Leading Edge Financial Planning Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Leading Edge Financial Planning Llc disclosed 77 stock positions valued at approximately $561.56M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 77
- Portfolio Value
- $561.56M
Holdings by Sector
Leading Edge Financial Planning Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 15.43% | 986,037 | +71,335 | +7.80% | $86,652,945 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 14.26% | 2,149,853 | +193,294 | +9.88% | $80,103,532 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 9.56% | 1,286,243 | +86,170 | +7.18% | $53,674,937 |
| SCHWAB STRATEGIC TR | SCHB | Other | 9.02% | 1,748,838 | +107,956 | +6.58% | $50,646,348 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 7.10% | 1,027,285 | +58,008 | +5.98% | $39,848,391 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 6.57% | 908,460 | +39,760 | +4.58% | $36,919,835 |
| AMERICAN CENTY ETF TR | AVLV | Other | 5.96% | 367,041 | +19,682 | +5.67% | $33,477,843 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 5.44% | 723,730 | +87,663 | +13.78% | $30,548,634 |
| SPDR SERIES TRUST | SPAB | Other | 5.33% | 1,173,898 | +118,927 | +11.27% | $29,957,877 |
| DIMENSIONAL ETF TRUST | DFIP | Other | 4.27% | 580,584 | +65,560 | +12.73% | $23,952,001 |
| AMERICAN CENTY ETF TR | AVRE | Other | 2.23% | 264,621 | +38,751 | +17.16% | $12,537,727 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.90% | 135,352 | +11,643 | +9.41% | $10,696,840 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 1.90% | 220,323 | +23,241 | +11.79% | $10,670,228 |
| ISHARES TR | REET | Other | 1.44% | 293,457 | -2,841 | -0.96% | $8,105,283 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 1.37% | 151,087 | +11,283 | +8.07% | $7,672,198 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.59% | 26,447 | +3,760 | +16.57% | $3,299,547 |
| VANGUARD INDEX FDS | VOT | Other | 0.51% | 9,383 | +8,134 | +651.24% | $2,874,013 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.51% | 29,770 | +4,770 | +19.08% | $2,872,530 |
| WISDOMTREE TR | NTSX | Other | 0.46% | 43,755 | +3,902 | +9.79% | $2,583,741 |
| WORLD GOLD TR | GLDM | Other | 0.33% | 23,442 | +5,052 | +27.47% | $1,861,727 |
| AMERICAN CENTY ETF TR | AVIG | Other | 0.32% | 43,086 | +13,360 | +44.94% | $1,784,191 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.31% | 42,332 | -230 | -0.54% | $1,746,176 |
| INVESCO QQQ TR | QQQ | Other | 0.30% | 2,315 | -310 | -11.81% | $1,704,607 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.29% | 56,167 | +164 | +0.29% | $1,653,007 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.26% | 16,549 | +183 | +1.12% | $1,476,171 |
| SPDR SERIES TRUST | BIL | Other | 0.26% | 15,703 | -2,654 | -14.46% | $1,439,028 |
| ISHARES TR | ITOT | Other | 0.23% | 7,779 | +3,719 | +91.60% | $1,277,857 |
| WISDOMTREE TR | NTSI | Other | 0.23% | 27,194 | +2,896 | +11.92% | $1,267,249 |
| APPLE INC | AAPL | Technology | 0.19% | 3,646 | +349 | +10.59% | $1,054,894 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.17% | 26,472 | -4,594 | -14.79% | $975,228 |
Showing 30 of 77 holdings in the latest reporting period.