Leicht Financial Planning & Wealth Management, Inc. Portfolio Holdings

Leicht Financial Planning & Wealth Management, Inc.

  • $210 Million
  • Q2 2025

Leicht Financial Planning & Wealth Management, Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $210 Million distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $54.5M, Spdr Portfolio S&P 500 Value E with a value of $29.1M, Spdr Ser Tr Spdr Portfolio Int with a value of $25M, Spdr Ser Tr Spdr Portfolio Mor with a value of $19M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $18.8M.

Examining the 13F form we can see an increase of $19.8M in the current position value, from $191M to 210M.

Below you can find more details about Leicht Financial Planning & Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $210 Million
ETFs: $208 Million
Technology: $1.66 Million
Financial Services: $578,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $210 Million
  • Prior Value $191 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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