Leicht Financial Planning & Wealth Management, Inc.
Q2 2025 13F Holdings
- Locationparsippany, NJ
- Num holdings
15
- Value ($000)
$210,504
- Date Filed08/08/2025
- Form type13F-HR
- CIK0001710666
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $54.52M | 26 % | 571,961 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $29.05M | 14 % | 555,096 | ||
SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 | $25.02M | 12 % | 869,787 | ||
SPMB SPDR SERIES TRUST | PORT MTG BK ETF | 78464A383 | $19.04M | 9 % | 861,456 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $18.81M | 9 % | 464,450 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | $16.63M | 8 % | 390,289 | ||
KRE SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | $12.81M | 6 % | 381,334 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $10.27M | 5 % | 240,225 | ||
XLC SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | $5.36M | 3 % | 49,353 | ||
SLYG SPDR SERIES TRUST | S&P 600 SMCP GRW | 78464A201 | $5.13M | 2 % | 57,837 |
Rows Per Page
10
- 10
- 50
- 100