Leicht Financial Planning & Wealth Management, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q3 2024
  • Location
    parsippany, NJ
  • CIK
    0001710666
  • All SEC filings
Q3 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

19

$198.62M
KRE, SPDR SER TR, SPYV, SPDW
13F-HR
Oct 16, 2024
000108514624004958

19

$187.76M
KRE, SPDR SER TR, SPYV, SPMB
13F-HR
Jul 19, 2024
000108514624003123

20

$182.43M
KRE, SPDR SER TR, SPYV, SPDW
13F-HR
Apr 30, 2024
000108514624002140

22

$174.36M
KRE, SPDR SER TR, SPYV, SPDW
13F-HR
Jan 16, 2024
000108514624000247

21

$162.02M
KRE, SPDR SER TR, SPYV, SPDW
13F-HR
Oct 25, 2023
000108514623003893

19

$165.55M
KRE, SPDR SER TR, SPYV, SPDW
13F-HR
Jul 14, 2023
000108514623002699

21

$162.44M
SPYV, KRE, SPDR SER TR, KRE
13F-HR
May 5, 2023
000108514623002065

27

$149.11M
KRE, KRE, SPYV, XLV
13F-HR
Jan 20, 2023
000108514623000233

20

$139.83M
KRE, KRE, SPYV, XLK
13F-HR
Nov 8, 2022
000108514622003829

22

$147.71M
KRE, KRE, XLK, SPLV
RESTATEMENT
Oct 31, 2022
000108514622003667

23

$167.93M
KRE, KRE, XLK, SPDW
13F-HR
Apr 26, 2022
000108514622001551

20

$175.26M
SPDR SER TR, KRE, XLK, KRE
13F-HR
Feb 11, 2022
000108514622000896

20

$166.52M
SPDR SER TR, KRE, KRE, XLK
13F-HR
Oct 22, 2021
000108514621002880

22

$164.65M
SPDR SER TR, KRE, XLK, SPDR SER TR
13F-HR
Jul 23, 2021
000108514621002077

23

$154.49M
SPDR SER TR, KRE, KRE, XLK
RESTATEMENT
Apr 20, 2021
000108514621001250

21

$147.55M
AGGY, SPDR SER TR, SPHQ, KRE
13F-HR
Jan 22, 2021
000108514621000219

20

$134.68M
AGGY, SPDR SER TR, SPHQ, KRE
13F-HR
Oct 19, 2020
000108514620002564

20

$125.93M
AGGY, SPDR SER TR, SPMB, TOTL
13F-HR
Jul 10, 2020
000108514620001751

53

$103.44M
SPDR SER TR, KRE, KRE, EPS
13F-HR
Apr 13, 2020
000108514620001100

64

$109.85M
VANGUARD SCOTTSDALE FDS, USMV, VANGUARD SCOTTSDALE FDS, IGIB
13F-HR
Jan 17, 2020
000108514620000172

49

$104.69M
BNDX, PFF, ICVT, USMV
13F-HR
Oct 17, 2019
000108514619002571

48

$102.13M
STIP, BNDX, PFF, SHYG
13F-HR
Aug 2, 2019
000108514619002039

42

$97.04M
STIP, BSCK, FLOT, BSCJ
13F-HR
May 2, 2019
000108514619001314

39

$75.72M
BSCJ, BSCK, SLQD, BNDX
13F-HR
Jan 28, 2019
000108514619000232

35

$84.24M
BSCJ, BSCK, VLUE, SCHG
13F-HR
Oct 19, 2018
000108514618002353

30

$117.32M
BSJI, BSJJ, BSJK, VLUE
13F-HR
Jul 16, 2018
000108514618001698

25

$115.69M
9000001D, 9000003D, 9000005D, 9000007D
13F-HR
Apr 9, 2018
000108514618001020

25

$119.15M
9000003D, 9000005D, 9000007D, 9000001D
13F-HR
Jan 12, 2018
000108514618000112

25

$120.20M
9000003D, 9000005D, 9000007D, 9000001D
13F-HR
Nov 2, 2017
000108514617002188

23

$116.03M
VTV, 9000047D, 9000048D, SCHG
RESTATEMENT
Aug 15, 2017
000108514617001941

26

$109.99M
9000047D, 9000048D, VTV, SCHG
13F-HR
Aug 14, 2017
000108514617001867

30

$108.16M
9000048D, 9000047D, SCHG, USMV
13F-HR
Aug 14, 2017
000108514617001866
Leicht Financial Planning & Wealth Management, Inc. 13F Filings