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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 54.46% of Leading Edge Financial Planning's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$6.4M), DUHP (+$5.4M), DFIC, SCHB, AVLV, DFIP, DFSV, DFCF, AVRE, DFEM.
Started 9 new stock positions in BOXX, AGG, DFGX, ITOT, VTG, BIV, MUB, QUAL, NVDA.
Reduced shares in these 10 stocks: VOT, , JMUB, VTV, REET, DFUS, GLDM, SPIP, DFAI, DFAC.
Sold out of its positions in GOVT, JMUB, VOT.
Leading Edge Financial Planning was a net buyer of stock by $36M.
Leading Edge Financial Planning has $475M in assets under management (AUM), dropping by 8.30%.
Central Index Key (CIK): 0001967205

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Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 72 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	14.7	$70M	+9%	915k	76.54	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	14.6	$70M	+5%	2.0M	35.53	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	9.3	$44M	+14%	1.2M	36.76	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	8.7	$41M	+8%	1.6M	25.10	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	7.1	$34M	+4%	969k	35.04	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.3	$30M	+4%	869k	34.55	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.9	$28M	+8%	347k	80.61	View chart
Spdr Series Trust State Street Spd (SPAB)	5.7	$27M	+4%	1.1M	25.62	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.7	$27M	+5%	636k	42.22	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	4.5	$22M	+8%	515k	41.72	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.1	$9.9M	+16%	226k	44.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.1	$9.8M	+4%	124k	79.27	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.0	$9.5M	+2%	197k	48.05	View chart
Ishares Tr Global Reit Etf (REET)	1.6	$7.5M	-2%	296k	25.15	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	1.5	$7.1M	+6%	140k	50.71	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$2.5M	+15%	23k	110.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$2.4M	+26%	13k	184.28	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.4	$2.1M	+6%	40k	52.15	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$2.0M	+16%	25k	80.58	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$1.7M	-5%	18k	92.69	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$1.7M	+52%	18k	91.64	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$1.7M	-2%	43k	38.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.5M	+5%	2.6k	577.18	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.4M	+40%	56k	25.64	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$1.4M	+3%	16k	84.84	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.3	$1.2M	+74%	30k	41.54	View chart
Spdr Series Trust State Street Spd (SPIP)	0.2	$1.1M	-6%	41k	26.01	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.2	$1.1M	+4%	24k	44.01	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$1.1M		31k	33.97	View chart
Apple (AAPL)	0.2	$837k	+7%	3.3k	253.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$747k		3.5k	215.09	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$738k	+8%	15k	47.88	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$660k		28k	23.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$637k	+53%	2.0k	320.82	View chart
Enterprise Products Partners (EPD)	0.1	$626k		17k	37.84	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$622k	+39%	23k	26.58	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$578k	NEW	4.1k	142.43	View chart
Vanguard World Extended Dur (EDV)	0.1	$532k	+5%	8.2k	64.95	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.1	$529k	NEW	10k	52.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$480k	+5%	735.00	653.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$474k	NEW	2.5k	191.83	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$451k		15k	30.68	View chart
Amazon (AMZN)	0.1	$406k	+10%	2.0k	208.27	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$405k		17k	24.27	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	0.1	$390k		9.2k	42.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$390k	+11%	652.00	597.55	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$360k		5.0k	71.61	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$358k	+12%	26k	13.76	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$340k	NEW	2.9k	116.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$314k	-44%	1.6k	196.20	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$313k		6.6k	47.37	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$306k		3.1k	99.86	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$302k		6.0k	50.62	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$296k	-25%	4.2k	70.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$276k	-3%	1.9k	148.13	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$272k	NEW	2.6k	106.16	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$265k	-14%	6.8k	38.86	View chart
NVIDIA Corporation (NVDA)	0.1	$262k	NEW	1.5k	174.42	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$261k		3.5k	73.93	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$261k	NEW	3.4k	77.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$258k	+10%	397.00	649.60	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$258k		4.9k	52.78	View chart
Johnson & Johnson (JNJ)	0.1	$256k	+4%	1.0k	244.44	View chart
Tesla Motors (TSLA)	0.0	$234k	+4%	628.00	371.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$230k	+10%	9.3k	24.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$228k	NEW	2.3k	99.26	View chart
Broadcom (AVGO)	0.0	$222k	+10%	718.00	309.51	View chart
John Hancock Exchange Traded Preferred Income (JHPI)	0.0	$220k	+4%	9.8k	22.58	View chart
Vanguard Malvern Fds Total Treasury (VTG)	0.0	$218k	NEW	2.9k	75.74	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$215k		7.1k	30.50	View chart
Neurocrine Biosciences (NBIX)	0.0	$213k		1.6k	131.74	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.0	$211k	-2%	2.9k	71.41	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 2026 Q1 filed May 12, 2026
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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