Leading Edge Financial Planning LLC
CIK: 0001967205SEC EDGAR →
Portfolio Value
$438.8M
Holdings
66
As of
Q4 2025
New Positions
8
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 831,668 | $66.7M | 15.20% |
| 2 | DIMENSIONAL ETF TRUST | 1,849,517 | $63.7M | 14.52% |
| 3 | DIMENSIONAL ETF TRUST | 1,052,145 | $40.0M | 9.12% |
| 4 | SCHWAB STRATEGIC TR | 1,518,271 | $39.8M | 9.07% |
| 5 | DIMENSIONAL ETF TRUST | 923,964 | $30.4M | 6.92% |
| 6 | DIMENSIONAL ETF TRUST | 830,825 | $27.5M | 6.26% |
| 7 | SPDR SERIES TRUST | 1,005,213 | $25.9M | 5.90% |
| 8 | DIMENSIONAL ETF TRUST | 602,731 | $25.7M | 5.85% |
| 9 | AMERICAN CENTY ETF TR | 320,959 | $24.3M | 5.54% |
| 10 | DIMENSIONAL ETF TRUST | 475,655 | $19.8M | 4.50% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 55 | $432.3M | 98.5% |
| Technology | 4 | $3.1M | 0.7% |
| Unknown | 2 | $1.8M | 0.4% |
| Consumer Cyclical | 2 | $678K | 0.2% |
| Energy | 1 | $523K | 0.1% |
| Healthcare | 2 | $436K | 0.1% |