Leading Edge Financial Planning Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$475.2M
Q ending 2026-03-31
Prior quarter
$438.8M
Q ending 2025-12-31
Change
+8.3% QoQ · +48.5% YoY
Positions
72
reported holdings
Largest positions
All 72 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $70.0M | 915K |
| Dimensional Etf Trust | DFIC | Shares | $69.5M | 2.0M |
| Dimensional Etf Trust | DUHP | Shares | $44.1M | 1.2M |
| Schwab Strategic Tr | SCHB | Shares | $41.2M | 1.6M |
| Dimensional Etf Trust | DFSV | Shares | $34.0M | 969K |
| Dimensional Etf Trust | DFEM | Shares | $30.0M | 869K |
| American Centy Etf Tr | AVLV | Shares | $28.0M | 347K |
| Spdr Series Trust | SPAB | Shares | $27.0M | 1.1M |
| Dimensional Etf Trust | DFCF | Shares | $26.9M | 636K |
| Dimensional Etf Trust | DFIP | Shares | $21.5M | 515K |
| American Centy Etf Tr | AVRE | Shares | $9.9M | 226K |
| Vanguard Scottsdale Fds | VCSH | Shares | $9.8M | 124K |
| Vanguard Charlotte Fds | BNDX | Shares | $9.5M | 197K |
| Ishares Tr | REET | Shares | $7.5M | 296K |
| Dimensional Etf Trust | DUSB | Shares | $7.1M | 140K |
| American Centy Etf Tr | AVUV | Shares | $2.5M | 23K |
| Vanguard Index Fds | VOE | Shares | $2.4M | 13K |
| Wisdomtree Tr | NTSX | Shares | $2.1M | 40K |
| American Centy Etf Tr | AVEM | Shares | $2.0M | 25K |
| World Gold Tr | GLDM | Shares | $1.7M | 18K |
| Spdr Series Trust | BIL | Shares | $1.7M | 18K |
| Dimensional Etf Trust | DFAI | Shares | $1.7M | 43K |
| Invesco Qqq Tr | QQQ | Shares | $1.5M | 3K |
| Schwab Strategic Tr | SCHX | Shares | $1.4M | 56K |
| American Centy Etf Tr | AVDE | Shares | $1.4M | 16K |
| American Centy Etf Tr | AVIG | Shares | $1.2M | 30K |
| Spdr Series Trust | SPIP | Shares | $1.1M | 41K |
| Wisdomtree Tr | NTSI | Shares | $1.1M | 24K |
| Dimensional Etf Trust | DFAX | Shares | $1.1M | 31K |
| Apple Inc | AAPL | Shares | $837K | 3K |
| Vanguard Specialized Funds | VIG | Shares | $747K | 3K |
| Dimensional Etf Trust | DFSD | Shares | $738K | 15K |
| Schwab Strategic Tr | SCHZ | Shares | $660K | 28K |
| Vanguard Index Fds | VTI | Shares | $636K | 2K |
| Enterprise Prods Partners L | EPD | Shares | $626K | 17K |
| Dimensional Etf Trust | DFGR | Shares | $622K | 23K |
| Ishares Tr | ITOT | Shares | $578K | 4K |
| Vanguard World Fd | EDV | Shares | $532K | 8K |
| Dimensional Etf Trust | DFGX | Shares | $529K | 10K |
| Ishares Tr | IVV | Shares | $480K | 735 |
| Ishares Tr | QUAL | Shares | $474K | 2K |
| Schwab Strategic Tr | SCHD | Shares | $451K | 15K |
| Amazon Com Inc | AMZN | Shares | $406K | 2K |
| Schwab Strategic Tr | SCHO | Shares | $405K | 17K |
| Tortoise Capital Series Trus | TPYP | Shares | $390K | 9K |
| Vanguard Index Fds | VOO | Shares | $390K | 652 |
| Abrdn Silver Etf Trust | SIVR | Shares | $360K | 5K |
| Invesco Exchange Traded Fd T | PGF | Shares | $358K | 26K |
| Ea Series Trust | BOXX | Shares | $340K | 3K |
| Vanguard Index Fds | VTV | Shares | $314K | 2K |
| Ishares Tr | AOM | Shares | $313K | 7K |
| American Centy Etf Tr | AVDV | Shares | $306K | 3K |
| Ishares Tr | ICSH | Shares | $302K | 6K |
| Dimensional Etf Trust | DFUS | Shares | $296K | 4K |
| Vanguard Whitehall Fds | VYM | Shares | $276K | 2K |
| Ishares Tr | MUB | Shares | $272K | 3K |
| Dimensional Etf Trust | DFAC | Shares | $265K | 7K |
| Nvidia Corporation | NVDA | Shares | $262K | 2K |
| Global X Fds | MLPX | Shares | $261K | 4K |
| Vanguard Bd Index Fds | BIV | Shares | $260K | 3K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $258K | 397 |
| Dimensional Etf Trust | DFIV | Shares | $258K | 5K |
| Johnson & Johnson | JNJ | Shares | $256K | 1K |
| Tesla Inc | TSLA | Shares | $233K | 628 |
| Schwab Strategic Tr | SCHF | Shares | $230K | 9K |
| Ishares Tr | AGG | Shares | $228K | 2K |
| Broadcom Inc | AVGO | Shares | $222K | 718 |
| John Hancock Exchange Traded | JHPI | Shares | $220K | 10K |
| Vanguard Malvern Fds | VTG | Shares | $218K | 3K |
| Schwab Strategic Tr | SCHV | Shares | $215K | 7K |
| Neurocrine Biosciences Inc | NBIX | Shares | $213K | 2K |
| Innovator Etfs Trust | NJUL | Shares | $211K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.