Leading Edge Financial Planning LLC

Est. AUM

$475.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$70.0M	914702	14.73%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$69.5M	1956559	14.63%	SOLE
3	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$44.1M	1200073	9.28%	SOLE
4	SCHWAB STRATEGIC TR	US BRD MKT ETF	$41.2M	1640882	8.67%	SOLE
5	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$34.0M	969277	7.15%	SOLE
6	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$30.0M	868700	6.32%	SOLE
7	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$28.0M	347359	5.89%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$27.0M	1054971	5.69%	SOLE
9	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$26.9M	636067	5.65%	SOLE
10	DIMENSIONAL ETF TRUST	INFLATION PROTE	$21.5M	515024	4.52%	SOLE
11	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$9.9M	225870	2.09%	SOLE
12	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$9.8M	123709	2.06%	SOLE
13	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$9.5M	197082	1.99%	SOLE
14	ISHARES TR	GLOBAL REIT ETF	$7.5M	296298	1.57%	SOLE
15	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$7.1M	139804	1.49%	SOLE
16	AMERICAN CENTY ETF TR	US SML CP VALU	$2.5M	22687	0.53%	SOLE
17	VANGUARD INDEX FDS	MCAP VL IDXVIP	$2.4M	13260	0.51%	SOLE
18	WISDOMTREE TR	US EFFICIENT COR	$2.1M	39853	0.44%	SOLE
19	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.0M	25000	0.42%	SOLE
20	WORLD GOLD TR	SPDR GLD MINIS	$1.7M	18390	0.36%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	18357	0.35%	SOLE
22	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.7M	42562	0.35%	SOLE
23	INVESCO QQQ TR	UNIT SER 1	$1.5M	2625	0.32%	SOLE
24	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.4M	56003	0.30%	SOLE
25	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.4M	16366	0.29%	SOLE
26	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$1.2M	29726	0.26%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	41156	0.23%	SOLE
28	WISDOMTREE TR	INTERNATIONL EFI	$1.1M	24298	0.22%	SOLE
29	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.1M	31066	0.22%	SOLE
30	APPLE INC	COM	$837K	3297	0.18%	SOLE
31	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$747K	3471	0.16%	SOLE
32	DIMENSIONAL ETF TRUST	SHORT DURATION F	$738K	15417	0.16%	SOLE
33	SCHWAB STRATEGIC TR	US AGGREGATE B	$660K	28403	0.14%	SOLE
34	VANGUARD INDEX FDS	TOTAL STK MKT	$636K	1984	0.13%	SOLE
35	ENTERPRISE PRODS PARTNERS L	COM	$626K	16545	0.13%	SOLE
36	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$622K	23392	0.13%	SOLE
37	ISHARES TR	CORE S&P TTL STK	$578K	4060	0.12%	SOLE
38	VANGUARD WORLD FD	EXTENDED DUR	$532K	8191	0.11%	SOLE
39	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$529K	10082	0.11%	SOLE
40	ISHARES TR	CORE S&P500 ETF	$480K	735	0.10%	SOLE
41	ISHARES TR	MSCI USA QLT FCT	$474K	2470	0.10%	SOLE
42	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$451K	14714	0.09%	SOLE
43	AMAZON COM INC	COM	$406K	1950	0.09%	SOLE
44	SCHWAB STRATEGIC TR	SHT TM US TRES	$405K	16683	0.09%	SOLE
45	VANGUARD INDEX FDS	S&P 500 ETF SHS	$390K	652	0.08%	SOLE
46	TORTOISE CAPITAL SERIES TRUS	NORTH AMRCN PIPE	$390K	9210	0.08%	SOLE
47	ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$360K	5023	0.08%	SOLE
48	INVESCO EXCHANGE TRADED FD T	FINL PFD ETF	$358K	25982	0.08%	SOLE
49	EA SERIES TRUST	ALPHA ARCH 1-3	$340K	2920	0.07%	SOLE
50	VANGUARD INDEX FDS	VALUE ETF	$314K	1598	0.07%	SOLE

1–50 of 72

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.