Leicht Financial Planning & Wealth Management, Inc.
CIK: 0001710666SEC EDGAR →
Portfolio Value
$223.6M
Holdings
13
As of
Q4 2025
New Positions
13
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 502,853 | $53.7M | 23.99% |
| 2 | SPDR SERIES TRUST | 828,545 | $47.1M | 21.05% |
| 3 | SPDR SERIES TRUST | 940,048 | $27.1M | 12.12% |
| 4 | SPDR SERIES TRUST | 916,454 | $20.5M | 9.19% |
| 5 | SPDR INDEX SHS FDS | 458,676 | $20.4M | 9.11% |
| 6 | SPDR SERIES TRUST | 381,677 | $17.9M | 8.00% |
| 7 | SPDR SERIES TRUST | 408,610 | $13.8M | 6.18% |
| 8 | SPDR INDEX SHS FDS | 229,283 | $10.7M | 4.80% |
| 9 | SPDR SERIES TRUST | 57,806 | $5.4M | 2.43% |
| 10 | ISHARES TR | 41,617 | $4.2M | 1.87% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (13)
$53.7M · 503K shares
$47.1M · 829K shares
$27.1M · 940K shares
$20.5M · 916K shares
$20.4M · 459K shares
$17.9M · 382K shares
$13.8M · 409K shares
$10.7M · 229K shares
$5.4M · 58K shares
$4.2M · 42K shares
$2.2M · 8K shares
$598K · 1K shares
$12K · 20K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 10 | $220.8M | 98.7% |
| Technology | 2 | $2.2M | 1.0% |
| Unknown | 1 | $598K | 0.3% |