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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 55.37% of Leading Edge Financial Planning's stock portfolio.
Added to shares of these 10 stocks: DFIC (+$7.2M), SPYM (+$6.3M), DFCF, DUHP, SCHB, SPAB, VOT, DFIP, DFSV, AVRE.
Started 13 new stock positions in SGOV, VT, JMUB, CIM, SUB, GOVT, DFNM, ROK, VOT, TQQQ. HRZN, MVO, VGM.
Reduced shares in these 10 stocks: VOE, SCHO, SCHZ, MUB, BIV, BIL, , QQQ, VTG, NJUL.
Sold out of its positions in NJUL, MUB, SCHO, TSLA, BIV, VTG, VOE.
Leading Edge Financial Planning was a net buyer of stock by $44M.
Leading Edge Financial Planning has $562M in assets under management (AUM), dropping by 18.16%.
Central Index Key (CIK): 0001967205

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Positions held by Leading Edge Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 78 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	15.4	$87M	+7%	986k	87.88	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	14.3	$80M	+9%	2.1M	37.26	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	9.6	$54M	+7%	1.3M	41.73	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	9.0	$51M	+6%	1.7M	28.96	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	7.1	$40M	+5%	1.0M	38.79	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.6	$37M	+4%	909k	40.64	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	6.0	$34M	+5%	367k	91.21	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	5.4	$31M	+13%	724k	42.21	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	5.3	$30M	+11%	1.2M	25.52	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	4.3	$24M	+12%	581k	41.26	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.2	$13M	+17%	265k	47.38	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.9	$11M	+9%	135k	79.03	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.9	$11M	+11%	220k	48.43	View chart
Ishares Tr Global Reit Etf (REET)	1.4	$8.1M		294k	27.62	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	1.4	$7.7M	+8%	151k	50.78	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$3.3M	+16%	26k	124.76	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$2.9M	NEW	9.4k	306.30	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$2.9M	+19%	30k	96.49	View chart
Wisdomtree Tr Us Effic Core Fd (NTSX)	0.5	$2.6M	+9%	44k	59.05	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$1.9M	+27%	23k	79.42	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.3	$1.8M	+44%	43k	41.41	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$1.7M		42k	41.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.7M	-11%	2.3k	736.33	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.7M		56k	29.43	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$1.5M		17k	89.20	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$1.4M	-14%	16k	91.64	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.3M	+91%	7.8k	164.27	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.2	$1.3M	+11%	27k	46.60	View chart
Apple (AAPL)	0.2	$1.1M	+10%	3.6k	289.33	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$975k	-14%	27k	36.84	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.2	$972k	-8%	38k	25.68	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.2	$911k	+23%	19k	47.75	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$841k	NEW	5.4k	156.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$819k	+11%	2.2k	370.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$810k		3.4k	236.65	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$706k	+4%	24k	28.97	View chart
Vanguard World Extended Dur (EDV)	0.1	$619k	+16%	9.5k	65.08	View chart
Enterprise Products Partners (EPD)	0.1	$615k		17k	36.76	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.1	$575k	+6%	11k	53.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$485k	-11%	647.00	749.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$482k	-11%	2.2k	219.46	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$451k	NEW	4.5k	100.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$444k		647.00	686.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$442k	-5%	14k	31.71	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	0.1	$386k		9.2k	41.93	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$381k	-41%	17k	23.13	View chart
Amazon (AMZN)	0.1	$367k	-21%	1.5k	238.34	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$365k	+6%	3.1k	117.09	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$357k		26k	13.71	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$341k		4.2k	81.94	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$330k	+45%	3.3k	98.98	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.1	$329k		6.6k	49.89	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$316k		3.1k	103.05	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$303k		6.8k	44.36	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$300k	NEW	5.9k	50.66	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$298k	NEW	6.2k	48.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$294k	-15%	1.3k	217.93	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$293k	NEW	13k	22.78	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$290k	-2%	389.00	745.91	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$282k		5.0k	56.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$281k	-4%	1.8k	158.03	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$267k	NEW	2.5k	106.47	View chart
Johnson & Johnson (JNJ)	0.0	$265k		1.0k	253.97	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$264k		4.9k	54.02	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$260k		3.5k	73.65	View chart
Broadcom (AVGO)	0.0	$260k	-4%	688.00	377.75	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$255k	NEW	3.1k	81.00	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$246k		7.1k	34.81	View chart
NVIDIA Corporation (NVDA)	0.0	$241k	-19%	1.2k	200.09	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$223k	-26%	4.4k	50.58	View chart
John Hancock Exchange Traded Pfd Income Etf (JHPI)	0.0	$221k		9.7k	22.70	View chart
Neurocrine Biosciences (NBIX)	0.0	$218k	-20%	1.3k	168.54	View chart
Chimera Invt Corp Com Shs (CIM)	0.0	$208k	NEW	16k	13.34	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$204k	-20%	7.4k	27.70	View chart
Rockwell Automation (ROK)	0.0	$201k	NEW	406.00	495.08	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.0	$108k	NEW	10k	10.60	View chart
Horizon Technology Fin (HRZN)	0.0	$79k	NEW	17k	4.73	View chart
Mv Oil Tr Tr Units (MVO)	0.0	$21k	NEW	12k	1.77	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 Q2 filed Aug. 6, 2026
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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