LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC.

Filed: 8/8/2025ACC: 0001085146-25-004718

📋 What this filing means

LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $210.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$210.50M

Total AUM (reported)

4.60M

Total Shares

Allocation by class

PRTFLO S&P500 GW$54.52M25.9%

PRTFLO S&P500 VL$29.05M13.8%

PORTFLI INTRMDIT$25.02M11.9%

PORT MTG BK ETF$19.04M9.0%

PORTFOLIO DEVLPD$18.81M8.9%

PORTFOLIO S&P600$16.63M7.9%

PORTFOLIO INTRMD$12.81M6.1%

Portfolio Concentration

Top 3$108.60M51.6%

4–10$88.03M41.8%

11–25$13.87M6.6%

Top 3 weight

51.6%

Top 10 weight

93.4%

Voting Authority Distribution

Total shares with voting rights: 4.60M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.60M

% of voting shares100.0%

Investment Discretion (by position count)

Sole15

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings15

Rows:

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares571.96K

TypeSH

Market value$54.52M

25.90%

Sole

0.00

Shared

0.00

None

571.96K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares555.10K

TypeSH

Market value$29.05M

13.80%

Sole

0.00

Shared

0.00

None

555.10K

SPDR SERIES TRUST

SOLE

PORTFLI INTRMDIT

Shares869.79K

TypeSH

Market value$25.02M

11.89%

Sole

0.00

Shared

0.00

None

869.79K

SPDR SERIES TRUST

SOLE

PORT MTG BK ETF

Shares861.46K

TypeSH

Market value$19.04M

9.04%

Sole

0.00

Shared

0.00

None

861.46K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares464.45K

TypeSH

Market value$18.81M

8.93%

Sole

0.00

Shared

0.00

None

464.45K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P600

Shares390.29K

TypeSH

Market value$16.63M

7.90%

Sole

0.00

Shared

0.00

None

390.29K

SPDR SERIES TRUST

SOLE

PORTFOLIO INTRMD

Shares381.33K

TypeSH

Market value$12.81M

6.08%

Sole

0.00

Shared

0.00

None

381.33K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares240.22K

TypeSH

Market value$10.27M

4.88%

Sole

0.00

Shared

0.00

None

240.22K

SELECT SECTOR SPDR TR

SOLE

COMMUNICATION

Shares49.35K

TypeSH

Market value$5.36M

2.54%

Sole

0.00

Shared

0.00

None

49.35K

SPDR SERIES TRUST

SOLE

S&P 600 SMCP GRW

Shares57.84K

TypeSH

Market value$5.13M

2.44%

Sole

0.00

Shared

0.00

None

57.84K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares97.75K

TypeSH

Market value$5.12M

2.43%

Sole

0.00

Shared

0.00

None

97.75K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares29.77K

TypeSH

Market value$4.01M

1.91%

Sole

0.00

Shared

0.00

None

29.77K

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares24.91K

TypeSH

Market value$2.51M

1.19%

Sole

0.00

Shared

0.00

None

24.91K

APPLE INC

SOLE

COM

Shares8.07K

TypeSH

Market value$1.66M

0.79%

Sole

0.00

Shared

0.00

None

8.07K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares1.19K

TypeSH

Market value$578.1K

0.27%

Sole

0.00

Shared

0.00

None

1.19K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	571.96K	SH	$54.52M 25.90%	571.96K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	555.10K	SH	$29.05M 13.80%	555.10K
SPDR SERIES TRUSTSOLE	PORTFLI INTRMDIT	869.79K	SH	$25.02M 11.89%	869.79K
SPDR SERIES TRUSTSOLE	PORT MTG BK ETF	861.46K	SH	$19.04M 9.04%	861.46K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	464.45K	SH	$18.81M 8.93%	464.45K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P600	390.29K	SH	$16.63M 7.90%	390.29K
SPDR SERIES TRUSTSOLE	PORTFOLIO INTRMD	381.33K	SH	$12.81M 6.08%	381.33K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	240.22K	SH	$10.27M 4.88%	240.22K
SELECT SECTOR SPDR TRSOLE	COMMUNICATION	49.35K	SH	$5.36M 2.54%	49.35K
SPDR SERIES TRUSTSOLE	S&P 600 SMCP GRW	57.84K	SH	$5.13M 2.44%	57.84K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	97.75K	SH	$5.12M 2.43%	97.75K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	29.77K	SH	$4.01M 1.91%	29.77K
ISHARES TRSOLE	0-3 MNTH TREASRY	24.91K	SH	$2.51M 1.19%	24.91K
APPLE INCSOLE	COM	8.07K	SH	$1.66M 0.79%	8.07K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	1.19K	SH	$578.1K 0.27%	1.19K