Leicht Financial Planning & Wealth Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Leicht Financial Planning & Wealth Management, Inc. reported 15 stock positions worth $210.5 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 25.9% of the portfolio, followed by SS SPDR P S&P 500 Value ETF (SPYV, 13.8%) and SS SPDR P Int Term TSY ETF (SPTI, 11.9%). Compared with Q1 2025, it opened 1 new position, sold out of 4, added to 11 and reduced 2. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +6%) and the biggest sale an exit from SS Technology Select Sector (XLK).
- Most Recent 13F
- Q2 2026
- Location
- PARSIPPANY, NJ
- CIK
- 0001710666
- Portfolio Value
- $210.5M (Q2 2025)
- SEC Filing
- 0001085146-25-004718 ↗ filed Aug 8, 2025
Holdings Value
Holdings 15 stocks · $210.5M
| SPYG SS SPDR P S&P 500 Growth ETF | 25.90% | 571,961 | $54.5M | Add +5.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 13.80% | 555,096 | $29.1M | Add +26.2% |
| SPTI SS SPDR P Int Term TSY ETF | 11.89% | 869,787 | $25.0M | Reduce -0.7% |
| SPMB SS SPDR P Mort Back Bond ETF | 9.04% | 861,456 | $19.0M | Add +9.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 8.93% | 464,450 | $18.8M | Reduce -6.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 7.90% | 390,289 | $16.6M | Add +1.4% |
| SPIB SS SPDR P Int C Corp. ETF | 6.08% | 381,334 | $12.8M | Add +25.4% |
| SPEM State Street SP PTF Em ETF | 4.88% | 240,225 | $10.3M | Add +93.7% |
| XLC SS Comm Select Sector SPDR | 2.54% | 49,353 | $5.4M | Add +4.5% |
| SLYG SS SPDR S&P 600 SC GR ETF | 2.44% | 57,837 | $5.1M | New |
| XLF SS Financial Select Sector | 2.43% | 97,753 | $5.1M | Add +0.9% |
| XLV SS Health Care Select Sector | 1.91% | 29,768 | $4.0M | Add +8.6% |
| SGOV iShares 0-3 Month Treasury B | 1.19% | 24,911 | $2.5M | Add +58.0% |
| AAPL Apple Inc. | 0.79% | 8,075 | $1.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 1,190 | $578K | Add +4.8% |
Portfolio Sells Q1 2025 → Q2 2025
| XLK SS Technology Select Sector | Sold out | 0.00% | −3.94 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −2.46 |
| PFFD Global X US Preferred ETF | Sold out | 0.00% | −2.12 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -0.7% | 11.89% | −1.21 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -6.0% | 8.93% | −0.48 |
| LCID Lucid Group Inc. | Sold out | 0.00% | −0.25 |
Portfolio Buys Q1 2025 → Q2 2025
| SPYG SS SPDR P S&P 500 Growth ETF | Add +5.6% | 25.90% | +3.14 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 2.44% | +2.44 |
| SPEM State Street SP PTF Em ETF | Add +93.7% | 4.88% | +2.32 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +26.2% | 13.80% | +2.05 |
| SPIB SS SPDR P Int C Corp. ETF | Add +25.4% | 6.08% | +0.80 |
| SGOV iShares 0-3 Month Treasury B | Add +58.0% | 1.19% | +0.36 |
| XLC SS Comm Select Sector SPDR | Add +4.5% | 2.54% | +0.16 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +9.4% | 9.04% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.8% | 0.27% | −0.04 |
| XLF SS Financial Select Sector | Add +0.9% | 2.43% | −0.09 |
| XLV SS Health Care Select Sector | Add +8.6% | 1.91% | −0.19 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +1.4% | 7.90% | −0.31 |
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 |