Leicht Financial Planning & Wealth Management
Latest statistics and disclosures from Leicht Financial Planning & Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, SPYV, SPTI, SPDW, SPMB, and represent 69.16% of Leicht Financial Planning & Wealth Management's stock portfolio.
- Added to shares of these 2 stocks: SGOV, XLV.
- Reduced shares in these 10 stocks: SPYG, SPTI, SPMB, SPYV, SPIB, SPSM, SPDW, SPEM, XLC, SLYG.
- Leicht Financial Planning & Wealth Management was a net seller of stock by $-1.1M.
- Leicht Financial Planning & Wealth Management has $222M in assets under management (AUM), dropping by 5.37%.
- Central Index Key (CIK): 0001710666
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Portfolio Holdings for Leicht Financial Planning & Wealth Management
Leicht Financial Planning & Wealth Management holds 15 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 26.6 | $59M | 565k | 104.51 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 13.8 | $31M | 553k | 55.33 |
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| Spdr Series Trust Portfli Intrmdit (SPTI) | 11.2 | $25M | 861k | 28.90 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 8.9 | $20M | 463k | 42.79 |
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| Spdr Series Trust Port Mtg Bk Etf (SPMB) | 8.6 | $19M | 852k | 22.44 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 8.1 | $18M | 388k | 46.32 |
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| Spdr Series Trust Portfolio Intrmd (SPIB) | 5.8 | $13M | 377k | 33.89 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 5.0 | $11M | 239k | 46.81 |
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| Select Sector Spdr Tr Communication (XLC) | 2.6 | $5.8M | 49k | 118.37 |
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| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 2.4 | $5.4M | 58k | 94.31 |
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| Select Sector Spdr Tr Financial (XLF) | 2.4 | $5.3M | 98k | 53.87 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.9 | $4.2M | 30k | 139.17 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.4 | $3.2M | +26% | 32k | 100.70 |
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| Apple (AAPL) | 0.9 | $2.1M | 8.1k | 254.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $598k | 1.2k | 502.74 |
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Past Filings by Leicht Financial Planning & Wealth Management
SEC 13F filings are viewable for Leicht Financial Planning & Wealth Management going back to 2017
- Leicht Financial Planning & Wealth Management 2025 Q3 filed Nov. 5, 2025
- Leicht Financial Planning & Wealth Management 2025 Q2 filed Aug. 8, 2025
- Leicht Financial Planning & Wealth Management 2025 Q1 filed April 11, 2025
- Leicht Financial Planning & Wealth Management 2024 Q4 filed March 14, 2025
- Leicht Financial Planning & Wealth Management 2024 Q3 filed Oct. 16, 2024
- Leicht Financial Planning & Wealth Management 2024 Q2 filed July 19, 2024
- Leicht Financial Planning & Wealth Management 2024 Q1 filed April 30, 2024
- Leicht Financial Planning & Wealth Management 2023 Q4 filed Jan. 16, 2024
- Leicht Financial Planning & Wealth Management 2023 Q3 filed Oct. 25, 2023
- Leicht Financial Planning & Wealth Management 2023 Q2 filed July 14, 2023
- Leicht Financial Planning & Wealth Management 2023 Q1 filed May 5, 2023
- Leicht Financial Planning & Wealth Management 2022 Q4 filed Jan. 20, 2023
- Leicht Financial Planning & Wealth Management 2022 Q3 filed Nov. 8, 2022
- Leicht Financial Planning & Wealth Management 2022 Q2 restated filed Oct. 31, 2022
- Leicht Financial Planning & Wealth Management 2022 Q2 filed July 13, 2022
- Leicht Financial Planning & Wealth Management 2022 Q1 filed April 26, 2022