§ 13F · FUND PROFILE
Leading Edge Financial Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $359.8T (13F)Positions · 58Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 832K | $66.7T | 15.2% | +7% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 1.85M | $63.7T | 14.5% | +7% |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 1.05M | $40.0T | 9.1% | +10% |
| 4 | SCHB | SCHWAB STRATEGIC TR | 1.52M | $39.8T | 9.1% | +9% |
| 5 | DFSV | DIMENSIONAL ETF TRUST | 924K | $30.4T | 6.9% | +8% |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 831K | $27.5T | 6.3% | +7% |
| 7 | SPAB | SPDR SERIES TRUST | 1.01M | $25.9T | 5.9% | +10% |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 603K | $25.7T | 5.8% | +11% |
| 9 | AVLV | AMERICAN CENTY ETF TR | 321K | $24.3T | 5.5% | +10% |
| 10 | DFIP | DIMENSIONAL ETF TRUST | 476K | $19.8T | 4.5% | +12% |
§ 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 $359752.0 trillion in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed