Filed: 11/5/2025ACC: 0001710666-25-000003
📋 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 $221.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$221.80M
Total AUM (reported)
4.57M
Total Shares
Allocation by class
PRTFLO S&P500 GW$59.04M26.6%
PRTFLO S&P500 VL$30.58M13.8%
PORTFLI INTRMDIT$24.87M11.2%
PORTFOLIO DEVLPD$19.79M8.9%
PORT MTG BK ETF$19.13M8.6%
PORTFOLIO S&P600$17.96M8.1%
PORTFOLIO INTRMD$12.79M5.8%
Portfolio Concentration
Top 3$114.49M51.6%
4–10$92.06M41.5%
11–25$15.25M6.9%
Top 3 weight
51.6%
Top 10 weight
93.1%
Voting Authority Distribution
Total shares with voting rights: 4.57M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.57M
shares
% 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
SOLEShares564.91K
TypeSH
Market value$59.04M
26.62%
Sole
0.00
Shared
0.00
None
564.91K
SPDR SERIES TRUST
SOLEShares552.65K
TypeSH
Market value$30.58M
13.79%
Sole
0.00
Shared
0.00
None
552.65K
SPDR SERIES TRUST
SOLEShares860.67K
TypeSH
Market value$24.87M
11.21%
Sole
0.00
Shared
0.00
None
860.67K
SPDR INDEX SHS FDS
SOLEShares462.56K
TypeSH
Market value$19.79M
8.92%
Sole
0.00
Shared
0.00
None
462.56K
SPDR SERIES TRUST
SOLEShares852.29K
TypeSH
Market value$19.13M
8.62%
Sole
0.00
Shared
0.00
None
852.29K
SPDR SERIES TRUST
SOLEShares387.70K
TypeSH
Market value$17.96M
8.10%
Sole
0.00
Shared
0.00
None
387.70K
SPDR SERIES TRUST
SOLEShares377.35K
TypeSH
Market value$12.79M
5.77%
Sole
0.00
Shared
0.00
None
377.35K
SPDR INDEX SHS FDS
SOLEShares238.84K
TypeSH
Market value$11.18M
5.04%
Sole
0.00
Shared
0.00
None
238.84K
SELECT SECTOR SPDR TR
SOLEShares48.88K
TypeSH
Market value$5.79M
2.61%
Sole
0.00
Shared
0.00
None
48.88K
SPDR SERIES TRUST
SOLEShares57.58K
TypeSH
Market value$5.43M
2.45%
Sole
0.00
Shared
0.00
None
57.58K
SELECT SECTOR SPDR TR
SOLEShares97.56K
TypeSH
Market value$5.26M
2.37%
Sole
0.00
Shared
0.00
None
97.56K
SELECT SECTOR SPDR TR
SOLEShares29.92K
TypeSH
Market value$4.16M
1.88%
Sole
0.00
Shared
0.00
None
29.92K
ISHARES TR
SOLEShares31.57K
TypeSH
Market value$3.18M
1.43%
Sole
0.00
Shared
0.00
None
31.57K
APPLE INC
SOLEShares8.07K
TypeSH
Market value$2.06M
0.93%
Sole
0.00
Shared
0.00
None
8.07K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.19K
TypeSH
Market value$598.3K
0.27%
Sole
0.00
Shared
0.00
None
1.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 564.91K | SH | $59.04M 26.62% | 0.00 | 0.00 | 564.91K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 552.65K | SH | $30.58M 13.79% | 0.00 | 0.00 | 552.65K |
SPDR SERIES TRUSTSOLE | PORTFLI INTRMDIT | 860.67K | SH | $24.87M 11.21% | 0.00 | 0.00 | 860.67K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 462.56K | SH | $19.79M 8.92% | 0.00 | 0.00 | 462.56K |
SPDR SERIES TRUSTSOLE | PORT MTG BK ETF | 852.29K | SH | $19.13M 8.62% | 0.00 | 0.00 | 852.29K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P600 | 387.70K | SH | $17.96M 8.10% | 0.00 | 0.00 | 387.70K |
SPDR SERIES TRUSTSOLE | PORTFOLIO INTRMD | 377.35K | SH | $12.79M 5.77% | 0.00 | 0.00 | 377.35K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 238.84K | SH | $11.18M 5.04% | 0.00 | 0.00 | 238.84K |
SELECT SECTOR SPDR TRSOLE | COMMUNICATION | 48.88K | SH | $5.79M 2.61% | 0.00 | 0.00 | 48.88K |
SPDR SERIES TRUSTSOLE | S&P 600 SMCP GRW | 57.58K | SH | $5.43M 2.45% | 0.00 | 0.00 | 57.58K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 97.56K | SH | $5.26M 2.37% | 0.00 | 0.00 | 97.56K |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 29.92K | SH | $4.16M 1.88% | 0.00 | 0.00 | 29.92K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 31.57K | SH | $3.18M 1.43% | 0.00 | 0.00 | 31.57K |
APPLE INCSOLE | COM | 8.07K | SH | $2.06M 0.93% | 0.00 | 0.00 | 8.07K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.19K | SH | $598.3K 0.27% | 0.00 | 0.00 | 1.19K |