Leicht Financial Planning & Wealth Management, Inc.
Q3 2025 13F Holdings
- Locationparsippany, NJ
- Num holdings
15
- Value ($000)
$221,805
- Date Filed 11/04/2025
- Form type13F-HR
- CIK 0001710666
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
K SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $59.04M | 27 % | 564,911 | ||
S SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $30.58M | 14 % | 552,646 | ||
SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 | $24.87M | 11 % | 860,667 | ||
S SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $19.79M | 9 % | 462,561 | ||
S SPDR SERIES TRUST | PORT MTG BK ETF | 78464A383 | $19.13M | 9 % | 852,291 | ||
K SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | $17.96M | 8 % | 387,704 | ||
K SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | $12.79M | 6 % | 377,348 | ||
S SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $11.18M | 5 % | 238,835 | ||
X SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | $5.79M | 3 % | 48,878 | ||
S SPDR SERIES TRUST | S&P 600 SMCP GRW | 78464A201 | $5.43M | 2 % | 57,583 |
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