Leading Edge Financial Planning LLC

Comprehensive Analysis of SEC 13F Filing: Leading Edge Financial Planning LLC

Report Period: Q4 2025 (Ending December 31, 2025) Total Portfolio Value: $438.84 Million Total Holdings: 66

1. Portfolio Overview

Leading Edge Financial Planning LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025, with total portfolio value increasing by 39.2%, rising from $315.23 million to $438.84 million. This growth suggests...