Leading Edge Financial Planning LLC

Portfolio Overview

Leading Edge Financial Planning LLC disclosed 78 positions worth $561.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 13 new positions and exited 7. The portfolio is most concentrated in Other (98.1% of disclosed assets). All figures are sourced directly from Leading Edge Financial Planning LLC’s Form 13F-HR filing with the SEC under CIK 1967205.

• SPDR SERIES TRUST - ST STR P500ETF

  —

  Quality

  $86.7M986,037 sh

• DIMENSIONAL ETF TRUST - INTL CORE EQUITY

  —

  Quality

  $80.1M2,149,853 sh

• DIMENSIONAL ETF TRUST - US HIGH PROF ETF

  —

  Quality

  $53.7M1,286,243 sh

• SCHWAB STRATEGIC TR - US BRD MKT ETF

  —

  Quality

  $50.6M1,748,838 sh

• DIMENSIONAL ETF TRUST - US SMALL CAP ETF

  —

  Quality

  $39.8M1,027,285 sh

• DIMENSIONAL ETF TRUST - EMERGING MKTS CO

  —

  Quality

  $36.9M908,460 sh

• AMERICAN CENTY ETF TR - US LARGE CAP VLU

  —

  Quality

  $33.5M367,041 sh

• DIMENSIONAL ETF TRUST - CORE FIXE IN ETF

  —

  Quality

  $30.5M723,730 sh

• SPDR SERIES TRUST - ST STR AGGRE ETF

  —

  Quality

  $30.0M1,173,898 sh

• DIMENSIONAL ETF TRUST - INFLATION PROTE

  —

  Quality

  $24.0M580,584 sh

Showing top 10 of 78 holdings.

Full Holdings — Leading Edge Financial Planning LLC (Q2 2026)

All 78 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	SPDR SERIES TRUST - ST STR P500ETF	$86.7M	15.4%	+8%	—
2	—	DIMENSIONAL ETF TRUST - INTL CORE EQUITY	$80.1M	14.3%	+10%	—
3	—	DIMENSIONAL ETF TRUST - US HIGH PROF ETF	$53.7M	9.6%	+7%	—
4	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	$50.6M	9.0%	+7%	—
5	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	$39.8M	7.1%	+6%	—
6	—	DIMENSIONAL ETF TRUST - EMERGING MKTS CO	$36.9M	6.6%	+5%	—
7	—	AMERICAN CENTY ETF TR - US LARGE CAP VLU	$33.5M	6.0%	+6%	—
8	—	DIMENSIONAL ETF TRUST - CORE FIXE IN ETF	$30.5M	5.4%	+14%	—
9	—	SPDR SERIES TRUST - ST STR AGGRE ETF	$30.0M	5.3%	+11%	—
10	—	DIMENSIONAL ETF TRUST - INFLATION PROTE	$24.0M	4.3%	+13%	—
11	—	AMERICAN CENTY ETF TR - REAL ESTATE ETF	$12.5M	2.2%	+17%	—
12	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$10.7M	1.9%	+9%	—
13	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	$10.7M	1.9%	+12%	—
14	—	ISHARES TR - GLOBAL REIT ETF	$8.1M	1.4%	-1%	—
15	—	DIMENSIONAL ETF TRUST - ULTR FIX INC ETF	$7.7M	1.4%	+8%	—
16	—	AMERICAN CENTY ETF TR - US SML CP VALU	$3.3M	0.6%	+17%	—
17	—	VANGUARD INDEX FDS - MCAP GR IDXVIP	$2.9M	0.5%	NEW	—
18	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	$2.9M	0.5%	+19%	—
19	$WT	WisdomTree, Inc.	$2.6M	0.5%	+10%	59.9
20	$GLDM	World Gold Trust	$1.9M	0.3%	+27%	—
21	—	AMERICAN CENTY ETF TR - AVANTIS CORE FI	$1.8M	0.3%	+45%	—
22	—	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	$1.7M	0.3%	-1%	—
23	$QQQ	INVESCO QQQ TRUST, SERIES 1	$1.7M	0.3%	-12%	—
24	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	$1.7M	0.3%	+0%	—
25	—	AMERICAN CENTY ETF TR - INTL EQT ETF	$1.5M	0.3%	+1%	—
26	—	SPDR SERIES TRUST - ST STR BLO 1 ETF	$1.4M	0.3%	-14%	—
27	—	ISHARES TR - CORE S&P TTL STK	$1.3M	0.2%	+92%	—
28	$WT	WisdomTree, Inc.	$1.3M	0.2%	+12%	59.9
29	$AAPL	Apple Inc.	$1.1M	0.2%	+11%	76.4
30	—	DIMENSIONAL ETF TRUST - WORLD EX US CORE	$975,228	0.2%	-15%	—
31	—	SPDR SERIES TRUST - ST STR TIPS ETF	$971,962	0.2%	-8%	—
32	—	DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF	$910,736	0.2%	+24%	—
33	$DOV	DOVER Corp	$841,095	0.1%	NEW	58.1
34	—	VANGUARD INDEX FDS - TOTAL STK MKT	$818,948	0.1%	+12%	—
35	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$810,293	0.1%	-1%	—
36	—	DIMENSIONAL ETF TRUST - GLOBAL REAL EST	$705,912	0.1%	+4%	—
37	—	VANGUARD WORLD FD - EXTENDED DUR	$618,846	0.1%	+16%	—
38	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	$614,987	0.1%	+1%	61.4
39	—	DIMENSIONAL ETF TRUST - INTL COR FIX ETF	$574,482	0.1%	+6%	—
40	—	ISHARES TR - CORE S&P500 ETF	$484,787	0.1%	-12%	—
41	—	ISHARES TR - MSCI USA QLT FCT	$482,143	0.1%	-11%	—
42	—	ISHARES TR - 0-3 MTH TREASURY	$451,303	0.1%	NEW	—
43	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$444,365	0.1%	-1%	—
44	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$441,734	0.1%	-5%	—
45	—	TORTOISE CAPITAL SERIES TRUS - NORTH AMRCN PIPE	$386,094	0.1%	-0%	—
46	—	SCHWAB STRATEGIC TR - US AGGREGATE B	$381,180	0.1%	-42%	—
47	$AMZN	AMAZON COM INC	$367,044	0.1%	-21%	68.7
48	—	EA SERIES TRUST - ALPHA ARCH 1-3	$364,735	0.1%	+7%	—
49	$IVZ	Invesco Ltd.	$356,650	0.1%	+0%	—
50	—	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$340,543	0.1%	-1%	—
51	—	ISHARES TR - CORE US AGGBD ET	$329,507	0.1%	+45%	—
52	—	ISHARES TR - CORE 40 MODE ETF	$329,124	0.1%	+0%	—
53	—	AMERICAN CENTY ETF TR - INTL SMCP VLU	$316,054	0.1%	+0%	—
54	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	$302,713	0.1%	+0%	—
55	—	J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF	$299,929	0.1%	NEW	—
56	—	DIMENSIONAL ETF TRUST - NATL MUN BD ETF	$297,888	0.1%	NEW	—
57	—	VANGUARD INDEX FDS - VALUE ETF	$293,988	0.1%	-16%	—
58	—	ISHARES TR - US TREAS BD ETF	$292,518	0.1%	NEW	—
59	$SPY	SPDR S&P 500 ETF TRUST	$290,159	0.1%	-2%	—
60	$SIVR	abrdn Silver ETF Trust	$282,393	0.1%	+0%	—
61	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	$281,293	0.1%	-4%	—
62	—	ISHARES TR - SHRT NAT MUN ETF	$266,495	0.1%	NEW	—
63	$JNJ	JOHNSON & JOHNSON	$265,398	0.1%	-0%	69
64	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	$263,942	0.1%	+0%	—
65	—	GLOBAL X FDS - GLB X MLP ENRG I	$260,132	0.1%	-0%	—
66	$AVGO	Broadcom Inc.	$259,893	0.1%	-4%	84.5
67	—	PROSHARES TR - ULTRAPRO QQQ	$254,745	0.1%	NEW	—
68	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	$245,748	0.0%	-0%	—
69	$NVDA	NVIDIA CORP	$241,110	0.0%	-20%	85.9
70	—	ISHARES TR - ULTRA SHORT DUR	$223,008	0.0%	-26%	—
71	—	JOHN HANCOCK EXCHANGE TRADED - PFD INCOME ETF	$220,801	0.0%	-0%	—
72	$NBIX	NEUROCRINE BIOSCIENCES INC	$218,085	0.0%	-20%	76.5
73	$CIM	CHIMERA INVESTMENT CORP	$208,121	0.0%	NEW	—
74	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$204,152	0.0%	-21%	—
75	$ROK	ROCKWELL AUTOMATION, INC	$201,002	0.0%	NEW	63.6
76	$VGM	Invesco Trust for Investment Grade Municipals	$108,152	0.0%	NEW	—
77	$HRZN	Horizon Technology Finance Corp	$79,142	0.0%	NEW	—
78	$MVO	MV Oil Trust	$21,207	0.0%	NEW	—