Leading Edge Financial Planning LLC

Portfolio Overview

Leading Edge Financial Planning LLC disclosed 72 positions worth $475.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 4 new positions and exited 1. The portfolio is most concentrated in Other (98.2% 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

  —

  Quality

  $70.0M914,702 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $69.5M1,956,559 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $44.1M1,200,073 sh

• SCHWAB STRATEGIC TR

  —

  Quality

  $41.2M1,640,882 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $34.0M969,277 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $30.0M868,700 sh

• AMERICAN CENTY ETF TR

  —

  Quality

  $28.0M347,359 sh

• SPDR SERIES TRUST

  —

  Quality

  $27.0M1,054,971 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $26.9M636,067 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $21.5M515,024 sh

Showing top 10 of 72 holdings.

Full Holdings — Leading Edge Financial Planning LLC (Q1 2026)

All 72 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	$70.0M	14.7%	+10%	—
2	—	DIMENSIONAL ETF TRUST	$69.5M	14.6%	+6%	—
3	—	DIMENSIONAL ETF TRUST	$44.1M	9.3%	+14%	—
4	—	SCHWAB STRATEGIC TR	$41.2M	8.7%	+8%	—
5	—	DIMENSIONAL ETF TRUST	$34.0M	7.2%	+5%	—
6	—	DIMENSIONAL ETF TRUST	$30.0M	6.3%	+5%	—
7	—	AMERICAN CENTY ETF TR	$28.0M	5.9%	+8%	—
8	—	SPDR SERIES TRUST	$27.0M	5.7%	+5%	—
9	—	DIMENSIONAL ETF TRUST	$26.9M	5.7%	+6%	—
10	—	DIMENSIONAL ETF TRUST	$21.5M	4.5%	+8%	—
11	—	AMERICAN CENTY ETF TR	$9.9M	2.1%	+16%	—
12	—	VANGUARD SCOTTSDALE FDS	$9.8M	2.1%	+4%	—
13	—	VANGUARD CHARLOTTE FDS	$9.5M	2.0%	+2%	—
14	—	ISHARES TR	$7.5M	1.6%	-2%	—
15	—	DIMENSIONAL ETF TRUST	$7.1M	1.5%	+6%	—
16	—	AMERICAN CENTY ETF TR	$2.5M	0.5%	+15%	—
17	—	VANGUARD INDEX FDS	$2.4M	0.5%	+27%	—
18	$WT	WisdomTree, Inc.	$2.1M	0.4%	+6%	62.9
19	—	AMERICAN CENTY ETF TR	$2.0M	0.4%	+16%	—
20	$GLDM	World Gold Trust	$1.7M	0.4%	-5%	—
21	—	SPDR SERIES TRUST	$1.7M	0.3%	+52%	—
22	—	DIMENSIONAL ETF TRUST	$1.7M	0.3%	-3%	—
23	$QQQ	INVESCO QQQ TRUST, SERIES 1	$1.5M	0.3%	+5%	—
24	—	SCHWAB STRATEGIC TR	$1.4M	0.3%	+41%	—
25	—	AMERICAN CENTY ETF TR	$1.4M	0.3%	+3%	—
26	—	AMERICAN CENTY ETF TR	$1.2M	0.3%	+74%	—
27	—	SPDR SERIES TRUST	$1.1M	0.2%	-7%	—
28	$WT	WisdomTree, Inc.	$1.1M	0.2%	+5%	62.9
29	—	DIMENSIONAL ETF TRUST	$1.1M	0.2%	+0%	—
30	$AAPL	Apple Inc.	$836,623	0.2%	+8%	76.1
31	—	VANGUARD SPECIALIZED FUNDS	$746,570	0.2%	-1%	—
32	—	DIMENSIONAL ETF TRUST	$738,148	0.2%	+8%	—
33	—	SCHWAB STRATEGIC TR	$659,509	0.1%	-0%	—
34	—	VANGUARD INDEX FDS	$636,498	0.1%	+53%	—
35	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	$626,073	0.1%	+1%	66.4
36	—	DIMENSIONAL ETF TRUST	$621,759	0.1%	+40%	—
37	—	ISHARES TR	$578,267	0.1%	-69%	—
38	—	VANGUARD WORLD FD	$532,005	0.1%	+6%	—
39	—	DIMENSIONAL ETF TRUST	$528,806	0.1%	-77%	—
40	—	ISHARES TR	$480,261	0.1%	+6%	—
41	—	ISHARES TR	$473,819	0.1%	-81%	—
42	—	SCHWAB STRATEGIC TR	$451,415	0.1%	-0%	—
43	$AMZN	AMAZON COM INC	$406,126	0.1%	+10%	74.6
44	—	SCHWAB STRATEGIC TR	$404,907	0.1%	-1%	—
45	—	TORTOISE CAPITAL SERIES TRUS	$390,112	0.1%	-0%	—
46	—	VANGUARD INDEX FDS	$389,601	0.1%	+12%	—
47	$SIVR	abrdn Silver ETF Trust	$359,697	0.1%	+0%	—
48	$IVZ	Invesco Ltd.	$357,510	0.1%	+12%	—
49	—	EA SERIES TRUST	$339,567	0.1%	NEW	—
50	—	VANGUARD INDEX FDS	$313,528	0.1%	-45%	—
51	—	ISHARES TR	$312,500	0.1%	+0%	—
52	—	AMERICAN CENTY ETF TR	$306,271	0.1%	+0%	—
53	—	ISHARES TR	$301,747	0.1%	-0%	—
54	—	DIMENSIONAL ETF TRUST	$296,262	0.1%	-25%	—
55	—	VANGUARD WHITEHALL FDS	$275,522	0.1%	-4%	—
56	—	ISHARES TR	$271,665	0.1%	-80%	—
57	—	DIMENSIONAL ETF TRUST	$265,181	0.1%	-14%	—
58	$NVDA	NVIDIA CORP	$262,157	0.1%	NEW	90.2
59	—	GLOBAL X FDS	$261,270	0.1%	+0%	—
60	—	VANGUARD BD INDEX FDS	$260,483	0.1%	NEW	—
61	$SPY	SPDR S&P 500 ETF TRUST	$257,892	0.1%	+11%	—
62	—	DIMENSIONAL ETF TRUST	$257,883	0.1%	-2%	—
63	$JNJ	JOHNSON & JOHNSON	$255,684	0.1%	+4%	72.8
64	$TSLA	Tesla, Inc.	$233,460	0.1%	+4%	50.1
65	—	SCHWAB STRATEGIC TR	$229,766	0.1%	+11%	—
66	—	ISHARES TR	$227,596	0.1%	-82%	—
67	$AVGO	Broadcom Inc.	$222,228	0.1%	+10%	86.4
68	—	JOHN HANCOCK EXCHANGE TRADED	$220,404	0.1%	+4%	—
69	—	VANGUARD MALVERN FDS	$217,525	0.1%	NEW	—
70	—	SCHWAB STRATEGIC TR	$215,357	0.1%	+0%	—
71	$NBIX	NEUROCRINE BIOSCIENCES INC	$213,287	0.0%	+0%	75.4
72	—	INNOVATOR ETFS TRUST	$210,602	0.0%	-3%	—