Leading Edge Financial Planning LLC
Q3 2026 13F filing
Updated 13 days ago72 disclosed positions worth $482.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $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 | H DIMENSIONAL ETF TRUST | $31.3M | 781.2K | 6.50% | Added(+8.0%) |
| 7 | S SPDR SERIES TRUST | $28.3M | 1.16M | 5.86% | Trimmed(-1.1%) |
| 8 | N DIMENSIONAL ETF TRUST | $23M | 589.1K | 4.77% | Added(+1.5%) |
| 9 | V VANGUARD CHARLOTTE FDS | $11.7M | 249.5K | 2.42% | Added(+13.2%) |
| 10 | V VANGUARD SCOTTSDALE FDS | $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 | E ISHARES TR | $3.8M | 40.6K | 0.79% | Added(+1118.6%) |
| 15 | S SCHWAB STRATEGIC TR | $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 | B WISDOMTREE TR | $2.6M | 43.7K | 0.53% | Trimmed(-0.2%) |
| 18 | V VANGUARD INDEX FDS | $2.4M | 12.3K | 0.50% | — |
| 19 | G WORLD GOLD TR | $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%) |
| 21 | C DIMENSIONAL ETF TRUST | $1.7M | 41.3K | 0.35% | Trimmed(-2.4%) |
| 22 | Q INVESCO QQQ TR | $1.7M | 2.3K | 0.35% | Trimmed(-0.5%) |
| 23 | B ISHARES TR | $1.7M | 16.1K | 0.35% | — |
| 24 | S SCHWAB STRATEGIC TR | $1.6M | 54.3K | 0.34% | Trimmed(-3.3%) |
| 25 | ? N/A AMERICAN CENTY ETF TR | $1.6M | 18.0K | 0.34% | Added(+8.7%) |
| 26 | E ISHARES TR | $1.6M | 60.7K | 0.32% | Trimmed(-79.3%) |
| 27 | ? N/A WISDOMTREE TR | $1.3M | 27.6K | 0.26% | Added(+1.4%) |
| 28 | D DIMENSIONAL ETF TRUST | $957K | 25.8K | 0.20% | Trimmed(-2.4%) |
| 29 | A APPLE INC | $919K | 2.8K | 0.19% | Trimmed(-24.3%) |
| 30 | S SPDR SERIES TRUST | $901K | 9.8K | 0.19% | Trimmed(-37.4%) |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $891K | 19.2K | 0.18% | Added(+0.5%) |
| 32 | V VANGUARD INTL EQUITY INDEX F | $876K | 5.5K | 0.18% | Added(+3.5%) |
| 33 | B VANGUARD SPECIALIZED FUNDS | $795K | 3.4K | 0.16% | Trimmed(-0.5%) |
| 34 | E ISHARES TR | $766K | 7.6K | 0.16% | Added(+69.6%) |
| 35 | S SPDR SERIES TRUST | $600K | 24.6K | 0.12% | Trimmed(-35.0%) |
| 36 | ? N/A DIMENSIONAL ETF TRUST | $585K | 11.4K | 0.12% | Added(+6.8%) |
| 37 | E ENTERPRISE PRODS PARTNERS L | $572K | 16.1K | 0.12% | Trimmed(-3.9%) |
| 38 | ? N/A DIMENSIONAL ETF TRUST | $558K | 20.6K | 0.12% | Trimmed(-15.3%) |
| 39 | V VANGUARD WORLD FD | $538K | 9.7K | 0.11% | Added(+2.1%) |
| 40 | V VANGUARD INDEX FDS | $501K | 715 | 0.10% | Added(+10.5%) |
| 41 | E ISHARES TR | $477K | 2.1K | 0.10% | Trimmed(-2.3%) |
| 42 | V VANGUARD INDEX FDS | $477K | 1.3K | 0.10% | Trimmed(-42.4%) |
| 43 | S SCHWAB STRATEGIC TR | $426K | 13.1K | 0.09% | Trimmed(-6.0%) |
| 44 | E ISHARES TR | $389K | 508 | 0.08% | Trimmed(-21.5%) |
| 45 | T TORTOISE CAPITAL SERIES TRUS | $367K | 9.2K | 0.08% | Unchanged |
| 46 | ? N/A EA SERIES TRUST | $367K | 3.1K | 0.08% | Trimmed(-0.6%) |
| 47 | S SCHWAB STRATEGIC TR | $364K | 16.5K | 0.08% | Unchanged |
| 48 | S SHERWIN WILLIAMS CO | $342K | 1.1K | 0.07% | — |
| 49 | ? N/A AMERICAN CENTY ETF TR | $328K | 3.0K | 0.07% | Trimmed(-2.2%) |
| 50 | V VANGUARD INDEX FDS | $315K | 1.1K | 0.07% | Trimmed(-88.5%) |