Filed: 4/23/2025ACC: 0001951757-25-000431
📋 What this filing means
LEADING EDGE FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $320.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$320.11M
Total AUM (reported)
9.20M
Total Shares
Allocation by class
PORTFOLIO S&P500$46.21M14.4%
INTL CORE EQUITY$44.64M13.9%
US HIGH PROFITAB$28.09M8.8%
US BRD MKT ETF$27.64M8.6%
US SMALL CAP VAL$21.02M6.6%
PORTFOLIO AGRGTE$20.69M6.5%
CORE FIXED INCOM$19.86M6.2%
Portfolio Concentration
Top 3$118.94M37.2%
4–10$139.82M43.7%
11–25$47.84M14.9%
Rest$13.50M4.2%
Top 3 weight
37.2%
Top 10 weight
80.8%
Voting Authority Distribution
Total shares with voting rights: 9.20M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.20M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings58
Rows:
SPDR SER TR
SOLEShares702.76K
TypeSH
Market value$46.21M
14.44%
Sole
0.00
Shared
0.00
None
702.76K
DIMENSIONAL ETF TRUST
SOLEShares1.61M
TypeSH
Market value$44.64M
13.94%
Sole
0.00
Shared
0.00
None
1.61M
DIMENSIONAL ETF TRUST
SOLEShares847.71K
TypeSH
Market value$28.09M
8.78%
Sole
0.00
Shared
0.00
None
847.71K
SCHWAB STRATEGIC TR
SOLEShares1.28M
TypeSH
Market value$27.64M
8.64%
Sole
0.00
Shared
0.00
None
1.28M
DIMENSIONAL ETF TRUST
SOLEShares746.71K
TypeSH
Market value$21.02M
6.57%
Sole
0.00
Shared
0.00
None
746.71K
SPDR SER TR
SOLEShares810.13K
TypeSH
Market value$20.69M
6.46%
Sole
0.00
Shared
0.00
None
810.13K
DIMENSIONAL ETF TRUST
SOLEShares472.14K
TypeSH
Market value$19.86M
6.20%
Sole
0.00
Shared
0.00
None
472.14K
DIMENSIONAL ETF TRUST
SOLEShares707.72K
TypeSH
Market value$18.73M
5.85%
Sole
0.00
Shared
0.00
None
707.72K
AMERICAN CENTY ETF TR
SOLEShares258.28K
TypeSH
Market value$16.84M
5.26%
Sole
0.00
Shared
0.00
None
258.28K
DIMENSIONAL ETF TRUST
SOLEShares357.26K
TypeSH
Market value$15.04M
4.70%
Sole
0.00
Shared
0.00
None
357.26K
ISHARES TR
SOLEShares318.88K
TypeSH
Market value$7.74M
2.42%
Sole
0.00
Shared
0.00
None
318.88K
VANGUARD CHARLOTTE FDS
SOLEShares148.53K
TypeSH
Market value$7.25M
2.27%
Sole
0.00
Shared
0.00
None
148.53K
VANGUARD SCOTTSDALE FDS
SOLEShares91.21K
TypeSH
Market value$7.20M
2.25%
Sole
0.00
Shared
0.00
None
91.21K
DIMENSIONAL ETF TRUST
SOLEShares94.59K
TypeSH
Market value$4.80M
1.50%
Sole
0.00
Shared
0.00
None
94.59K
AMERICAN CENTY ETF TR
SOLEShares104.12K
TypeSH
Market value$4.48M
1.40%
Sole
0.00
Shared
0.00
None
104.12K
SPDR SER TR
SOLEShares47.72K
TypeSH
Market value$4.38M
1.37%
Sole
0.00
Shared
0.00
None
47.72K
ISHARES TR
SOLEShares77.96K
TypeSH
Market value$1.79M
0.56%
Sole
0.00
Shared
0.00
None
77.96K
WISDOMTREE TR
SOLEShares35.93K
TypeSH
Market value$1.63M
0.51%
Sole
0.00
Shared
0.00
None
35.93K
WORLD GOLD TR
SOLEShares24.20K
TypeSH
Market value$1.50M
0.47%
Sole
0.00
Shared
0.00
None
24.20K
DIMENSIONAL ETF TRUST
SOLEShares45.34K
TypeSH
Market value$1.42M
0.44%
Sole
0.00
Shared
0.00
None
45.34K
AMERICAN CENTY ETF TR
SOLEShares15.39K
TypeSH
Market value$1.34M
0.42%
Sole
0.00
Shared
0.00
None
15.39K
AMERICAN CENTY ETF TR
SOLEShares22.21K
TypeSH
Market value$1.34M
0.42%
Sole
0.00
Shared
0.00
None
22.21K
INVESCO QQQ TR
SOLEShares2.54K
TypeSH
Market value$1.19M
0.37%
Sole
0.00
Shared
0.00
None
2.54K
SCHWAB STRATEGIC TR
SOLEShares41.32K
TypeSH
Market value$912.4K
0.29%
Sole
0.00
Shared
0.00
None
41.32K
WISDOMTREE TR
SOLEShares23.19K
TypeSH
Market value$881.9K
0.28%
Sole
0.00
Shared
0.00
None
23.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SER TRSOLE | PORTFOLIO S&P500 | 702.76K | SH | $46.21M 14.44% | 0.00 | 0.00 | 702.76K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.61M | SH | $44.64M 13.94% | 0.00 | 0.00 | 1.61M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 847.71K | SH | $28.09M 8.78% | 0.00 | 0.00 | 847.71K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.28M | SH | $27.64M 8.64% | 0.00 | 0.00 | 1.28M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 746.71K | SH | $21.02M 6.57% | 0.00 | 0.00 | 746.71K |
SPDR SER TRSOLE | PORTFOLIO AGRGTE | 810.13K | SH | $20.69M 6.46% | 0.00 | 0.00 | 810.13K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 472.14K | SH | $19.86M 6.20% | 0.00 | 0.00 | 472.14K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 707.72K | SH | $18.73M 5.85% | 0.00 | 0.00 | 707.72K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 258.28K | SH | $16.84M 5.26% | 0.00 | 0.00 | 258.28K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 357.26K | SH | $15.04M 4.70% | 0.00 | 0.00 | 357.26K |
ISHARES TRSOLE | GLOBAL REIT ETF | 318.88K | SH | $7.74M 2.42% | 0.00 | 0.00 | 318.88K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 148.53K | SH | $7.25M 2.27% | 0.00 | 0.00 | 148.53K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 91.21K | SH | $7.20M 2.25% | 0.00 | 0.00 | 91.21K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 94.59K | SH | $4.80M 1.50% | 0.00 | 0.00 | 94.59K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 104.12K | SH | $4.48M 1.40% | 0.00 | 0.00 | 104.12K |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 47.72K | SH | $4.38M 1.37% | 0.00 | 0.00 | 47.72K |
ISHARES TRSOLE | US TREAS BD ETF | 77.96K | SH | $1.79M 0.56% | 0.00 | 0.00 | 77.96K |
WISDOMTREE TRSOLE | US EFFICIENT COR | 35.93K | SH | $1.63M 0.51% | 0.00 | 0.00 | 35.93K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 24.20K | SH | $1.50M 0.47% | 0.00 | 0.00 | 24.20K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 45.34K | SH | $1.42M 0.44% | 0.00 | 0.00 | 45.34K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 15.39K | SH | $1.34M 0.42% | 0.00 | 0.00 | 15.39K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 22.21K | SH | $1.34M 0.42% | 0.00 | 0.00 | 22.21K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.54K | SH | $1.19M 0.37% | 0.00 | 0.00 | 2.54K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 41.32K | SH | $912.4K 0.29% | 0.00 | 0.00 | 41.32K |
WISDOMTREE TRSOLE | INTERNATIONL EFI | 23.19K | SH | $881.9K 0.28% | 0.00 | 0.00 | 23.19K |
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