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Leading Edge Financial Planning

Latest statistics and disclosures from Leading Edge Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, DFIC, DUHP, SCHB, DFSV, and represent 54.84% of Leading Edge Financial Planning's stock portfolio.
Added to shares of these 10 stocks: SPYM, DFIC, DUHP, SCHB, DFCF, SPAB, DFSV, AVLV, DFIP, VOE.
Started 6 new stock positions in TSLA, JMUB, JNJ, VOE, GOVT, SCHF.
Reduced shares in these 10 stocks: VOT, BIL, BILS, BOXX, DFAU, GLDM, SCHO, DFAX, REET, JHPI.
Sold out of its positions in BOXX, DFAU, BILS.
Leading Edge Financial Planning was a net buyer of stock by $33M.
Leading Edge Financial Planning has $439M in assets under management (AUM), dropping by 10.15%.
Central Index Key (CIK): 0001967205

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Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 66 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	15.2	$67M	+7%	832k	80.22	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	14.5	$64M	+7%	1.8M	34.46	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	9.1	$40M	+9%	1.1M	38.03	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	9.1	$40M	+8%	1.5M	26.23	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	6.9	$30M	+8%	924k	32.89	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.3	$28M	+6%	831k	33.08	View chart
Spdr Series Trust State Street Spd (SPAB)	5.9	$26M	+10%	1.0M	25.75	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.8	$26M	+10%	603k	42.56	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.5	$24M	+9%	321k	75.77	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	4.5	$20M	+12%	476k	41.55	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.2	$9.5M	+11%	119k	79.73	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.1	$9.3M	+10%	193k	48.32	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.9	$8.4M	+28%	194k	43.53	View chart
Ishares Tr Global Reit Etf (REET)	1.7	$7.6M		304k	24.95	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	1.5	$6.7M	+11%	132k	50.65	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.5	$2.1M	+6%	38k	54.81	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$2.0M	+2%	20k	101.98	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$1.9M	NEW	11k	177.37	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$1.7M		44k	38.11	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$1.7M	-9%	20k	85.37	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$1.7M	+3%	22k	77.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.5M		2.5k	614.31	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$1.3M		16k	82.32	View chart
Spdr Series Trust State Street Spd (SPIP)	0.3	$1.1M	+14%	44k	25.95	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$1.1M	-53%	12k	91.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.1M		40k	26.91	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.2	$1.0M		23k	44.09	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$1.0M	-6%	31k	32.73	View chart
Apple (AAPL)	0.2	$831k		3.1k	271.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$769k	-2%	3.5k	219.82	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$715k	+10%	17k	41.92	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$683k	-3%	14k	47.95	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$666k		29k	23.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$551k		2.9k	190.99	View chart
Enterprise Products Partners (EPD)	0.1	$523k		16k	32.06	View chart
Vanguard World Extended Dur (EDV)	0.1	$504k	+7%	7.8k	65.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$476k	+13%	695.00	685.21	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$443k	+7%	17k	26.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$434k		1.3k	335.17	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$415k	+22%	5.6k	74.17	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$411k	-21%	17k	24.37	View chart
Amazon (AMZN)	0.1	$409k	+16%	1.8k	230.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$405k	-2%	15k	27.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$366k		584.00	627.13	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$349k	-82%	1.2k	279.07	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$340k	+4%	5.0k	67.64	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$328k	-6%	23k	14.14	View chart
Tortoise Capital Series Trus North Amern Pipe (TPYP)	0.1	$326k		9.2k	35.29	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$315k	-3%	6.6k	47.73	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$315k	+16%	7.9k	39.59	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$302k	-9%	6.0k	50.58	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$298k	NEW	13k	23.02	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$293k	NEW	5.8k	50.50	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$288k	+14%	3.1k	93.97	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$277k	-4%	1.9k	143.55	View chart
Tesla Motors (TSLA)	0.1	$271k	NEW	602.00	449.72	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$248k		5.0k	49.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$244k		358.00	681.92	View chart
Neurocrine Biosciences (NBIX)	0.1	$229k		1.6k	141.83	View chart
Broadcom (AVGO)	0.1	$226k	+4%	652.00	346.10	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$220k	-5%	3.0k	72.62	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$214k		3.5k	60.52	View chart
John Hancock Exchange Traded Preferred Income (JHPI)	0.0	$214k	-16%	9.4k	22.84	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$209k		7.1k	29.61	View chart
Johnson & Johnson (JNJ)	0.0	$207k	NEW	1.0k	206.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$202k	NEW	8.4k	24.04	View chart

Past Filings by Leading Edge Financial Planning

SEC 13F filings are viewable for Leading Edge Financial Planning going back to 2022

Leading Edge Financial Planning 2025 Q4 filed Jan. 21, 2026
Leading Edge Financial Planning 2025 Q3 filed Nov. 12, 2025
Leading Edge Financial Planning 2025 Q2 filed July 16, 2025
Leading Edge Financial Planning 2025 Q1 filed April 23, 2025
Leading Edge Financial Planning 2024 Q4 filed Jan. 24, 2025
Leading Edge Financial Planning 2024 Q3 filed Oct. 23, 2024
Leading Edge Financial Planning 2024 Q2 filed Aug. 1, 2024
Leading Edge Financial Planning 2024 Q1 filed May 3, 2024
Leading Edge Financial Planning 2023 Q3 filed Oct. 25, 2023
Leading Edge Financial Planning 2023 Q2 filed July 17, 2023
Leading Edge Financial Planning 2023 Q1 filed April 20, 2023
Leading Edge Financial Planning 2022 Q4 filed March 2, 2023

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