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Portfolio (Quarterly) Guide ↗

Leicht Financial Planning & Wealth Management, Inc.

· CIK 0001710666
13F Portfolio $224M AUM 13 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 5 Added 4 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 XLC SELECT SECTOR SPDR TR 48,878 $5.8M 2.61% SOLD
2 XLF SELECT SECTOR SPDR TR 97,558 $5.3M 2.37% SOLD
3 XLV SELECT SECTOR SPDR TR 29,923 $4.2M 1.88% SOLD
Sector Allocation
Technology 100.0%