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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 $191.21 million in total holdings as of March 31, 2025.
  • Leicht Financial Planning & Wealth Management, Inc. owns shares of 18 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 4.03% of the portfolio was purchased this quarter.
  • About 4.07% of the portfolio was sold this quarter.
  • This quarter, Leicht Financial Planning & Wealth Management, Inc. has purchased 17 new stocks and bought additional shares in 10 stocks.
  • Leicht Financial Planning & Wealth Management, Inc. sold shares of 6 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

46436E718 - iShares 0-3 Month Treasury Bond ETF
$1,587,365 Holding
549498103 - Lucid Group
$484,000 Holding

Largest Purchases this Quarter

iShares 0-3 Month Treasury Bond ETF
15,768 shares (about $1.59M)
SPDR Portfolio S&P 500 Growth ETF
17,005 shares (about $1.37M)
SPDR Portfolio Mortgage Backed Bond ETF
40,180 shares (about $885.97K)
SPDR Portfolio Developed World ex-US ETF
14,319 shares (about $521.36K)

Largest Sales this Quarter

Technology Select Sector SPDR Fund
2,583 shares (about $533.34K)
Financial Select Sector SPDR Fund
8,514 shares (about $424.08K)
Industrial Select Sector SPDR Fund
838 shares (about $109.84K)
SPDR Portfolio Emerging Markets ETF
1,421 shares (about $55.94K)

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
$43,519,071$1,366,692 3.2%541,48422.8%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$25,043,295$1,237,200 5.2%876,25213.1%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$22,468,459$393,188 1.8%439,95411.8%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$17,996,455$521,355 3.0%494,2729.4%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$17,360,951$885,970 5.4%787,3449.1%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$15,690,813$306,964 2.0%384,9568.2%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$10,108,109$347,025 3.6%304,0955.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$7,534,851$533,337 -6.6%36,4923.9%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$4,881,524$55,945 -1.1%123,9912.6%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$4,823,494$424,082 -8.1%96,8382.5%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$4,704,356$109,836 -2.3%35,8922.5%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$4,555,909$650,073 -12.5%47,2362.4%ETF
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$4,048,729$245,215 6.4%212,6442.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$4,000,783$328,957 9.0%27,4012.1%ETF
Apple Inc. stock logo
AAPL
Apple
$1,793,699$44,870 -2.4%8,0750.9%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,587,365$1,587,365 New Holding15,7680.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$604,479$1,598 0.3%1,1350.3%Finance
Lucid Group, Inc. stock logo
LCID
Lucid Group
$484,000$484,000 New Holding200,0000.3%Auto/Tires/Trucks
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$0$5,958,209 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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