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CIK: 0001967205
Total reported value
$482.5M
$482.5M
78 檔
64.4%
According to the latest 13F quarterly dataset, Leading Edge Financial Planning LLC managed an equity portfolio of $482.5M at the end of Q2 2026, spanning 78 distinct U.S. exchange-listed positions.
In Q2 2026, Leading Edge Financial Planning LLC displayed an active expansion posture, initiating 13 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | 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% | +3.26% | +7.80% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 14.26% | +3.05% | +9.88% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 9.56% | -9.56% | EXIT | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 9.02% | -8.28% | +6.58% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 7.10% | -7.10% | EXIT | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.57% | +1.21% | +4.58% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.96% | +1.12% | +5.67% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.44% | +1.06% | +13.78% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 5.33% | +0.53% | +11.27% | |
| 10 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.27% | +0.50% | +12.73% | |
| 11 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.23% | -0.82% | +17.16% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.90% | +0.52% | +9.41% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.90% | +0.52% | +11.79% | |
| 14 | REET | Ishares Global Reit ETF | ETF-Other | 1.44% | -1.12% | -0.96% | |
| 15 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.37% | +0.32% | +8.07% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.59% | +0.40% | +16.57% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.51% | -0.44% | — | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.51% | +0.22% | +19.08% | |
| 19 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.46% | +0.07% | +9.79% | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.33% | +0.10% | +27.47% | |
| 21 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.32% | +0.08% | +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% | +0.05% | -11.81% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.29% | +0.05% | +0.29% | |
| 25 | AVDE | Avantis International Equity | ETF-Other | 0.26% | +0.08% | +1.12% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.26% | -0.07% | -14.46% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.23% | -0.19% | +91.60% | |
| 28 | NTSI | Wisdomtree International Eff | ETF-Other | 0.23% | +0.03% | +11.92% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.19% | — | +10.59% | |
| 30 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.17% | +0.03% | -14.79% | |
| 31 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.17% | -0.05% | -8.04% | |
| 32 | DFSD | Dimensional Short Duration | ETF-Other | 0.16% | +0.02% | +23.71% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.15% | +0.03% | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.15% | -0.05% | +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% | -0.01% | +4.17% | |
| 37 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.11% | — | +16.09% | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.11% | +0.01% | +1.12% | |
| 39 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.10% | +0.02% | +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% | — | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | +0.02% | -0.77% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.08% | +0.01% | -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% | +0.01% | -41.98% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | -0.01% | -21.03% | |
| 48 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.06% | +0.02% | +6.68% | |
| 49 | PGF | Invesco Financial Preferred | ETF-Other | 0.06% | -0.01% | +0.12% | |
| 50 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.06% | +12.70% | -0.53% |
According to official SEC Form 13F filings, Leading Edge Financial Planning LLC reported a total U.S. public equity portfolio value of $482.5M across 78 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, DFIC, DUHP) accounted for 64.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
VOT
市值: $2.9M
Top Position Liquidated / Trimmed
VOE
前期市值: $2.4M
During Q2 2026, Leading Edge Financial Planning LLC's top holdings by market value included SPYM (15.4%)、DFIC (14.3%)、DUHP (9.6%). The largest single position, SPYM, represented 15.4% of total portfolio value.
In Q2 2026, Leading Edge Financial Planning LLC made 80 total portfolio adjustments, initiating 13 new buys, adding to 33 positions, trimming 27 holdings, and fully liquidating 7 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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