Leading Edge Financial Planning LLC
CIK: 0001967205Latest portfolio: $438.8M · Q4 2025
Holdings
66
Total Value
$438.8M
New Positions
6
Closed Positions
3
Top Holdings
View All 66 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 831,668 | $66.7M | 15.20% | +56K | |
| 2 | DFICDIMENSIONAL ETF TRUST | 1,849,517 | $63.7M | 14.52% | +123K | |
| 3 | DUHPDIMENSIONAL ETF TRUST | 1,052,145 | $40.0M | 9.12% | +95K | |
| 4 | SCHBSCHWAB STRATEGIC TR | 1,518,271 | $39.8M | 9.07% | +124K | |
| 5 | DFSVDIMENSIONAL ETF TRUST | 923,964 | $30.4M | 6.92% | +69K | |
| 6 | DFEMDIMENSIONAL ETF TRUST | 830,825 | $27.5M | 6.26% | +52K | |
| 7 | SPABSPDR SERIES TRUST | 1,005,213 | $25.9M | 5.90% | +94K | |
| 8 | DFCFDIMENSIONAL ETF TRUST | 602,731 | $25.7M | 5.85% | +59K | |
| 9 | AVLVAMERICAN CENTY ETF TR | 320,959 | $24.3M | 5.54% | +29K | |
| 10 | DFIPDIMENSIONAL ETF TRUST | 475,655 | $19.8M | 4.50% | +51K | |
| 11 | VCSHVANGUARD SCOTTSDALE FDS | 118,535 | $9.4M | 2.15% | +12K | |
| 12 | BNDXVANGUARD CHARLOTTE FDS | 192,768 | $9.3M | 2.12% | +18K | |
| 13 | AVREAMERICAN CENTY ETF TR | 193,932 | $8.4M | 1.92% | +42K | |
| 14 | REETISHARES TR | 303,533 | $7.6M | 1.73% | -2,809 | |
| 15 | DUSBDIMENSIONAL ETF TRUST | 131,653 | $6.7M | 1.52% | +14K | |
| 16 | NTSXWISDOMTREE TR | 37,547 | $2.1M | 0.47% | +2K | |
| 17 | AVUVAMERICAN CENTY ETF TR | 19,652 | $2.0M | 0.46% | +524 | |
| 18 | VOEVANGUARD INDEX FDS | 10,463 | $1.9M | 0.42% | NEW | |
| 19 | DFAIDIMENSIONAL ETF TRUST | 43,787 | $1.7M | 0.38% | -119 | |
| 20 | GLDMWORLD GOLD TR | 19,452 | $1.7M | 0.38% | -2,113 | |
| 21 | AVEMAMERICAN CENTY ETF TR | 21,475 | $1.7M | 0.38% | +749 | |
| 22 | NDQINVESCO QQQ TR | 2,489 | $1.5M | 0.35% | -5 | |
| 23 | AVDEAMERICAN CENTY ETF TR | 15,842 | $1.3M | 0.30% | +277 | |
| 24 | SPIPSPDR SERIES TRUST | 44,103 | $1.1M | 0.26% | +6K | |
| 25 | BILSPDR SERIES TRUST | 12,044 | $1.1M | 0.25% | -13,835 |
Quarterly Changes
Increased Positions
Sector Breakdown
Financial Services0.0% ($6.671663734400135e+191T)
Technology0.0% ($1660.8T)
Unknown0.0% ($1.5B)
Consumer Cyclical0.0% ($408.3M)
Healthcare0.0% ($229.2M)
Energy0.0% ($523K)
Filing History
Fund Information
Leading Edge Financial Planning LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $438.8M across 66 holdings. The largest position is SPDR SERIES TRUST (SPYM), representing 15.2% of the portfolio. Compared to the previous quarter, the fund opened 6 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.