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CIK: 0001710666
Total reported value
$244.1M
$244.1M
13 檔
69.1%
In Q4 2025, Leicht Financial Planning & Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $244.1M, distributed across 13 disclosed stock positions.
Leicht Financial Planning & Wealth Management, Inc. executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 3 holdings and trimming 5 positions.
| # | 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 | 24.00% | -1.47% | -10.99% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 21.05% | -0.39% | +49.92% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 12.12% | -0.38% | +9.22% | |
| 4 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 9.19% | -3.65% | +7.53% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 9.11% | -0.37% | -0.84% | |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 8.00% | -0.82% | -1.55% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 6.18% | -0.21% | +8.28% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 4.80% | +0.08% | -4.00% | |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.43% | +1.20% | +0.39% | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.87% | -0.57% | +31.83% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.98% | +0.03% | -0.15% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.21% | — | |
| 13 | DVLT | Datavault Ai Inc | Stock-Other | 0.01% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | +7.3% | +49.92% | Add |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.9% | +9.22% | Add |
| 3 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.6% | +7.53% | Add |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +0.4% | +31.83% | Add |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | +0.4% | +8.28% | Add |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | -0.84% | Trim |
| 7 | AAPL | Apple Inc | +0.1% | -0.15% | Trim |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +0.39% | Add |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | -1.55% | Trim |
| 11 | SPEM | State Street Sp Ptf Em ETF | -0.2% | -4.00% | Trim |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | -2.6% | -10.99% | Trim |
| 13 | XLC | Ss Comm Select Sector Spdr | — | EXIT | Sold out |
| 14 | XLF | Ss Financial Select Sector | — | EXIT | Sold out |
| 15 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 16 | DVLT | Datavault Ai Inc | — | NEW | New buy |
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 13 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYV, SPTI) accounted for 69.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
DVLT
市值: $12.9K
Top Position Liquidated / Trimmed
XLC
前期市值: $5.8M
During Q4 2025, Leicht Financial Planning & Wealth Management, Inc.'s top holdings by market value included SPYG (24.0%)、SPYV (21.1%)、SPTI (12.1%). The largest single position, SPYG, represented 24.0% of total portfolio value.
In Q4 2025, Leicht Financial Planning & Wealth Management, Inc. made 15 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 5 holdings, and fully liquidating 3 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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