Q2 2025 · 13F-HR
Leading Edge Financial Planning LLCholdings as filed
Filed 2025-07-16 · accession 0001951757-25-000863
$359.8M
Reported value
58
Positions
2025-06-30
Period end
The Brief · Leading Edge Financial Planning LLC · Q2 2025
AI · grounded in 13F
Leading Edge Financial Planning LLC established a new position in SPYM valued at $53.9M. The fund also initiated new stakes in DFIC for $51.8M and DUHP for $32.2M. Additional new positions include SCHB at $31.9M, DFSV at $24M, and DFEM at $22.3M. Total assets under management stand at $359.8M across 58 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78464A854 | SPYM | SPDR SERIES TRUST | $53.9M | 15.0% | 741,078 | Common | NONE |
| 25434V799 | DFIC | DIMENSIONAL ETF TRUST | $51.8M | 14.4% | 1,664,622 | Common | NONE |
| 25434V831 | DUHP | DIMENSIONAL ETF TRUST | $32.2M | 8.96% | 906,348 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $31.9M | 8.87% | 1,338,719 | Common | NONE |
| 25434V815 | DFSV | DIMENSIONAL ETF TRUST | $24.0M | 6.67% | 814,869 | Common | NONE |
| 25434V732 | DFEM | DIMENSIONAL ETF TRUST | $22.3M | 6.20% | 751,448 | Common | NONE |
| 78464A649 | SPAB | SPDR SERIES TRUST | $21.6M | 6.00% | 842,874 | Common | NONE |
| 25434V872 | DFCF | DIMENSIONAL ETF TRUST | $21.0M | 5.85% | 498,018 | Common | NONE |
| 025072349 | AVLV | AMERICAN CENTY ETF TR | $18.8M | 5.23% | 275,842 | Common | NONE |
| 25434V856 | DFIP | DIMENSIONAL ETF TRUST | $16.0M | 4.45% | 382,545 | Common | NONE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $7.8M | 2.16% | 156,845 | Common | NONE |
| 46434V647 | REET | ISHARES TR | $7.6M | 2.13% | 309,613 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $7.6M | 2.12% | 95,805 | Common | NONE |
| 025072356 | AVRE | AMERICAN CENTY ETF TR | $5.6M | 1.55% | 126,027 | Common | NONE |
| 25434V591 | DUSB | DIMENSIONAL ETF TRUST | $5.3M | 1.47% | 103,871 | Common | NONE |
| 78468R663 | BIL | SPDR SERIES TRUST | $4.2M | 1.18% | 46,103 | Common | NONE |
| 922908538 | VOT | VANGUARD INDEX FDS | $1.9M | 0.54% | 6,853 | Common | NONE |
| 97717Y790 | NTSX | WISDOMTREE TR | $1.9M | 0.52% | 37,579 | Common | NONE |
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $1.8M | 0.51% | 20,153 | Common | NONE |
| 98149E303 | GLDM | WORLD GOLD TR | $1.7M | 0.46% | 25,311 | Common | NONE |
| 25434V203 | DFAI | DIMENSIONAL ETF TRUST | $1.6M | 0.43% | 45,224 | Common | NONE |
| 025072604 | AVEM | AMERICAN CENTY ETF TR | $1.5M | 0.42% | 21,837 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $1.4M | 0.38% | 2,498 | Common | NONE |
| 025072703 | AVDE | AMERICAN CENTY ETF TR | $1.1M | 0.30% | 14,601 | Common | NONE |
| 78464A656 | SPIP | SPDR SERIES TRUST | $1.0M | 0.29% | 39,416 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $1.0M | 0.28% | 41,501 | Common | NONE |
| 97717Y634 | NTSI | WISDOMTREE TR | $996,983 | 0.28% | 24,380 | Common | NONE |
| 25434V880 | DFAX | DIMENSIONAL ETF TRUST | $912,291 | 0.25% | 31,062 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $736,955 | 0.20% | 3,600 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $673,858 | 0.19% | 28,996 | Common | NONE |
| 025072562 | AVIG | AMERICAN CENTY ETF TR | $643,695 | 0.18% | 15,466 | Common | NONE |
| 25434V864 | DFSD | DIMENSIONAL ETF TRUST | $630,450 | 0.18% | 13,132 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $608,437 | 0.17% | 2,966 | Common | NONE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $525,700 | 0.15% | 21,563 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $512,016 | 0.14% | 2,897 | Common | NONE |
| 921910709 | EDV | VANGUARD WORLD FD | $502,664 | 0.14% | 7,469 | Common | NONE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $490,490 | 0.14% | 15,817 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $438,962 | 0.12% | 16,564 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $415,500 | 0.12% | 669 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $393,470 | 0.11% | 1,295 | Common | NONE |
| 25434V658 | DFGR | DIMENSIONAL ETF TRUST | $393,381 | 0.11% | 14,662 | Common | NONE |
| 46434V878 | ICSH | ISHARES TR | $390,062 | 0.11% | 7,692 | Common | NONE |
| 464289875 | AOM | ISHARES TR | $339,315 | 0.09% | 7,370 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $338,738 | 0.09% | 1,544 | Common | NONE |
| 890930308 | TPYP | TORTOISE CAPITAL SERIES TRUS | $331,341 | 0.09% | 9,273 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $328,320 | 0.09% | 578 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $268,670 | 0.07% | 2,015 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $266,963 | 0.07% | 1,460 | Common | NONE |
| 47804J776 | JHPI | JOHN HANCOCK EXCHANGE TRADED | $252,167 | 0.07% | 11,185 | Common | NONE |
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $244,572 | 0.07% | 6,824 | Common | NONE |
| 69420N759 | PBDE | PGIM ROCK ETF TR | $224,926 | 0.06% | 8,203 | Common | NONE |
| 37954Y293 | MLPX | GLOBAL X FDS | $221,672 | 0.06% | 3,538 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $221,190 | 0.06% | 358 | Common | NONE |
| 45782C276 | NJUL | INNOVATOR ETFS TRUST | $218,949 | 0.06% | 3,217 | Common | NONE |
| 25434V807 | DFIV | DIMENSIONAL ETF TRUST | $212,694 | 0.06% | 4,966 | Common | NONE |
| 025072802 | AVDV | AMERICAN CENTY ETF TR | $211,678 | 0.06% | 2,670 | Common | NONE |
| 46137V621 | PGF | INVESCO EXCHANGE TRADED FD T | $205,608 | 0.06% | 14,572 | Common | NONE |
| 46138E511 | PGX | INVESCO EXCH TRADED FD TR II | $153,894 | 0.04% | 13,827 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.