Q1 2026 · 13F-HR
Leading Edge Financial Planning LLCholdings as filed
Filed 2026-05-12 · accession 0001951757-26-000822
$475.2M
Reported value
72
Positions
2026-03-31
Period end
The Brief · Leading Edge Financial Planning LLC · Q1 2026
AI · grounded in 13F
Leading Edge Financial Planning LLC closed its position in VOT, reducing its holdings by $348,564. The fund also exited positions in GOVT and JMUB, while trimming its stake in VTV by 44.57%. On the buy side, the fund increased its position in DUHP by 14.06% and added to SPYM by 9.98%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78464A854 | SPYM | SPDR SERIES TRUST | $70.0M | 14.7% | 914,702 | Common | NONE |
| 25434V799 | DFIC | DIMENSIONAL ETF TRUST | $69.5M | 14.6% | 1,956,559 | Common | NONE |
| 25434V831 | DUHP | DIMENSIONAL ETF TRUST | $44.1M | 9.28% | 1,200,073 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $41.2M | 8.67% | 1,640,882 | Common | NONE |
| 25434V815 | DFSV | DIMENSIONAL ETF TRUST | $34.0M | 7.15% | 969,277 | Common | NONE |
| 25434V732 | DFEM | DIMENSIONAL ETF TRUST | $30.0M | 6.32% | 868,700 | Common | NONE |
| 025072349 | AVLV | AMERICAN CENTY ETF TR | $28.0M | 5.89% | 347,359 | Common | NONE |
| 78464A649 | SPAB | SPDR SERIES TRUST | $27.0M | 5.69% | 1,054,971 | Common | NONE |
| 25434V872 | DFCF | DIMENSIONAL ETF TRUST | $26.9M | 5.65% | 636,067 | Common | NONE |
| 25434V856 | DFIP | DIMENSIONAL ETF TRUST | $21.5M | 4.52% | 515,024 | Common | NONE |
| 025072356 | AVRE | AMERICAN CENTY ETF TR | $9.9M | 2.09% | 225,870 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $9.8M | 2.06% | 123,709 | Common | NONE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $9.5M | 1.99% | 197,082 | Common | NONE |
| 46434V647 | REET | ISHARES TR | $7.5M | 1.57% | 296,298 | Common | NONE |
| 25434V591 | DUSB | DIMENSIONAL ETF TRUST | $7.1M | 1.49% | 139,804 | Common | NONE |
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $2.5M | 0.53% | 22,687 | Common | NONE |
| 922908512 | VOE | VANGUARD INDEX FDS | $2.4M | 0.51% | 13,260 | Common | NONE |
| 97717Y790 | NTSX | WISDOMTREE TR | $2.1M | 0.44% | 39,853 | Common | NONE |
| 025072604 | AVEM | AMERICAN CENTY ETF TR | $2.0M | 0.42% | 25,000 | Common | NONE |
| 98149E303 | GLDM | WORLD GOLD TR | $1.7M | 0.36% | 18,390 | Common | NONE |
| 78468R663 | BIL | SPDR SERIES TRUST | $1.7M | 0.35% | 18,357 | Common | NONE |
| 25434V203 | DFAI | DIMENSIONAL ETF TRUST | $1.7M | 0.35% | 42,562 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $1.5M | 0.32% | 2,625 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $1.4M | 0.30% | 56,003 | Common | NONE |
| 025072703 | AVDE | AMERICAN CENTY ETF TR | $1.4M | 0.29% | 16,366 | Common | NONE |
| 025072562 | AVIG | AMERICAN CENTY ETF TR | $1.2M | 0.26% | 29,726 | Common | NONE |
| 78464A656 | SPIP | SPDR SERIES TRUST | $1.1M | 0.23% | 41,156 | Common | NONE |
| 97717Y634 | NTSI | WISDOMTREE TR | $1.1M | 0.23% | 24,298 | Common | NONE |
| 25434V880 | DFAX | DIMENSIONAL ETF TRUST | $1.1M | 0.22% | 31,066 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $836,623 | 0.18% | 3,297 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $746,570 | 0.16% | 3,471 | Common | NONE |
| 25434V864 | DFSD | DIMENSIONAL ETF TRUST | $738,148 | 0.16% | 15,417 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $659,509 | 0.14% | 28,403 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $636,498 | 0.13% | 1,984 | Common | NONE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $626,073 | 0.13% | 16,545 | Common | NONE |
| 25434V658 | DFGR | DIMENSIONAL ETF TRUST | $621,759 | 0.13% | 23,392 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $578,267 | 0.12% | 4,060 | Common | NONE |
| 921910709 | EDV | VANGUARD WORLD FD | $532,005 | 0.11% | 8,191 | Common | NONE |
| 25434V575 | DFGX | DIMENSIONAL ETF TRUST | $528,806 | 0.11% | 10,082 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $480,261 | 0.10% | 735 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $473,819 | 0.10% | 2,470 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $451,415 | 0.09% | 14,714 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $406,126 | 0.09% | 1,950 | Common | NONE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $404,907 | 0.09% | 16,683 | Common | NONE |
| 890930308 | TPYP | TORTOISE CAPITAL SERIES TRUS | $390,112 | 0.08% | 9,210 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $389,601 | 0.08% | 652 | Common | NONE |
| 003264108 | SIVR | ABRDN SILVER ETF TRUST | $359,697 | 0.08% | 5,023 | Common | NONE |
| 46137V621 | PGF | INVESCO EXCHANGE TRADED FD T | $357,510 | 0.08% | 25,982 | Common | NONE |
| 02072L565 | BOXX | EA SERIES TRUST | $339,567 | 0.07% | 2,920 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $313,528 | 0.07% | 1,598 | Common | NONE |
| 464289875 | AOM | ISHARES TR | $312,500 | 0.07% | 6,597 | Common | NONE |
| 025072802 | AVDV | AMERICAN CENTY ETF TR | $306,271 | 0.06% | 3,067 | Common | NONE |
| 46434V878 | ICSH | ISHARES TR | $301,747 | 0.06% | 5,961 | Common | NONE |
| 25434V401 | DFUS | DIMENSIONAL ETF TRUST | $296,262 | 0.06% | 4,178 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $275,522 | 0.06% | 1,860 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $271,665 | 0.06% | 2,559 | Common | NONE |
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $265,181 | 0.06% | 6,824 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $262,157 | 0.06% | 1,503 | Common | NONE |
| 37954Y293 | MLPX | GLOBAL X FDS | $261,270 | 0.05% | 3,534 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $260,483 | 0.05% | 3,375 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $257,892 | 0.05% | 397 | Common | NONE |
| 25434V807 | DFIV | DIMENSIONAL ETF TRUST | $257,883 | 0.05% | 4,886 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $255,684 | 0.05% | 1,046 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $233,460 | 0.05% | 628 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $229,766 | 0.05% | 9,284 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $227,596 | 0.05% | 2,293 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $222,228 | 0.05% | 718 | Common | NONE |
| 47804J776 | JHPI | JOHN HANCOCK EXCHANGE TRADED | $220,404 | 0.05% | 9,761 | Common | NONE |
| 922020680 | VTG | VANGUARD MALVERN FDS | $217,525 | 0.05% | 2,872 | Common | NONE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $215,357 | 0.05% | 7,061 | Common | NONE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $213,287 | 0.04% | 1,619 | Common | NONE |
| 45782C276 | NJUL | INNOVATOR ETFS TRUST | $210,602 | 0.04% | 2,949 | 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.