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CIK: 0001967205
Total reported value
$561.6M
$561.6M
58 檔
34.5%
During the Q2 2025 filing period, Leading Edge Financial Planning LLC (CIK: 0001967205) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $561.6M across 58 reported positions.
During Q2 2025, Leading Edge Financial Planning LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | 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 | 14.97% | +0.70% | +5.45% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 14.39% | -0.37% | +3.56% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 8.96% | +0.28% | +6.92% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 8.87% | +0.35% | +4.27% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 6.67% | -0.05% | +9.13% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.20% | +0.25% | +6.18% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 6.00% | -0.36% | +4.04% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.85% | -0.21% | +5.48% | |
| 9 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.23% | +0.07% | +6.80% | |
| 10 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.45% | -0.25% | +7.08% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.16% | -0.09% | +5.60% | |
| 12 | REET | Ishares Global Reit ETF | ETF-Other | 2.13% | -0.13% | -2.91% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.12% | -0.16% | +5.04% | |
| 14 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.55% | +0.14% | +21.04% | |
| 15 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.47% | -0.12% | +9.81% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.18% | -0.09% | -3.39% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.54% | +0.51% | NEW | |
| 18 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.52% | +0.02% | +4.58% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.51% | +0.06% | +30.98% | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.46% | -0.03% | +4.58% | |
| 21 | DFAI | Dimensional International Co | ETF-Other | 0.43% | -0.04% | -0.24% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.42% | +0.09% | -1.67% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | -0.02% | -1.50% | |
| 24 | AVDE | Avantis International Equity | ETF-Other | 0.30% | -0.03% | +15.44% | |
| 25 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.29% | -0.06% | +18.04% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.28% | -0.01% | +0.43% | |
| 27 | NTSI | Wisdomtree International Eff | ETF-Other | 0.28% | +0.01% | +5.12% | |
| 28 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.25% | -0.05% | -4.69% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.20% | -0.02% | — | |
| 30 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.19% | -0.07% | -6.55% | |
| 31 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.18% | +0.06% | +41.06% | |
| 32 | DFSD | Dimensional Short Duration | ETF-Other | 0.18% | — | +38.61% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.17% | +0.01% | +6.73% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.15% | -0.09% | EXIT | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.14% | -0.02% | -7.53% | |
| 36 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.14% | — | +12.57% | |
| 37 | EPD | Enterprise Products Partners | Stock-Energy | 0.14% | -0.02% | +1.55% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.12% | -0.02% | +9.16% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | -0.01% | +11.69% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | +0.02% | +4.77% | |
| 41 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.11% | — | +3.77% | |
| 42 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.11% | -0.02% | -11.63% | |
| 43 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.09% | -0.01% | — | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | -0.02% | +2.18% | |
| 45 | TPYP | Tortoise North American Pipe | ETF-Other | 0.09% | -0.01% | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | — | — | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.07% | -0.01% | — | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.07% | -0.01% | +8.96% | |
| 49 | JHPI | John Hancock Preferred Incom | ETF-Other | 0.07% | -0.01% | +7.40% | |
| 50 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.07% | -0.01% | — |
According to official SEC Form 13F filings, Leading Edge Financial Planning LLC reported a total U.S. public equity portfolio value of $561.6M across 58 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, DFIC, DUHP) accounted for 34.5% of total reported equity market value during Q2 2025.
During Q2 2025, Leading Edge Financial Planning LLC's top holdings by market value included SPYM (15.0%)、DFIC (14.4%)、DUHP (9.0%). The largest single position, SPYM, represented 15.0% of total portfolio value.
In Q2 2025, Leading Edge Financial Planning LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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