Leicht Financial Planning & Wealth Management, Inc. Diversified Active

CIK: 0001710666 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 5, 2025

Total Value ($000): $221,805 (100.0% shares, 0.0% debt)

Holdings (15)

SPYG SPDR SERIES TRUST 26.6%

Value ($000) $59,039 Shares 564,911 Est. Cost $61.94 Unrealized —

SPYV SPDR SERIES TRUST 13.8%

Value ($000) $30,578 Shares 552,646 Est. Cost $42.40 Unrealized —

SPTI SPDR SERIES TRUST 11.2%

Value ($000) $24,873 Shares 860,667 Est. Cost $29.44 Unrealized —

SPDW SPDR INDEX SHS FDS 8.9%

Value ($000) $19,793 Shares 462,561 Est. Cost $34.50 Unrealized —

SPMB SPDR SERIES TRUST 8.6%

Value ($000) $19,125 Shares 852,291 Est. Cost $23.26 Unrealized —

SPSM SPDR SERIES TRUST 8.1%

Value ($000) $17,958 Shares 387,704 Est. Cost $39.32 Unrealized —

SPIB SPDR SERIES TRUST 5.8%

Value ($000) $12,788 Shares 377,348 Est. Cost $33.54 Unrealized —

SPEM SPDR INDEX SHS FDS 5.0%

Value ($000) $11,180 Shares 238,835 Est. Cost $41.93 Unrealized —

XLC SELECT SECTOR SPDR TR 2.6%

Value ($000) $5,786 Shares 48,878 Est. Cost $74.20 Unrealized —

SLYG SPDR SERIES TRUST 2.4%

Value ($000) $5,431 Shares 57,583 Est. Cost $88.75 Unrealized —

XLF SELECT SECTOR SPDR TR 2.4%

Value ($000) $5,255 Shares 97,558 Est. Cost $33.98 Unrealized —

XLV SELECT SECTOR SPDR TR 1.9%

Value ($000) $4,164 Shares 29,923 Est. Cost $151.63 Unrealized —

SGOV ISHARES TR 1.4%

Value ($000) $3,179 Shares 31,569 Est. Cost $100.68 Unrealized —

AAPL APPLE INC 0.9%

Value ($000) $2,056 Shares 8,075 Est. Cost $147.35 Unrealized +53.1%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value ($000) $598 Shares 1,190 Est. Cost $251.24 Unrealized +92.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SPYG	SPDR SERIES TRUST	564,911	$59,039	26.6%	$61.94	—	PRTFLO S&P500 GW	78464A409
SPYV	SPDR SERIES TRUST	552,646	$30,578	13.8%	$42.40	—	PRTFLO S&P500 VL	78464A508
SPTI	SPDR SERIES TRUST	860,667	$24,873	11.2%	$29.44	—	PORTFLI INTRMDIT	78464A672
SPDW	SPDR INDEX SHS FDS	462,561	$19,793	8.9%	$34.50	—	PORTFOLIO DEVLPD	78463X889
SPMB	SPDR SERIES TRUST	852,291	$19,125	8.6%	$23.26	—	PORT MTG BK ETF	78464A383
SPSM	SPDR SERIES TRUST	387,704	$17,958	8.1%	$39.32	—	PORTFOLIO S&P600	78468R853
SPIB	SPDR SERIES TRUST	377,348	$12,788	5.8%	$33.54	—	PORTFOLIO INTRMD	78464A375
SPEM	SPDR INDEX SHS FDS	238,835	$11,180	5.0%	$41.93	—	PORTFOLIO EMG MK	78463X509
XLC	SELECT SECTOR SPDR TR	48,878	$5,786	2.6%	$74.20	—	COMMUNICATION	81369Y852
SLYG	SPDR SERIES TRUST	57,583	$5,431	2.4%	$88.75	—	S&P 600 SMCP GRW	78464A201
XLF	SELECT SECTOR SPDR TR	97,558	$5,255	2.4%	$33.98	—	FINANCIAL	81369Y605
XLV	SELECT SECTOR SPDR TR	29,923	$4,164	1.9%	$151.63	—	SBI HEALTHCARE	81369Y209
SGOV	ISHARES TR	31,569	$3,179	1.4%	$100.68	—	0-3 MNTH TREASRY	46436E718
AAPL	APPLE INC	8,075	$2,056	0.9%	$147.35	+53.1%	COM	037833100
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,190	$598	0.3%	$251.24	+92.8%	CL B NEW	084670702