Leicht Financial Planning & Wealth Management, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Leicht Financial Planning & Wealth Management, Inc. reported 20 stock positions worth $182.4 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 20.6% of the portfolio, followed by SS SPDR P Int Term TSY ETF (SPTI, 12.4%) and SS SPDR P S&P 500 Value ETF (SPYV, 9.6%). Compared with Q4 2023, it sold out of 2, added to 9 and reduced 10. The biggest buy was SS SPDR P S&P 600 Small Cap (SPSM, shares +32%) and the biggest sale SS SPDR P S&P 500 Growth ETF (SPYG, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- PARSIPPANY, NJ
- CIK
- 0001710666
- Portfolio Value
- $182.4M (Q1 2024)
- SEC Filing
- 0001085146-24-002140 ↗ filed Apr 30, 2024
Holdings Value
Holdings 20 stocks · $182.4M
| SPYG SS SPDR P S&P 500 Growth ETF | 20.57% | 513,062 | $37.5M | Reduce -16.0% |
| SPTI SS SPDR P Int Term TSY ETF | 12.38% | 801,666 | $22.6M | Add +11.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 9.61% | 349,988 | $17.5M | Reduce -4.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 8.84% | 449,721 | $16.1M | Add +0.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 8.65% | 366,749 | $15.8M | Add +31.6% |
| SPMB SS SPDR P Mort Back Bond ETF | 8.64% | 725,428 | $15.8M | Add +7.4% |
| SPIB SS SPDR P Int C Corp. ETF | 5.05% | 281,791 | $9.2M | Add +8.5% |
| XLK SS Technology Select Sector | 4.35% | 38,136 | $7.9M | Reduce -5.0% |
| XLV SS Health Care Select Sector | 3.05% | 37,695 | $5.6M | Reduce -2.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 3.05% | 104,338 | $5.6M | Reduce -7.1% |
| XLE SS Energy Select Sector | 2.72% | 52,652 | $5.0M | Add +0.2% |
| XLF SS Financial Select Sector | 2.51% | 108,728 | $4.6M | Reduce -7.9% |
| SPEM State Street SP PTF Em ETF | 2.49% | 125,475 | $4.5M | Add +5.3% |
| XLC SS Comm Select Sector SPDR | 2.46% | 54,914 | $4.5M | Reduce -2.3% |
| XLI SS Industrial Select Sector | 2.10% | 30,367 | $3.8M | Reduce -8.6% |
| PFFD Global X US Preferred ETF | 2.07% | 187,558 | $3.8M | Add +2.2% |
| AAPL Apple Inc. | 0.76% | 8,089 | $1.4M | No change |
| QINT American Century QLTY Diver | 0.31% | 11,553 | $574K | Reduce -40.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,110 | $467K | Add +2.9% |
| EES Wisdomtree US Smallcap Fund | 0.12% | 4,390 | $220K | Reduce -43.0% |
Portfolio Sells Q4 2023 → Q1 2024
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -16.0% | 20.57% | −2.22 |
| QINT American Century QLTY Diver | Reduce -40.0% | 0.31% | −0.20 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -4.2% | 9.61% | −0.16 |
| FLGV Franklin U.S. Treasury Bond | Sold out | 0.00% | −0.14 |
| JMBS Janus Henderson Mortg Backed | Sold out | 0.00% | −0.14 |
| EES Wisdomtree US Smallcap Fund | Reduce -43.0% | 0.12% | −0.10 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -7.1% | 3.05% | −0.09 |
| XLI SS Industrial Select Sector | Reduce -8.6% | 2.10% | −0.08 |
| XLK SS Technology Select Sector | Reduce -5.0% | 4.35% | −0.08 |
| XLF SS Financial Select Sector | Reduce -7.9% | 2.51% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -2.5% | 3.05% | +0.03 |
| XLC SS Comm Select Sector SPDR | Reduce -2.3% | 2.46% | +0.12 |
Portfolio Buys Q4 2023 → Q1 2024
| SPSM SS SPDR P S&P 600 Small Cap | Add +31.6% | 8.65% | +1.91 |
| SPTI SS SPDR P Int Term TSY ETF | Add +11.4% | 12.38% | +0.60 |
| XLE SS Energy Select Sector | Add +0.2% | 2.72% | +0.20 |
| SPIB SS SPDR P Int C Corp. ETF | Add +8.5% | 5.05% | +0.16 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +0.8% | 8.84% | +0.13 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +7.4% | 8.64% | +0.09 |
| SPEM State Street SP PTF Em ETF | Add +5.3% | 2.49% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.9% | 0.26% | +0.04 |
| PFFD Global X US Preferred ETF | Add +2.2% | 2.07% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $244.1M | SPYG, SPYV, SPTI, SPDW, SPSM |
| Q1 2026 | 15 | $220.5M | SPYG, SPYV, SPTI, SPDW, SPMB |
| Q4 2025 | 13 | $223.6M | SPYG, SPYV, SPTI, SPMB, SPDW |
| Q3 2025 | 15 | $221.8M | SPYG, SPYV, SPTI, SPDW, SPMB |
| Q2 2025 | 15 | $210.5M | SPYG, SPYV, SPTI, SPMB, SPDW |
| Q1 2025 | 18 | $191.2M | SPYG, SPTI, SPYV, SPDW, SPMB |
| Q4 2024 | 17 | $195.4M | SPYG, SPTI, SPYV, SPSM, SPDW |
| Q3 2024 | 19 | $198.6M | SPYG, SPTI, SPYV, SPDW, SPSM |
| Q2 2024 | 19 | $187.8M | SPYG, SPTI, SPYV, SPMB, SPDW |
| Q1 2024 | 20 | $182.4M | SPYG, SPTI, SPYV, SPDW, SPSM |