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CIK: 0001710666
Total reported value
$244.1M
$244.1M
15 檔
60.0%
During the Q2 2025 filing period, Leicht Financial Planning & Wealth Management, Inc. (CIK: 0001710666) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $244.1M across 15 reported positions.
In Q2 2025, Leicht Financial Planning & Wealth Management, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 25.90% | -1.47% | +5.63% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 13.80% | -0.39% | +26.17% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 11.89% | -0.38% | -0.74% | |
| 4 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 9.04% | -3.65% | +9.41% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 8.93% | -0.37% | -6.03% | |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 7.90% | -0.82% | +1.39% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 6.08% | -0.21% | +25.40% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 4.88% | +0.08% | +93.74% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.54% | — | +4.48% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.44% | +1.20% | — | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 2.43% | — | +0.94% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 1.91% | — | +8.64% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.19% | -0.57% | +57.98% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.79% | +0.03% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.21% | +4.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +3.1% | +5.63% | Add |
| 2 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +2.4% | NEW | New buy |
| 3 | SPEM | State Street Sp Ptf Em ETF | +2.3% | +93.74% | Add |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | +2.1% | +26.17% | Add |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | +0.8% | +25.40% | Add |
| 6 | SGOV | Ishares 0-3 Month Treasury B | +0.4% | +57.98% | Add |
| 7 | XLC | Ss Comm Select Sector Spdr | +0.2% | +4.48% | Add |
| 8 | SPMB | Ss Spdr P Mort Back Bond ETF | 0% | +9.41% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +4.85% | Add |
| 10 | XLF | Ss Financial Select Sector | -0.1% | +0.94% | Add |
| 11 | AAPL | Apple Inc | -0.2% | — | Unchanged |
| 12 | XLV | Ss Health Care Select Sector | -0.2% | +8.64% | Add |
| 13 | CCIVGBP | Lucid Group Inc | -0.3% | EXIT | Sold out |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.3% | +1.39% | Add |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.5% | -6.03% | Trim |
| 16 | SPTI | Ss Spdr P Int Term Tsy ETF | -1.2% | -0.74% | Trim |
| 17 | PFFD | Global X US Preferred ETF | -2.1% | EXIT | Sold out |
| 18 | XLI | Ss Industrial Select Sector | -2.5% | EXIT | Sold out |
| 19 | XLK | Ss Technology Select Sector | -3.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Leicht Financial Planning & Wealth Management, Inc. reported a total U.S. public equity portfolio value of $244.1M across 15 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYV, SPTI) accounted for 60.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
SLYG
市值: $5.1M
Top Position Liquidated / Trimmed
XLK
前期市值: $7.5M
During Q2 2025, Leicht Financial Planning & Wealth Management, Inc.'s top holdings by market value included SPYG (25.9%)、SPYV (13.8%)、SPTI (11.9%). The largest single position, SPYG, represented 25.9% of total portfolio value.
In Q2 2025, Leicht Financial Planning & Wealth Management, Inc. made 18 total portfolio adjustments, initiating 1 new buys, adding to 11 positions, trimming 2 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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