Leicht Financial Planning & Wealth Management, Inc.
All 13F Filings
- Location
- Parsippany, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 241,995
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 16 | 241,995 | 13F-HR | Leicht Financial Planning & Wealth Management, Inc. |
| Q2 2026 | 7/22/2026 | 16 | 244,068 | 13F-HR | Leicht Financial Planning & Wealth Management, Inc. |
| Q1 2026 | 5/1/2026 | 15 | 220,482 | 13F-HR | Leicht Financial Planning & Wealth Management, Inc. |
| Q4 2025 | 2/4/2026 | 13 | 223,606 | 13F-HR | Leicht Financial Planning & Wealth Management, Inc. |
| Q3 2025 | 11/5/2025 | 15 | 221,805 | 13F-HR | Leicht Financial Planning & Wealth Management, Inc. |
| Q2 2025 | 8/8/2025 | 15 | 210,504 | 13F-HR | Leicht Financial Planning & Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.486 K | 1.4% | 439 | 0 | 439 |
| ETFs | 238.5 K | 98.6% | 0 | 2.51 K | -2.51 K |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
241,995
Holdings
16
QoQ value change ($000)
-2,073
(-0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.