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Leading Edge Financial Planning LLC
hedge fundUpdated 13 days agoManaged by Leading Edge Financial Planning Llc • Latest filing Q3 2026
Portfolio value
$482.5M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
21.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $398.4M |
| Q4 2025 | $438.8M |
| Q1 2026 | $475.2M |
| Q2 2026 | $561.6M |
| Q3 2026 | $482.5M |
Top holdings
72 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $90.2M | 1.00M | 18.69% | Added(+1.9%) | |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $83.5M | 2.22M | 17.31% | Added(+3.3%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $61.6M | 741.8K | 12.76% | Added(+17748.0%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $37.5M | 945.2K | 7.78% | Added(+4.0%) |
| 5 | ? N/A AMERICAN CENTY ETF TR | $34.1M | 377.6K | 7.08% | Added(+2.9%) |
| 6 | $31.3M | 781.2K | 6.50% | Added(+8.0%) | |
| 7 | $28.3M | 1.16M | 5.86% | Trimmed(-1.1%) | |
| 8 | $23M | 589.1K | 4.77% | Added(+1.5%) | |
| 9 | $11.7M | 249.5K | 2.42% | Added(+13.2%) | |
| 10 | $11.7M | 151.0K | 2.42% | Added(+11.5%) | |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $8.2M | 161.8K | 1.69% | Added(+7.1%) |
| 12 | ? N/A AMERICAN CENTY ETF TR | $6.8M | 153.1K | 1.41% | Trimmed(-42.1%) |
| 13 | ? N/A AMERICAN CENTY ETF TR | $4.8M | 40.6K | 0.99% | Added(+53.4%) |
| 14 | $3.8M | 40.6K | 0.79% | Added(+1118.6%) | |
| 15 | $3.6M | 122.0K | 0.74% | Trimmed(-93.0%) | |
| 16 | ? N/A AMERICAN CENTY ETF TR | $3.5M | 37.6K | 0.73% | Added(+26.3%) |
| 17 | $2.6M | 43.7K | 0.53% | Trimmed(-0.2%) | |
| 18 | $2.4M | 12.3K | 0.50% | — | |
| 19 | $2.1M | 25.1K | 0.43% | Added(+7.1%) | |
| 20 | ? N/A AMERICAN CENTY ETF TR | $1.9M | 48.7K | 0.40% | Added(+13.0%) |