§ 13F · FUND PROFILE
Leading Edge Financial Planning LLC.
AUM · $562M (13F)Positions · 78Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 986K | $87M | 15.4% | +8% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 2.15M | $80M | 14.3% | +10% |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 1.29M | $54M | 9.6% | +7% |
| 4 | SCHB | SCHWAB STRATEGIC TR | 1.75M | $51M | 9.0% | +7% |
| 5 | DFSV | DIMENSIONAL ETF TRUST | 1.03M | $40M | 7.1% | +6% |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 908K | $37M | 6.6% | +5% |
| 7 | AVLV | AMERICAN CENTY ETF TR | 367K | $33M | 6.0% | +6% |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 724K | $31M | 5.4% | +14% |
| 9 | SPAB | SPDR SERIES TRUST | 1.17M | $30M | 5.3% | +11% |
| 10 | DFIP | DIMENSIONAL ETF TRUST | 581K | $24M | 4.3% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEADING SIGNAL
AC read
Leading Edge Financial Planning LLC is a Other fund managing $562 million in assets. The fund runs a portfolio of 78 positions.
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