Leicht Financial Planning & Wealth Management, Inc.
Long-term investor · NJ · @leichtfinancialplanningw
+6.7%
All time
S&P +12.2%
Long-term investor
Leicht Financial Planning & Wealth Management, Inc. @leichtfinancialplanningw
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001710666).
Record
- Tracked since 2025-06-30 (492 days), 15 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +7.1% · 1 year n/a · all +6.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A409 · 21.7% · long · since 2025-09-30
- 78464A508 · 20.8% · long · since 2025-09-30
- 78464A672 · 12.0% · long · since 2025-09-30
- 78463X889 · 9.0% · long · since 2025-09-30
- 78468R853 · 6.6% · long · since 2025-09-30
- 78464A375 · 6.1% · long · since 2025-09-30
- 78464A383 · 5.6% · long · since 2025-09-30
- 78463X509 · 5.0% · long · since 2025-09-30
- 46432F339 · 3.6% · long · since 2026-09-30
- 78464A300 · 3.3% · long · since 2026-06-30
- 78464A201 · 3.2% · long · since 2025-09-30
- 46436E718 · 1.2% · long · since 2025-09-30