Filed: 5/12/2026ACC: 0001951757-26-000822
📋 What this filing means
LEADING EDGE FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $475.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$475.24M
Total AUM (reported)
11.75M
Total Shares
Allocation by class
STATE STREET SPD$99.79M21.0%
INTL CORE EQUITY$69.52M14.6%
US HIGH PROFITAB$44.11M9.3%
US BRD MKT ETF$41.19M8.7%
US SMALL CAP VAL$33.96M7.1%
EMERGING MKTS CO$30.01M6.3%
US LARGE CAP VLU$28.00M5.9%
Portfolio Concentration
Top 3$183.64M38.6%
4–10$208.53M43.9%
11–25$62.19M13.1%
Rest$20.88M4.4%
Top 3 weight
38.6%
Top 10 weight
82.5%
Voting Authority Distribution
Total shares with voting rights: 11.75M
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
11.75M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole72
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings72
Rows:
SPDR SERIES TRUST
SOLEShares914.70K
TypeSH
Market value$70.01M
14.73%
Sole
0.00
Shared
0.00
None
914.70K
DIMENSIONAL ETF TRUST
SOLEShares1.96M
TypeSH
Market value$69.52M
14.63%
Sole
0.00
Shared
0.00
None
1.96M
DIMENSIONAL ETF TRUST
SOLEShares1.20M
TypeSH
Market value$44.11M
9.28%
Sole
0.00
Shared
0.00
None
1.20M
SCHWAB STRATEGIC TR
SOLEShares1.64M
TypeSH
Market value$41.19M
8.67%
Sole
0.00
Shared
0.00
None
1.64M
DIMENSIONAL ETF TRUST
SOLEShares969.28K
TypeSH
Market value$33.96M
7.15%
Sole
0.00
Shared
0.00
None
969.28K
DIMENSIONAL ETF TRUST
SOLEShares868.70K
TypeSH
Market value$30.01M
6.32%
Sole
0.00
Shared
0.00
None
868.70K
AMERICAN CENTY ETF TR
SOLEShares347.36K
TypeSH
Market value$28.00M
5.89%
Sole
0.00
Shared
0.00
None
347.36K
SPDR SERIES TRUST
SOLEShares1.05M
TypeSH
Market value$27.03M
5.69%
Sole
0.00
Shared
0.00
None
1.05M
DIMENSIONAL ETF TRUST
SOLEShares636.07K
TypeSH
Market value$26.85M
5.65%
Sole
0.00
Shared
0.00
None
636.07K
DIMENSIONAL ETF TRUST
SOLEShares515.02K
TypeSH
Market value$21.49M
4.52%
Sole
0.00
Shared
0.00
None
515.02K
AMERICAN CENTY ETF TR
SOLEShares225.87K
TypeSH
Market value$9.94M
2.09%
Sole
0.00
Shared
0.00
None
225.87K
VANGUARD SCOTTSDALE FDS
SOLEShares123.71K
TypeSH
Market value$9.81M
2.06%
Sole
0.00
Shared
0.00
None
123.71K
VANGUARD CHARLOTTE FDS
SOLEShares197.08K
TypeSH
Market value$9.47M
1.99%
Sole
0.00
Shared
0.00
None
197.08K
ISHARES TR
SOLEShares296.30K
TypeSH
Market value$7.45M
1.57%
Sole
0.00
Shared
0.00
None
296.30K
DIMENSIONAL ETF TRUST
SOLEShares139.80K
TypeSH
Market value$7.09M
1.49%
Sole
0.00
Shared
0.00
None
139.80K
AMERICAN CENTY ETF TR
SOLEShares22.69K
TypeSH
Market value$2.51M
0.53%
Sole
0.00
Shared
0.00
None
22.69K
VANGUARD INDEX FDS
SOLEShares13.26K
TypeSH
Market value$2.44M
0.51%
Sole
0.00
Shared
0.00
None
13.26K
WISDOMTREE TR
SOLEShares39.85K
TypeSH
Market value$2.08M
0.44%
Sole
0.00
Shared
0.00
None
39.85K
AMERICAN CENTY ETF TR
SOLEShares25K
TypeSH
Market value$2.01M
0.42%
Sole
0.00
Shared
0.00
None
25K
WORLD GOLD TR
SOLEShares18.39K
TypeSH
Market value$1.70M
0.36%
Sole
0.00
Shared
0.00
None
18.39K
SPDR SERIES TRUST
SOLEShares18.36K
TypeSH
Market value$1.68M
0.35%
Sole
0.00
Shared
0.00
None
18.36K
DIMENSIONAL ETF TRUST
SOLEShares42.56K
TypeSH
Market value$1.66M
0.35%
Sole
0.00
Shared
0.00
None
42.56K
INVESCO QQQ TR
SOLEShares2.63K
TypeSH
Market value$1.52M
0.32%
Sole
0.00
Shared
0.00
None
2.63K
SCHWAB STRATEGIC TR
SOLEShares56K
TypeSH
Market value$1.44M
0.30%
Sole
0.00
Shared
0.00
None
56K
AMERICAN CENTY ETF TR
SOLEShares16.37K
TypeSH
Market value$1.39M
0.29%
Sole
0.00
Shared
0.00
None
16.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 914.70K | SH | $70.01M 14.73% | 0.00 | 0.00 | 914.70K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.96M | SH | $69.52M 14.63% | 0.00 | 0.00 | 1.96M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.20M | SH | $44.11M 9.28% | 0.00 | 0.00 | 1.20M |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.64M | SH | $41.19M 8.67% | 0.00 | 0.00 | 1.64M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 969.28K | SH | $33.96M 7.15% | 0.00 | 0.00 | 969.28K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 868.70K | SH | $30.01M 6.32% | 0.00 | 0.00 | 868.70K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 347.36K | SH | $28.00M 5.89% | 0.00 | 0.00 | 347.36K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.05M | SH | $27.03M 5.69% | 0.00 | 0.00 | 1.05M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 636.07K | SH | $26.85M 5.65% | 0.00 | 0.00 | 636.07K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 515.02K | SH | $21.49M 4.52% | 0.00 | 0.00 | 515.02K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 225.87K | SH | $9.94M 2.09% | 0.00 | 0.00 | 225.87K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 123.71K | SH | $9.81M 2.06% | 0.00 | 0.00 | 123.71K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 197.08K | SH | $9.47M 1.99% | 0.00 | 0.00 | 197.08K |
ISHARES TRSOLE | GLOBAL REIT ETF | 296.30K | SH | $7.45M 1.57% | 0.00 | 0.00 | 296.30K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 139.80K | SH | $7.09M 1.49% | 0.00 | 0.00 | 139.80K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 22.69K | SH | $2.51M 0.53% | 0.00 | 0.00 | 22.69K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 13.26K | SH | $2.44M 0.51% | 0.00 | 0.00 | 13.26K |
WISDOMTREE TRSOLE | US EFFICIENT COR | 39.85K | SH | $2.08M 0.44% | 0.00 | 0.00 | 39.85K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 25K | SH | $2.01M 0.42% | 0.00 | 0.00 | 25K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 18.39K | SH | $1.70M 0.36% | 0.00 | 0.00 | 18.39K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 18.36K | SH | $1.68M 0.35% | 0.00 | 0.00 | 18.36K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 42.56K | SH | $1.66M 0.35% | 0.00 | 0.00 | 42.56K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.63K | SH | $1.52M 0.32% | 0.00 | 0.00 | 2.63K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 56K | SH | $1.44M 0.30% | 0.00 | 0.00 | 56K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 16.37K | SH | $1.39M 0.29% | 0.00 | 0.00 | 16.37K |
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