Leicht Financial Planning & Wealth Management, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 19, 2024), Leicht Financial Planning & Wealth Management, Inc. reported 19 stock positions worth $187.8 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 22.7% 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, 10.8%). Compared with Q1 2024, it sold out of 1, added to 13 and reduced 4. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +4%) and the biggest sale an exit from SS Health Care Select Sector (XLV).
- Most Recent 13F
- Q2 2026
- Location
- PARSIPPANY, NJ
- CIK
- 0001710666
- Portfolio Value
- $187.8M (Q2 2024)
- SEC Filing
- 0001085146-24-003123 ↗ filed Jul 19, 2024
Holdings Value
Holdings 19 stocks · $187.8M
| SPYG SS SPDR P S&P 500 Growth ETF | 22.68% | 531,543 | $42.6M | Add +3.6% |
| SPTI SS SPDR P Int Term TSY ETF | 12.44% | 833,505 | $23.4M | Add +4.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 10.82% | 416,801 | $20.3M | Add +19.1% |
| SPMB SS SPDR P Mort Back Bond ETF | 8.63% | 751,244 | $16.2M | Add +3.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 8.49% | 454,572 | $15.9M | Add +1.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 8.31% | 375,843 | $15.6M | Add +2.5% |
| SPIB SS SPDR P Int C Corp. ETF | 5.04% | 290,617 | $9.5M | Add +3.1% |
| XLK SS Technology Select Sector | 4.60% | 38,200 | $8.6M | Add +0.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.94% | 107,480 | $5.5M | Add +3.0% |
| XLE SS Energy Select Sector | 2.65% | 54,601 | $5.0M | Add +3.7% |
| XLC SS Comm Select Sector SPDR | 2.48% | 54,447 | $4.7M | Reduce -0.8% |
| SPEM State Street SP PTF Em ETF | 2.48% | 123,399 | $4.6M | Reduce -1.6% |
| XLF SS Financial Select Sector | 2.45% | 111,817 | $4.6M | Add +2.8% |
| XLI SS Industrial Select Sector | 2.42% | 37,212 | $4.5M | Add +22.5% |
| PFFD Global X US Preferred ETF | 2.08% | 198,821 | $3.9M | Add +6.0% |
| AAPL Apple Inc. | 0.91% | 8,089 | $1.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 1,110 | $452K | No change |
| QINT American Century QLTY Diver | 0.23% | 8,848 | $429K | Reduce -23.4% |
| EES Wisdomtree US Smallcap Fund | 0.11% | 4,337 | $204K | Reduce -1.2% |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| SPYG SS SPDR P S&P 500 Growth ETF | Add +3.6% | 22.68% | +2.11 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +19.1% | 10.82% | +1.21 |
| XLI SS Industrial Select Sector | Add +22.5% | 2.42% | +0.32 |
| XLK SS Technology Select Sector | Add +0.2% | 4.60% | +0.25 |
| SPTI SS SPDR P Int Term TSY ETF | Add +4.0% | 12.44% | +0.06 |
| PFFD Global X US Preferred ETF | Add +6.0% | 2.08% | +0.01 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +3.6% | 8.63% | −0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Add +3.1% | 5.04% | −0.01 |
| XLF SS Financial Select Sector | Add +2.8% | 2.45% | −0.06 |
| XLE SS Energy Select Sector | Add +3.7% | 2.65% | −0.07 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +3.0% | 2.94% | −0.11 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +2.5% | 8.31% | −0.34 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1.1% | 8.49% | −0.34 |
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 |