Leicht Financial Planning & Wealth Management, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Leicht Financial Planning & Wealth Management, Inc. 13F Holdings
CIK 0001710666 · PARSIPPANY, NJ
As of Sep 30, 2025, Leicht Financial Planning & Wealth Management, Inc. reported
15 positions worth $221.8M in its SEC Form 13F filing.
Top 15 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 564,911 | $59.0M | 26.62% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 552,646 | $30.6M | 13.79% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | — | 860,667 | $24.9M | 11.21% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 462,561 |
|
9.8M8.92% |
| STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF | SPMB | — | 852,291 |
9.1M | 8.62% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 387,704 |
8.0M | 8.10% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | — | 377,348 |
2.8M | 5.77% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 238,835 |
1.2M | 5.04% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 48,878 | $5.8M | 2.61% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP GROWTH ETF | SLYG | — | 57,583 | $5.4M | 2.45% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 97,558 | $5.3M | 2.37% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 29,923 | $4.2M | 1.88% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 31,569 | $3.2M | 1.43% |
| APPLE INC | AAPL | Technology | 8,075 | $2.1M | 0.93% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,190 | $598.3K | 0.27% |