Leading Edge Financial Planning LLC
Sector Allocation
- Other97.9%$472.5M
- Financials1.4%$6.5M
- Technology0.2%$1.1M
- Industrials0.2%$875,752
- Energy0.1%$572,476
- Materials0.1%$342,020
- Consumer Discretionary0.1%$273,318
- Healthcare0.1%$261,034
AUM History
13fpro.ai/research/fund/leading-edge-financial-planning-llc-1967205
Conviction and streaks
Concentrating · top 10 = 85.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SPDR$90.2M
- DIMENSIONAL$83.5M
- DIMENSIONAL$61.6M
- DIMENSIONAL$37.5M
- AMERICAN$34.1M
- DIMENSIONAL$31.3M
- SPDR$28.3M
- DIMENSIONAL$23.0M
- VANGUARD$11.7M
- VANGUARD$11.7M
- DIMENSIONAL$8.2M
- AMERICAN$6.8M
- AMERICAN$4.8M
- ISHARES$3.8M
- SCHWAB$3.6M
- AMERICAN$3.5M
WT
$2.6M- VANGUARD$2.4M
GLDM
$2.1M- AMERICAN$1.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/leading-edge-financial-planning-llc-1967205
Leading Edge Financial Planning LLC 13F holdings — Q3 2026
$482.5M portfolio (-14.1% QoQ) · 72 holdings · Q3 2026 13F · top 10 are 86% of the stock portfolio
- 1
SPDR SERIES TRUST - ST STR P500ETF
$90.2M
18.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$83.5M
17.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$61.6M
12.8% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$37.5M
7.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
AMERICAN CENTY ETF TR - US LARGE CAP VLU
$34.1M
7.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF
$31.3M
6.5% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST STR AGGRE ETF
$28.3M
5.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - INFLATION PROTE
$23.0M
4.8% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
$11.7M
2.4% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$11.7M
2.4% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST - ST STR P500ETF | $90.2M | 18.7% | +2% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $83.5M | 17.3% | +3% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $61.6M | 12.8% | New | — | New this quarter | — | — | |
| 4 | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $37.5M | 7.8% | +4% | — | — | — | — | |
| 5 | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $34.1M | 7.1% | +3% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $31.3M | 6.5% | +8% | — | — | — | — | |
| 7 | SPDR SERIES TRUST - ST STR AGGRE ETF | $28.3M | 5.9% | -1% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - INFLATION PROTE | $23.0M | 4.8% | +1% | — | — | — | — | |
| 9 | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $11.7M | 2.4% | +13% | — | — | — | — | |
| 10 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $11.7M | 2.4% | +12% | — | — | — | — |
All holdings — Leading Edge Financial Planning LLC (Q3 2026)
72 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETFetf/fund | — | $8.2M | 1.7% | 162K | +7% | — | — | 13F |
| 12 | — | AMERICAN CENTY ETF TR - REAL ESTATE ETFetf/fund | — | $6.8M | 1.4% | 153K | -42% | — | — | 13F |
| 13 | — | AMERICAN CENTY ETF TR - US SML CP VALUetf/fund | — | $4.8M | 1.0% | 41K | +53% | — | — | 13F |
| 14 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $3.8M | 0.8% | 41K | +1119% | — | — | 13F |
| 15 | — | SCHWAB STRATEGIC TR - US BRD MKT ETFetf/fund | — | $3.6M | 0.7% | 122K | -93% | — | — | 13F |
| 16 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund | — | $3.5M | 0.7% | 38K | +26% | — | — | 13F |
| 17 | WisdomTree, Inc. | Financials | $2.6M | 0.5% | 44K | -0.2% | 8+ qtrs | 61.4 | 13F | |
| 18 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VAetf/fund | — | $2.4M | 0.5% | 12K | New | — | — | 13F |
| 19 | World Gold Trustetf/fund | Financials | $2.1M | 0.4% | 25K | +7% | 8+ qtrsAdded 2 qtrs in a row | — | 13F | |
| 20 | — | AMERICAN CENTY ETF TR - AVANTIS CORE FIetf/fund | — | $1.9M | 0.4% | 49K | +13% | — | — | 13F |
| 21 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MKetf/fund | — | $1.7M | 0.3% | 41K | -2% | — | — | 13F |
| 22 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $1.7M | 0.3% | 2,303 | -0.5% | 8+ qtrs | — | 13F | |
| 23 | — | ISHARES TR - TIPS BD ETFetf/fund | — | $1.7M | 0.3% | 16K | New | — | — | 13F |
| 24 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $1.6M | 0.3% | 54K | -3% | — | — | 13F |
| 25 | — | AMERICAN CENTY ETF TR - INTL EQT ETFetf/fund | — | $1.6M | 0.3% | 18K | +9% | — | — | 13F |
| 26 | — | ISHARES TR - GLOBAL REIT ETF | — | $1.6M | 0.3% | 61K | -79% | |||
| 27 | $WT | WisdomTree, Inc. | Financials | $1.3M | 0.3% | 28K | +1% | |||
| 28 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $957K | 0.2% | 26K | -2% | |||
| 29 | $AAPL | Apple Inc. | Technology | $919K | 0.2% | 2,760 | -24% | |||
| 30 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $901K | 0.2% | 9,837 | -37% | |||
| 31 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | — | $891K | 0.2% | 19K | +0.5% | |||
| 32 | $DOV | DOVER Corp | Industrials | $876K | 0.2% | 5,548 | +4% | |||
| 33 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $795K | 0.2% | 3,408 | -0.5% | |||
| 34 | — | ISHARES TR - 0-3 MTH TREASURY | — | $766K | 0.2% | 7,604 | +70% | |||
| 35 | — | SPDR SERIES TRUST - ST STR TIPS ETF | — | $600K | 0.1% | 25K | -35% | |||
| 36 | — | DIMENSIONAL ETF TRUST - INTL COR FIX ETF | — | $585K | 0.1% | 11K | +7% | |||
| 37 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $572K | 0.1% | 16K | -4% | |||
| 38 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | — | $558K | 0.1% | 21K | -15% | |||
| 39 | — | VANGUARD WORLD FD - EXTENDED DUR | — | $538K | 0.1% | 9,711 | +2% | |||
| 40 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $501K | 0.1% | 715 | +11% | |||
| 41 | — | ISHARES TR - MSCI USA QLT FCT | — | $477K | 0.1% | 2,146 | -2% | |||
| 42 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $477K | 0.1% | 1,274 | -42% | |||
| 43 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $426K | 0.1% | 13K | -6% | |||
| 44 | — | ISHARES TR - CORE S&P500 ETF | — | $389K | 0.1% | 508 | -21% | |||
| 45 | — | TORTOISE CAPITAL SERIES TRUS - NORTH AMRCN PIPE | — | $367K | 0.1% | 9,208 | — | |||
| 46 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $367K | 0.1% | 3,097 | -0.6% | |||
| 47 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $364K | 0.1% | 16K | — | |||
| 48 | $SHW | SHERWIN WILLIAMS CO | Materials | $342K | 0.1% | 1,058 | New | |||
| 49 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $328K | 0.1% | 2,999 | -2% | |||
| 50 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $315K | 0.1% | 1,077 | -89% | |||
| 51 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $308K | 0.1% | 6,925 | +1% | |||
| 52 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $301K | 0.1% | 4,137 | New | |||
| 53 | $SPY | SPDR S&P 500 ETF TRUST | — | $296K | 0.1% | 389 | — | |||
| 54 | $SIVR | abrdn Silver ETF Trust | Financials | $288K | 0.1% | 5,023 | — | |||
| 55 | — | ISHARES TR - US TREAS BD ETF | — | $279K | 0.1% | 13K | -0.7% | |||
| 56 | — | AMERICAN CENTY ETF TR - CORE MUNI FXD IN | — | $278K | 0.1% | 6,512 | New | |||
| 57 | $AMZN | AMAZON COM INC | Consumer Discretionary | $273K | 0.1% | 1,097 | -29% | |||
| 58 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $273K | 0.1% | 4,887 | +0.0% | |||
| 59 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $268K | 0.1% | 1,728 | -3% | |||
| 60 | — | ISHARES TR - SHRT NAT MUN ETF | — | $262K | 0.1% | 2,510 | +0.3% | |||
| 61 | $JNJ | JOHNSON & JOHNSON | Healthcare | $261K | 0.1% | 986 | -6% | |||
| 62 | — | GLOBAL X FDS - GLB X MLP ENRG I | — | $247K | 0.1% | 3,532 | — | |||
| 63 | $IVZ | Invesco Ltd. | Financials | $244K | 0.1% | 19K | -27% | |||
| 64 | — | PROSHARES TR - ULTRAPRO QQQ | — | $242K | 0.1% | 3,107 | -1% | |||
| 65 | — | ISHARES TR - NATIONAL MUN ETF | — | $238K | 0.1% | 2,353 | New | |||
| 66 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $225K | 0.1% | 5,728 | New | |||
| 67 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $217K | 0.0% | 4,561 | -23% | |||
| 68 | — | ISHARES TR - CORE S&P TTL STK | — | $211K | 0.0% | 1,271 | -84% | |||
| 69 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $209K | 0.0% | 6,273 | -11% | |||
| 70 | $AVGO | Broadcom Inc. | Technology | $207K | 0.0% | 590 | -14% | |||
| 71 | — | ISHARES TR - ULTRA SHORT DUR | — | $204K | 0.0% | 4,055 | -8% | |||
| 72 | $IVZ | Invesco Ltd. | Financials | $125K | 0.0% | 12K | New |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 26 added to, 33 trimmed, 14 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
- VANGUARD INDEX FDS - MRNGSTR MD CP VA$2.4M
first bought this quarter
- ISHARES TR - TIPS BD ETF$1.7M
first bought this quarter
$SHWSHERWIN WILLIAMS CO$342K
first bought this quarter
- VANGUARD BD INDEX FDS - INTERMED TERM$301K
first bought this quarter
- AMERICAN CENTY ETF TR - CORE MUNI FXD IN$278K
first bought this quarter
- ISHARES TR - NATIONAL MUN ETF$238K
first bought this quarter
+1 more in the Excel export
Added to (26)
- ISHARES TR - CORE US AGGBD ET+1119%
now $3.8M
- DIMENSIONAL ETF TRUST - INTL CORE EQUITY+3%
now $83.5M
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF+8%
now $31.3M
- SPDR SERIES TRUST - ST STR P500ETF+2%
now $90.2M
- AMERICAN CENTY ETF TR - US SML CP VALU+53%
now $4.8M
- DIMENSIONAL ETF TRUST - EMERGING MKTS CO+4%
now $37.5M
+20 more in the Excel export
Trimmed (33)
- SCHWAB STRATEGIC TR - US BRD MKT ETF-93%
now $3.6M
- ISHARES TR - GLOBAL REIT ETF-79%
now $1.6M
- AMERICAN CENTY ETF TR - REAL ESTATE ETF-42%
now $6.8M
- VANGUARD INDEX FDS - MRNGSTR MD CP GR-89%
now $315K
- ISHARES TR - CORE S&P TTL STK-84%
now $211K
- SPDR SERIES TRUST - ST STR BLO 1 ETF-37%
now $901K
+27 more in the Excel export
Sold out (14)
- DIMENSIONAL ETF TRUST - US HIGH PROF ETFwas $53.7M
- DIMENSIONAL ETF TRUST - US SMALL CAP ETFwas $39.8M
- ISHARES TR - CORE 40 MODE ETFwas $329K
- DIMENSIONAL ETF TRUST - NATL MUN BD ETFwas $298K
- VANGUARD INDEX FDS - VALUE ETFwas $294K
$NVDANVIDIA CORPwas $241K
+8 more in the Excel export
Holdings by quarter
Every 13F Leading Edge Financial Planning LLC has filed, 15 earlier quarters. Pick one to see what it held then.
Is it too late to follow Leading Edge Financial Planning?
Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Leading Edge Financial Planning's top 20 holdings: 64/100 (our AI quality score, weighted by position size; 8 of the 20 are scored)
Top 10 since filing
-0.0%
Value-weighted move of the 10 largest stock positions
Turnover
17%
Last quarter; 19% over the last 4
Top 10 weight
86%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Leading Edge Financial Planning LLC disclosed 72 positions worth $482.5M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 7 new positions and exited 14. The portfolio is most concentrated in Other (97.9% 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.
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