LE
Leading Edge Financial Planning LLC 13F Filings & Institutional Holdings (Q2 2026)
Leading Edge Financial Planning LLCCIK: 0001967205
Diversified strategyMomentum followerSector-focused
Total reported value
$561.6M
Reporting period: 2026-06-30 · Number of holdings: 78
Leading Edge Financial Planning LLC disclosed 78 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $561.6M and a quarterly turnover rate of 18.6%.
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Personality snowflake
- Concentration
- 33.52
- Portfolio Stability
- 18.59
- Momentum
- 100
- Sector conviction
- 92.68
- Diversification
- 100
- Sizing Uniformity
- 76.32
Leading Edge Financial Planning LLC's disclosed holdings carry a Herfindahl concentration index of 0.084 — mathematically equivalent to about 12 equally-sized positions, well below its 78 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.37), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.8 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd SPYM
+7.8% $16.6M
New buy VOT
Sold out VOE
Trim DFIC
+9.9% $10.6M
Trim SPAB
+11.3% $2.9M
Add SCHB
+6.6% $9.5M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 15.43% | +0.70% | +7.80% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 14.26% | -0.37% | +9.88% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 9.56% | +0.28% | +7.18% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 9.02% | +0.35% | +6.58% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 7.10% | -0.05% | +5.98% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.57% | +0.25% | +4.58% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.96% | +0.07% | +5.67% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.44% | -0.21% | +13.78% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 5.33% | -0.36% | +11.27% | |
| 10 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.27% | -0.25% | +12.73% | |
| 11 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.23% | +0.14% | +17.16% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.90% | -0.16% | +9.41% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.90% | -0.09% | +11.79% | |
| 14 | REET | Ishares Global Reit ETF | ETF-Other | 1.44% | -0.13% | -0.96% | |
| 15 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.37% | -0.12% | +8.07% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.59% | +0.06% | +16.57% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.51% | +0.51% | NEW | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.51% | +0.09% | +19.08% | |
| 19 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.46% | +0.02% | +9.79% | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.33% | -0.03% | +27.47% | |
| 21 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.32% | +0.06% | +44.94% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 0.31% | -0.04% | -0.54% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | -0.02% | -11.81% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.29% | -0.01% | +0.29% | |
| 25 | AVDE | Avantis International Equity | ETF-Other | 0.26% | -0.03% | +1.12% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.26% | -0.09% | -14.46% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.23% | +0.11% | +91.60% | |
| 28 | NTSI | Wisdomtree International Eff | ETF-Other | 0.23% | +0.01% | +11.92% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.19% | +0.01% | +10.59% | |
| 30 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.17% | -0.05% | -14.79% | |
| 31 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.17% | -0.06% | -8.04% | |
| 32 | DFSD | Dimensional Short Duration | ETF-Other | 0.16% | — | +23.71% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.15% | +0.15% | NEW | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.15% | +0.02% | +11.54% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.14% | -0.02% | -1.35% | |
| 36 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.13% | — | +4.17% | |
| 37 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.11% | — | +16.09% | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.11% | -0.02% | +1.12% | |
| 39 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.10% | -0.01% | +6.32% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | -0.01% | -11.97% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.09% | -0.01% | -11.05% | |
| 42 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.08% | +0.08% | NEW | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | — | -0.77% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.08% | -0.02% | -5.33% | |
| 45 | TPYP | Tortoise North American Pipe | ETF-Other | 0.07% | -0.01% | -0.02% | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.07% | -0.07% | -41.98% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | -0.02% | -21.03% | |
| 48 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.06% | -0.01% | +6.68% | |
| 49 | PGF | Invesco Financial Preferred | ETF-Other | 0.06% | -0.02% | +0.12% | |
| 50 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.06% | — | -0.53% |
1–50 of 78
Portfolio Performance
Performance for Q3 2026
+2%
Performance Last 4 Quarters
+17.9%
- Stdev
- +9.8%
- Beta
- +0.69
- Alpha
- +1.3%
- Max Drawdown
- -4.8%
- Annualized Perf
- +15.6%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +2.97
- Stutzer
- +0.44
- Treynor
- +0.22
- Sterling
- +1.12
- Calmar
- +3.23
- Information Ratio
- -0.87
- Tracking Error
- +5.6%
- Stdev Down
- +5.1%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +25.4%
- Worst 12 Months
- +5.6%
- Efficiency Ratio
- +0.6
- Sharpe
- +1.54
- Stdev Sectors
- +14.8%
- Skewness
- -0.24
- Kurtosis
- -0.24
- Upside Potential
- +4.5
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 78 | $561.6M | 19 | ||
| 2026 Q1 | 72 | $475.2M | 9 | ||
| 2025 Q4 | 66 | $438.8M | 12 | ||
| 2025 Q3 | 63 | $398.4M | 24 | ||
| 2025 Q2 | 58 | $359.8M | 0 | ||
| 2025 Q1 | 58 | $320.1M | 0 | ||
| 2024 Q4 | 57 | $304.8M | 0 | ||
| 2024 Q3 | 55 | $298.6M | 0 | ||
| 2024 Q2 | 50 | $249.3M | 0 | ||
| 2024 Q1 | 54 | $225.8M | 0 | ||
| 2023 Q4 | 60 | $192.7M | 0 | ||
| 2023 Q3 | 67 | $156.1M | 0 | ||
| 2023 Q2 | 68 | $152.8M | 0 | ||
| 2023 Q1 | 67 | $138.2M | 0 | ||
| 2022 Q4 | 63 | $115.6M | 0 |
Holding changes this quarter
Leading Edge Financial Planning LLC's most significant position changes for 2026-06-30: New buy: Vanguard Mid-cap Growth ETF (VOT); Sold out: Vanguard Mid-cap Value ETF (VOE); New buy: Vanguard Tot World Stk ETF (VT); New buy: Ishares 0-3 Month Treasury B (SGOV); Sold out: Schwab Short-term US Treas (SCHO).
1–50 of 85
Filing History
FAQ
What is Leading Edge Financial Planning LLC and what type of investor is it?
Leading Edge Financial Planning LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $561.6M, spread across 78 disclosed positions.
What are Leading Edge Financial Planning LLC's largest equity positions?
Based on the latest 13F filing, Leading Edge Financial Planning LLC's top holdings by market value are:
1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $86.7M (15.4%)
2. Dimensional International Co (DFIC) — $80.1M (14.3%)
3. Dimensional US High Profi Et (DUHP) — $53.7M (9.6%)
4. Schwab US Broad Market ETF (SCHB) — $50.6M (9.0%)
5. Dimensional US Small Cap Val (DFSV) — $39.8M (7.1%)
What changes did Leading Edge Financial Planning LLC make in its most recent portfolio filing?
In the latest reported quarter, Leading Edge Financial Planning LLC made 80 notable position adjustments: 13 new positions were initiated, 33 existing holdings were added to, 27 positions were partially reduced, and 7 were completely exited. The largest of these moves: New buy: Vanguard Mid-cap Growth ETF (VOT); Sold out: Vanguard Mid-cap Value ETF (VOE); New buy: Vanguard Tot World Stk ETF (VT); New buy: Ishares 0-3 Month Treasury B (SGOV); Sold out: Schwab Short-term US Treas (SCHO)
What sectors does Leading Edge Financial Planning LLC focus on?
Leading Edge Financial Planning LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 48.3%
• Energy: 19.1%
• Health Care: 15.0%
• Consumer Discretionary: 11.4%
• Industrials: 6.2%
Investment Profile
Leading Edge Financial Planning LLC returned an annualized 15.6% over the trailing 36 months — outperforming the S&P 500 by 1.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.69 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 48.3% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 19 over the past 4 quarters — a shift toward more active trading.
It has added to its SPYM position over the past two quarters (+$19.9M, now $86.7M), while trimming SCHZ over the same stretch (-$284.9K, still holding $381.2K).
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