Leicht Financial Planning & Wealth Management, Inc.
CIK: 0001710666Latest portfolio: $223.6M · Q4 2025
Holdings
13
Total Value
$223.6M
New Positions
13
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYGSPDR SERIES TRUST | 502,853 | $53.7M | 23.99% | NEW | |
| 2 | SPYVSPDR SERIES TRUST | 828,545 | $47.1M | 21.05% | NEW | |
| 3 | SPTISPDR SERIES TRUST | 940,048 | $27.1M | 12.12% | NEW | |
| 4 | SPMBSPDR SERIES TRUST | 916,454 | $20.5M | 9.19% | NEW | |
| 5 | SPDWSPDR INDEX SHS FDS | 458,676 | $20.4M | 9.11% | NEW | |
| 6 | SPSMSPDR SERIES TRUST | 381,677 | $17.9M | 8.00% | NEW | |
| 7 | SPIBSPDR SERIES TRUST | 408,610 | $13.8M | 6.18% | NEW | |
| 8 | SPEMSPDR INDEX SHS FDS | 229,283 | $10.7M | 4.80% | NEW | |
| 9 | SLYGSPDR SERIES TRUST | 57,806 | $5.4M | 2.43% | NEW | |
| 10 | SGOVISHARES TR | 41,617 | $4.2M | 1.87% | NEW | |
| 11 | AAPLAPPLE INC | 8,063 | $2.2M | 0.98% | NEW | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,190 | $598K | 0.27% | NEW | |
| 13 | DVLTDATAVAULT AI INC | 19,780 | $12K | 0.01% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($5.365447069271102e+38T)
Technology0.0% ($219.2M)
Unknown0.0% ($598K)
Filing History
Fund Information
Leicht Financial Planning & Wealth Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $223.6M across 13 holdings. The largest position is SPDR SERIES TRUST (SPYG), representing 24.0% of the portfolio. Compared to the previous quarter, the fund opened 13 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.