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Latest Leicht Financial Planning & Wealth Management, Inc Stock Portfolio

$244Million | No. of Holdings #16

Leicht Financial Planning & Wealth Management, Inc Performance

2026 Q2+8.76%
YTD+6.92%
2025+11.88%

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 2026-07-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Leicht Financial Planning & Wealth Management, Inc. reported an equity portfolio of $244.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Leicht Financial Planning & Wealth Management, Inc. are BIL, BIL, BIL. The fund has invested 21% of it's portfolio in SPDR SERIES TRUST and 20.7% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, SPDR SERIES TRUST (BIL) and ISHARES TR (DMXF). Leicht Financial Planning & Wealth Management, Inc. opened new stock positions in SPDR SERIES TRUST (BIL) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), VANGUARD INDEX FDS (VB) and SPDR INDEX SHS FDS (CWI).
Leicht Financial Planning & Wealth Management, Inc Equity Portfolio Value
Last Reported on: 22 Jul, 2026
$244Million
  as of Jul 22, 2026

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 8.76% in the last quarter. In trailing 12 months, it's portfolio return was 14.77%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr series trust8,563,490
ishares tr8,309,170
New stocks bought by Leicht Financial Planning & Wealth Management, Inc

Additions

Ticker% Inc.
spdr series trust32.75
vanguard index fds21.15
spdr series trust8.32
spdr series trust7.32
spdr index shs fds2.08
spdr series trust1.16
Additions to existing portfolio by Leicht Financial Planning & Wealth Management, Inc

Reductions

Ticker% Reduced
berkshire hathaway inc del-38.87
spdr series trust-32.48
ishares tr-20.43
spdr series trust-16.55
spdr series trust-14.9
spdr index shs fds-3.72
Leicht Financial Planning & Wealth Management, Inc reduced stake in above stock

Sold off

Ticker$ Sold
schwab strategic tr-435,195
Leicht Financial Planning & Wealth Management, Inc got rid off the above stocks

Sector Distribution

Leicht Financial Planning & Wealth Management, Inc. has about 95.6% of it's holdings in Others sector.

  • Others
  • Utilities
Sector%
Others95.6
Utilities3.4

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
  • MID-CAP
Category%
UNALLOCATED95.6
MID-CAP3.4

Stocks belong to which Index?

About 3.4% of the stocks held by Leicht Financial Planning & Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
Index%
Others95.6
RUSSELL 20003.4
Top 5 Winners (%)%
BIL
spdr series trust
19.9 %
BIL
spdr series trust
19.9 %
BIL
spdr series trust
17.8 %
AAPL
apple inc
14.0 %
VB
vanguard index fds
13.8 %
Top 5 Winners ($)$
BIL
spdr series trust
9.9 M
BIL
spdr series trust
3.5 M
BIL
spdr series trust
3.2 M
CWI
spdr index shs fds
2.1 M
BIL
spdr series trust
1.5 M
Top 5 Losers (%)%
WISA
datavault ai inc
-43.4 %
BIL
spdr series trust
-0.9 %
BIL
spdr series trust
-0.3 %
BIL
spdr series trust
-0.2 %
Top 5 Losers ($)$
BIL
spdr series trust
-0.3 M
BIL
spdr series trust
-0.1 M
BIL
spdr series trust
0.0 M
WISA
datavault ai inc
0.0 M

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 16 stocks in it's portfolio. About 93.7% 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.

$244.07MTotal Value
17.00Positions
22 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Leicht Financial Planning & Wealth Management, Inc, last reported on 22 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Leicht Financial Planning & Wealth Management, Inc's holding in Spdr Series Trust over time
20.95%429,682
$51.13M
20.95%
decreased 14.9 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Leicht Financial Planning & Wealth Management, Inc's holding in Spdr Series Trust over time
20.68%830,431
$50.48M
20.68%
increased 1.16 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Leicht Financial Planning & Wealth Management, Inc's holding in Spdr Series Trust over time
11.85%1,018,890
$28.93M
11.85%
increased 8.32 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Leicht Financial Planning & Wealth Management, Inc's holding in Spdr Series Trust over time
7.43%314,283
$18.12M
7.43%
decreased 16.55 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Leicht Financial Planning & Wealth Management, Inc's holding in Spdr Series Trust over time
6.02%439,193
$14.70M
6.02%
increased 7.32 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Leicht Financial Planning & Wealth Management, Inc's holding in Spdr Series Trust over time
5.66%618,696
$13.80M
5.66%
decreased 32.48 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Leicht Financial Planning & Wealth Management, Inc's holding in Spdr Series Trust over time
3.7%75,788
$9.03M
3.7%
increased 32.75 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Leicht Financial Planning & Wealth Management, Inc's holding in Spdr Series Trust over time
3.51%78,485
$8.56M
3.51%
new position
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
Leicht Financial Planning & Wealth Management, Inc's holding in Spdr Index Shs Fds over time
9%435,860
$21.96M
9%
decreased 3.72 percentreduced
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
Leicht Financial Planning & Wealth Management, Inc's holding in Spdr Index Shs Fds over time
4.93%232,523
$12.04M
4.93%
increased 2.08 percentadded
DMXF
Ishares Tr

Ishares Tr

DMXF
Leicht Financial Planning & Wealth Management, Inc's holding in Ishares Tr over time
1.44%34,973
$3.52M
1.44%
decreased 20.43 percentreduced
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Leicht Financial Planning & Wealth Management, Inc's holding in Schwab Strategic Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Leicht Financial Planning & Wealth Management, Inc's holding in Vanguard Index Fds over time
0.18%1,180
$436.6K
0.18%
increased 21.15 percentadded
Cl B New
Berkshire Hathaway Inc Del

Berkshire Hathaway Inc Del

Leicht Financial Planning & Wealth Management, Inc's holding in Berkshire Hathaway Inc Del over time
0.29%1,412
$706.5K
0.29%
decreased 38.87 percentreduced