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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%