Leicht Financial Planning & Wealth Management, Inc.

Portfolio Overview

Leicht Financial Planning & Wealth Management, Inc. manages a concentrated portfolio valued at approximately $215.97 million as of the report date September 30, 2025. The portfolio experienced modest growth of 2.6% from the previous quarter, increasing from $210.50M. The firm utilizes a highly streamlined investment approach, maintaining a lean basket of only 12 holdings. The strategy is characterized by an exclusive reliance on Exchange Traded Funds (ETFs), with the excep...