13F Filings History of Leicht Financial Planning & Wealth Management, Inc.

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$223,605,773
Signature - Title
Andrew Leicht - President/Chief Compliance Officer
Location
Parsippany, NJ
Summary
This page shows a list of all the recent 13F filings made by Leicht Financial Planning & Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Leicht Financial Planning & Wealth Management, Inc. reported 13 stock holdings with total value $223,605,773 as of Q4 2025. Top holdings included SPYG, SPYV, SPTI, SPMB, and SPDW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 13 $223,605,773 +$21,500,880 -$22,732,450 -$1,231,570 SPYG, SPYV, SPTI, SPMB, SPDW 13F-HR 03 Feb 2026, 21:25
Q3 2025 15 $221,804,691 +$692,031 -$1,832,991 -$1,140,960 SPYG, SPYV, SPTI, SPDW, SPMB 13F-HR 04 Nov 2025, 21:49
Q2 2025 15 $210,503,570 +$25,035,346 -$18,165,427 +$6,869,919 SPYG, SPYV, SPTI, SPMB, SPDW 13F-HR 08 Aug 2025, 12:31
Q1 2025 18 $191,206,342 +$7,705,529 -$7,776,352 -$70,823 SPYG, SPTI, SPYV, SPDW, SPMB 13F-HR 11 Apr 2025, 13:51
Q4 2024 17 $195,442,079 +$867,385 -$2,051,827 -$1,184,442 SPYG, SPTI, SPYV, SPSM, SPDW 13F-HR 14 Mar 2025, 12:39
Q3 2024 19 $198,618,191 +$6,205,672 -$5,642,690 +$562,982 SPYG, SPTI, SPYV, SPDW, SPSM 13F-HR 16 Oct 2024, 17:07
Q2 2024 19 $187,762,702 +$8,557,712 -$5,820,591 +$2,737,121 SPYG, SPTI, SPYV, SPMB, SPDW 13F-HR 19 Jul 2024, 17:28
Q1 2024 20 $182,433,286 +$8,361,264 -$10,788,954 -$2,427,690 SPYG, SPTI, SPYV, SPDW, SPSM 13F-HR 30 Apr 2024, 15:13
Q4 2023 22 $174,361,931 +$17,457,133 -$18,863,253 -$1,406,120 SPYG, SPTI, SPYV, SPDW, SPMB 13F-HR 12 Jan 2024, 20:36
Q3 2023 21 $162,023,561 +$7,511,309 -$4,509,794 +$3,001,515 SPYG, SPTI, SPYV, SPDW, SPMB 13F-HR 24 Oct 2023, 21:30
Q2 2023 19 $165,545,724 +$22,186,973 -$25,142,521 -$2,955,548 SPYG, SPTI, SPYV, SPDW, SPMB 13F-HR 13 Jul 2023, 21:51
Q1 2023 21 $162,436,910 +$50,384,578 -$42,147,649 +$8,236,929 SPYV, SPSM, SPTI, SPYG, SPDW 13F-HR 04 May 2023, 21:40
Q4 2022 27 $149,105,797 +$14,229,105 -$14,783,249 -$554,144 SPSM, SPYG, SPYV, XLV, SPDW 13F-HR 19 Jan 2023, 21:08
Q3 2022 20 $139,831,000 +$15,174,628 -$15,112,512 +$62,116 SPSM, SPYG, SPYV, XLK, SPDW 13F-HR 07 Nov 2022, 21:15
Q2 2022 22 $147,712,000 +$21,133,982 -$21,654,458 -$520,476 SPSM, SPYG, XLK, SPLV, SPDW Restatement 28 Oct 2022, 17:35
Q1 2022 23 $167,930,000 +$23,926,750 -$20,605,136 +$3,321,614 SPSM, SPYG, XLK, SPDW, TOTL 13F-HR 25 Apr 2022, 17:50
Q4 2021 20 $175,264,000 +$9,077,335 -$7,673,041 +$1,404,294 SPTM, SPSM, XLK, SPYG, SPDW 13F-HR 11 Feb 2022, 16:54
Q3 2021 20 $166,517,000 +$19,588,940 -$18,358,172 +$1,230,768 SPTM, SPSM, SPYG, XLK, SPDW 13F-HR 22 Oct 2021, 07:16
Q2 2021 22 $164,645,000 +$23,501,455 -$21,573,355 +$1,928,100 SPTM, SPSM, XLK, SPTI, TOTL 13F-HR 23 Jul 2021, 13:08
Q1 2021 23 $154,490,000 +$36,222,646 -$32,830,314 +$3,392,332 SPTM, SPSM, SPYG, XLK, SPTI Restatement 20 Apr 2021, 15:23
Q4 2020 21 $147,549,000 +$7,294,374 -$4,728,340 +$2,566,034 AGGY, SPTM, SPHQ, SPYG, XLK 13F-HR 22 Jan 2021, 17:13
Q3 2020 20 $134,675,000 +$15,891,794 -$13,120,495 +$2,771,299 AGGY, SPTM, SPHQ, SPYG, SPMB 13F-HR 19 Oct 2020, 16:49
Q2 2020 20 $125,933,000 +$101,235,018 -$80,722,032 +$20,512,986 AGGY, SPTM, SPMB, TOTL, SPTI 13F-HR 10 Jul 2020, 16:52
Q1 2020 53 $103,439,000 +$73,348,899 -$72,312,853 +$1,036,046 SPTI, SPIB, SPLG, EPS, IHDG 13F-HR 13 Apr 2020, 17:18
Q4 2019 64 $109,853,000 +$45,028,591 -$41,011,345 +$4,017,246 VGIT, USMV, VMBS, IGIB, IVV 13F-HR 16 Jan 2020, 18:31
Q3 2019 49 $104,687,000 +$19,863,671 -$17,954,791 +$1,908,880 BNDX, PFF, ICVT, USMV, VWOB 13F-HR 17 Oct 2019, 14:42
Q2 2019 48 $102,132,000 +$17,590,244 -$13,595,918 +$3,994,326 STIP, BNDX, PFF, SHYG, SLQD 13F-HR 02 Aug 2019, 16:56
Q1 2019 42 $97,042,000 +$37,808,587 -$19,579,156 +$18,229,431 STIP, BSCK, FLOT, BSCJ, SLQD 13F-HR 02 May 2019, 08:48
Q4 2018 39 $75,724,000 +$15,734,925 -$18,034,796 -$2,299,871 BSCJ, BSCK, SLQD, BNDX, STIP 13F-HR 25 Jan 2019, 18:36
Q3 2018 35 $84,238,000 +$44,114,188 -$78,888,971 -$34,774,783 BSCJ, BSCK, VLUE, SCHG, IBDK 13F-HR 19 Oct 2018, 12:03
Q2 2018 30 $117,322,000 +$93,241,688 -$92,762,186 +$479,502 BSJI, BSJJ, BSJK, VLUE, IBDK 13F-HR 16 Jul 2018, 13:27
Q1 2018 25 $115,692,000 +$11,253,425 -$11,869,732 -$616,307 BSJI, BSJJ, BSJK, BSJL, VLUE 13F-HR 09 Apr 2018, 14:44
Q4 2017 25 $119,152,000 +$10,443,317 -$13,729,558 -$3,286,241 BSJJ, BSJK, BSJL, BSJI, VLUE 13F-HR 12 Jan 2018, 15:16
Q3 2017 25 $120,196,000 +$53,936,819 -$54,545,246 -$608,427 BSJJ, BSJK, BSJL, BSJI, RPG 13F-HR 02 Nov 2017, 08:35
Q2 2017 23 $116,035,000 +$10,609,778 -$7,715,324 +$2,894,454 VTV, RPG, RPV, SCHG, BSJJ Restatement 15 Aug 2017, 14:17
Q1 2017 26 $109,992,000 +$19,892,881 -$20,085,774 -$192,893 RPG, RPV, VTV, SCHG, IJT 13F-HR 14 Aug 2017, 13:38
Q4 2016 30 $105,869,000 $0 $0 $0 RPV, RPG, SCHG, USMV, IJT 13F-HR 14 Aug 2017, 13:30