LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC.

Filed: 3/14/2025ACC: 0001085146-25-001832

📋 What this filing means

LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $195.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$195.44M

Total AUM (reported)

4.39M

Total Shares

Allocation by class

PRTFLO S&P500 GW$46.10M23.6%

PORTFLI INTRMDIT$23.22M11.9%

PRTFLO S&P500 VL$22.11M11.3%

PORTFOLIO S&P600$16.95M8.7%

PORTFOLIO DEVLPD$16.38M8.4%

PORT MTG BK ETF$16.10M8.2%

PORTFOLIO INTRMD$9.62M4.9%

Portfolio Concentration

Top 3$91.43M46.8%

4–10$79.33M40.6%

11–25$24.69M12.6%

Top 3 weight

46.8%

Top 10 weight

87.4%

Voting Authority Distribution

Total shares with voting rights: 4.39M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.39M

% of voting shares100.0%

Investment Discretion (by position count)

Sole17

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings17

Rows:

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares524.48K

TypeSH

Market value$46.10M

23.59%

Sole

0.00

Shared

0.00

None

524.48K

SPDR SER TR

SOLE

PORTFLI INTRMDIT

Shares832.96K

TypeSH

Market value$23.22M

11.88%

Sole

0.00

Shared

0.00

None

832.96K

SPDR SER TR

SOLE

PRTFLO S&P500 VL

Shares432.25K

TypeSH

Market value$22.11M

11.31%

Sole

0.00

Shared

0.00

None

432.25K

SPDR SER TR

SOLE

PORTFOLIO S&P600

Shares377.43K

TypeSH

Market value$16.95M

8.67%

Sole

0.00

Shared

0.00

None

377.43K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares479.95K

TypeSH

Market value$16.38M

8.38%

Sole

0.00

Shared

0.00

None

479.95K

SPDR SER TR

SOLE

PORT MTG BK ETF

Shares747.16K

TypeSH

Market value$16.10M

8.24%

Sole

0.00

Shared

0.00

None

747.16K

SPDR SER TR

SOLE

PORTFOLIO INTRMD

Shares293.65K

TypeSH

Market value$9.62M

4.92%

Sole

0.00

Shared

0.00

None

293.65K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares39.08K

TypeSH

Market value$9.09M

4.65%

Sole

0.00

Shared

0.00

None

39.08K

SPDR SER TR

SOLE

PORTFOLIO S&P400

Shares108.94K

TypeSH

Market value$5.96M

3.05%

Sole

0.00

Shared

0.00

None

108.94K

SELECT SECTOR SPDR TR

SOLE

COMMUNICATION

Shares53.98K

TypeSH

Market value$5.23M

2.67%

Sole

0.00

Shared

0.00

None

53.98K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares105.35K

TypeSH

Market value$5.09M

2.61%

Sole

0.00

Shared

0.00

None

105.35K

SELECT SECTOR SPDR TR

SOLE

INDL

Shares36.73K

TypeSH

Market value$4.84M

2.48%

Sole

0.00

Shared

0.00

None

36.73K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares125.41K

TypeSH

Market value$4.81M

2.46%

Sole

0.00

Shared

0.00

None

125.41K

GLOBAL X FDS

SOLE

US PFD ETF

Shares199.76K

TypeSH

Market value$3.90M

1.99%

Sole

0.00

Shared

0.00

None

199.76K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares25.15K

TypeSH

Market value$3.46M

1.77%

Sole

0.00

Shared

0.00

None

25.15K

APPLE INC

SOLE

COM

Shares8.28K

TypeSH

Market value$2.07M

1.06%

Sole

0.00

Shared

0.00

None

8.28K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares1.13K

TypeSH

Market value$513.1K

0.26%

Sole

0.00

Shared

0.00

None

1.13K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SER TRSOLE	PRTFLO S&P500 GW	524.48K	SH	$46.10M 23.59%	524.48K
SPDR SER TRSOLE	PORTFLI INTRMDIT	832.96K	SH	$23.22M 11.88%	832.96K
SPDR SER TRSOLE	PRTFLO S&P500 VL	432.25K	SH	$22.11M 11.31%	432.25K
SPDR SER TRSOLE	PORTFOLIO S&P600	377.43K	SH	$16.95M 8.67%	377.43K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	479.95K	SH	$16.38M 8.38%	479.95K
SPDR SER TRSOLE	PORT MTG BK ETF	747.16K	SH	$16.10M 8.24%	747.16K
SPDR SER TRSOLE	PORTFOLIO INTRMD	293.65K	SH	$9.62M 4.92%	293.65K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	39.08K	SH	$9.09M 4.65%	39.08K
SPDR SER TRSOLE	PORTFOLIO S&P400	108.94K	SH	$5.96M 3.05%	108.94K
SELECT SECTOR SPDR TRSOLE	COMMUNICATION	53.98K	SH	$5.23M 2.67%	53.98K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	105.35K	SH	$5.09M 2.61%	105.35K
SELECT SECTOR SPDR TRSOLE	INDL	36.73K	SH	$4.84M 2.48%	36.73K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	125.41K	SH	$4.81M 2.46%	125.41K
GLOBAL X FDSSOLE	US PFD ETF	199.76K	SH	$3.90M 1.99%	199.76K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	25.15K	SH	$3.46M 1.77%	25.15K
APPLE INCSOLE	COM	8.28K	SH	$2.07M 1.06%	8.28K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	1.13K	SH	$513.1K 0.26%	1.13K