Leicht Financial Planning & Wealth Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed March 14, 2025), Leicht Financial Planning & Wealth Management, Inc. reported 17 stock positions worth $195.4 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 23.6% of the portfolio, followed by SS SPDR P Int Term TSY ETF (SPTI, 11.9%) and SS SPDR P S&P 500 Value ETF (SPYV, 11.3%). Compared with Q3 2024, it sold out of 2, added to 6 and reduced 10. The biggest buy was SS SPDR P S&P 600 Small Cap (SPSM, shares +0%) and the biggest sale an exit from American Century QLTY Diver (QINT).
- Most Recent 13F
- Q2 2026
- Location
- PARSIPPANY, NJ
- CIK
- 0001710666
- Portfolio Value
- $195.4M (Q4 2024)
- SEC Filing
- 0001085146-25-001832 ↗ filed Mar 14, 2025
Holdings Value
Holdings 17 stocks · $195.4M
| SPYG SS SPDR P S&P 500 Growth ETF | 23.59% | 524,479 | $46.1M | Reduce -1.8% |
| SPTI SS SPDR P Int Term TSY ETF | 11.88% | 832,963 | $23.2M | Add +0.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 11.31% | 432,255 | $22.1M | Reduce -0.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 8.67% | 377,425 | $17.0M | Add +0.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 8.38% | 479,953 | $16.4M | Add +2.3% |
| SPMB SS SPDR P Mort Back Bond ETF | 8.24% | 747,164 | $16.1M | Add +1.0% |
| SPIB SS SPDR P Int C Corp. ETF | 4.92% | 293,655 | $9.6M | Add +0.9% |
| XLK SS Technology Select Sector | 4.65% | 39,075 | $9.1M | Reduce -1.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 3.05% | 108,945 | $6.0M | Reduce -1.1% |
| XLC SS Comm Select Sector SPDR | 2.67% | 53,976 | $5.2M | Reduce -1.8% |
| XLF SS Financial Select Sector | 2.61% | 105,352 | $5.1M | Reduce -1.3% |
| XLI SS Industrial Select Sector | 2.48% | 36,730 | $4.8M | Reduce -1.1% |
| SPEM State Street SP PTF Em ETF | 2.46% | 125,412 | $4.8M | Reduce -0.6% |
| PFFD Global X US Preferred ETF | 1.99% | 199,765 | $3.9M | Reduce -0.5% |
| XLV SS Health Care Select Sector | 1.77% | 25,148 | $3.5M | Add +1.9% |
| AAPL Apple Inc. | 1.06% | 8,277 | $2.1M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,132 | $513K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| QINT American Century QLTY Diver | Sold out | 0.00% | −0.23 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.3% | 11.31% | −0.22 |
| SPEM State Street SP PTF Em ETF | Reduce -0.6% | 2.46% | −0.16 |
| EES Wisdomtree US Smallcap Fund | Sold out | 0.00% | −0.12 |
| PFFD Global X US Preferred ETF | Reduce -0.5% | 1.99% | −0.11 |
| XLI SS Industrial Select Sector | Reduce -1.1% | 2.48% | −0.06 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -1.1% | 3.05% | +0.02 |
| AAPL Apple Inc. | Reduce -0.2% | 1.06% | +0.09 |
| XLK SS Technology Select Sector | Reduce -1.5% | 4.65% | +0.14 |
| XLF SS Financial Select Sector | Reduce -1.3% | 2.61% | +0.17 |
| XLC SS Comm Select Sector SPDR | Reduce -1.8% | 2.67% | +0.17 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.8% | 23.59% | +1.30 |
Portfolio Buys Q3 2024 → Q4 2024
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.2% | 8.67% | +0.05 |
| SPIB SS SPDR P Int C Corp. ETF | Add +0.9% | 4.92% | −0.02 |
| XLV SS Health Care Select Sector | Add +1.9% | 1.77% | −0.14 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +1.0% | 8.24% | −0.15 |
| SPTI SS SPDR P Int Term TSY ETF | Add +0.6% | 11.88% | −0.23 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +2.3% | 8.38% | −0.49 |
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 |