Leicht Financial Planning & Wealth Management, Inc. Diversified Active

Name: Leicht Financial Planning & Wealth Management, Inc. Q4 2025 13F Filing | 13F Explorer
Creator: Leicht Financial Planning & Wealth Management, Inc.
Published: 2026-02-04

Location: Parsippany, NJ

CIK: 0001710666 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 4, 2026

Total Value: $224M (100.0% shares, 0.0% debt)

Holdings (13)

SPYG SPDR SERIES TRUST 24.0%

Value $53.65M Shares 502,853 Est. Cost $61.94 Unrealized —

SPYV SPDR SERIES TRUST 21.1%

Value $47.07M Shares 828,545 Est. Cost $47.20 Unrealized —

SPTI SPDR SERIES TRUST 12.1%

Value $27.11M Shares 940,048 Est. Cost $29.39 Unrealized —

SPMB SPDR SERIES TRUST 9.2%

Value $20.54M Shares 916,454 Est. Cost $23.20 Unrealized —

SPDW SPDR INDEX SHS FDS 9.1%

Value $20.37M Shares 458,676 Est. Cost $34.50 Unrealized —

SPSM SPDR SERIES TRUST 8.0%

Value $17.89M Shares 381,677 Est. Cost $39.32 Unrealized —

SPIB SPDR SERIES TRUST 6.2%

Value $13.82M Shares 408,610 Est. Cost $33.56 Unrealized —

SPEM SPDR INDEX SHS FDS 4.8%

Value $10.73M Shares 229,283 Est. Cost $41.93 Unrealized —

SLYG SPDR SERIES TRUST 2.4%

Value $5.445M Shares 57,806 Est. Cost $88.75 Unrealized —

SGOV ISHARES TR 1.9%

Value $4.178M Shares 41,617 Est. Cost $100.61 Unrealized —

AAPL APPLE INC 1.0%

Value $2.192M Shares 8,063 Est. Cost $147.35 Unrealized +82.1%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value $598K Shares 1,190 Est. Cost $251.24 Unrealized +98.0%

DVLT DATAVAULT AI INC 0.0%

Value $12,898 Shares 19,780 Est. Cost $1.78 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPYG	SPDR SERIES TRUST	502,853	$53.65M	24.0%	$61.94	—	STATE STREET SPD	78464A409
SPYV	SPDR SERIES TRUST	828,545	$47.07M	21.1%	$47.20	—	STATE STREET SPD	78464A508
SPTI	SPDR SERIES TRUST	940,048	$27.11M	12.1%	$29.39	—	STATE STREET SPD	78464A672
SPMB	SPDR SERIES TRUST	916,454	$20.54M	9.2%	$23.20	—	STATE STREET SPD	78464A383
SPDW	SPDR INDEX SHS FDS	458,676	$20.37M	9.1%	$34.50	—	PORTFOLIO DEVLPD	78463X889
SPSM	SPDR SERIES TRUST	381,677	$17.89M	8.0%	$39.32	—	STATE STREET SPD	78468R853
SPIB	SPDR SERIES TRUST	408,610	$13.82M	6.2%	$33.56	—	STATE STREET SPD	78464A375
SPEM	SPDR INDEX SHS FDS	229,283	$10.73M	4.8%	$41.93	—	PORTFOLIO EMG MK	78463X509
SLYG	SPDR SERIES TRUST	57,806	$5.445M	2.4%	$88.75	—	STATE STREET SPD	78464A201
SGOV	ISHARES TR	41,617	$4.178M	1.9%	$100.61	—	0-3 MNTH TREASRY	46436E718
AAPL	APPLE INC	8,063	$2.192M	1.0%	$147.35	+82.1%	COM	037833100
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,190	$598K	0.3%	$251.24	+98.0%	CL B NEW	084670702
DVLT	DATAVAULT AI INC	19,780	$12,898	0.0%	$1.78	0.0%	COM SHS	86633R609