Leicht Financial Planning & Wealth Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Leicht Financial Planning & Wealth Management, Inc. reported 18 stock positions worth $191.2 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 22.8% of the portfolio, followed by SS SPDR P Int Term TSY ETF (SPTI, 13.1%) and SS SPDR P S&P 500 Value ETF (SPYV, 11.8%). Compared with Q4 2024, it opened 2 new positions, sold out of 1, added to 10 and reduced 6. The biggest buy was SS SPDR P Int Term TSY ETF (SPTI, shares +5%) and the biggest sale an exit from SS SPDR P S&P 400 Midcap ETF (SPMD).
- Most Recent 13F
- Q2 2026
- Location
- PARSIPPANY, NJ
- CIK
- 0001710666
- Portfolio Value
- $191.2M (Q1 2025)
- SEC Filing
- 0001085146-25-002071 ↗ filed Apr 11, 2025
Holdings Value
Holdings 18 stocks · $191.2M
| SPYG SS SPDR P S&P 500 Growth ETF | 22.76% | 541,484 | $43.5M | Add +3.2% |
| SPTI SS SPDR P Int Term TSY ETF | 13.10% | 876,252 | $25.0M | Add +5.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 11.75% | 439,954 | $22.5M | Add +1.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 9.41% | 494,272 | $18.0M | Add +3.0% |
| SPMB SS SPDR P Mort Back Bond ETF | 9.08% | 787,344 | $17.4M | Add +5.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 8.21% | 384,956 | $15.7M | Add +2.0% |
| SPIB SS SPDR P Int C Corp. ETF | 5.29% | 304,095 | $10.1M | Add +3.6% |
| XLK SS Technology Select Sector | 3.94% | 36,492 | $7.5M | Reduce -6.6% |
| SPEM State Street SP PTF Em ETF | 2.55% | 123,991 | $4.9M | Reduce -1.1% |
| XLF SS Financial Select Sector | 2.52% | 96,838 | $4.8M | Reduce -8.1% |
| XLI SS Industrial Select Sector | 2.46% | 35,892 | $4.7M | Reduce -2.3% |
| XLC SS Comm Select Sector SPDR | 2.38% | 47,236 | $4.6M | Reduce -12.5% |
| PFFD Global X US Preferred ETF | 2.12% | 212,644 | $4.0M | Add +6.5% |
| XLV SS Health Care Select Sector | 2.09% | 27,401 | $4.0M | Add +9.0% |
| AAPL Apple Inc. | 0.94% | 8,075 | $1.8M | Reduce -2.4% |
| SGOV iShares 0-3 Month Treasury B | 0.83% | 15,768 | $1.6M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 1,135 | $604K | Add +0.3% |
| LCID Lucid Group Inc. | 0.25% | 200,000 | $484K | New |
Portfolio Sells Q4 2024 → Q1 2025
| SPMD SS SPDR P S&P 400 Midcap ETF | Sold out | 0.00% | −3.05 |
| XLK SS Technology Select Sector | Reduce -6.6% | 3.94% | −0.71 |
| XLC SS Comm Select Sector SPDR | Reduce -12.5% | 2.38% | −0.29 |
| AAPL Apple Inc. | Reduce -2.4% | 0.94% | −0.12 |
| XLF SS Financial Select Sector | Reduce -8.1% | 2.52% | −0.08 |
| XLI SS Industrial Select Sector | Reduce -2.3% | 2.46% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -1.1% | 2.55% | +0.09 |
Portfolio Buys Q4 2024 → Q1 2025
| SPTI SS SPDR P Int Term TSY ETF | Add +5.2% | 13.10% | +1.22 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +3.0% | 9.41% | +1.03 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +5.4% | 9.08% | +0.84 |
| SGOV iShares 0-3 Month Treasury B | New | 0.83% | +0.83 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +1.8% | 11.75% | +0.44 |
| SPIB SS SPDR P Int C Corp. ETF | Add +3.6% | 5.29% | +0.36 |
| XLV SS Health Care Select Sector | Add +9.0% | 2.09% | +0.32 |
| LCID Lucid Group Inc. | New | 0.25% | +0.25 |
| PFFD Global X US Preferred ETF | Add +6.5% | 2.12% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 0.32% | +0.05 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +2.0% | 8.21% | −0.47 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +3.2% | 22.76% | −0.83 |
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 |