Leicht Financial Planning & Wealth Management as of June 30, 2025
Portfolio Holdings for Leicht Financial Planning & Wealth Management
Leicht Financial Planning & Wealth Management holds 15 positions in its portfolio as reported in the June 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) | 25.9 | $55M | 572k | 95.32 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 13.8 | $29M | 555k | 52.34 | |
| Spdr Series Trust Portfli Intrmdit (SPTI) | 11.9 | $25M | 870k | 28.77 | |
| Spdr Series Trust Port Mtg Bk Etf (SPMB) | 9.0 | $19M | 862k | 22.10 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 8.9 | $19M | 465k | 40.49 | |
| Spdr Series Trust Portfolio S&p600 (SPSM) | 7.9 | $17M | 390k | 42.60 | |
| Spdr Series Trust Portfolio Intrmd (SPIB) | 6.1 | $13M | 381k | 33.58 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 4.9 | $10M | 240k | 42.74 | |
| Select Sector Spdr Tr Communication (XLC) | 2.5 | $5.4M | 49k | 108.53 | |
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 2.4 | $5.1M | 58k | 88.75 | |
| Select Sector Spdr Tr Financial (XLF) | 2.4 | $5.1M | 98k | 52.37 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.9 | $4.0M | 30k | 134.79 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.2 | $2.5M | 25k | 100.69 | |
| Apple (AAPL) | 0.8 | $1.7M | 8.1k | 205.17 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $578k | 1.2k | 485.77 |
