LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC.

Filed: 4/11/2025ACC: 0001085146-25-002071

📋 What this filing means

LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $191.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$191.21M

Total AUM (reported)

4.63M

Total Shares

Allocation by class

PRTFLO S&P500 GW$43.52M22.8%

PORTFLI INTRMDIT$25.04M13.1%

PRTFLO S&P500 VL$22.47M11.8%

PORTFOLIO DEVLPD$18.00M9.4%

PORT MTG BK ETF$17.36M9.1%

PORTFOLIO S&P600$15.69M8.2%

PORTFOLIO INTRMD$10.11M5.3%

Portfolio Concentration

Top 3$91.03M47.6%

4–10$78.40M41.0%

11–25$21.78M11.4%

Top 3 weight

47.6%

Top 10 weight

88.6%

Voting Authority Distribution

Total shares with voting rights: 4.63M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.63M

% of voting shares100.0%

Investment Discretion (by position count)

Sole18

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings18

Rows:

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares541.48K

TypeSH

Market value$43.52M

22.76%

Sole

0.00

Shared

0.00

None

541.48K

SPDR SER TR

SOLE

PORTFLI INTRMDIT

Shares876.25K

TypeSH

Market value$25.04M

13.10%

Sole

0.00

Shared

0.00

None

876.25K

SPDR SER TR

SOLE

PRTFLO S&P500 VL

Shares439.95K

TypeSH

Market value$22.47M

11.75%

Sole

0.00

Shared

0.00

None

439.95K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares494.27K

TypeSH

Market value$18.00M

9.41%

Sole

0.00

Shared

0.00

None

494.27K

SPDR SER TR

SOLE

PORT MTG BK ETF

Shares787.34K

TypeSH

Market value$17.36M

9.08%

Sole

0.00

Shared

0.00

None

787.34K

SPDR SER TR

SOLE

PORTFOLIO S&P600

Shares384.96K

TypeSH

Market value$15.69M

8.21%

Sole

0.00

Shared

0.00

None

384.96K

SPDR SER TR

SOLE

PORTFOLIO INTRMD

Shares304.10K

TypeSH

Market value$10.11M

5.29%

Sole

0.00

Shared

0.00

None

304.10K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares36.49K

TypeSH

Market value$7.53M

3.94%

Sole

0.00

Shared

0.00

None

36.49K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares123.99K

TypeSH

Market value$4.88M

2.55%

Sole

0.00

Shared

0.00

None

123.99K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares96.84K

TypeSH

Market value$4.82M

2.52%

Sole

0.00

Shared

0.00

None

96.84K

SELECT SECTOR SPDR TR

SOLE

INDL

Shares35.89K

TypeSH

Market value$4.70M

2.46%

Sole

0.00

Shared

0.00

None

35.89K

SELECT SECTOR SPDR TR

SOLE

COMMUNICATION

Shares47.24K

TypeSH

Market value$4.56M

2.38%

Sole

0.00

Shared

0.00

None

47.24K

GLOBAL X FDS

SOLE

US PFD ETF

Shares212.64K

TypeSH

Market value$4.05M

2.12%

Sole

0.00

Shared

0.00

None

212.64K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares27.40K

TypeSH

Market value$4.00M

2.09%

Sole

0.00

Shared

0.00

None

27.40K

APPLE INC

SOLE

COM

Shares8.07K

TypeSH

Market value$1.79M

0.94%

Sole

0.00

Shared

0.00

None

8.07K

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares15.77K

TypeSH

Market value$1.59M

0.83%

Sole

0.00

Shared

0.00

None

15.77K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares1.14K

TypeSH

Market value$604.5K

0.32%

Sole

0.00

Shared

0.00

None

1.14K

LUCID GROUP INC

SOLE

COM

Shares200K

TypeSH

Market value$484.0K

0.25%

Sole

0.00

Shared

0.00

None

200K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SER TRSOLE	PRTFLO S&P500 GW	541.48K	SH	$43.52M 22.76%	541.48K
SPDR SER TRSOLE	PORTFLI INTRMDIT	876.25K	SH	$25.04M 13.10%	876.25K
SPDR SER TRSOLE	PRTFLO S&P500 VL	439.95K	SH	$22.47M 11.75%	439.95K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	494.27K	SH	$18.00M 9.41%	494.27K
SPDR SER TRSOLE	PORT MTG BK ETF	787.34K	SH	$17.36M 9.08%	787.34K
SPDR SER TRSOLE	PORTFOLIO S&P600	384.96K	SH	$15.69M 8.21%	384.96K
SPDR SER TRSOLE	PORTFOLIO INTRMD	304.10K	SH	$10.11M 5.29%	304.10K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	36.49K	SH	$7.53M 3.94%	36.49K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	123.99K	SH	$4.88M 2.55%	123.99K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	96.84K	SH	$4.82M 2.52%	96.84K
SELECT SECTOR SPDR TRSOLE	INDL	35.89K	SH	$4.70M 2.46%	35.89K
SELECT SECTOR SPDR TRSOLE	COMMUNICATION	47.24K	SH	$4.56M 2.38%	47.24K
GLOBAL X FDSSOLE	US PFD ETF	212.64K	SH	$4.05M 2.12%	212.64K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	27.40K	SH	$4.00M 2.09%	27.40K
APPLE INCSOLE	COM	8.07K	SH	$1.79M 0.94%	8.07K
ISHARES TRSOLE	0-3 MNTH TREASRY	15.77K	SH	$1.59M 0.83%	15.77K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	1.14K	SH	$604.5K 0.32%	1.14K
LUCID GROUP INCSOLE	COM	200K	SH	$484.0K 0.25%	200K