13F Insight
DOSSIER · 13F-HR · Q1 2026

Leading Edge Financial Planning LLC

$475M in tracked AUM across 72 positions as of Q1 2026.

LE
CIK 0001967205 · last filed Mar 31, 2026
Total AUM
$475M
as of Q1 2026
Holdings
72
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 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

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$70M915K14.7%02
DFIC
DIMENSIONAL ETF TRUST
$70M2.0M14.6%03
DUHP
DIMENSIONAL ETF TRUST
$44M1.2M9.3%04
SCHB
SCHWAB STRATEGIC TR
$41M1.6M8.7%05
DFSV
DIMENSIONAL ETF TRUST
$34M969K7.1%06
DFEM
DIMENSIONAL ETF TRUST
$30M869K6.3%07
AVLV
AMERICAN CENTY ETF TR
$28M347K5.9%08
SPAB
SPDR SERIES TRUST
$27M1.1M5.7%09
DFCF
DIMENSIONAL ETF TRUST
$27M636K5.7%10
DFIP
DIMENSIONAL ETF TRUST
$21M515K4.5%

Filing history

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 positionsLocked2023Q2Jun 30
$153M▲ 10.6%
68 positionsLocked
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