Leicht Financial Planning & Wealth Management, Inc.
Strategy in plain words
auto-generated from filingsLeicht Financial Planning & Wealth Management, Inc. is a wealth-management firm allocating client money, specialised in technology (65% of the long book), running a $220.5M US long book across 15 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: SS SPDR P S&P 500 GROWTH ETF, SS SPDR P S&P 500 VALUE ETF, SS SPDR P INT TERM TSY ETF, STE STR SPDR PT DW EU ETF, SS SPDR P MORT BACK BOND ETF.
Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does Leicht Financial own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 4, 2026 | 15 | $220.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 4, 2026 | 13 | $223.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 5, 2025 | 15 | $221.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 15 | $210.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 11, 2025 | 18 | $191.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Mar 14, 2025 | 17 | $195.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 16, 2024 | 19 | $198.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 19, 2024 | 19 | $187.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 30, 2024 | 20 | $182.4M | canonical | SEC ↗ |