Leicht Financial Planning & Wealth Management, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 16, 2024), Leicht Financial Planning & Wealth Management, Inc. reported 19 stock positions worth $198.6 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 22.3% of the portfolio, followed by SS SPDR P Int Term TSY ETF (SPTI, 12.1%) and SS SPDR P S&P 500 Value ETF (SPYV, 11.5%). Compared with Q2 2024, it opened 1 new position, sold out of 1, added to 12 and reduced 4. The biggest buy was a new position in SS Health Care Select Sector (XLV) and the biggest sale an exit from SS Energy Select Sector (XLE).
- Most Recent 13F
- Q2 2026
- Location
- PARSIPPANY, NJ
- CIK
- 0001710666
- Portfolio Value
- $198.6M (Q3 2024)
- SEC Filing
- 0001085146-24-004958 ↗ filed Oct 16, 2024
Holdings Value
Holdings 19 stocks · $198.6M
| SPYG SS SPDR P S&P 500 Growth ETF | 22.29% | 533,858 | $44.3M | Add +0.4% |
| SPTI SS SPDR P Int Term TSY ETF | 12.11% | 827,843 | $24.1M | Reduce -0.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 11.53% | 433,405 | $22.9M | Add +4.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 8.87% | 469,025 | $17.6M | Add +3.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 8.63% | 376,562 | $17.1M | Add +0.2% |
| SPMB SS SPDR P Mort Back Bond ETF | 8.39% | 739,460 | $16.7M | Reduce -1.6% |
| SPIB SS SPDR P Int C Corp. ETF | 4.94% | 291,099 | $9.8M | Add +0.2% |
| XLK SS Technology Select Sector | 4.51% | 39,688 | $9.0M | Add +3.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 3.03% | 110,113 | $6.0M | Add +2.5% |
| SPEM State Street SP PTF Em ETF | 2.62% | 126,216 | $5.2M | Add +2.3% |
| XLI SS Industrial Select Sector | 2.53% | 37,155 | $5.0M | Reduce -0.1% |
| XLC SS Comm Select Sector SPDR | 2.50% | 54,988 | $5.0M | Add +1.0% |
| XLF SS Financial Select Sector | 2.44% | 106,785 | $4.8M | Reduce -4.5% |
| PFFD Global X US Preferred ETF | 2.10% | 200,712 | $4.2M | Add +0.9% |
| XLV SS Health Care Select Sector | 1.91% | 24,689 | $3.8M | New |
| AAPL Apple Inc. | 0.97% | 8,291 | $1.9M | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,132 | $521K | Add +2.0% |
| QINT American Century QLTY Diver | 0.23% | 8,848 | $457K | No change |
| EES Wisdomtree US Smallcap Fund | 0.12% | 4,337 | $229K | No change |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| XLV SS Health Care Select Sector | New | 1.91% | +1.91 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +4.0% | 11.53% | +0.72 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +3.2% | 8.87% | +0.38 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.2% | 8.63% | +0.32 |
| SPEM State Street SP PTF Em ETF | Add +2.3% | 2.62% | +0.15 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +2.5% | 3.03% | +0.09 |
| AAPL Apple Inc. | Add +2.5% | 0.97% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.0% | 0.26% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +1.0% | 2.50% | +0.02 |
| PFFD Global X US Preferred ETF | Add +0.9% | 2.10% | +0.02 |
| XLK SS Technology Select Sector | Add +3.9% | 4.51% | −0.09 |
| SPIB SS SPDR P Int C Corp. ETF | Add +0.2% | 4.94% | −0.10 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.4% | 22.29% | −0.39 |
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 |