§ 13F · FUND PROFILE
Leading Edge Financial Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $398M (13F)Positions · 63Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 915K | $70M | 14.7% | +10% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 1.96M | $70M | 14.6% | +6% |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 1.20M | $44M | 9.3% | +14% |
| 4 | SCHB | SCHWAB STRATEGIC TR | 1.64M | $41M | 8.7% | +8% |
| 5 | DFSV | DIMENSIONAL ETF TRUST | 969K | $34M | 7.1% | +5% |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 869K | $30M | 6.3% | +5% |
| 7 | AVLV | AMERICAN CENTY ETF TR | 347K | $28M | 5.9% | +8% |
| 8 | SPAB | SPDR SERIES TRUST | 1.05M | $27M | 5.7% | +5% |
| 9 | DFCF | DIMENSIONAL ETF TRUST | 636K | $27M | 5.7% | +6% |
| 10 | DFIP | DIMENSIONAL ETF TRUST | 515K | $21M | 4.5% | +8% |
§ 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 $398 million in assets. The fund runs a portfolio of 63 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed