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Disclosed positions
Leicht Financial Planning & Wealth Management, Inc.: source evidence dated 2026-07-23T03:59:59.999Z.
- Issuer
- SPDR SERIES TRUST
- Ticker
- SPYG
- Class
- ST STR P500GRW
- Reported value
- $51,127,884
- Reported amount
- 429,682
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001710666-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $51,127,884 | 429,682 | SH | None |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $50,481,893 | 830,431 | SH | None |
| SPDR SERIES TRUST | SPTI | ST INTER ETF | $28,926,319 | 1,018,891 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $21,962,985 | 435,860 | SH | None |
| SPDR SERIES TRUST | SPSM | ST STR SP600 SML | $18,124,710 | 314,283 | SH | None |
| SPDR SERIES TRUST | SPIB | ST INTER BD ETF | $14,695,419 | 439,193 | SH | None |
| SPDR SERIES TRUST | SPMB | ST STR BACKE ETF | $13,803,118 | 618,696 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $12,040,043 | 232,523 | SH | None |
| SPDR SERIES TRUST | SLYG | ST STR SP600GRWO | $9,028,622 | 75,788 | SH | None |
| SPDR SERIES TRUST | SLYV | ST STR SP600SM C | $8,563,493 | 78,485 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $8,309,166 | 86,141 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $3,520,725 | 34,973 | SH | None |
| APPLE INC | AAPL | COM | $2,333,110 | 8,063 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $706,550 | 1,412 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $436,647 | 1,180 | SH | None |
| DATAVAULT AI INC | DVLT | COM SHS | $6,923 | 19,780 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.