Skip to content
Disclosery

Leicht Financial Planning & Wealth Management, Inc.

Follow

13F filer, CIK 1710666, PARSIPPANY, NJ

Leicht Financial Planning & Wealth Management, Inc. reported $221,804,691 across 15 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-05. Its ten largest share positions make up 93.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001710666-25-000003

Period
2025-09-30
Reported value
$222M
Holdings
15
Top 10 weight
93.12%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SGOVadded+6,658$670K
XLVadded+155$21.6K

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
SPYGreduced-7,050-$737K
SPTIreduced-9,120-$264K
SPMBreduced-9,165-$206K
SPYVreduced-2,450-$136K
SPIBreduced-3,986-$135K

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, Q3 2025

Share positions as resolved from 13F-HR 0001710666-25-000003, largest first. % of portfolio is the value over $221,804,691, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533,858 shares; 2024Q4: 524,479 shares; 2025Q1: 541,484 shares; 2025Q2: 571,961 shares; 2025Q3: 564,911 shares 564,911$59M26.62%-7,050Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,405 shares; 2024Q4: 432,255 shares; 2025Q1: 439,954 shares; 2025Q2: 555,096 shares; 2025Q3: 552,646 shares 552,646$30.6M13.79%-2,450Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827,843 shares; 2024Q4: 832,963 shares; 2025Q1: 876,252 shares; 2025Q2: 869,787 shares; 2025Q3: 860,667 shares 860,667$24.9M11.21%-9,120Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,025 shares; 2024Q4: 479,953 shares; 2025Q1: 494,272 shares; 2025Q2: 464,450 shares; 2025Q3: 462,561 shares 462,561$19.8M8.92%-1,889Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,460 shares; 2024Q4: 747,164 shares; 2025Q1: 787,344 shares; 2025Q2: 861,456 shares; 2025Q3: 852,291 shares 852,291$19.1M8.62%-9,165Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,562 shares; 2024Q4: 377,425 shares; 2025Q1: 384,956 shares; 2025Q2: 390,289 shares; 2025Q3: 387,704 shares 387,704$18M8.1%-2,585Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,099 shares; 2024Q4: 293,655 shares; 2025Q1: 304,095 shares; 2025Q2: 381,334 shares; 2025Q3: 377,348 shares 377,348$12.8M5.77%-3,986Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,216 shares; 2024Q4: 125,412 shares; 2025Q1: 123,991 shares; 2025Q2: 240,225 shares; 2025Q3: 238,835 shares 238,835$11.2M5.04%-1,390Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,988 shares; 2024Q4: 53,976 shares; 2025Q1: 47,236 shares; 2025Q2: 49,353 shares; 2025Q3: 48,878 shares 48,878$5.79M2.61%-475Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,837 shares; 2025Q3: 57,583 shares 57,583$5.43M2.45%-254Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,785 shares; 2024Q4: 105,352 shares; 2025Q1: 96,838 shares; 2025Q2: 97,753 shares; 2025Q3: 97,558 shares 97,558$5.26M2.37%-195Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,689 shares; 2024Q4: 25,148 shares; 2025Q1: 27,401 shares; 2025Q2: 29,768 shares; 2025Q3: 29,923 shares 29,923$4.16M1.88%+155Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,768 shares; 2025Q2: 24,911 shares; 2025Q3: 31,569 shares 31,569$3.18M1.43%+6,658Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,291 shares; 2024Q4: 8,277 shares; 2025Q1: 8,075 shares; 2025Q2: 8,075 shares; 2025Q3: 8,075 shares 8,075$2.06M0.93%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,135 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares 1,190$598K0.27%0Timeline

How Q3 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 0001710666-25-000003 base2025-11-05acceptance time not in the bulk data set