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Leading Edge Financial Planning LLC 13F holdings

Filed 2026-08-06 · Leading Edge Financial Planning LLC · 78 positions · $561.6M

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TickerCompanySharesValue% of portfolio
SPYMSPDR SERIES TRUST986.0K$86.7M15.4%
DFICDIMENSIONAL ETF TRUST2.1M$80.1M14.3%
DUHPDIMENSIONAL ETF TRUST1.3M$53.7M9.6%
SCHBSCHWAB STRATEGIC TR1.7M$50.6M9.0%
DFSVDIMENSIONAL ETF TRUST1.0M$39.8M7.1%
DFEMDIMENSIONAL ETF TRUST908.5K$36.9M6.6%
AVLVAMERICAN CENTY ETF TR367.0K$33.5M6.0%
DFCFDIMENSIONAL ETF TRUST723.7K$30.5M5.4%
SPABSPDR SERIES TRUST1.2M$30.0M5.3%
DFIPDIMENSIONAL ETF TRUST580.6K$24.0M4.3%
AVREAMERICAN CENTY ETF TR264.6K$12.5M2.2%
VCSHVANGUARD SCOTTSDALE FDS135.4K$10.7M1.9%
BNDXVANGUARD CHARLOTTE FDS220.3K$10.7M1.9%
REETISHARES TR293.5K$8.1M1.4%
DUSBDIMENSIONAL ETF TRUST151.1K$7.7M1.4%
AVUVAMERICAN CENTY ETF TR26.4K$3.3M0.6%
VOTVANGUARD INDEX FDS9.4K$2.9M0.5%
AVEMAMERICAN CENTY ETF TR29.8K$2.9M0.5%
NTSXWISDOMTREE TR43.8K$2.6M0.5%
GLDMWORLD GOLD TR23.4K$1.9M0.3%
AVIGAMERICAN CENTY ETF TR43.1K$1.8M0.3%
DFAIDIMENSIONAL ETF TRUST42.3K$1.7M0.3%
QQQINVESCO QQQ TR2.3K$1.7M0.3%
SCHXSCHWAB STRATEGIC TR56.2K$1.7M0.3%
AVDEAMERICAN CENTY ETF TR16.5K$1.5M0.3%
BILSPDR SERIES TRUST15.7K$1.4M0.3%
ITOTISHARES TR7.8K$1.3M0.2%
—WISDOMTREE TR27.2K$1.3M0.2%
AAPLAPPLE INC3.6K$1.1M0.2%
DFAXDIMENSIONAL ETF TRUST26.5K$975,2280.2%
SPIPSPDR SERIES TRUST37.8K$971,9620.2%
DFSDDIMENSIONAL ETF TRUST19.1K$910,7360.2%
VTVANGUARD INTL EQUITY INDEX F5.4K$841,0950.1%
VTIVANGUARD INDEX FDS2.2K$818,9480.1%
VIGVANGUARD SPECIALIZED FUNDS3.4K$810,2930.1%
DFGRDIMENSIONAL ETF TRUST24.4K$705,9120.1%
EDVVANGUARD WORLD FD9.5K$618,8460.1%
EPDENTERPRISE PRODS PARTNERS L16.7K$614,9870.1%
DFGXDIMENSIONAL ETF TRUST10.7K$574,4820.1%
IVVISHARES TR647$484,7870.1%
QUALISHARES TR2.2K$482,1430.1%
SGOVISHARES TR4.5K$451,3030.1%
VOOVANGUARD INDEX FDS647$444,3650.1%
SCHDSCHWAB STRATEGIC TR13.9K$441,7340.1%
TPYPTORTOISE CAPITAL SERIES TRUS9.2K$386,0940.1%
SCHZSCHWAB STRATEGIC TR16.5K$381,1800.1%
AMZNAMAZON COM INC1.5K$367,0440.1%
BOXXEA SERIES TRUST3.1K$364,7350.1%
PGFINVESCO EXCHANGE TRADED FD T26.0K$356,6500.1%
DFUSDIMENSIONAL ETF TRUST4.2K$340,5430.1%
AGGISHARES TR3.3K$329,5070.1%
AOMISHARES TR6.6K$329,1240.1%
AVDVAMERICAN CENTY ETF TR3.1K$316,0540.1%
DFACDIMENSIONAL ETF TRUST6.8K$302,7130.1%
JMUBJ P MORGAN EXCHANGE TRADED F5.9K$299,9290.1%
DFNMDIMENSIONAL ETF TRUST6.2K$297,8880.1%
VTVVANGUARD INDEX FDS1.3K$293,9880.1%
GOVTISHARES TR12.8K$292,5180.1%
SPYSTATE STR SPDR S&P 500 ETF T389$290,1590.1%
SIVRABRDN SILVER ETF TRUST5.0K$282,3930.1%
Top Fund Holdings
13F
Top Fund Holdings

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