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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 SPLG, DFIC, DUHP, SCHB, DFSV, and represent 54.37% of Leading Edge Financial Planning's stock portfolio.
Added to shares of these 10 stocks: SPLG, DFIC, DFCF, DUHP, DFIP, SPAB, SCHB, DFSV, AVLV, AVRE.
Started 8 new stock positions in DFAU, SCHV, BOXX, BILS, SIVR, AVGO, DFUS, NBIX.
Reduced shares in these 10 stocks: BIL, GLDM, QUAL, PBDE, PGX, NTSX, AVUV, REET, AVEM, NTSI.
Sold out of its positions in PGX, QUAL, PBDE.
Leading Edge Financial Planning was a net buyer of stock by $20M.
Leading Edge Financial Planning has $398M in assets under management (AUM), dropping by 10.75%.
Central Index Key (CIK): 0001967205

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Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 63 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	15.3	$61M	+4%	776k	78.34	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	14.2	$57M	+3%	1.7M	32.79	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	9.1	$36M	+5%	958k	37.77	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	9.0	$36M	+4%	1.4M	25.71	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	6.8	$27M	+4%	855k	31.84	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.3	$25M	+3%	779k	32.07	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	5.9	$24M	+8%	911k	25.85	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.8	$23M	+9%	544k	42.76	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.3	$21M	+5%	292k	72.26	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	4.5	$18M	+10%	425k	42.23	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.2	$8.6M	+11%	175k	49.46	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.1	$8.5M	+11%	107k	79.93	View chart
Ishares Tr Global Reit Etf (REET)	2.0	$7.8M		306k	25.56	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.7	$6.7M	+20%	152k	44.48	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	1.5	$6.0M	+13%	118k	50.78	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.6	$2.4M	-43%	26k	91.75	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$2.1M	+5%	7.2k	293.79	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.5	$1.9M	-5%	35k	53.92	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$1.9M	-5%	19k	99.53	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$1.6M	-14%	22k	76.45	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$1.6M	-2%	44k	36.35	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$1.6M	-5%	21k	75.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.5M		2.5k	600.34	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$1.2M	+6%	16k	78.90	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.1M	-3%	40k	26.34	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.0M	+7%	33k	31.38	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	0.3	$1.0M	-2%	38k	26.32	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.2	$975k	-6%	23k	42.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$777k		3.6k	215.83	View chart
Apple (AAPL)	0.2	$773k	+2%	3.0k	254.60	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$708k	+11%	15k	48.19	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$675k		29k	23.47	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$650k		15k	42.08	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$539k		2.9k	186.49	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$526k		22k	24.40	View chart
Enterprise Products Partners (EPD)	0.1	$502k		16k	31.27	View chart
Vanguard World Extended Dur (EDV)	0.1	$492k	-3%	7.2k	68.45	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$427k	+6%	16k	27.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$425k		1.3k	328.07	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$414k	-8%	15k	27.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$409k	-8%	611.00	669.62	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.1	$374k	NEW	3.8k	99.52	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$363k	+70%	25k	14.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$354k		578.00	612.38	View chart
Tortoise Capital Series Trus North Amern Pipe (TPYP)	0.1	$336k		9.2k	36.45	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$335k	-14%	6.6k	50.75	View chart
Amazon (AMZN)	0.1	$333k		1.5k	219.57	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$330k	NEW	4.6k	72.44	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$325k	-7%	6.8k	47.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$284k		2.0k	140.98	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$263k		6.8k	38.57	View chart
John Hancock Exchange Traded Preferred Income (JHPI)	0.1	$258k		11k	23.17	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$243k	NEW	2.1k	113.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$239k		358.00	666.18	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$238k		2.7k	89.03	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$229k		3.2k	71.11	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$229k		5.0k	46.12	View chart
Neurocrine Biosciences (NBIX)	0.1	$227k	NEW	1.6k	140.38	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$222k		3.5k	62.70	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$213k	NEW	4.8k	44.48	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$210k	NEW	4.6k	45.76	View chart
Broadcom (AVGO)	0.1	$207k	NEW	626.00	329.91	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$206k	NEW	7.1k	29.11	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 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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