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Leicht Financial Planning & Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Leicht Financial Planning & Wealth Management, Inc.

Investment Activity

  • Leicht Financial Planning & Wealth Management, Inc. has $210.50 million in total holdings as of June 30, 2025.
  • Leicht Financial Planning & Wealth Management, Inc. owns shares of 15 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 11.89% of the portfolio was purchased this quarter.
  • About 8.63% of the portfolio was sold this quarter.
  • This quarter, Leicht Financial Planning & Wealth Management, Inc. has purchased 18 new stocks and bought additional shares in 11 stocks.
  • Leicht Financial Planning & Wealth Management, Inc. sold shares of 2 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

78464A201 - SPDR S&P 600 Small Cap Growth ETF
$5,133,107 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Value ETF
115,142 shares (about $6.03M)
SPDR S&P 600 Small Cap Growth ETF
57,837 shares (about $5.13M)
SPDR Portfolio Emerging Markets ETF
116,234 shares (about $4.97M)
SPDR Portfolio S&P 500 Growth ETF
30,477 shares (about $2.91M)

Largest Sales this Quarter

SPDR Portfolio Developed World ex-US ETF
29,822 shares (about $1.21M)
SPDR Portfolio Intermediate Term Treasury ETF
6,465 shares (about $186.00K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLeicht Financial Planning & Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$54,519,333$2,905,068 5.6%571,96125.9%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$29,053,733$6,026,534 26.2%555,09613.8%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$25,023,770$185,998 -0.7%869,78711.9%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$19,038,193$1,637,877 9.4%861,4569.0%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$18,805,582$1,207,493 -6.0%464,4508.9%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$16,626,296$227,186 1.4%390,2897.9%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$12,805,197$2,593,686 25.4%381,3346.1%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$10,267,240$4,967,853 93.7%240,2254.9%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$5,356,292$229,758 4.5%49,3532.5%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$5,133,107$5,133,107 New Holding57,8372.4%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$5,119,328$47,919 0.9%97,7532.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$4,012,440$319,049 8.6%29,7681.9%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$2,508,244$920,592 58.0%24,9111.2%ETF
Apple Inc. stock logo
AAPL
Apple
$1,656,7480.0%8,0750.8%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$578,067$26,717 4.8%1,1900.3%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$0$7,534,851 -100.0%00.0%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$0$4,704,356 -100.0%00.0%ETF
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$0$4,048,729 -100.0%00.0%ETF
Lucid Group, Inc. stock logo
LCID
Lucid Group
$0$484,000 -100.0%00.0%Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.
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