Leading Edge Financial Planning Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 23, 2026, Leading Edge Financial Planning Llc disclosed 72 stock positions valued at approximately $482.51M as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 72
- Portfolio Value
- $482.51M
Holdings by Sector
Leading Edge Financial Planning Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 18.69% | 1,004,561 | +18,524 | +1.88% | $90,169,398 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 17.31% | 2,220,664 | +70,811 | +3.29% | $83,519,168 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 12.76% | 741,761 | +737,605 | +17747.95% | $61,588,441 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 7.78% | 945,202 | +36,742 | +4.04% | $37,543,422 |
| AMERICAN CENTY ETF TR | AVLV | Other | 7.08% | 377,596 | +10,555 | +2.88% | $34,149,791 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 6.50% | 781,240 | +57,510 | +7.95% | $31,343,340 |
| SPDR SERIES TRUST | SPAB | Other | 5.86% | 1,160,769 | -13,129 | -1.12% | $28,276,333 |
| DIMENSIONAL ETF TRUST | DFIP | Other | 4.77% | 589,134 | +8,550 | +1.47% | $23,011,583 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.42% | 249,499 | +29,176 | +13.24% | $11,694,013 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 2.42% | 150,958 | +15,606 | +11.53% | $11,661,485 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 1.69% | 161,750 | +10,663 | +7.06% | $8,166,758 |
| AMERICAN CENTY ETF TR | AVRE | Other | 1.41% | 153,130 | -111,491 | -42.13% | $6,791,295 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.99% | 40,558 | +14,111 | +53.36% | $4,776,558 |
| ISHARES TR | AGG | Other | 0.79% | 40,566 | +37,237 | +1118.56% | $3,835,149 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.74% | 122,010 | -1,626,828 | -93.02% | $3,576,105 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.73% | 37,608 | +7,838 | +26.33% | $3,535,915 |
| WISDOMTREE TR | NTSX | Other | 0.53% | 43,669 | -86 | -0.20% | $2,552,461 |
| VANGUARD INDEX FDS | VOE | Other | 0.50% | 12,266 | -994 | -7.50% | $2,398,371 |
| WORLD GOLD TR | GLDM | Other | 0.43% | 25,108 | +1,666 | +7.11% | $2,063,337 |
| AMERICAN CENTY ETF TR | AVIG | Other | 0.40% | 48,683 | +5,597 | +12.99% | $1,917,639 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.35% | 41,321 | -1,011 | -2.39% | $1,711,944 |
| INVESCO QQQ TR | QQQ | Other | 0.35% | 2,303 | -12 | -0.52% | $1,703,515 |
| ISHARES TR | TIP | Other | 0.35% | 16,100 | +16,100 | +100.00% | $1,675,044 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.34% | 54,311 | -1,856 | -3.30% | $1,629,342 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.34% | 17,996 | +1,447 | +8.74% | $1,621,620 |
| ISHARES TR | REET | Other | 0.32% | 60,656 | -232,801 | -79.33% | $1,563,707 |
| WISDOMTREE TR | NTSI | Other | 0.26% | 27,560 | +366 | +1.35% | $1,265,151 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.20% | 25,846 | -626 | -2.36% | $956,819 |
| APPLE INC | AAPL | Technology | 0.19% | 2,760 | -886 | -24.30% | $919,234 |
| SPDR SERIES TRUST | BIL | Other | 0.19% | 9,837 | -5,866 | -37.36% | $901,467 |
Showing 30 of 72 holdings in the latest reporting period.