Filed: 11/12/2025ACC: 0001951757-25-001402
📋 What this filing means
LEADING EDGE FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $398.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$398.42M
Total AUM (reported)
10.10M
Total Shares
Allocation by class
PORTFOLIO S&P500$60.77M15.3%
INTL CORE EQUITY$56.62M14.2%
US HIGH PROFITAB$36.17M9.1%
US BRD MKT ETF$35.85M9.0%
US SMALL CAP VAL$27.22M6.8%
EMERGING MKTS CO$24.98M6.3%
PORTFOLIO AGRGTE$23.55M5.9%
Portfolio Concentration
Top 3$153.56M38.5%
4–10$173.90M43.6%
11–25$54.59M13.7%
Rest$16.36M4.1%
Top 3 weight
38.5%
Top 10 weight
82.2%
Voting Authority Distribution
Total shares with voting rights: 10.10M
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
10.10M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings63
Rows:
SPDR SERIES TRUST
SOLEShares775.75K
TypeSH
Market value$60.77M
15.25%
Sole
0.00
Shared
0.00
None
775.75K
DIMENSIONAL ETF TRUST
SOLEShares1.73M
TypeSH
Market value$56.62M
14.21%
Sole
0.00
Shared
0.00
None
1.73M
DIMENSIONAL ETF TRUST
SOLEShares957.51K
TypeSH
Market value$36.17M
9.08%
Sole
0.00
Shared
0.00
None
957.51K
SCHWAB STRATEGIC TR
SOLEShares1.39M
TypeSH
Market value$35.85M
9.00%
Sole
0.00
Shared
0.00
None
1.39M
DIMENSIONAL ETF TRUST
SOLEShares854.98K
TypeSH
Market value$27.22M
6.83%
Sole
0.00
Shared
0.00
None
854.98K
DIMENSIONAL ETF TRUST
SOLEShares778.97K
TypeSH
Market value$24.98M
6.27%
Sole
0.00
Shared
0.00
None
778.97K
SPDR SERIES TRUST
SOLEShares910.94K
TypeSH
Market value$23.55M
5.91%
Sole
0.00
Shared
0.00
None
910.94K
DIMENSIONAL ETF TRUST
SOLEShares543.83K
TypeSH
Market value$23.25M
5.84%
Sole
0.00
Shared
0.00
None
543.83K
AMERICAN CENTY ETF TR
SOLEShares292.23K
TypeSH
Market value$21.12M
5.30%
Sole
0.00
Shared
0.00
None
292.23K
DIMENSIONAL ETF TRUST
SOLEShares424.59K
TypeSH
Market value$17.93M
4.50%
Sole
0.00
Shared
0.00
None
424.59K
VANGUARD CHARLOTTE FDS
SOLEShares174.51K
TypeSH
Market value$8.63M
2.17%
Sole
0.00
Shared
0.00
None
174.51K
VANGUARD SCOTTSDALE FDS
SOLEShares106.51K
TypeSH
Market value$8.51M
2.14%
Sole
0.00
Shared
0.00
None
106.51K
ISHARES TR
SOLEShares306.34K
TypeSH
Market value$7.83M
1.97%
Sole
0.00
Shared
0.00
None
306.34K
AMERICAN CENTY ETF TR
SOLEShares151.48K
TypeSH
Market value$6.74M
1.69%
Sole
0.00
Shared
0.00
None
151.48K
DIMENSIONAL ETF TRUST
SOLEShares117.77K
TypeSH
Market value$5.98M
1.50%
Sole
0.00
Shared
0.00
None
117.77K
SPDR SERIES TRUST
SOLEShares25.88K
TypeSH
Market value$2.37M
0.60%
Sole
0.00
Shared
0.00
None
25.88K
VANGUARD INDEX FDS
SOLEShares7.22K
TypeSH
Market value$2.12M
0.53%
Sole
0.00
Shared
0.00
None
7.22K
WISDOMTREE TR
SOLEShares35.39K
TypeSH
Market value$1.91M
0.48%
Sole
0.00
Shared
0.00
None
35.39K
AMERICAN CENTY ETF TR
SOLEShares19.13K
TypeSH
Market value$1.90M
0.48%
Sole
0.00
Shared
0.00
None
19.13K
WORLD GOLD TR
SOLEShares21.57K
TypeSH
Market value$1.65M
0.41%
Sole
0.00
Shared
0.00
None
21.57K
DIMENSIONAL ETF TRUST
SOLEShares43.91K
TypeSH
Market value$1.60M
0.40%
Sole
0.00
Shared
0.00
None
43.91K
AMERICAN CENTY ETF TR
SOLEShares20.73K
TypeSH
Market value$1.56M
0.39%
Sole
0.00
Shared
0.00
None
20.73K
INVESCO QQQ TR
SOLEShares2.49K
TypeSH
Market value$1.50M
0.38%
Sole
0.00
Shared
0.00
None
2.49K
AMERICAN CENTY ETF TR
SOLEShares15.56K
TypeSH
Market value$1.23M
0.31%
Sole
0.00
Shared
0.00
None
15.56K
SCHWAB STRATEGIC TR
SOLEShares40.24K
TypeSH
Market value$1.06M
0.27%
Sole
0.00
Shared
0.00
None
40.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 775.75K | SH | $60.77M 15.25% | 0.00 | 0.00 | 775.75K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.73M | SH | $56.62M 14.21% | 0.00 | 0.00 | 1.73M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 957.51K | SH | $36.17M 9.08% | 0.00 | 0.00 | 957.51K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.39M | SH | $35.85M 9.00% | 0.00 | 0.00 | 1.39M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 854.98K | SH | $27.22M 6.83% | 0.00 | 0.00 | 854.98K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 778.97K | SH | $24.98M 6.27% | 0.00 | 0.00 | 778.97K |
SPDR SERIES TRUSTSOLE | PORTFOLIO AGRGTE | 910.94K | SH | $23.55M 5.91% | 0.00 | 0.00 | 910.94K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 543.83K | SH | $23.25M 5.84% | 0.00 | 0.00 | 543.83K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 292.23K | SH | $21.12M 5.30% | 0.00 | 0.00 | 292.23K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 424.59K | SH | $17.93M 4.50% | 0.00 | 0.00 | 424.59K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 174.51K | SH | $8.63M 2.17% | 0.00 | 0.00 | 174.51K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 106.51K | SH | $8.51M 2.14% | 0.00 | 0.00 | 106.51K |
ISHARES TRSOLE | GLOBAL REIT ETF | 306.34K | SH | $7.83M 1.97% | 0.00 | 0.00 | 306.34K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 151.48K | SH | $6.74M 1.69% | 0.00 | 0.00 | 151.48K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 117.77K | SH | $5.98M 1.50% | 0.00 | 0.00 | 117.77K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 25.88K | SH | $2.37M 0.60% | 0.00 | 0.00 | 25.88K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 7.22K | SH | $2.12M 0.53% | 0.00 | 0.00 | 7.22K |
WISDOMTREE TRSOLE | US EFFICIENT COR | 35.39K | SH | $1.91M 0.48% | 0.00 | 0.00 | 35.39K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 19.13K | SH | $1.90M 0.48% | 0.00 | 0.00 | 19.13K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 21.57K | SH | $1.65M 0.41% | 0.00 | 0.00 | 21.57K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 43.91K | SH | $1.60M 0.40% | 0.00 | 0.00 | 43.91K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 20.73K | SH | $1.56M 0.39% | 0.00 | 0.00 | 20.73K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.49K | SH | $1.50M 0.38% | 0.00 | 0.00 | 2.49K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 15.56K | SH | $1.23M 0.31% | 0.00 | 0.00 | 15.56K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 40.24K | SH | $1.06M 0.27% | 0.00 | 0.00 | 40.24K |
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