Leicht Financial Planning & Wealth Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Leicht Financial Planning & Wealth Management, Inc. reported 13 stock positions worth $223.6 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 24.0% of the portfolio, followed by SS SPDR P S&P 500 Value ETF (SPYV, 21.1%) and SS SPDR P Int Term TSY ETF (SPTI, 12.1%). Compared with Q3 2025, it opened 1 new position, sold out of 3, added to 6 and reduced 5. The biggest buy was SS SPDR P S&P 500 Value ETF (SPYV, shares +50%) and the biggest sale SS SPDR P S&P 500 Growth ETF (SPYG, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- PARSIPPANY, NJ
- CIK
- 0001710666
- Portfolio Value
- $223.6M (Q4 2025)
- SEC Filing
- 0001710666-26-000001 ↗ filed Feb 4, 2026
Holdings Value
Holdings 13 stocks · $223.6M
| SPYG SS SPDR P S&P 500 Growth ETF | 24.00% | 502,853 | $53.7M | Reduce -11.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 21.05% | 828,545 | $47.1M | Add +49.9% |
| SPTI SS SPDR P Int Term TSY ETF | 12.12% | 940,048 | $27.1M | Add +9.2% |
| SPMB SS SPDR P Mort Back Bond ETF | 9.19% | 916,454 | $20.5M | Add +7.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 9.11% | 458,676 | $20.4M | Reduce -0.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 8.00% | 381,677 | $17.9M | Reduce -1.6% |
| SPIB SS SPDR P Int C Corp. ETF | 6.18% | 408,610 | $13.8M | Add +8.3% |
| SPEM State Street SP PTF Em ETF | 4.80% | 229,283 | $10.7M | Reduce -4.0% |
| SLYG SS SPDR S&P 600 SC GR ETF | 2.44% | 57,806 | $5.4M | Add +0.4% |
| SGOV iShares 0-3 Month Treasury B | 1.87% | 41,617 | $4.2M | Add +31.8% |
| AAPL Apple Inc. | 0.98% | 8,063 | $2.2M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 1,190 | $598K | No change |
| DVLT Datavault AI Inc. | 0.01% | 19,780 | $13K | New |
Portfolio Sells Q3 2025 → Q4 2025
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -11.0% | 24.00% | −2.62 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −2.61 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −2.37 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −1.88 |
| SPEM State Street SP PTF Em ETF | Reduce -4.0% | 4.80% | −0.24 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.6% | 8.00% | −0.10 |
| AAPL Apple Inc. | Reduce -0.1% | 0.98% | +0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -0.8% | 9.11% | +0.19 |
Portfolio Buys Q3 2025 → Q4 2025
| SPYV SS SPDR P S&P 500 Value ETF | Add +49.9% | 21.05% | +7.26 |
| SPTI SS SPDR P Int Term TSY ETF | Add +9.2% | 12.12% | +0.91 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +7.5% | 9.19% | +0.56 |
| SGOV iShares 0-3 Month Treasury B | Add +31.8% | 1.87% | +0.43 |
| SPIB SS SPDR P Int C Corp. ETF | Add +8.3% | 6.18% | +0.41 |
| DVLT Datavault AI Inc. | New | 0.01% | +0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +0.4% | 2.44% | −0.01 |
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 |