Leicht Financial Planning & Wealth Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Leicht Financial Planning & Wealth Management, Inc. reported 15 stock positions worth $221.8 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 26.6% 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, 11.2%). Compared with Q2 2025, it added to 2 and reduced 11. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +27%) and the biggest sale SS SPDR P Int Term TSY ETF (SPTI, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PARSIPPANY, NJ
- CIK
- 0001710666
- Portfolio Value
- $221.8M (Q3 2025)
- SEC Filing
- 0001710666-25-000003 ↗ filed Nov 5, 2025
Holdings Value
Holdings 15 stocks · $221.8M
| SPYG SS SPDR P S&P 500 Growth ETF | 26.62% | 564,911 | $59.0M | Reduce -1.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 13.79% | 552,646 | $30.6M | Reduce -0.4% |
| SPTI SS SPDR P Int Term TSY ETF | 11.21% | 860,667 | $24.9M | Reduce -1.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 8.92% | 462,561 | $19.8M | Reduce -0.4% |
| SPMB SS SPDR P Mort Back Bond ETF | 8.62% | 852,291 | $19.1M | Reduce -1.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 8.10% | 387,704 | $18.0M | Reduce -0.7% |
| SPIB SS SPDR P Int C Corp. ETF | 5.77% | 377,348 | $12.8M | Reduce -1.1% |
| SPEM State Street SP PTF Em ETF | 5.04% | 238,835 | $11.2M | Reduce -0.6% |
| XLC SS Comm Select Sector SPDR | 2.61% | 48,878 | $5.8M | Reduce -1.0% |
| SLYG SS SPDR S&P 600 SC GR ETF | 2.45% | 57,583 | $5.4M | Reduce -0.4% |
| XLF SS Financial Select Sector | 2.37% | 97,558 | $5.3M | Reduce -0.2% |
| XLV SS Health Care Select Sector | 1.88% | 29,923 | $4.2M | Add +0.5% |
| SGOV iShares 0-3 Month Treasury B | 1.43% | 31,569 | $3.2M | Add +26.7% |
| AAPL Apple Inc. | 0.93% | 8,075 | $2.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 1,190 | $598K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| SPTI SS SPDR P Int Term TSY ETF | Reduce -1.1% | 11.21% | −0.67 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -1.1% | 8.62% | −0.42 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -1.1% | 5.77% | −0.32 |
| XLF SS Financial Select Sector | Reduce -0.2% | 2.37% | −0.06 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.4% | 13.79% | −0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -0.4% | 8.92% | −0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -0.4% | 2.45% | +0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -1.0% | 2.61% | +0.06 |
| SPEM State Street SP PTF Em ETF | Reduce -0.6% | 5.04% | +0.16 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.7% | 8.10% | +0.20 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.2% | 26.62% | +0.72 |
Portfolio Buys Q2 2025 → Q3 2025
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 |