Latest Leicht Financial Planning & Wealth Management, Inc Stock Portfolio
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 31-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $173.7 Millions. In it's latest 13F Holdings report, Leicht Financial Planning & Wealth Management, Inc. reported an equity portfolio of $221.8 Millions as of 30 Sep, 2025.
The top stock holdings of Leicht Financial Planning & Wealth Management, Inc. are BIL, BIL, BIL. The fund has invested 26.6% of it's portfolio in SPDR SERIES TRUST and 13.8% of portfolio in SPDR SERIES TRUST.
They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), SELECT SECTOR SPDR TR (XLB) and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF) and SELECT SECTOR SPDR TR (XLB).
The top stock holdings of Leicht Financial Planning & Wealth Management, Inc. are BIL, BIL, BIL. The fund has invested 26.6% of it's portfolio in SPDR SERIES TRUST and 13.8% of portfolio in SPDR SERIES TRUST.
They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), SELECT SECTOR SPDR TR (XLB) and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF) and SELECT SECTOR SPDR TR (XLB).
Leicht Financial Planning & Wealth Management, Inc Annual Return Estimates Vs S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 26.73 |
| select sector spdr tr | 0.52 |
Additions to existing portfolio by Leicht Financial Planning & Wealth Management, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| spdr series trust | -1.23 |
| spdr series trust | -1.06 |
| spdr series trust | -1.05 |
| spdr series trust | -1.05 |
| select sector spdr tr | -0.96 |
| spdr series trust | -0.66 |
| spdr index shs fds | -0.58 |
| spdr series trust | -0.44 |
Leicht Financial Planning & Wealth Management, Inc reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 99.1 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 99.1 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 99.1 |
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
Last Reported on: 05 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.93 | 8,075 | 2,056,140 | unchanged | 0.00 | ||
| BIL | spdr series trust | 26.62 | 564,911 | 59,038,900 | reduced | -1.23 | ||
| BIL | spdr series trust | 13.79 | 552,646 | 30,577,900 | reduced | -0.44 | ||
| BIL | spdr series trust | 11.21 | 860,667 | 24,873,300 | reduced | -1.05 | ||
| BIL | spdr series trust | 8.62 | 852,291 | 19,125,400 | reduced | -1.06 | ||
| BIL | spdr series trust | 8.10 | 387,704 | 17,958,400 | reduced | -0.66 | ||
| BIL | spdr series trust | 5.77 | 377,348 | 12,788,300 | reduced | -1.05 | ||
| BIL | spdr series trust | 2.45 | 57,583 | 5,430,660 | reduced | -0.44 | ||
| CWI | spdr index shs fds | 8.92 | 462,561 | 19,793,000 | reduced | -0.41 | ||
| CWI | spdr index shs fds | 5.04 | 238,835 | 11,179,900 | reduced | -0.58 | ||
| DMXF | ishares tr | 1.43 | 31,569 | 3,178,990 | added | 26.73 | ||
| XLB | select sector spdr tr | 2.61 | 48,878 | 5,785,680 | reduced | -0.96 | ||
| XLB | select sector spdr tr | 2.37 | 97,558 | 5,255,440 | reduced | -0.2 | ||
| XLB | select sector spdr tr | 1.88 | 29,923 | 4,164,390 | added | 0.52 | ||
| berkshire hathaway inc del | 0.27 | 1,190 | 598,260 | unchanged | 0.00 | |||