Leading Edge Financial Planning LLC — 13F Holdings & Portfolio
CIK 1967205 · latest 13F-HR filed 2026-05-12
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$475.2M
Long-equity book
Holdings
72
Distinct positions
Period
2026-03-31
Filed 2026-05-12
Q/Q Activity
+9 / −3 / ↑30 / ↓6
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$5.8M +9.1%
- DIMENSIONAL ETF TRUST$4.1M +10.3%
- AMERICAN CENTY ETF TR$3.7M +15.1%
- DIMENSIONAL ETF TRUST$3.6M +11.8%
- DIMENSIONAL ETF TRUST$2.5M +9.2%
Top Trims
- VANGUARD INDEX FDS-$237.1K -43.1%
- DIMENSIONAL ETF TRUST-$118.7K -28.6%
- SPDR SERIES TRUST-$74.0K -6.5%
- DIMENSIONAL ETF TRUST-$49.3K -15.7%
- TESLA INC-$37.3K -13.8%
New Positions
- ISHARES TR$578.3K
- DIMENSIONAL ETF TRUST$528.8K
- ISHARES TR$473.8K
- EA SERIES TRUST$339.6K
- ISHARES TR$271.7K
Exited Positions
- VANGUARD INDEX FDS$348.6K
- ISHARES TR$298.3K
- J P MORGAN EXCHANGE TRADED F$293.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | SPYM | 78464A854 | $70.0M | 14.73% | 914,702 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $69.5M | 14.63% | 1,956,559 | SH |
| 3 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $44.1M | 9.28% | 1,200,073 | SH |
| 4 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $41.2M | 8.67% | 1,640,882 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $34.0M | 7.15% | 969,277 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $30.0M | 6.32% | 868,700 | SH |
| 7 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $28.0M | 5.89% | 347,359 | SH |
| 8 | SPDR SERIES TRUST | SPAB | 78464A649 | $27.0M | 5.69% | 1,054,971 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $26.9M | 5.65% | 636,067 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFIP | 25434V856 | $21.5M | 4.52% | 515,024 | SH |
| 11 | AMERICAN CENTY ETF TR | AVRE | 025072356 | $9.9M | 2.09% | 225,870 | SH |
| 12 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $9.8M | 2.06% | 123,709 | SH |
| 13 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $9.5M | 1.99% | 197,082 | SH |
| 14 | ISHARES TR | REET | 46434V647 | $7.5M | 1.57% | 296,298 | SH |
| 15 | DIMENSIONAL ETF TRUST | DUSB | 25434V591 | $7.1M | 1.49% | 139,804 | SH |
| 16 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $2.5M | 0.53% | 22,687 | SH |
| 17 | VANGUARD INDEX FDS | VOE | 922908512 | $2.4M | 0.51% | 13,260 | SH |
| 18 | WISDOMTREE TR | NTSX | 97717Y790 | $2.1M | 0.44% | 39,853 | SH |
| 19 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $2.0M | 0.42% | 25,000 | SH |
| 20 | WORLD GOLD TR | GLDM | 98149E303 | $1.7M | 0.36% | 18,390 | SH |
| 21 | SPDR SERIES TRUST | BIL | 78468R663 | $1.7M | 0.35% | 18,357 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $1.7M | 0.35% | 42,562 | SH |
| 23 | INVESCO QQQ TR | QQQ | 46090E103 | $1.5M | 0.32% | 2,625 | SH |
| 24 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $1.4M | 0.30% | 56,003 | SH |
| 25 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $1.4M | 0.29% | 16,366 | SH |
| 26 | AMERICAN CENTY ETF TR | AVIG | 025072562 | $1.2M | 0.26% | 29,726 | SH |
| 27 | SPDR SERIES TRUST | SPIP | 78464A656 | $1.1M | 0.23% | 41,156 | SH |
| 28 | WISDOMTREE TR | NTSI | 97717Y634 | $1.1M | 0.23% | 24,298 | SH |
| 29 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $1.1M | 0.22% | 31,066 | SH |
| 30 | APPLE INC | AAPL | 037833100 | $836.6K | 0.18% | 3,297 | SH |
| 31 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $746.6K | 0.16% | 3,471 | SH |
| 32 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $738.1K | 0.16% | 15,417 | SH |
| 33 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $659.5K | 0.14% | 28,403 | SH |
| 34 | VANGUARD INDEX FDS | VTI | 922908769 | $636.5K | 0.13% | 1,984 | SH |
| 35 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $626.1K | 0.13% | 16,545 | SH |
| 36 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $621.8K | 0.13% | 23,392 | SH |
| 37 | ISHARES TR | ITOT | 464287150 | $578.3K | 0.12% | 4,060 | SH |
| 38 | VANGUARD WORLD FD | EDV | 921910709 | $532.0K | 0.11% | 8,191 | SH |
| 39 | DIMENSIONAL ETF TRUST | DFGX | 25434V575 | $528.8K | 0.11% | 10,082 | SH |
| 40 | ISHARES TR | IVV | 464287200 | $480.3K | 0.10% | 735 | SH |
| 41 | ISHARES TR | QUAL | 46432F339 | $473.8K | 0.10% | 2,470 | SH |
| 42 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $451.4K | 0.09% | 14,714 | SH |
| 43 | AMAZON COM INC | AMZN | 023135106 | $406.1K | 0.09% | 1,950 | SH |
| 44 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $404.9K | 0.09% | 16,683 | SH |
| 45 | TORTOISE CAPITAL SERIES TRUS | TPYP | 890930308 | $390.1K | 0.08% | 9,210 | SH |
| 46 | VANGUARD INDEX FDS | VOO | 922908363 | $389.6K | 0.08% | 652 | SH |
| 47 | ABRDN SILVER ETF TRUST | SIVR | 003264108 | $359.7K | 0.08% | 5,023 | SH |
| 48 | INVESCO EXCHANGE TRADED FD T | PGF | 46137V621 | $357.5K | 0.08% | 25,982 | SH |
| 49 | EA SERIES TRUST | BOXX | 02072L565 | $339.6K | 0.07% | 2,920 | SH |
| 50 | VANGUARD INDEX FDS | VTV | 922908744 | $313.5K | 0.07% | 1,598 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-12 | $475.2M | 72 | 0001951757-26-000822 |
| 2025-12-31 | 2026-01-21 | $438.8M | 66 | 0001951757-26-000247 |
| 2025-09-30 | 2025-11-12 | $398.4M | 63 | 0001951757-25-001402 |
| 2024-06-30 | 2024-08-01 | $249.3M | 50 | 0001951757-24-000604 |
| 2024-03-31 | 2024-05-03 | $225.8M | 54 | 0001951757-24-000431 |