Institutional
Leading Edge Financial Planning LLC
CIK 0001967205
$475.2M
Reported AUM
72
Positions
Q1 2026
Period
2026-05-12
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $87.31 | 1.61% | 20.71% | 76.35% | $70.0M | 14.73% | — | HELD |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $38.31 | 2.27% | 27.56% | 83.52% | $69.5M | 14.63% | — | HELD |
| 3 | DUHP | DIMENSIONAL ETF TRUST | $41.28 | 1.05% | 15.95% | 64.64% | $44.1M | 9.28% | — | HELD |
| 4 | SCHB | SCHWAB STRATEGIC TR | $28.68 | 1.63% | 20.17% | 67.61% | $41.2M | 8.67% | — | HELD |
| 5 | DFSV | DIMENSIONAL ETF TRUST | $39.66 | -0.05% | 37.95% | 63.40% | $34.0M | 7.15% | — | HELD |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $37.54 | 3.47% | 28.79% | 63.66% | $30.0M | 6.32% | — | HELD |
| 7 | AVLV | AMERICAN CENTY ETF TR | $92.03 | 0.94% | 36.33% | 87.67% | $28.0M | 5.89% | — | HELD |
| 8 | SPAB | SPDR SERIES TRUST | $25.16 | 0.00% | 2.04% | -1.73% | $27.0M | 5.69% | — | HELD |
| 9 | DFCF | DIMENSIONAL ETF TRUST | $41.62 | 0.17% | 2.55% | 0.39% | $26.9M | 5.65% | — | HELD |
| 10 | DFIP | DIMENSIONAL ETF TRUST | $40.54 | -0.02% | 1.82% | 0.42% | $21.5M | 4.52% | — | HELD |
| 11 | AVRE | AMERICAN CENTY ETF TR | $49.07 | -0.37% | 16.14% | 8.03% | $9.9M | 2.09% | — | HELD |
| 12 | VCSH | VANGUARD SCOTTSDALE FDS | $78.67 | 0.08% | 3.13% | 12.21% | $9.8M | 2.06% | — | HELD |
| 13 | BNDX | VANGUARD CHARLOTTE FDS | $47.88 | 0.15% | 1.05% | 0.31% | $9.5M | 1.99% | — | HELD |
| 14 | REET | ISHARES TR | $28.55 | -0.45% | 21.04% | 14.18% | $7.5M | 1.57% | — | HELD |
| 15 | DUSB | DIMENSIONAL ETF TRUST | $50.74 | 0.04% | 4.04% | 14.30% | $7.1M | 1.49% | — | HELD |
| 16 | AVUV | AMERICAN CENTY ETF TR | $125.24 | 0.10% | 40.12% | 79.72% | $2.5M | 0.53% | — | HELD |
| 17 | VOE | VANGUARD INDEX FDS | $205.22 | -0.34% | 26.36% | 57.31% | $2.4M | 0.51% | — | HELD |
| 18 | NTSX | WISDOMTREE TR | $58.07 | 1.40% | 16.69% | 43.11% | $2.1M | 0.44% | — | HELD |
| 19 | AVEM | AMERICAN CENTY ETF TR | $89.42 | 4.13% | 33.33% | 53.46% | $2.0M | 0.42% | — | HELD |
| 20 | GLDM | WORLD GOLD TR | $81.33 | 1.64% | 22.37% | 125.17% | $1.7M | 0.36% | — | HELD |
| 21 | BIL | SPDR SERIES TRUST | $91.65 | 0.01% | 3.74% | 18.97% | $1.7M | 0.35% | — | HELD |
| 22 | DFAI | DIMENSIONAL ETF TRUST | $42.37 | 2.44% | 27.52% | 62.16% | $1.7M | 0.35% | — | HELD |
| 23 | QQQ | INVESCO QQQ TR | — | — | 24.01% | 85.38% | $1.5M | 0.32% | — | HELD |
| 24 | SCHX | SCHWAB STRATEGIC TR | $29.25 | 1.53% | 19.85% | 71.32% | $1.4M | 0.30% | — | HELD |
| 25 | AVDE | AMERICAN CENTY ETF TR | $91.63 | 2.59% | 27.76% | 64.00% | $1.4M | 0.29% | — | HELD |
| 26 | AVIG | AMERICAN CENTY ETF TR | $40.88 | 0.09% | 2.13% | -1.44% | $1.2M | 0.26% | — | HELD |
| 27 | SPIP | SPDR SERIES TRUST | $25.24 | -0.08% | 1.79% | 0.33% | $1.1M | 0.23% | — | HELD |
| 28 | NTSI | WISDOMTREE TR | $47.94 | 2.79% | 23.18% | 34.02% | $1.1M | 0.23% | — | HELD |
| 29 | DFAX | DIMENSIONAL ETF TRUST | $36.59 | 2.93% | 27.53% | 59.60% | $1.1M | 0.22% | — | HELD |
| 30 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $837K | 0.18% | — | HELD |
| 31 | VIG | VANGUARD SPECIALIZED FUNDS | $240.06 | 0.63% | — | — | $747K | 0.16% | — | HELD |
| 32 | DFSD | DIMENSIONAL ETF TRUST | $47.34 | 0.07% | — | — | $738K | 0.16% | — | HELD |
| 33 | SCHZ | SCHWAB STRATEGIC TR | $22.83 | 0.04% | — | — | $660K | 0.14% | — | HELD |
| 34 | VTI | VANGUARD INDEX FDS | $366.27 | 1.62% | — | — | $636K | 0.13% | — | HELD |
| 35 | EPD | ENTERPRISE PRODS PARTNERS L | $38.12 | -1.42% | — | — | $626K | 0.13% | — | HELD |
| 36 | DFGR | DIMENSIONAL ETF TRUST | $29.95 | -0.76% | — | — | $622K | 0.13% | — | HELD |
| 37 | ITOT | ISHARES TR | $162.65 | 1.64% | — | — | $578K | 0.12% | — | HELD |
| 38 | EDV | VANGUARD WORLD FD | $60.10 | -0.18% | — | — | $532K | 0.11% | — | HELD |
| 39 | DFGX | DIMENSIONAL ETF TRUST | $52.31 | 0.11% | — | — | $529K | 0.11% | — | HELD |
| 40 | IVV | ISHARES TR | $745.20 | 1.65% | — | — | $480K | 0.10% | — | HELD |
| 41 | QUAL | ISHARES TR | $218.92 | 1.36% | — | — | $474K | 0.10% | — | HELD |
| 42 | SCHD | SCHWAB STRATEGIC TR | $33.41 | -1.24% | — | — | $451K | 0.09% | — | HELD |
| 43 | AMZN | AMAZON COM INC | $235.50 | 3.90% | — | — | $406K | 0.09% | — | HELD |
| 44 | SCHO | SCHWAB STRATEGIC TR | $24.11 | 0.08% | — | — | $405K | 0.09% | — | HELD |
| 45 | TPYP | TORTOISE CAPITAL SERIES TRUS | $42.79 | 0.02% | — | — | $390K | 0.08% | — | HELD |
| 46 | VOO | VANGUARD INDEX FDS | $681.79 | 1.66% | — | — | $390K | 0.08% | — | HELD |
| 47 | SIVR | ABRDN SILVER ETF TRUST | $56.22 | 3.29% | — | — | $360K | 0.08% | — | HELD |
| 48 | PGF | INVESCO EXCHANGE TRADED FD T | $13.57 | 0.22% | — | — | $358K | 0.08% | — | HELD |
| 49 | BOXX | EA SERIES TRUST | $117.63 | 0.01% | — | — | $340K | 0.07% | — | HELD |
| 50 | VTV | VANGUARD INDEX FDS | $220.54 | 0.34% | — | — | $314K | 0.07% | — | HELD |
| 51 | AOM | ISHARES TR | $49.08 | 0.93% | — | — | $313K | 0.07% | — | HELD |
| 52 | AVDV | AMERICAN CENTY ETF TR | $105.14 | 2.86% | — | — | $306K | 0.06% | — | HELD |
| 53 | ICSH | ISHARES TR | $50.56 | 0.06% | — | — | $302K | 0.06% | — | HELD |
| 54 | DFUS | DIMENSIONAL ETF TRUST | $81.03 | 1.77% | — | — | $296K | 0.06% | — | HELD |
| 55 | VYM | VANGUARD WHITEHALL FDS | $161.96 | 0.18% | — | — | $276K | 0.06% | — | HELD |
| 56 | MUB | ISHARES TR | $105.76 | -0.01% | — | — | $272K | 0.06% | — | HELD |
| 57 | DFAC | DIMENSIONAL ETF TRUST | $44.33 | 1.35% | — | — | $265K | 0.06% | — | HELD |
| 58 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | — | — | $262K | 0.06% | — | HELD |
| 59 | MLPX | GLOBAL X FDS | $74.85 | 0.51% | — | — | $261K | 0.05% | — | HELD |
| 60 | BIV | VANGUARD BD INDEX FDS | $75.69 | 0.11% | — | — | $260K | 0.05% | — | HELD |
| 61 | SPY | STATE STR SPDR S&P 500 ETF T | $741.69 | 1.68% | — | — | $258K | 0.05% | — | HELD |
| 62 | DFIV | DIMENSIONAL ETF TRUST | $57.54 | 2.33% | — | — | $258K | 0.05% | — | HELD |
| 63 | JNJ | JOHNSON & JOHNSON | $255.82 | -3.66% | — | — | $256K | 0.05% | — | HELD |
| 64 | TSLA | TESLA INC | $308.85 | 3.53% | — | — | $233K | 0.05% | — | HELD |
| 65 | SCHF | SCHWAB STRATEGIC TR | $27.59 | 3.18% | — | — | $230K | 0.05% | — | HELD |
| 66 | AGG | ISHARES TR | $97.62 | 0.07% | — | — | $228K | 0.05% | — | HELD |
| 67 | AVGO | BROADCOM INC | $387.84 | 4.73% | — | — | $222K | 0.05% | — | HELD |
| 68 | JHPI | JOHN HANCOCK EXCHANGE TRADED | $22.53 | 0.09% | — | — | $220K | 0.05% | — | HELD |
| 69 | VTG | VANGUARD MALVERN FDS | $74.34 | 0.00% | — | — | $218K | 0.05% | — | HELD |
| 70 | SCHV | SCHWAB STRATEGIC TR | $34.16 | 1.18% | — | — | $215K | 0.05% | — | HELD |
| 71 | NBIX | NEUROCRINE BIOSCIENCES INC | $185.50 | 2.61% | — | — | $213K | 0.04% | — | HELD |
| 72 | NJUL | INNOVATOR ETFS TRUST | $74.73 | 1.74% | — | — | $211K | 0.04% | — | HELD |
Source: SEC EDGAR · accession 0001951757-26-000822. 13F discloses long positions only — shorts, foreign equities, and options are excluded.