Leading Edge Financial Planning Llc Portfolio Stock Holdings
Leading Edge Financial Planning Llc disclosed 72 stock positions valued at approximately $475.2 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 72
- Portfolio Value
- $475.2M
Holdings by Sector
Leading Edge Financial Planning Llc Portfolio Holdings in Q1 2026
70 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 14.73% | 914,702 | +83,034 | +9.98% | $70,011,329 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 14.63% | 1,956,559 | +107,042 | +5.79% | $69,516,527 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 9.28% | 1,200,073 | +147,928 | +14.06% | $44,114,675 |
| SCHWAB STRATEGIC TR | SCHB | Other | 8.67% | 1,640,882 | +122,611 | +8.08% | $41,186,154 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 7.15% | 969,277 | +45,313 | +4.90% | $33,963,461 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 6.32% | 868,700 | +37,875 | +4.56% | $30,013,597 |
| AMERICAN CENTY ETF TR | AVLV | Other | 5.89% | 347,359 | +26,400 | +8.23% | $28,000,649 |
| SPDR SERIES TRUST | SPAB | Other | 5.69% | 1,054,971 | +49,758 | +4.95% | $27,028,364 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 5.65% | 636,067 | +33,336 | +5.53% | $26,854,728 |
| DIMENSIONAL ETF TRUST | DFIP | Other | 4.52% | 515,024 | +39,369 | +8.28% | $21,486,810 |
| AMERICAN CENTY ETF TR | AVRE | Other | 2.09% | 225,870 | +31,938 | +16.47% | $9,942,791 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 2.06% | 123,709 | +5,174 | +4.36% | $9,806,434 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 1.99% | 197,082 | +4,314 | +2.24% | $9,469,759 |
| ISHARES TR | REET | Other | 1.57% | 296,298 | -7,235 | -2.38% | $7,451,883 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 1.49% | 139,804 | +8,151 | +6.19% | $7,089,461 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.53% | 22,687 | +3,035 | +15.44% | $2,506,250 |
| VANGUARD INDEX FDS | VOE | Other | 0.51% | 13,260 | +2,797 | +26.73% | $2,443,619 |
| WISDOMTREE TR | NTSX | Other | 0.44% | 39,853 | +2,306 | +6.14% | $2,078,341 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.42% | 25,000 | +3,525 | +16.41% | $2,014,519 |
| WORLD GOLD TR | GLDM | Other | 0.36% | 18,390 | -1,062 | -5.46% | $1,704,526 |
| SPDR SERIES TRUST | BIL | Other | 0.35% | 18,357 | +6,313 | +52.42% | $1,682,194 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.35% | 42,562 | -1,225 | -2.80% | $1,658,220 |
| INVESCO QQQ TR | QQQ | Other | 0.32% | 2,625 | +136 | +5.46% | $1,515,087 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.30% | 56,003 | +16,197 | +40.69% | $1,435,905 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.29% | 16,366 | +524 | +3.31% | $1,388,491 |
| AMERICAN CENTY ETF TR | AVIG | Other | 0.26% | 29,726 | +12,684 | +74.43% | $1,234,818 |
| SPDR SERIES TRUST | SPIP | Other | 0.23% | 41,156 | -2,947 | -6.68% | $1,070,468 |
| WISDOMTREE TR | NTSI | Other | 0.23% | 24,298 | +1,047 | +4.50% | $1,069,363 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.22% | 31,066 | +9 | +0.03% | $1,055,312 |
| APPLE INC | AAPL | Technology | 0.18% | 3,297 | +239 | +7.82% | $836,623 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.16% | 3,471 | -27 | -0.77% | $746,570 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.16% | 15,417 | +1,175 | +8.25% | $738,148 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.14% | 28,403 | -98 | -0.34% | $659,509 |
| VANGUARD INDEX FDS | VTI | Other | 0.13% | 1,984 | +689 | +53.20% | $636,498 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.13% | 16,545 | +227 | +1.39% | $626,073 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.13% | 23,392 | +6,629 | +39.55% | $621,759 |
| ISHARES TR | ITOT | Other | 0.12% | 4,060 | +4,060 | +100.00% | $578,267 |
| VANGUARD WORLD FD | EDV | Other | 0.11% | 8,191 | +432 | +5.57% | $532,005 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 0.11% | 10,082 | +10,082 | +100.00% | $528,806 |
| ISHARES TR | IVV | Other | 0.10% | 735 | +40 | +5.76% | $480,261 |
| ISHARES TR | QUAL | Other | 0.10% | 2,470 | +2,470 | +100.00% | $473,819 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.09% | 14,714 | -46 | -0.31% | $451,415 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.09% | 1,950 | +180 | +10.17% | $406,126 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.09% | 16,683 | -163 | -0.97% | $404,907 |
| VANGUARD INDEX FDS | VOO | Other | 0.08% | 652 | +68 | +11.64% | $389,601 |
| ABRDN SILVER ETF TRUST | SIVR | Other | 0.08% | 5,023 | - | - | $359,697 |
| INVESCO EXCHANGE TRADED FD T | PGF | Other | 0.08% | 25,982 | +2,802 | +12.09% | $357,510 |
| EA SERIES TRUST | BOXX | Other | 0.07% | 2,920 | +2,920 | +100.00% | $339,567 |
| VANGUARD INDEX FDS | VTV | Other | 0.07% | 1,598 | -1,285 | -44.57% | $313,528 |
| ISHARES TR | AOM | Other | 0.07% | 6,597 | - | - | $312,500 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.06% | 3,067 | - | - | $306,271 |
| ISHARES TR | ICSH | Other | 0.06% | 5,961 | -14 | -0.23% | $301,747 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.06% | 4,178 | -1,417 | -25.33% | $296,262 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.06% | 1,860 | -71 | -3.68% | $275,522 |
| ISHARES TR | MUB | Other | 0.06% | 2,559 | +2,559 | +100.00% | $271,665 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.06% | 6,824 | -1,119 | -14.09% | $265,181 |
| NVIDIA CORPORATION | NVDA | Technology | 0.06% | 1,503 | +1,503 | +100.00% | $262,157 |
| GLOBAL X FDS | MLPX | Other | 0.05% | 3,534 | - | - | $261,270 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.05% | 3,375 | +3,375 | +100.00% | $260,483 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.05% | 397 | +39 | +10.89% | $257,892 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.05% | 4,886 | -80 | -1.61% | $257,883 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.05% | 1,046 | +44 | +4.39% | $255,684 |
| TESLA INC | TSLA | Consumer Cyclical | 0.05% | 628 | +26 | +4.32% | $233,460 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.05% | 9,284 | +897 | +10.70% | $229,766 |
| ISHARES TR | AGG | Other | 0.05% | 2,293 | +2,293 | +100.00% | $227,596 |
| BROADCOM INC | AVGO | Technology | 0.05% | 718 | +66 | +10.12% | $222,228 |
| JOHN HANCOCK EXCHANGE TRADED | JHPI | Other | 0.05% | 9,761 | +400 | +4.27% | $220,404 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.05% | 7,061 | - | - | $215,357 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 0.04% | 1,619 | +2 | +0.12% | $213,287 |
| INNOVATOR ETFS TRUST | NJUL | Other | 0.04% | 2,949 | -85 | -2.80% | $210,602 |