CIK: 0001967205
Total reported value
$475.2M
Reporting period: 2026-03-31 · Number of holdings: 72
Leading Edge Financial Planning LLC disclosed 72 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $475.2M and a quarterly turnover rate of 8.7%.
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Leading Edge Financial Planning LLC's disclosed holdings carry a Herfindahl concentration index of 0.082 — mathematically equivalent to about 12 equally-sized positions, well below its 72 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 2.23), 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 2.2 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.
Trim SPYM
+10.0% $3.3M
Trim SCHB
+8.1% $1.4M
Add AVLV
+8.2% $3.7M
Add DFSV
+4.9% $3.6M
Trim SPAB
+5.0% $1.1M
Trim DFCF
+5.5% $1.2M
| # | 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 | 14.73% | -0.47% | +9.98% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 14.63% | +0.11% | +5.79% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 9.28% | +0.16% | +14.06% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 8.67% | -0.40% | +8.08% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 7.15% | +0.23% | +4.90% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.32% | +0.06% | +4.56% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.89% | +0.35% | +8.23% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 5.69% | -0.21% | +4.95% | |
| 9 | DFCF | Dimensional Core Fixed INC | ETF-Other | 5.65% | -0.20% | +5.53% | |
| 10 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.52% | +0.02% | +8.28% | |
| 11 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.09% | +0.17% | +16.47% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.06% | -0.09% | +4.37% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.99% | -0.13% | +2.24% | |
| 14 | REET | Ishares Global Reit ETF | ETF-Other | 1.57% | -0.16% | -2.38% | |
| 15 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.49% | -0.03% | +6.19% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.53% | +0.07% | +15.44% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.51% | +0.09% | +26.73% | |
| 18 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.44% | — | +6.14% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.42% | +0.04% | +16.41% | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.36% | -0.02% | -5.46% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.35% | +0.10% | +52.42% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 0.35% | — | -2.80% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | — | +5.46% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.30% | +0.06% | +40.69% | |
| 25 | AVDE | Avantis International Equity | ETF-Other | 0.29% | -0.01% | +3.31% | |
| 26 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.26% | +0.10% | +74.43% | |
| 27 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.23% | -0.03% | -6.68% | |
| 28 | NTSI | Wisdomtree International Eff | ETF-Other | 0.23% | -0.01% | +4.50% | |
| 29 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.22% | -0.01% | +0.03% | |
| 30 | AAPL | Apple INC | Stock-Tech | 0.18% | — | +7.82% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | — | -0.77% | |
| 32 | DFSD | Dimensional Short Duration | ETF-Other | 0.16% | — | +8.25% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.14% | — | -0.34% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | +0.03% | +53.20% | |
| 35 | EPD | Enterprise Products Partners | Stock-Energy | 0.13% | +0.01% | +1.39% | |
| 36 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.13% | +0.03% | +39.55% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.12% | +0.12% | NEW | |
| 38 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.11% | — | +5.57% | |
| 39 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.11% | +0.11% | NEW | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | — | +5.76% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.10% | +0.10% | NEW | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.09% | +0.01% | -0.31% | |
| 43 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.09% | — | +10.17% | |
| 44 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.09% | — | -0.97% | |
| 45 | TPYP | Tortoise North American Pipe | ETF-Other | 0.08% | +0.01% | -0.16% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | — | +11.64% | |
| 47 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.08% | — | — | |
| 48 | PGF | Invesco Financial Preferred | ETF-Other | 0.08% | — | +12.09% | |
| 49 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.07% | +0.07% | NEW | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | -0.06% | -44.57% |
Performance for Q3 2026
+3.2%
Performance Last 4 Quarters
+17.4%
Based on 63% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 72 | $475.2M | 9 | |
| 2025-12-31 | 66 | $438.8M | 12 | |
| 2025-09-30 | 63 | $398.4M | 24 | |
| 2025-06-30 | 58 | $359.8M | 0 | |
| 2025-03-31 | 58 | $320.1M | 0 | |
| 2024-12-31 | 57 | $304.8M | 0 | |
| 2024-09-30 | 55 | $298.6M | 0 | |
| 2024-06-30 | 50 | $249.3M | 0 | |
| 2024-03-31 | 54 | $225.8M | 0 | |
| 2023-12-31 | 60 | $192.7M | 0 | |
| 2023-09-30 | 67 | $156.1M | 0 | |
| 2023-06-30 | 68 | $152.8M | 0 | |
| 2023-03-31 | 67 | $138.2M | 0 | |
| 2022-12-31 | 63 | $115.6M | 0 |
Leading Edge Financial Planning LLC's most significant position changes for 2026-03-31: New buy: Ishares Core S&p Total U.s. (ITOT); New buy: Dimsnl Intr Cf In Etf-usd In (DFGX); New buy: Ishares Msci USA Quality Fac (QUAL); Sold out: Vanguard Mid-cap Growth ETF (VOT); New buy: Alpha Architect 1-3 Mnth Box (BOXX).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-21 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-16 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-23 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-24 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-23 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-01 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-03 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-25 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-17 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-20 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-03-02 | 13F-HR | View on EDGAR |
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