Filed: 7/16/2025ACC: 0001951757-25-000863
📋 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 $359.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$359.75M
Total AUM (reported)
9.61M
Total Shares
Allocation by class
PORTFOLIO S&P500$53.87M15.0%
INTL CORE EQUITY$51.75M14.4%
US HIGH PROFITAB$32.23M9.0%
US BRD MKT ETF$31.90M8.9%
US SMALL CAP VAL$23.98M6.7%
EMERGING MKTS CO$22.30M6.2%
PORTFOLIO AGRGTE$21.58M6.0%
Portfolio Concentration
Top 3$137.85M38.3%
4–10$155.62M43.3%
11–25$51.96M14.4%
Rest$14.32M4.0%
Top 3 weight
38.3%
Top 10 weight
81.6%
Voting Authority Distribution
Total shares with voting rights: 9.61M
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
9.61M
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 SERIES TRUST
SOLEShares741.08K
TypeSH
Market value$53.87M
14.97%
Sole
0.00
Shared
0.00
None
741.08K
DIMENSIONAL ETF TRUST
SOLEShares1.66M
TypeSH
Market value$51.75M
14.39%
Sole
0.00
Shared
0.00
None
1.66M
DIMENSIONAL ETF TRUST
SOLEShares906.35K
TypeSH
Market value$32.23M
8.96%
Sole
0.00
Shared
0.00
None
906.35K
SCHWAB STRATEGIC TR
SOLEShares1.34M
TypeSH
Market value$31.90M
8.87%
Sole
0.00
Shared
0.00
None
1.34M
DIMENSIONAL ETF TRUST
SOLEShares814.87K
TypeSH
Market value$23.98M
6.67%
Sole
0.00
Shared
0.00
None
814.87K
DIMENSIONAL ETF TRUST
SOLEShares751.45K
TypeSH
Market value$22.30M
6.20%
Sole
0.00
Shared
0.00
None
751.45K
SPDR SERIES TRUST
SOLEShares842.87K
TypeSH
Market value$21.58M
6.00%
Sole
0.00
Shared
0.00
None
842.87K
DIMENSIONAL ETF TRUST
SOLEShares498.02K
TypeSH
Market value$21.05M
5.85%
Sole
0.00
Shared
0.00
None
498.02K
AMERICAN CENTY ETF TR
SOLEShares275.84K
TypeSH
Market value$18.82M
5.23%
Sole
0.00
Shared
0.00
None
275.84K
DIMENSIONAL ETF TRUST
SOLEShares382.55K
TypeSH
Market value$15.99M
4.45%
Sole
0.00
Shared
0.00
None
382.55K
VANGUARD CHARLOTTE FDS
SOLEShares156.84K
TypeSH
Market value$7.77M
2.16%
Sole
0.00
Shared
0.00
None
156.84K
ISHARES TR
SOLEShares309.61K
TypeSH
Market value$7.65M
2.13%
Sole
0.00
Shared
0.00
None
309.61K
VANGUARD SCOTTSDALE FDS
SOLEShares95.81K
TypeSH
Market value$7.62M
2.12%
Sole
0.00
Shared
0.00
None
95.81K
AMERICAN CENTY ETF TR
SOLEShares126.03K
TypeSH
Market value$5.57M
1.55%
Sole
0.00
Shared
0.00
None
126.03K
DIMENSIONAL ETF TRUST
SOLEShares103.87K
TypeSH
Market value$5.27M
1.47%
Sole
0.00
Shared
0.00
None
103.87K
SPDR SERIES TRUST
SOLEShares46.10K
TypeSH
Market value$4.23M
1.18%
Sole
0.00
Shared
0.00
None
46.10K
VANGUARD INDEX FDS
SOLEShares6.85K
TypeSH
Market value$1.95M
0.54%
Sole
0.00
Shared
0.00
None
6.85K
WISDOMTREE TR
SOLEShares37.58K
TypeSH
Market value$1.88M
0.52%
Sole
0.00
Shared
0.00
None
37.58K
AMERICAN CENTY ETF TR
SOLEShares20.15K
TypeSH
Market value$1.84M
0.51%
Sole
0.00
Shared
0.00
None
20.15K
WORLD GOLD TR
SOLEShares25.31K
TypeSH
Market value$1.66M
0.46%
Sole
0.00
Shared
0.00
None
25.31K
DIMENSIONAL ETF TRUST
SOLEShares45.22K
TypeSH
Market value$1.56M
0.43%
Sole
0.00
Shared
0.00
None
45.22K
AMERICAN CENTY ETF TR
SOLEShares21.84K
TypeSH
Market value$1.50M
0.42%
Sole
0.00
Shared
0.00
None
21.84K
INVESCO QQQ TR
SOLEShares2.50K
TypeSH
Market value$1.38M
0.38%
Sole
0.00
Shared
0.00
None
2.50K
AMERICAN CENTY ETF TR
SOLEShares14.60K
TypeSH
Market value$1.08M
0.30%
Sole
0.00
Shared
0.00
None
14.60K
SPDR SERIES TRUST
SOLEShares39.42K
TypeSH
Market value$1.03M
0.29%
Sole
0.00
Shared
0.00
None
39.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 741.08K | SH | $53.87M 14.97% | 0.00 | 0.00 | 741.08K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.66M | SH | $51.75M 14.39% | 0.00 | 0.00 | 1.66M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 906.35K | SH | $32.23M 8.96% | 0.00 | 0.00 | 906.35K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.34M | SH | $31.90M 8.87% | 0.00 | 0.00 | 1.34M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 814.87K | SH | $23.98M 6.67% | 0.00 | 0.00 | 814.87K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 751.45K | SH | $22.30M 6.20% | 0.00 | 0.00 | 751.45K |
SPDR SERIES TRUSTSOLE | PORTFOLIO AGRGTE | 842.87K | SH | $21.58M 6.00% | 0.00 | 0.00 | 842.87K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 498.02K | SH | $21.05M 5.85% | 0.00 | 0.00 | 498.02K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 275.84K | SH | $18.82M 5.23% | 0.00 | 0.00 | 275.84K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 382.55K | SH | $15.99M 4.45% | 0.00 | 0.00 | 382.55K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 156.84K | SH | $7.77M 2.16% | 0.00 | 0.00 | 156.84K |
ISHARES TRSOLE | GLOBAL REIT ETF | 309.61K | SH | $7.65M 2.13% | 0.00 | 0.00 | 309.61K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 95.81K | SH | $7.62M 2.12% | 0.00 | 0.00 | 95.81K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 126.03K | SH | $5.57M 1.55% | 0.00 | 0.00 | 126.03K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 103.87K | SH | $5.27M 1.47% | 0.00 | 0.00 | 103.87K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 46.10K | SH | $4.23M 1.18% | 0.00 | 0.00 | 46.10K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 6.85K | SH | $1.95M 0.54% | 0.00 | 0.00 | 6.85K |
WISDOMTREE TRSOLE | US EFFICIENT COR | 37.58K | SH | $1.88M 0.52% | 0.00 | 0.00 | 37.58K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 20.15K | SH | $1.84M 0.51% | 0.00 | 0.00 | 20.15K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 25.31K | SH | $1.66M 0.46% | 0.00 | 0.00 | 25.31K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 45.22K | SH | $1.56M 0.43% | 0.00 | 0.00 | 45.22K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 21.84K | SH | $1.50M 0.42% | 0.00 | 0.00 | 21.84K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.50K | SH | $1.38M 0.38% | 0.00 | 0.00 | 2.50K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 14.60K | SH | $1.08M 0.30% | 0.00 | 0.00 | 14.60K |
SPDR SERIES TRUSTSOLE | PORTFLI TIPS ETF | 39.42K | SH | $1.03M 0.29% | 0.00 | 0.00 | 39.42K |
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