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CIK: 0001710666
Total reported value
$244.1M
$244.1M
15 檔
62.9%
According to the latest 13F quarterly dataset, Leicht Financial Planning & Wealth Management, Inc. managed an equity portfolio of $244.1M at the end of Q3 2025, spanning 15 distinct U.S. exchange-listed positions.
In Q3 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 | 26.62% | -1.47% | -1.23% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 13.79% | -0.39% | -0.44% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 11.21% | -0.38% | -1.05% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 8.92% | -0.37% | -0.41% | |
| 5 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 8.62% | -3.65% | -1.06% | |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 8.10% | -0.82% | -0.66% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 5.77% | -0.21% | -1.05% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 5.04% | +0.08% | -0.58% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.61% | — | -0.96% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.45% | +1.20% | -0.44% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 2.37% | — | -0.20% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 1.88% | — | +0.52% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.43% | -0.57% | +26.73% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.93% | +0.03% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.21% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +3.9% | -1.23% | Add |
| 2 | SPEM | State Street Sp Ptf Em ETF | +2.5% | -0.58% | Add |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | +2% | -0.44% | Add |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +0.6% | +26.73% | Add |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | +0.5% | -1.05% | Add |
| 6 | XLC | Ss Comm Select Sector Spdr | +0.2% | -0.96% | Add |
| 7 | AAPL | Apple Inc | 0% | — | Unchanged |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Add |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | -0.66% | Add |
| 10 | XLF | Ss Financial Select Sector | -0.2% | -0.20% | Add |
| 11 | XLV | Ss Health Care Select Sector | -0.2% | +0.52% | Add |
| 12 | SPMB | Ss Spdr P Mort Back Bond ETF | -0.5% | -1.06% | Add |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.5% | -0.41% | Trim |
| 14 | SPTI | Ss Spdr P Int Term Tsy ETF | -1.9% | -1.05% | Trim |
| 15 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
| 16 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | — | NEW | New buy |
| 17 | XLI | Ss Industrial Select Sector | — | EXIT | Sold out |
| 18 | PFFD | Global X US Preferred ETF | — | EXIT | Sold out |
| 19 | CCIVGBP | Lucid Group Inc | — | 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 Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYV, SPTI) accounted for 62.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
SLYG
市值: $5.4M
Top Position Liquidated / Trimmed
XLK
前期市值: $7.5M
During Q3 2025, Leicht Financial Planning & Wealth Management, Inc.'s top holdings by market value included SPYG (26.6%)、SPYV (13.8%)、SPTI (11.2%). The largest single position, SPYG, represented 26.6% of total portfolio value.
In Q3 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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