Leading Edge Financial Planning LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Leading Edge Financial Planning LLC held in its portfolio 63 assets valued at $438,836,873 (i.e. $438.84M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($94.85M), DIMENSIONAL ETF TRUST ($63.73M), and DIMENSIONAL ETF TRUST ($40.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 63 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Leading Edge Financial Planning LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1893028 | 94845687 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 1849517 | 63734365 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 1052145 | 40013059 | US HIGH PROFITAB |
| SCHWAB STRATEGIC TR | 1518271 | 39824258 | US BRD MKT ETF |
| DIMENSIONAL ETF TRUST | 923964 | 30389160 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 830825 | 27483694 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 602731 | 25652249 | CORE FIXED INCOM |
| AMERICAN CENTY ETF TR | 320959 | 24319074 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 475655 | 19765852 | INFLATION PROTE |
| VANGUARD SCOTTSDALE FDS | 118535 | 9450751 | SHRT TRM CORP BD |
| VANGUARD CHARLOTTE FDS | 192768 | 9314550 | TOTAL INT BD ETF |
| AMERICAN CENTY ETF TR | 193932 | 8441852 | REAL ESTATE ETF |
| ISHARES TR | 303533 | 7573137 | GLOBAL REIT ETF |
| DIMENSIONAL ETF TRUST | 131653 | 6668225 | ULTRASHORT FIXED |
| WISDOMTREE TR | 37547 | 2057959 | US EFFICIENT COR |
| AMERICAN CENTY ETF TR | 19652 | 2004126 | US SML CP VALU |
| VANGUARD INDEX FDS | 10463 | 1855822 | MCAP VL IDXVIP |
| DIMENSIONAL ETF TRUST | 43787 | 1668707 | INTL CORE EQT MK |
| WORLD GOLD TR | 19452 | 1660578 | SPDR GLD MINIS |
| AMERICAN CENTY ETF TR | 21475 | 1654023 | AVANTIS EMGMKT |
| INVESCO QQQ TR | 2489 | 1529006 | UNIT SER 1 |
| AMERICAN CENTY ETF TR | 15842 | 1304113 | INTL EQT ETF |
| SCHWAB STRATEGIC TR | 39806 | 1071177 | US LRG CAP ETF |
| WISDOMTREE TR | 23251 | 1025145 | INTERNATIONL EFI |
| DIMENSIONAL ETF TRUST | 31057 | 1016496 | WORLD EX US CORE |
| APPLE INC | 3058 | 831217 | COM |
| VANGUARD SPECIALIZED FUNDS | 3498 | 768945 | DIV APP ETF |
| AMERICAN CENTY ETF TR | 17042 | 714451 | AVANTIS CORE FI |
| DIMENSIONAL ETF TRUST | 14242 | 682887 | SHORT DURATION F |
| SCHWAB STRATEGIC TR | 28501 | 666059 | US AGGREGATE B |
| VANGUARD INDEX FDS | 2883 | 550624 | VALUE ETF |
| ENTERPRISE PRODS PARTNERS L | 16318 | 523148 | COM |
| VANGUARD WORLD FD | 7759 | 504412 | EXTENDED DUR |
| ISHARES TR | 695 | 476222 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 16763 | 442879 | GLOBAL REAL EST |
| VANGUARD INDEX FDS | 1295 | 434043 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 5595 | 414981 | US EQUITY MARKET |
| SCHWAB STRATEGIC TR | 16846 | 410532 | SHT TM US TRES |
| AMAZON COM INC | 1770 | 408551 | COM |
| SCHWAB STRATEGIC TR | 14760 | 404869 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 584 | 366243 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 1249 | 348564 | MCAP GR IDXVIP |
| ABRDN SILVER ETF TRUST | 5023 | 339756 | PHYSCL SILVR SHS |
| INVESCO EXCHANGE TRADED FD T | 23180 | 327762 | FINL PFD ETF |
| TORTOISE CAPITAL SERIES TRUS | 9225 | 325567 | NORTH AMERN PIPE |
| ISHARES TR | 6597 | 314875 | CORE 40/60 MODER |
| DIMENSIONAL ETF TRUST | 7943 | 314467 | US CORE EQUITY 2 |
| ISHARES TR | 5975 | 302216 | ULTRA SHORT DUR |
| ISHARES TR | 12955 | 298289 | US TREAS BD ETF |
| J P MORGAN EXCHANGE TRADED F | 5805 | 293153 | MUNICIPAL ETF |
| AMERICAN CENTY ETF TR | 3067 | 288206 | INTL SMCP VLU |
| VANGUARD WHITEHALL FDS | 1931 | 277191 | HIGH DIV YLD |
| TESLA INC | 602 | 270732 | COM |
| DIMENSIONAL ETF TRUST | 4966 | 247803 | INTERNATNAL VAL |
| SPDR S&P 500 ETF TR | 358 | 244127 | TR UNIT |
| NEUROCRINE BIOSCIENCES INC | 1617 | 229339 | COM |
| BROADCOM INC | 652 | 225658 | COM |
| INNOVATOR ETFS TRUST | 3034 | 220329 | GRWT100 PWR BUF |
| GLOBAL X FDS | 3534 | 213885 | GLB X MLP ENRG I |
| JOHN HANCOCK EXCHANGE TRADED | 9361 | 213778 | PREFERRED INCOME |
| SCHWAB STRATEGIC TR | 7061 | 209073 | US LCAP VA ETF |
| JOHNSON & JOHNSON | 1002 | 207364 | COM |
| SCHWAB STRATEGIC TR | 8387 | 201611 | INTL EQTY ETF |
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