Latest Leicht Financial Planning & Wealth Management, Inc Stock Portfolio
Leicht Financial Planning & Wealth Management, Inc Performance:
2025 Q4: 1.39%YTD: 11.88%2024: 11.89%
Performance for 2025 Q4 is 1.39%, and YTD is 11.88%, and 2024 is 11.89%.
About Leicht Financial Planning & Wealth Management, Inc and 13F Hedge Fund Stock Holdings
Leicht Financial Planning & Wealth Management, Inc. is a hedge fund based in Parsippany, NJ. On 2026-02-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Leicht Financial Planning & Wealth Management, Inc. reported an equity portfolio of $223.6 Millions as of 31 Dec, 2025.
The top stock holdings of Leicht Financial Planning & Wealth Management, Inc. are BIL, BIL, BIL. The fund has invested 24% of it's portfolio in SPDR SERIES TRUST and 21% of portfolio in SPDR SERIES TRUST.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), SPDR INDEX SHS FDS (CWI) and APPLE INC (AAPL). Leicht Financial Planning & Wealth Management, Inc. opened new stock positions in DATAVAULT AI INC (WISA). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL) and ISHARES TR (DMXF).
The top stock holdings of Leicht Financial Planning & Wealth Management, Inc. are BIL, BIL, BIL. The fund has invested 24% of it's portfolio in SPDR SERIES TRUST and 21% of portfolio in SPDR SERIES TRUST.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), SPDR INDEX SHS FDS (CWI) and APPLE INC (AAPL). Leicht Financial Planning & Wealth Management, Inc. opened new stock positions in DATAVAULT AI INC (WISA). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL) and ISHARES TR (DMXF).
Leicht Financial Planning & Wealth Management, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Leicht Financial Planning & Wealth Management, Inc. made a return of 1.39% in the last quarter. In trailing 12 months, it's portfolio return was 11.88%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| datavault ai inc | 12,898 |
New stocks bought by Leicht Financial Planning & Wealth Management, Inc
Additions
| Ticker | % Inc. |
|---|---|
| spdr series trust | 49.92 |
| ishares tr | 31.83 |
| spdr series trust | 9.22 |
| spdr series trust | 8.28 |
| spdr series trust | 7.53 |
| spdr series trust | 0.39 |
Additions to existing portfolio by Leicht Financial Planning & Wealth Management, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| spdr series trust | -10.99 |
| spdr index shs fds | -4.00 |
| spdr series trust | -1.55 |
| spdr index shs fds | -0.84 |
| apple inc | -0.15 |
Leicht Financial Planning & Wealth Management, Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| select sector spdr tr | -5,255,440 |
| select sector spdr tr | -5,785,680 |
| select sector spdr tr | -4,164,390 |
Leicht Financial Planning & Wealth Management, Inc got rid off the above stocks
Sector Distribution
Leicht Financial Planning & Wealth Management, Inc. has about 99% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 99 |
Market Cap. Distribution
Leicht Financial Planning & Wealth Management, Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 99 |
Stocks belong to which Index?
About 0% of the stocks held by Leicht Financial Planning & Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 99 |
Leicht Financial Planning & Wealth Management, Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Leicht Financial Planning & Wealth Management, Inc
Leicht Financial Planning & Wealth Management, Inc. has 13 stocks in it's portfolio. About 98.7% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Leicht Financial Planning & Wealth Management, Inc. last quarter.
Last Reported on: 04 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.98 | 8,063 | 2,192,010 | reduced | -0.15 | ||
| BIL | spdr series trust | 24.00 | 502,853 | 53,654,400 | reduced | -10.99 | ||
| BIL | spdr series trust | 21.05 | 828,545 | 47,069,600 | added | 49.92 | ||
| BIL | spdr series trust | 12.12 | 940,048 | 27,111,000 | added | 9.22 | ||
| BIL | spdr series trust | 9.19 | 916,454 | 20,542,300 | added | 7.53 | ||
| BIL | spdr series trust | 8.00 | 381,677 | 17,885,400 | reduced | -1.55 | ||
| BIL | spdr series trust | 6.18 | 408,610 | 13,815,100 | added | 8.28 | ||
| BIL | spdr series trust | 2.44 | 57,806 | 5,444,740 | added | 0.39 | ||
| CWI | spdr index shs fds | 9.11 | 458,676 | 20,369,800 | reduced | -0.84 | ||
| CWI | spdr index shs fds | 4.80 | 229,283 | 10,732,700 | reduced | -4.00 | ||
| DMXF | ishares tr | 1.87 | 41,617 | 4,177,530 | added | 31.83 | ||
| WISA | datavault ai inc | 0.01 | 19,780 | 12,898 | new | |||
| XLB | select sector spdr tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| XLB | select sector spdr tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| XLB | select sector spdr tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| berkshire hathaway inc del | 0.27 | 1,190 | 598,154 | unchanged | 0.00 | |||