Leicht Financial Planning & Wealth Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 18Value: $191.2MLatest: 2025Q1

Leicht Financial Planning & Wealth Management, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 18 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "AAPL",
  null,
  null,
  "SPDW",
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  null,
  null,
  null,
  "LCID",
  "SPYV",
  "BRK-B",
  "XLK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 18
Total Value: 191206342
Accession Number: 0001085146-25-002071
Form Type: 13F-HR
CIK: leicht-financial-planning--wealth-management
Manager Name: Leicht-Financial-Planning--Wealth-Management

Data Enrichment

39% identified

7 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

18 positions • $191.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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78464A409

SPYG|78464A409

Shares:541.5K

Value:$43.5M

% of Portfolio:22.8% ($43.5M/$191.2M)

78464A672

Shares:876.3K

Value:$25.0M

% of Portfolio:13.1% ($25.0M/$191.2M)

78464A508

SPYV|78464A508

Shares:440.0K

Value:$22.5M

% of Portfolio:11.8% ($22.5M/$191.2M)

78463X889

SPDW|78463X889

Shares:494.3K

Value:$18.0M

% of Portfolio:9.4% ($18.0M/$191.2M)

78464A383

Shares:787.3K

Value:$17.4M

% of Portfolio:9.1% ($17.4M/$191.2M)

78468R853

Shares:385.0K

Value:$15.7M

% of Portfolio:8.2% ($15.7M/$191.2M)

78464A375

Shares:304.1K

Value:$10.1M

% of Portfolio:5.3% ($10.1M/$191.2M)

81369Y803

XLK|81369Y803

Shares:36.5K

Value:$7.5M

% of Portfolio:3.9% ($7.5M/$191.2M)

78463X509

Shares:124.0K

Value:$4.9M

% of Portfolio:2.6% ($4.9M/$191.2M)

81369Y605

Shares:96.8K

Value:$4.8M

% of Portfolio:2.5% ($4.8M/$191.2M)

81369Y704

Shares:35.9K

Value:$4.7M

% of Portfolio:2.5% ($4.7M/$191.2M)

81369Y852

Shares:47.2K

Value:$4.6M

% of Portfolio:2.4% ($4.6M/$191.2M)

37954Y657

Shares:212.6K

Value:$4.0M

% of Portfolio:2.1% ($4.0M/$191.2M)

81369Y209

Shares:27.4K

Value:$4.0M

% of Portfolio:2.1% ($4.0M/$191.2M)

Apple Inc.

AAPL|037833100

Shares:8.1K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$191.2M)

46436E718

Shares:15.8K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$191.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.1K

Value:$604.5K

% of Portfolio:0.3% ($604.5K/$191.2M)

Lucid Group, Inc.

LCID|549498103

Shares:200.0K

Value:$484.0K

% of Portfolio:0.3% ($484.0K/$191.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPYGcusip78464A409)	541.5K	QoQ +3.24% (-17.0K) YoY +5.53% (+28.4K)	All Managers (Combined)	$43.5M	22.8% ($43.5M/$191.2M)	QoQ -5.60% (-$2.6M) YoY +15.95% (+$6.0M)
(cusip78464A672)✕	876.3K	QoQ +5.19% (+43.3K) YoY +9.30% (+74.6K)	All Managers (Combined)	$25.0M	13.1% ($25.0M/$191.2M)	QoQ +7.83% (+$1.8M) YoY +10.85% (+$2.5M)
(SPYVcusip78464A508)	440.0K	QoQ +1.78% (+7.7K) YoY +25.70% (+90.0K)	All Managers (Combined)	$22.5M	11.8% ($22.5M/$191.2M)	QoQ +1.64% (+$362.9K) YoY +28.13% (+$4.9M)
(SPDWcusip78463X889)	494.3K	QoQ +2.98% (+14.3K) YoY +9.90% (+44.6K)	All Managers (Combined)	$18.0M	9.4% ($18.0M/$191.2M)	QoQ +9.86% (+$1.6M) YoY +11.65% (+$1.9M)
(cusip78464A383)✕	787.3K	QoQ +5.37% (+40.2K) YoY +8.53% (+61.9K)	All Managers (Combined)	$17.4M	9.1% ($17.4M/$191.2M)	QoQ +7.82% (+$1.3M) YoY +10.18% (+$1.6M)
(cusip78468R853)✕	385.0K	QoQ +1.99% (-7.5K) YoY +4.96% (-18.2K)	All Managers (Combined)	$15.7M	8.2% ($15.7M/$191.2M)	QoQ -7.45% (-$1.3M) YoY -0.59% (-$94.1K)
(cusip78464A375)✕	304.1K	QoQ +3.55% (+10.4K) YoY +7.91% (+22.3K)	All Managers (Combined)	$10.1M	5.3% ($10.1M/$191.2M)	QoQ +5.07% (+$488.0K) YoY +9.73% (+$896.4K)
(XLKcusip81369Y803)	36.5K	QoQ -6.61% (-2.6K) YoY -4.31% (-1.6K)	All Managers (Combined)	$7.5M	3.9% ($7.5M/$191.2M)	QoQ -17.06% (-$1.6M) YoY -5.13% (-$407.7K)
(cusip78463X509)✕	124.0K	QoQ -1.13% (-1.4K) YoY -1.18% (-1.5K)	All Managers (Combined)	$4.9M	2.6% ($4.9M/$191.2M)	QoQ +1.44% (-$69.5K) YoY +7.50% (-$340.6K)
(cusip81369Y605)✕	96.8K	QoQ -8.08% (-8.5K) YoY -10.93% (-11.9K)	All Managers (Combined)	$4.8M	2.5% ($4.8M/$191.2M)	QoQ -5.26% (-$268.2K) YoY +5.32% (-$243.9K)
(cusip81369Y704)✕	35.9K	QoQ -2.28% (-838) YoY +18.19% (+5.5K)	All Managers (Combined)	$4.7M	2.5% ($4.7M/$191.2M)	QoQ -2.79% (-$135.2K) YoY +22.98% (+$879.3K)
(cusip81369Y852)✕	47.2K	QoQ -12.48% (-6.7K) YoY -13.98% (-7.7K)	All Managers (Combined)	$4.6M	2.4% ($4.6M/$191.2M)	QoQ -12.81% (-$669.5K) YoY +1.59% (-$71.6K)
(cusip37954Y657)✕	212.6K	QoQ +6.44% (+12.9K) YoY +13.37% (+25.1K)	All Managers (Combined)	$4.0M	2.1% ($4.0M/$191.2M)	QoQ +3.88% (+$151.3K) YoY +7.07% (+$267.6K)
(cusip81369Y209)✕	27.4K	QoQ +8.95% (+2.3K) YoY -27.30% (-10.3K)	All Managers (Combined)	$4.0M	2.1% ($4.0M/$191.2M)	QoQ +15.64% (+$541.2K) YoY -28.15% (-$1.6M)
Apple Inc.(AAPLcusip037833100)	8.1K	QoQ -2.44% (-202) YoY -0.17% (-14)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$191.2M)	QoQ -13.46% (-$279.0K) YoY +29.31% (-$406.6K)
(cusip46436E718)✕	15.8K	QoQ NEW(+15.8K) YoY NEW(+15.8K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$191.2M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.1K	QoQ +0.26% (+3) YoY +2.25% (+25)	All Managers (Combined)	$604.5K	0.3% ($604.5K/$191.2M)	QoQ +17.80% (+$91.4K) YoY +29.50% (+$137.7K)
Lucid Group, Inc.(LCIDcusip549498103)	200.0K	QoQ NEW(+200.0K) YoY NEW(+200.0K)	All Managers (Combined)	$484.0K	0.3% ($484.0K/$191.2M)	QoQ NEW(+$484.0K) YoY NEW(+$484.0K)