813$17,534,435$20,314,882+$2,780,4472024-07-19
Q2 2024SPTI
SPDR SER TR		PORTFLI INTRMDIT801,666833,505+31,839$22,590,947$23,354,813+$763,8662024-07-19
Q2 2024XLI
SELECT SECTOR SPDR TR		INDL30,36737,212+6,845$3,825,046$4,535,034+$709,9882024-07-19
Q2 2024XLK
SELECT SECTOR SPDR TR		TECHNOLOGY38,13638,200+64$7,942,597$8,641,966+$699,3692024-07-19
Q2 2024SPMB
SPDR SER TR		PORT MTG BK ETF725,428751,244+25,816$15,756,303$16,204,335+$448,0322024-07-19
Q2 2024SPIB
SPDR SER TR		PORTFOLIO INTRMD281,791290,617+8,826$9,211,755$9,462,482+$250,7272024-07-19
Q2 2024SPSM
SPDR SER TR		PORTFOLIO S&P600366,749375,843+9,094$15,784,873$15,608,772-$176,1012024-07-19
Q2 2024SPDW
SPDR INDEX SHS FDS		PORTFOLIO DEVLPD449,721454,572+4,851$16,118,007$15,946,376-$171,6312024-07-19
Q2 2024SPMD
SPDR SER TR		PORTFOLIO S&P400104,338107,480+3,142$5,565,388$5,513,752-$51,6362024-07-19
Q2 2024XLF
SELECT SECTOR SPDR TR		FINANCIAL108,728111,817+3,089$4,579,614$4,596,801+$17,1872024-07-19
Q2 2024XLE
SELECT SECTOR SPDR TR		ENERGY52,65254,601+1,949$4,970,880$4,976,888+$6,0082024-07-19
Q1 2024SPSM
SPDR SER TR		PORTFOLIO S&P600278,734366,749+88,015$11,757,000$15,784,873+$4,027,8732024-04-30
Q1 2024SPTI
SPDR SER TR		PORTFLI INTRMDIT719,638801,666+82,028$20,552,851$22,590,947+$2,038,0962024-04-30
Q1 2024SPDW
SPDR INDEX SHS FDS		PORTFOLIO DEVLPD446,353449,721+3,368$15,180,460$16,118,007+$937,5472024-04-30
Q1 2024SPMB
SPDR SER TR		PORT MTG BK ETF675,392725,428+50,036$14,905,899$15,756,303+$850,4042024-04-30
Q1 2024SPIB
SPDR SER TR		PORTFOLIO INTRMD259,742281,791+22,049$8,527,339$9,211,755+$684,4162024-04-30
Q1 2024XLE
SELECT SECTOR SPDR TR		ENERGY52,55852,652+94$4,406,477$4,970,880+$564,4032024-04-30
Q1 2024SPEM
SPDR INDEX SHS FDS		PORTFOLIO EMG MK119,118125,475+6,357$4,217,961$4,540,945+$322,9842024-04-30

Similar Firms

Firm NameCountry13F ValueHoldings
GoalFusion Wealth Management, LLCUnited States$0.220B30
GP Brinson Investments LLCUnited States$0.220B14
William Marsh Rice UniversityUnited States$0.221B2
Team Financial Group, LLCUnited States$0.220B273
Decker Retirement Planning Inc.United States$0.221B284
Long Path Partners LPUnited States$0.220B9
Mosley Wealth ManagementUnited States$0.221B466
Georgetown UniversityUnited States$0.221B11
STONEBRIDGE CAPITAL MANAGEMENT INCUnited States$0.220B80
Socorro Asset Management LPUnited States$0.221B32
Advertisement