Leicht Financial Planning & Wealth Management as of Sept. 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 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 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 13.8 | $31M | 553k | 55.33 | |
| Spdr Series Trust Portfli Intrmdit (SPTI) | 11.2 | $25M | 861k | 28.90 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 8.9 | $20M | 463k | 42.79 | |
| Spdr Series Trust Port Mtg Bk Etf (SPMB) | 8.6 | $19M | 852k | 22.44 | |
| Spdr Series Trust Portfolio S&p600 (SPSM) | 8.1 | $18M | 388k | 46.32 | |
| Spdr Series Trust Portfolio Intrmd (SPIB) | 5.8 | $13M | 377k | 33.89 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 5.0 | $11M | 239k | 46.81 | |
| Select Sector Spdr Tr Communication (XLC) | 2.6 | $5.8M | 49k | 118.37 | |
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 2.4 | $5.4M | 58k | 94.31 | |
| Select Sector Spdr Tr Financial (XLF) | 2.4 | $5.3M | 98k | 53.87 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.9 | $4.2M | 30k | 139.17 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.4 | $3.2M | 32k | 100.70 | |
| Apple (AAPL) | 0.9 | $2.1M | 8.1k | 254.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $598k | 1.2k | 502.74 |
