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, SPTI, SPYV, SPDW, SPMB, and represent 66.10% of Leicht Financial Planning & Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SGOV, SPYG, SPTI, SPMB, SPDW, LCID, SPYV, SPIB, XLV, SPSM.
- Started 2 new stock positions in SGOV, LCID.
- Reduced shares in these 7 stocks: , XLC, XLK, XLF, XLI, SPEM, AAPL.
- Sold out of its position in SPMD.
- Leicht Financial Planning & Wealth Management was a net seller of stock by $-71k.
- Leicht Financial Planning & Wealth Management has $191M in assets under management (AUM), dropping by -2.17%.
- Central Index Key (CIK): 0001710666
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Portfolio Holdings for Leicht Financial Planning & Wealth Management
Leicht Financial Planning & Wealth Management holds 18 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 22.8 | $44M | +3% | 542k | 80.37 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 13.1 | $25M | +5% | 876k | 28.58 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 11.8 | $23M | 440k | 51.07 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 9.4 | $18M | +2% | 494k | 36.41 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 9.1 | $17M | +5% | 787k | 22.05 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 8.2 | $16M | 385k | 40.76 |
|
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 5.3 | $10M | +3% | 304k | 33.24 |
|
| Select Sector Spdr Tr Technology (XLK) | 3.9 | $7.5M | -6% | 37k | 206.48 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 2.6 | $4.9M | 124k | 39.37 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 2.5 | $4.8M | -8% | 97k | 49.81 |
|
| Select Sector Spdr Tr Indl (XLI) | 2.5 | $4.7M | -2% | 36k | 131.07 |
|
| Select Sector Spdr Tr Communication (XLC) | 2.4 | $4.6M | -12% | 47k | 96.45 |
|
| Global X Fds Us Pfd Etf (PFFD) | 2.1 | $4.0M | +6% | 213k | 19.04 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.1 | $4.0M | +8% | 27k | 146.01 |
|
| Apple (AAPL) | 0.9 | $1.8M | -2% | 8.1k | 222.13 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.8 | $1.6M | NEW | 16k | 100.67 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $605k | 1.1k | 532.58 |
|
|
| Lucid Group (LCID) | 0.3 | $484k | NEW | 200k | 2.42 |
|
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 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
- Leicht Financial Planning & Wealth Management 2021 Q4 filed Feb. 11, 2022
- Leicht Financial Planning & Wealth Management 2021 Q3 filed Oct. 22, 2021