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Manager record

Leicht Financial Planning & Wealth Management, Inc.

Parsippany, NJ · CIK 1710666 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$244.07MReported 13F valueQ2 2026 · as filed
16Holdings listed
+10.7%vs prior quartervalue change includes market moves
5Quarters on record
Jul 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $210.5M$210.5MQ2 202515 holdingsQ3 2025: $221.8M$221.8MQ3 202515 holdingsQ4 2025: $223.6M$223.6MQ4 202513 holdingsQ1 2026: $220.5M$220.5MQ1 202615 holdingsQ2 2026: $244.1M$244.1MQ2 202616 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 22 2026 13F-HR · period Q2 2026

$244.07M · 16 holdings listed · View original SEC filing ↗
May 04 2026 13F-HR · period Q1 2026

$220.48M · 15 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$223.61M · 13 holdings listed · View original SEC filing ↗
Nov 05 2025 13F-HR · period Q3 2025

$221.80M · 15 holdings listed · View original SEC filing ↗
Aug 08 2025 13F-HR · period Q2 2025

$210.50M · 15 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 22, 2026 · Change methodology