Filed: 1/21/2026ACC: 0001951757-26-000247
📋 What this filing means
LEADING EDGE FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $438.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$438.84M
Total AUM (reported)
10.95M
Total Shares
Allocation by class
STATE STREET SPD$94.85M21.6%
INTL CORE EQUITY$63.73M14.5%
US HIGH PROFITAB$40.01M9.1%
US BRD MKT ETF$39.82M9.1%
US SMALL CAP VAL$30.39M6.9%
EMERGING MKTS CO$27.48M6.3%
CORE FIXED INCOM$25.65M5.8%
Portfolio Concentration
Top 3$170.46M38.8%
4–10$193.32M44.1%
11–25$57.43M13.1%
Rest$17.63M4.0%
Top 3 weight
38.8%
Top 10 weight
82.9%
Voting Authority Distribution
Total shares with voting rights: 10.95M
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
10.95M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole66
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings66
Rows:
SPDR SERIES TRUST
SOLEShares831.67K
TypeSH
Market value$66.72M
15.20%
Sole
0.00
Shared
0.00
None
831.67K
DIMENSIONAL ETF TRUST
SOLEShares1.85M
TypeSH
Market value$63.73M
14.52%
Sole
0.00
Shared
0.00
None
1.85M
DIMENSIONAL ETF TRUST
SOLEShares1.05M
TypeSH
Market value$40.01M
9.12%
Sole
0.00
Shared
0.00
None
1.05M
SCHWAB STRATEGIC TR
SOLEShares1.52M
TypeSH
Market value$39.82M
9.07%
Sole
0.00
Shared
0.00
None
1.52M
DIMENSIONAL ETF TRUST
SOLEShares923.96K
TypeSH
Market value$30.39M
6.92%
Sole
0.00
Shared
0.00
None
923.96K
DIMENSIONAL ETF TRUST
SOLEShares830.83K
TypeSH
Market value$27.48M
6.26%
Sole
0.00
Shared
0.00
None
830.83K
SPDR SERIES TRUST
SOLEShares1.01M
TypeSH
Market value$25.88M
5.90%
Sole
0.00
Shared
0.00
None
1.01M
DIMENSIONAL ETF TRUST
SOLEShares602.73K
TypeSH
Market value$25.65M
5.85%
Sole
0.00
Shared
0.00
None
602.73K
AMERICAN CENTY ETF TR
SOLEShares320.96K
TypeSH
Market value$24.32M
5.54%
Sole
0.00
Shared
0.00
None
320.96K
DIMENSIONAL ETF TRUST
SOLEShares475.65K
TypeSH
Market value$19.77M
4.50%
Sole
0.00
Shared
0.00
None
475.65K
VANGUARD SCOTTSDALE FDS
SOLEShares118.53K
TypeSH
Market value$9.45M
2.15%
Sole
0.00
Shared
0.00
None
118.53K
VANGUARD CHARLOTTE FDS
SOLEShares192.77K
TypeSH
Market value$9.31M
2.12%
Sole
0.00
Shared
0.00
None
192.77K
AMERICAN CENTY ETF TR
SOLEShares193.93K
TypeSH
Market value$8.44M
1.92%
Sole
0.00
Shared
0.00
None
193.93K
ISHARES TR
SOLEShares303.53K
TypeSH
Market value$7.57M
1.73%
Sole
0.00
Shared
0.00
None
303.53K
DIMENSIONAL ETF TRUST
SOLEShares131.65K
TypeSH
Market value$6.67M
1.52%
Sole
0.00
Shared
0.00
None
131.65K
WISDOMTREE TR
SOLEShares37.55K
TypeSH
Market value$2.06M
0.47%
Sole
0.00
Shared
0.00
None
37.55K
AMERICAN CENTY ETF TR
SOLEShares19.65K
TypeSH
Market value$2.00M
0.46%
Sole
0.00
Shared
0.00
None
19.65K
VANGUARD INDEX FDS
SOLEShares10.46K
TypeSH
Market value$1.86M
0.42%
Sole
0.00
Shared
0.00
None
10.46K
DIMENSIONAL ETF TRUST
SOLEShares43.79K
TypeSH
Market value$1.67M
0.38%
Sole
0.00
Shared
0.00
None
43.79K
WORLD GOLD TR
SOLEShares19.45K
TypeSH
Market value$1.66M
0.38%
Sole
0.00
Shared
0.00
None
19.45K
AMERICAN CENTY ETF TR
SOLEShares21.48K
TypeSH
Market value$1.65M
0.38%
Sole
0.00
Shared
0.00
None
21.48K
INVESCO QQQ TR
SOLEShares2.49K
TypeSH
Market value$1.53M
0.35%
Sole
0.00
Shared
0.00
None
2.49K
AMERICAN CENTY ETF TR
SOLEShares15.84K
TypeSH
Market value$1.30M
0.30%
Sole
0.00
Shared
0.00
None
15.84K
SPDR SERIES TRUST
SOLEShares44.10K
TypeSH
Market value$1.14M
0.26%
Sole
0.00
Shared
0.00
None
44.10K
SPDR SERIES TRUST
SOLEShares12.04K
TypeSH
Market value$1.10M
0.25%
Sole
0.00
Shared
0.00
None
12.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 831.67K | SH | $66.72M 15.20% | 0.00 | 0.00 | 831.67K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.85M | SH | $63.73M 14.52% | 0.00 | 0.00 | 1.85M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.05M | SH | $40.01M 9.12% | 0.00 | 0.00 | 1.05M |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.52M | SH | $39.82M 9.07% | 0.00 | 0.00 | 1.52M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 923.96K | SH | $30.39M 6.92% | 0.00 | 0.00 | 923.96K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 830.83K | SH | $27.48M 6.26% | 0.00 | 0.00 | 830.83K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.01M | SH | $25.88M 5.90% | 0.00 | 0.00 | 1.01M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 602.73K | SH | $25.65M 5.85% | 0.00 | 0.00 | 602.73K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 320.96K | SH | $24.32M 5.54% | 0.00 | 0.00 | 320.96K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 475.65K | SH | $19.77M 4.50% | 0.00 | 0.00 | 475.65K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 118.53K | SH | $9.45M 2.15% | 0.00 | 0.00 | 118.53K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 192.77K | SH | $9.31M 2.12% | 0.00 | 0.00 | 192.77K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 193.93K | SH | $8.44M 1.92% | 0.00 | 0.00 | 193.93K |
ISHARES TRSOLE | GLOBAL REIT ETF | 303.53K | SH | $7.57M 1.73% | 0.00 | 0.00 | 303.53K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 131.65K | SH | $6.67M 1.52% | 0.00 | 0.00 | 131.65K |
WISDOMTREE TRSOLE | US EFFICIENT COR | 37.55K | SH | $2.06M 0.47% | 0.00 | 0.00 | 37.55K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 19.65K | SH | $2.00M 0.46% | 0.00 | 0.00 | 19.65K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 10.46K | SH | $1.86M 0.42% | 0.00 | 0.00 | 10.46K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 43.79K | SH | $1.67M 0.38% | 0.00 | 0.00 | 43.79K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 19.45K | SH | $1.66M 0.38% | 0.00 | 0.00 | 19.45K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 21.48K | SH | $1.65M 0.38% | 0.00 | 0.00 | 21.48K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.49K | SH | $1.53M 0.35% | 0.00 | 0.00 | 2.49K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 15.84K | SH | $1.30M 0.30% | 0.00 | 0.00 | 15.84K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 44.10K | SH | $1.14M 0.26% | 0.00 | 0.00 | 44.10K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 12.04K | SH | $1.10M 0.25% | 0.00 | 0.00 | 12.04K |
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