Q2 2026 13F · SEC CIK 1967205

Leading Edge Financial Planning LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $561.6M
Reported positions: 78
Top holdings a year, 3 yrs: +13.5%
Assets under management: $521.8M

Leading Edge Financial Planning LLC is a wealth manager that reported 78 positions worth $561.6M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Spdr Series Trust (SPLG, 15.4%), Dfa Dimensional Intl Core Equit (DFIC, 14.3%), Dimensional ETF Trust (DUHP, 9.6%). A portfolio copying its top holdings returned 13.5% a year over the last 3 years, against 20.4% for the S&P 500.

Leading Edge Financial Planning LLC holdings largest 50 of 78 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Leading Edge Financial Planning LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	15.4%	14.7%	986,037	+7.8%	$86.7M
DFICDfa Dimensional Intl Core Equit	14.3%	14.6%	2,149,853	+9.9%	$80.1M
DUHPDimensional ETF Trust	9.6%	9.3%	1,286,243	+7.2%	$53.7M
SCHBSchwb US Broad	9.0%	8.7%	1,748,838	+6.6%	$50.6M
DFSVDfa U.s. Small Cap Value ETF	7.1%	7.1%	1,027,285	+6.0%	$39.8M
DFEMDimensional	6.6%	6.3%	908,460	+4.6%	$36.9M
AVLVAmerican Centy Tr ETF Avantis U S Large	6.0%	5.9%	367,041	+5.7%	$33.5M
DFCFDimensional ETF Trust	5.4%	5.7%	723,730	+13.8%	$30.5M
SPABSpdr Series Trust	5.3%	5.7%	1,173,898	+11.3%	$30.0M
DFIPDimensional ETF Trust	4.3%	4.5%	580,584	+12.7%	$24.0M
AVREAmerican Centy ETF Tr	2.2%	2.1%	264,621	+17.2%	$12.5M
VCSHVanguard Scottsdale Fds	1.9%	2.1%	135,352	+9.4%	$10.7M
BNDXVanguard Charlotte Fds	1.9%	2.0%	220,323	+11.8%	$10.7M
REETIshares Tr	1.4%	1.6%	293,457	-1.0%	$8.1M
DUSBDimensional ETF Trust	1.4%	1.5%	151,087	+8.1%	$7.7M
AVUVAvantis US Small Cap Value ETF	0.6%	0.5%	26,447	+16.6%	$3.3M
VOTVanguard Index Fds	0.5%	—	9,383	—	$2.9M
AVEMAmerican Centy ETF Tr	0.5%	0.4%	29,770	+19.1%	$2.9M
NTSXWisdomtree Tr	0.5%	0.4%	43,755	+9.8%	$2.6M
GLDMWorld Gold Tr	0.3%	0.4%	23,442	+27.5%	$1.9M
AVIGAmerican Centy ETF Tr	0.3%	0.3%	43,086	+44.9%	$1.8M
DFAIDimensional International Core Equity Ma	0.3%	0.3%	42,332	-0.5%	$1.7M
QQQInvesco Qqq Tr	0.3%	0.3%	2,315	-11.8%	$1.7M
SCHXSchwab Stratgc Tr	0.3%	0.3%	56,167	+0.3%	$1.7M
AVDEAvantis International Equity ETF	0.3%	0.3%	16,549	+1.1%	$1.5M
BILSPDR Brcy1-3 Ser	0.3%	0.4%	15,703	-14.5%	$1.4M
ITOTIshares Total US Stock Market ETF	0.2%	0.1%	7,779	+91.6%	$1.3M
NTSIWisdomtree Tr	0.2%	0.2%	27,194	+11.9%	$1.3M
AAPLApple Inc	0.2%	0.2%	3,646	+10.6%	$1.1M
DFAXDimensional World Ex U.s. Core	0.2%	0.2%	26,472	-14.8%	$975K
SPIPSpdr Series Trust	0.2%	0.2%	37,849	-8.0%	$972K
DFSDDimensional ETF Trust	0.2%	0.2%	19,073	+23.7%	$911K
VTVanguard Total World Stock Index Fund Et	0.1%	—	5,359	—	$841K
VTIVanguard Index Fds	0.1%	0.1%	2,213	+11.5%	$819K
VIGVanguard Dividend Appreciation ETF	0.1%	0.2%	3,424	-1.4%	$810K
DFGRDimensional ETF Trust	0.1%	0.1%	24,367	+4.2%	$706K
EDVVanguard World Fd	0.1%	0.1%	9,509	+16.1%	$619K
EPDEnterprise Prods Partners L	0.1%	0.1%	16,730	+1.1%	$615K
DFGXDimensional ETF Trust	0.1%	0.1%	10,719	+6.3%	$574K
IVVIshares Core S&p 500 ETF	0.1%	0.1%	647	-12.0%	$485K
QUALIshares Msci USA Quality Factor ETF	0.1%	0.1%	2,197	-11.1%	$482K
SGOViShares 0-3 Month Treasury Bon	0.1%	—	4,483	—	$451K
VOOVanguard S&p 500 ETF	0.1%	0.1%	647	-0.8%	$444K
SCHDSchwab Strategic Tr	0.1%	0.1%	13,930	-5.3%	$442K
TPYPTortoise Capital Series Trus	0.1%	0.1%	9,208	-0.0%	$386K
SCHZSchwab Strategic Tr	0.1%	0.1%	16,480	-42.0%	$381K
AMZNAmazon Com Inc Com	0.1%	0.1%	1,540	-21.0%	$367K
BOXXEa Series Trust	0.1%	0.1%	3,115	+6.7%	$365K
PGFInvesco Exchange Traded Fd T	0.1%	0.1%	26,014	+0.1%	$357K
DFUSDimensional ETF Trust	0.1%	—	4,156	—	$341K

What Leading Edge Financial Planning LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.5% /yr; S&P 500 +20.1%
3 years: +13.5% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$561.6M	78
Q1 2026	$475.2M	72
Q4 2025	$438.8M	66
Q3 2025	$398.4M	63
Q2 2025	$359.8M	58
Q1 2025	$320.1M	58
Q4 2024	$304.8M	57
Q3 2024	$298.6M	55
Q2 2024	$249.3M	50
Q1 2024	$225.8M	54
Q4 2023	$192.7M	60
Q3 2023	$156.1M	67

Questions about Leading Edge Financial Planning LLC's portfolio

What stocks does Leading Edge Financial Planning LLC own?

Leading Edge Financial Planning LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 78 positions worth $561.6M. The largest are Spdr Series Trust (SPLG) at 15.4%, Dfa Dimensional Intl Core Equit (DFIC) at 14.3%, Dimensional ETF Trust (DUHP) at 9.6%, Schwb US Broad (SCHB) at 9.0% and Dfa U.s. Small Cap Value ETF (DFSV) at 7.1%.

What did Leading Edge Financial Planning LLC buy last quarter?

In Q2 2026, Leading Edge Financial Planning LLC added Ishares Total US Stock Market ETF (ITOT) (+91.6% shares), American Centy ETF Tr (AVIG) (+44.9% shares) and World Gold Tr (GLDM) (+27.5% shares), compared with its Q1 2026 filing.

What did Leading Edge Financial Planning LLC sell last quarter?

In Q2 2026, Leading Edge Financial Planning LLC cut from its top 50 Vanguard Index Fds (VOE), cut from its top 50 Schwab Short-Term U.S. Treasury ETF (SCHO), cut from its top 50 Abrdn Silver ETF Trust (SIVR), cut from its top 50 Vanguard Value ETF (VTV), Schwab Strategic Tr (SCHZ) (-42.0% shares), Amazon Com Inc Com (AMZN) (-21.0% shares) and Dimensional World Ex U.s. Core (DFAX) (-14.8% shares), compared with its Q1 2026 filing.

How has Leading Edge Financial Planning LLC's portfolio performed?

A portfolio copying Leading Edge Financial Planning LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.5% against +20.1%.

When is Leading Edge Financial Planning LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Leading Edge Financial Planning LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Leading Edge Financial Planning LLC manage?

Leading Edge Financial Planning LLC reported $521.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $561.6M.