Top Institutional Investors

Leading Edge Financial Planning LLC — 13F Holdings & Portfolio

CIK 1967205 · latest 13F-HR filed 2026-08-06

Backtest portfolio

Leading Edge Financial Planning LLC manages $561.6M in 13F-reported U.S. long-equity assets across 78 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYM (15.43%), DFIC (14.26%), DUHP (9.56%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions, exited 7, added to 42, and trimmed 10.

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.

Filer Information
Address
6921 OFFICE PARK CIRCLE
KNOXVILLE, TN 37909
Phone
(865) 240-2292
Filing Manager
Leading Edge Financial Planning LLC
KNOXVILLE, TN
Signatory
Charles Mattingly
Chief Compliance Officer
Loading holdings…
AUM

$561.6M

Long-equity book

Holdings

78

Distinct positions

Period

2026-06-30

Filed 2026-08-06

Q/Q Activity

+13 / −7 / ↑42 / ↓10

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$16.6M +23.8%
  • DIMENSIONAL ETF TRUST$10.6M +15.2%
  • DIMENSIONAL ETF TRUST$9.6M +21.7%
  • SCHWAB STRATEGIC TR$9.5M +23.0%
  • DIMENSIONAL ETF TRUST$6.9M +23.0%
Show all 42 →

Top Trims

  • SCHWAB STRATEGIC TR-$278.3K -42.2%
  • SPDR SERIES TRUST-$243.2K -14.5%
  • SPDR SERIES TRUST-$98.5K -9.2%
  • DIMENSIONAL ETF TRUST-$80.1K -7.6%
  • ISHARES TR-$78.7K -26.1%
Show all 10 →

New Positions

  • VANGUARD INDEX FDS$2.9M
  • VANGUARD INTL EQUITY INDEX F$841.1K
  • ISHARES TR$451.3K
  • J P MORGAN EXCHANGE TRADED F$299.9K
  • DIMENSIONAL ETF TRUST$297.9K
Show all 13 →

Exited Positions

  • VANGUARD INDEX FDS$2.4M
  • SCHWAB STRATEGIC TR$404.9K
  • ISHARES TR$271.7K
  • VANGUARD BD INDEX FDS$260.5K
  • TESLA INC$233.5K
Show all 7 →
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 $86.7M 15.43% 986,037 SH
2 DIMENSIONAL ETF TRUST DFIC 25434V799 $80.1M 14.26% 2,149,853 SH
3 DIMENSIONAL ETF TRUST DUHP 25434V831 $53.7M 9.56% 1,286,243 SH
4 SCHWAB STRATEGIC TR SCHB 808524102 $50.6M 9.02% 1,748,838 SH
5 DIMENSIONAL ETF TRUST DFSV 25434V815 $39.8M 7.10% 1,027,285 SH
6 DIMENSIONAL ETF TRUST DFEM 25434V732 $36.9M 6.57% 908,460 SH
7 AMERICAN CENTY ETF TR AVLV 025072349 $33.5M 5.96% 367,041 SH
8 DIMENSIONAL ETF TRUST DFCF 25434V872 $30.5M 5.44% 723,730 SH
9 SPDR SERIES TRUST SPAB 78464A649 $30.0M 5.33% 1,173,898 SH
10 DIMENSIONAL ETF TRUST DFIP 25434V856 $24.0M 4.27% 580,584 SH
11 AMERICAN CENTY ETF TR AVRE 025072356 $12.5M 2.23% 264,621 SH
12 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $10.7M 1.90% 135,352 SH
13 VANGUARD CHARLOTTE FDS BNDX 92203J407 $10.7M 1.90% 220,323 SH
14 ISHARES TR REET 46434V647 $8.1M 1.44% 293,457 SH
15 DIMENSIONAL ETF TRUST DUSB 25434V591 $7.7M 1.37% 151,087 SH
16 AMERICAN CENTY ETF TR AVUV 025072877 $3.3M 0.59% 26,447 SH
17 VANGUARD INDEX FDS VOT 922908538 $2.9M 0.51% 9,383 SH
18 AMERICAN CENTY ETF TR AVEM 025072604 $2.9M 0.51% 29,770 SH
19 WISDOMTREE TR NTSX 97717Y790 $2.6M 0.46% 43,755 SH
20 WORLD GOLD TR GLDM 98149E303 $1.9M 0.33% 23,442 SH
21 AMERICAN CENTY ETF TR AVIG 025072562 $1.8M 0.32% 43,086 SH
22 DIMENSIONAL ETF TRUST DFAI 25434V203 $1.7M 0.31% 42,332 SH
23 INVESCO QQQ TR QQQ 46090E103 $1.7M 0.30% 2,315 SH
24 SCHWAB STRATEGIC TR SCHX 808524201 $1.7M 0.29% 56,167 SH
25 AMERICAN CENTY ETF TR AVDE 025072703 $1.5M 0.26% 16,549 SH
26 SPDR SERIES TRUST BIL 78468R663 $1.4M 0.26% 15,703 SH
27 ISHARES TR ITOT 464287150 $1.3M 0.23% 7,779 SH
28 WISDOMTREE TR NTSI 97717Y634 $1.3M 0.23% 27,194 SH
29 APPLE INC AAPL 037833100 $1.1M 0.19% 3,646 SH
30 DIMENSIONAL ETF TRUST DFAX 25434V880 $975.2K 0.17% 26,472 SH
31 SPDR SERIES TRUST SPIP 78464A656 $972.0K 0.17% 37,849 SH
32 DIMENSIONAL ETF TRUST DFSD 25434V864 $910.7K 0.16% 19,073 SH
33 VANGUARD INTL EQUITY INDEX F VT 922042742 $841.1K 0.15% 5,359 SH
34 VANGUARD INDEX FDS VTI 922908769 $818.9K 0.15% 2,213 SH
35 VANGUARD SPECIALIZED FUNDS VIG 921908844 $810.3K 0.14% 3,424 SH
36 DIMENSIONAL ETF TRUST DFGR 25434V658 $705.9K 0.13% 24,367 SH
37 VANGUARD WORLD FD EDV 921910709 $618.8K 0.11% 9,509 SH
38 ENTERPRISE PRODS PARTNERS L EPD 293792107 $615.0K 0.11% 16,730 SH
39 DIMENSIONAL ETF TRUST DFGX 25434V575 $574.5K 0.10% 10,719 SH
40 ISHARES TR IVV 464287200 $484.8K 0.09% 647 SH
41 ISHARES TR QUAL 46432F339 $482.1K 0.09% 2,197 SH
42 ISHARES TR SGOV 46436E718 $451.3K 0.08% 4,483 SH
43 VANGUARD INDEX FDS VOO 922908363 $444.4K 0.08% 647 SH
44 SCHWAB STRATEGIC TR SCHD 808524797 $441.7K 0.08% 13,930 SH
45 TORTOISE CAPITAL SERIES TRUS TPYP 890930308 $386.1K 0.07% 9,208 SH
46 SCHWAB STRATEGIC TR SCHZ 808524839 $381.2K 0.07% 16,480 SH
47 AMAZON COM INC AMZN 023135106 $367.0K 0.07% 1,540 SH
48 EA SERIES TRUST BOXX 02072L565 $364.7K 0.06% 3,115 SH
49 INVESCO EXCHANGE TRADED FD T PGF 46137V621 $356.6K 0.06% 26,014 SH
50 DIMENSIONAL ETF TRUST DFUS 25434V401 $340.5K 0.06% 4,156 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $561.6M 78 0001951757-26-001113
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