13F Insight
DOSSIER · 13F-HR · Q2 2026

Leading Edge Financial Planning LLC

$562M in tracked AUM across 78 positions as of Q2 2026.

LE
CIK 0001967205 · last filed Jun 30, 2026
Total AUM
$562M
as of Q2 2026
Holdings
78
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

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...

The portfolio is highly concentrated, holding 66 positions, with the top 10 securities accounting for approximately 80.6% of the total value. The firm utilizes a "core-satellite" approach, relying heavily on a few large-scale ETF allocations to drive returns while maintaining smaller positions in specialized funds and individual equities. The portfolio construction is characteristic of a Modern Portfolio Theory (MPT) approach, emphasizing factor-based investing and broad market exposure rather than stock picking.

2. Key Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$87M986K15.4%02
DFIC
DIMENSIONAL ETF TRUST
$80M2.1M14.3%03
DUHP
DIMENSIONAL ETF TRUST
$54M1.3M9.6%04
SCHB
SCHWAB STRATEGIC TR
$51M1.7M9.0%05
DFSV
DIMENSIONAL ETF TRUST
$40M1.0M7.1%06
DFEM
DIMENSIONAL ETF TRUST
$37M908K6.6%07
AVLV
AMERICAN CENTY ETF TR
$33M367K6.0%08
DFCF
DIMENSIONAL ETF TRUST
$31M724K5.4%09
SPAB
SPDR SERIES TRUST
$30M1.2M5.3%10
DFIP
DIMENSIONAL ETF TRUST
$24M581K4.3%

Filing history

2026Q2Jun 30
$562M▲ 18.2%
78 positionsView →2026Q1Mar 31
$475M▲ 8.3%
72 positionsView →2025Q4Dec 31
$439M▲ 10.1%
66 positionsView →2025Q3Sep 30
$398M▲ 10.7%
63 positionsView →2025Q2Jun 30
$360M▲ 12.4%
58 positionsLocked2025Q1Mar 31
$320M▲ 5.0%
58 positionsLocked2024Q4Dec 31
$305M▲ 2.1%
57 positionsLocked2024Q3Sep 30
$299M▲ 19.8%
55 positionsLocked2024Q2Jun 30
$249M▲ 10.4%
50 positionsLocked2024Q1Mar 31
$226M▲ 17.1%
54 positionsLocked2023Q4Dec 31
$193M▲ 23.4%
60 positionsLocked2023Q3Sep 30
$156M▲ 2.2%
67 positionsLocked
Showing 12 of 15