Leicht Financial Planning & Wealth Management, Inc.
RIA/Wealth
Leicht Financial Planning & Wealth Management, Inc. is a RIA/Wealth based in Bellingham, WA led by Andrew James Leicht, managing $221.8M across 15 long positions as of Q3 2025 with 99% ETF concentration, 93% concentrated in top 10 holdings, and 27% allocation to SPYG.
CEOAndrew James Leicht
- Portfolio Value
- $221.8M
- Positions
- 15
- Top Holding
- SPYG at 26.62%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Leicht Financial Planning & Wealth Management, Inc.'s portfolio (93.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $59.0M | 26.62% | -$736.8K Sold | — 564.9K shares | |
ETF ETF | $30.6M | 13.79% | -$135.6K Sold | — 552.6K shares | |
ETF ETF | $24.9M | 11.21% | -$263.6K Sold | — 860.7K shares | |
ETF ETF | $19.8M | 8.92% | -$80.8K Sold | — 462.6K shares | |
ETF ETF | $19.1M | 8.62% | -$205.7K Sold | — 852.3K shares | |
ETF ETF | $18.0M | 8.10% | -$119.7K Sold | — 387.7K shares | |
ETF ETF | $12.8M | 5.77% | -$135.1K Sold | — 377.3K shares | |
ETF ETF | $11.2M | 5.04% | -$65.1K Sold | — 238.8K shares | |
ETF ETF | $5.8M | 2.61% | -$56.2K Sold | — 48.9K shares | |
ETF ETF | $5.4M | 2.45% | -$24.0K Sold | — 57.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Leicht Financial Planning & Wealth Management, Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+26.73% | |
+0.52% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-1.23% | |
-1.06% | |
-1.05% | |
-1.05% | |
-0.96% |
Analytics
Portfolio insights and performance metrics for Leicht Financial Planning & Wealth Management, Inc.
GthenA