Q3 2026 13F · SEC CIK 1967205

Leading Edge Financial Planning LLC

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $482.5M
Reported positions: 72
Top holdings a year, 3 yrs: +13.5%
Assets under management: $521.8M

Leading Edge Financial Planning LLC is a wealth manager that reported 72 positions worth $482.5M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Spdr Series Trust (SPLG, 18.7%), Dimensional ETF Trust (DFIC, 17.3%), Dimensional ETF Trust (DFUS, 12.8%). A portfolio copying its top holdings returned 13.5% a year over the last 3 years, against 20.4% for the S&P 500.

Leading Edge Financial Planning LLC holdings largest 50 of 72 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Leading Edge Financial Planning LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	18.7%	15.4%	1,004,561	+1.9%	$90.2M
DFICDimensional ETF Trust	17.3%	14.3%	2,220,664	+3.3%	$83.5M
DFUSDimensional ETF Trust	12.8%	0.1%	741,761	+17748.0%	$61.6M
DFEMDimensional ETF Trust	7.8%	6.6%	945,202	+4.0%	$37.5M
AVLVAmerican Centy ETF Tr	7.1%	6.0%	377,596	+2.9%	$34.1M
DFCFDimensional ETF Trust	6.5%	5.4%	781,240	+7.9%	$31.3M
SPABSpdr Series Trust	5.9%	5.3%	1,160,769	-1.1%	$28.3M
DFIPDimensional ETF Trust	4.8%	4.3%	589,134	+1.5%	$23.0M
BNDXVanguard Charlotte Fds	2.4%	1.9%	249,499	+13.2%	$11.7M
VCSHVanguard Scottsdale Fds	2.4%	1.9%	150,958	+11.5%	$11.7M
DUSBDimensional Ultrashort Fixed Income ETF	1.7%	1.4%	161,750	+7.1%	$8.2M
AVREAvantis Real Estate ETF	1.4%	2.2%	153,130	-42.1%	$6.8M
AVUVAmerican Centy ETF Tr	1.0%	0.6%	40,558	+53.4%	$4.8M
AGGIshares Tr	0.8%	—	40,566	—	$3.8M
SCHBSchwab Strategic Tr	0.7%	9.0%	122,010	-93.0%	$3.6M
AVEMAmerican Centy ETF Tr	0.7%	0.5%	37,608	+26.3%	$3.5M
NTSXWisdomtree Tr	0.5%	0.5%	43,669	-0.2%	$2.6M
VOEVanguard Index Fds	0.5%	—	12,266	—	$2.4M
GLDMWorld Gold Tr	0.4%	0.3%	25,108	+7.1%	$2.1M
AVIGAmerican Centy ETF Tr	0.4%	0.3%	48,683	+13.0%	$1.9M
DFAIDimensional ETF Trust	0.4%	0.3%	41,321	-2.4%	$1.7M
QQQInvesco Qqq Tr	0.4%	0.3%	2,303	-0.5%	$1.7M
TIPIshares Tr	0.3%	—	16,100	—	$1.7M
SCHXSchwab Strategic Tr	0.3%	0.3%	54,311	-3.3%	$1.6M
AVDEAvantis International Equity ETF	0.3%	0.3%	17,996	+8.7%	$1.6M
REETIshares Tr	0.3%	1.4%	60,656	-79.3%	$1.6M
NTSIWisdomtree Tr	0.3%	0.2%	27,560	+1.3%	$1.3M
DFAXDimensional ETF Trust	0.2%	0.2%	25,846	-2.4%	$957K
AAPLApple Inc	0.2%	0.2%	2,760	-24.3%	$919K
BILSpdr Series Trust	0.2%	0.3%	9,837	-37.4%	$901K
DFSDDimensional Short-Duration Fixed Income	0.2%	0.2%	19,168	+0.5%	$891K
VTVanguard Intl Equity Index F	0.2%	0.1%	5,548	+3.5%	$876K
VIGVanguard Specialized Funds	0.2%	0.1%	3,408	-0.5%	$795K
SGOVIshares Tr	0.2%	0.1%	7,604	+69.6%	$766K
SPIPSpdr Series Trust	0.1%	0.2%	24,602	-35.0%	$600K
DFGXDimensional Global ex US Core Fixed Inco	0.1%	0.1%	11,447	+6.8%	$585K
EPDEnterprise Prods Partners L	0.1%	0.1%	16,076	-3.9%	$572K
DFGRDimensional ETF Trust	0.1%	0.1%	20,640	-15.3%	$558K
EDVVanguard World Fd	0.1%	0.1%	9,711	+2.1%	$538K
VOOVanguard Index Fds	0.1%	0.1%	715	+10.5%	$501K
QUALIshares Tr	0.1%	0.1%	2,146	-2.3%	$477K
VTIVanguard Index Fds	0.1%	0.1%	1,274	-42.4%	$477K
SCHDSchwab Strategic Tr	0.1%	0.1%	13,098	-6.0%	$426K
IVVIshares Tr	0.1%	0.1%	508	-21.5%	$389K
TPYPTortoise North	0.1%	0.1%	9,208	+0.0%	$367K
BOXXEa Series Trust	0.1%	0.1%	3,097	-0.6%	$367K
SCHZSchwab Strategic Tr	0.1%	0.1%	16,480	+0.0%	$364K
SHWSherwin Williams Co	0.1%	—	1,058	—	$342K
AVDVAmerican Centy ETF Tr	0.1%	—	2,999	—	$328K
VOTVanguard Index Fds	0.1%	0.5%	1,077	-88.5%	$315K

What Leading Edge Financial Planning LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.5% /yr; S&P 500 +20.1%
3 years: +13.5% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$482.5M	72
Q2 2026	$561.6M	78
Q1 2026	$475.2M	72
Q4 2025	$438.8M	66
Q3 2025	$398.4M	63
Q2 2025	$359.8M	58
Q1 2025	$320.1M	58
Q4 2024	$304.8M	57
Q3 2024	$298.6M	55
Q2 2024	$249.3M	50
Q1 2024	$225.8M	54
Q4 2023	$192.7M	60

Questions about Leading Edge Financial Planning LLC's portfolio

What stocks does Leading Edge Financial Planning LLC own?

Leading Edge Financial Planning LLC's latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 72 positions worth $482.5M. The largest are Spdr Series Trust (SPLG) at 18.7%, Dimensional ETF Trust (DFIC) at 17.3%, Dimensional ETF Trust (DFUS) at 12.8%, Dimensional ETF Trust (DFEM) at 7.8% and American Centy ETF Tr (AVLV) at 7.1%.

What did Leading Edge Financial Planning LLC buy last quarter?

In Q3 2026, Leading Edge Financial Planning LLC added Dimensional ETF Trust (DFUS) (+17748.0% shares), Ishares Tr (SGOV) (+69.6% shares) and American Centy ETF Tr (AVUV) (+53.4% shares), compared with its Q2 2026 filing.

What did Leading Edge Financial Planning LLC sell last quarter?

In Q3 2026, Leading Edge Financial Planning LLC cut from its top 50 Dimensional ETF Trust (DUHP), cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Ishares Tr (ITOT), cut from its top 50 Amazon Com Inc (AMZN), cut from its top 50 Invesco Exchange Traded Fd T (PGF), Schwab Strategic Tr (SCHB) (-93.0% shares), Vanguard Index Fds (VOT) (-88.5% shares) and Ishares Tr (REET) (-79.3% shares), compared with its Q2 2026 filing.

How has Leading Edge Financial Planning LLC's portfolio performed?

A portfolio copying Leading Edge Financial Planning LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.5% against +20.1%.

When is Leading Edge Financial Planning LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Leading Edge Financial Planning LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Leading Edge Financial Planning LLC manage?

Leading Edge Financial Planning LLC reported $521.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $482.5M.