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Leicht Financial Planning & Wealth Management, Inc.

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13F filer, CIK 1710666, PARSIPPANY, NJ

Leicht Financial Planning & Wealth Management, Inc. reported $210,503,570 across 15 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-08. Its ten largest share positions make up 93.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004718

Period
2025-06-30
Reported value
$211M
Holdings
15
Top 10 weight
93.41%
New
1
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYVadded+115,142$6.03M
SLYGnew+57,837$5.13M
SPEMadded+116,234$4.97M
SPYGadded+30,477$2.91M
SPIBadded+77,239$2.59M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XLKexited-36,492-$7.53M
XLIexited-35,892-$4.7M
PFFDexited-212,644-$4.05M
SPDWreduced-29,822-$1.21M
LUCID GROUP INCexited-200,000-$484K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-004718, largest first. % of portfolio is the value over $210,503,570, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533,858 shares; 2024Q4: 524,479 shares; 2025Q1: 541,484 shares; 2025Q2: 571,961 shares 571,961$54.5M25.9%+30,477Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,405 shares; 2024Q4: 432,255 shares; 2025Q1: 439,954 shares; 2025Q2: 555,096 shares 555,096$29.1M13.8%+115,142Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827,843 shares; 2024Q4: 832,963 shares; 2025Q1: 876,252 shares; 2025Q2: 869,787 shares 869,787$25M11.89%-6,465Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,460 shares; 2024Q4: 747,164 shares; 2025Q1: 787,344 shares; 2025Q2: 861,456 shares 861,456$19M9.04%+74,112Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,025 shares; 2024Q4: 479,953 shares; 2025Q1: 494,272 shares; 2025Q2: 464,450 shares 464,450$18.8M8.93%-29,822Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,562 shares; 2024Q4: 377,425 shares; 2025Q1: 384,956 shares; 2025Q2: 390,289 shares 390,289$16.6M7.9%+5,333Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,099 shares; 2024Q4: 293,655 shares; 2025Q1: 304,095 shares; 2025Q2: 381,334 shares 381,334$12.8M6.08%+77,239Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,216 shares; 2024Q4: 125,412 shares; 2025Q1: 123,991 shares; 2025Q2: 240,225 shares 240,225$10.3M4.88%+116,234Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,988 shares; 2024Q4: 53,976 shares; 2025Q1: 47,236 shares; 2025Q2: 49,353 shares 49,353$5.36M2.54%+2,117Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,837 shares 57,837$5.13M2.44%newTimeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,785 shares; 2024Q4: 105,352 shares; 2025Q1: 96,838 shares; 2025Q2: 97,753 shares 97,753$5.12M2.43%+915Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,689 shares; 2024Q4: 25,148 shares; 2025Q1: 27,401 shares; 2025Q2: 29,768 shares 29,768$4.01M1.91%+2,367Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,768 shares; 2025Q2: 24,911 shares 24,911$2.51M1.19%+9,143Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,291 shares; 2024Q4: 8,277 shares; 2025Q1: 8,075 shares; 2025Q2: 8,075 shares 8,075$1.66M0.79%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,135 shares; 2025Q2: 1,190 shares 1,190$578K0.27%+55Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XLKSELECT SECTOR SPDR TR36,492$7.53Mshares
XLISELECT SECTOR SPDR TR35,892$4.7Mshares
PFFDGLOBAL X FDS212,644$4.05Mshares
LUCID GROUP INCLUCID GROUP INC200,000$484Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-004718 base2025-08-08acceptance time not in the bulk data set