Latest Leicht Financial Planning & Wealth Management, Inc Stock Portfolio
$220Million– No. of Holdings #15
Leicht Financial Planning & Wealth Management, Inc Performance:
2026 Q1: -1.69%YTD: -1.69%2025: 11.88%
Performance for 2026 Q1 is -1.69%, and YTD is -1.69%, and 2025 is 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 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Leicht Financial Planning & Wealth Management, Inc. reported an equity portfolio of $220.5 Millions as of 31 Mar, 2026.
The top stock holdings of Leicht Financial Planning & Wealth Management, Inc. are BIL, BIL, BIL. The fund has invested 22.4% of it's portfolio in SPDR SERIES TRUST and 21.1% of portfolio in SPDR SERIES TRUST.
They significantly reduced their stock positions in SPDR SERIES TRUST (BIL) and SPDR INDEX SHS FDS (CWI). Leicht Financial Planning & Wealth Management, Inc. opened new stock positions in SCHWAB STRATEGIC TR (FNDA) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, ISHARES TR (DMXF) and SPDR SERIES TRUST (BIL).
The top stock holdings of Leicht Financial Planning & Wealth Management, Inc. are BIL, BIL, BIL. The fund has invested 22.4% of it's portfolio in SPDR SERIES TRUST and 21.1% of portfolio in SPDR SERIES TRUST.
They significantly reduced their stock positions in SPDR SERIES TRUST (BIL) and SPDR INDEX SHS FDS (CWI). Leicht Financial Planning & Wealth Management, Inc. opened new stock positions in SCHWAB STRATEGIC TR (FNDA) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, ISHARES TR (DMXF) and SPDR SERIES TRUST (BIL).
Leicht Financial Planning & Wealth Management, Inc Equity Portfolio Value
Last Reported on: 04 May, 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 -1.69% in the last quarter. In trailing 12 months, it's portfolio return was 12.36%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| schwab strategic tr | 435,195 |
| vanguard index fds | 312,469 |
New stocks bought by Leicht Financial Planning & Wealth Management, Inc
Additions
| Ticker | % Inc. |
|---|---|
| berkshire hathaway inc del | 94.12 |
| ishares tr | 5.61 |
| spdr series trust | 0.4 |
| spdr series trust | 0.15 |
| spdr series trust | 0.06 |
Additions to existing portfolio by Leicht Financial Planning & Wealth Management, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| spdr series trust | -1.33 |
| spdr index shs fds | -1.31 |
| spdr series trust | -1.24 |
| spdr series trust | -0.92 |
| spdr index shs fds | -0.66 |
| spdr series trust | -0.01 |
Leicht Financial Planning & Wealth Management, Inc reduced stake in above stock
Sold off
Sector Distribution
Leicht Financial Planning & Wealth Management, Inc. has about 99.1% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 99.1 |
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 | 99.1 |
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 | 99.1 |
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
Leicht Financial Planning & Wealth Management, Inc. has 15 stocks in it's portfolio. About 98.2% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. CWI was the most profitable stock for Leicht Financial Planning & Wealth Management, Inc. last quarter.
Last Reported on: 04 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.93 | 8,063 | 2,046,310 | unchanged | 0.00 | ||
| BIL | spdr series trust | 22.42 | 504,886 | 49,433,400 | added | 0.4 | ||
| BIL | spdr series trust | 21.07 | 820,882 | 46,445,500 | reduced | -0.92 | ||
| BIL | spdr series trust | 12.23 | 940,643 | 26,958,800 | added | 0.06 | ||
| BIL | spdr series trust | 9.31 | 916,363 | 20,517,400 | reduced | -0.01 | ||
| BIL | spdr series trust | 8.25 | 376,612 | 18,197,900 | reduced | -1.33 | ||
| BIL | spdr series trust | 6.22 | 409,225 | 13,725,400 | added | 0.15 | ||
| BIL | spdr series trust | 2.50 | 57,090 | 5,516,030 | reduced | -1.24 | ||
| CWI | spdr index shs fds | 9.37 | 452,684 | 20,665,000 | reduced | -1.31 | ||
| CWI | spdr index shs fds | 4.85 | 227,777 | 10,685,000 | reduced | -0.66 | ||
| DMXF | ishares tr | 2.01 | 43,953 | 4,424,360 | added | 5.61 | ||
| FNDA | schwab strategic tr | 0.20 | 14,185 | 435,195 | new | |||
| VB | vanguard index fds | 0.14 | 974 | 312,469 | new | |||
| WISA | datavault ai inc | 0.01 | 19,780 | 12,230 | unchanged | 0.00 | ||
| berkshire hathaway inc del | 0.50 | 2,310 | 1,106,950 | added | 94.12 | |||