Leading Edge Financial Planning LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$398.4B
Holdings
63
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 775,753 | $60.8B | 15.25% | |
| 2 | DFICDIMENSIONAL ETF TRUST | 1,726,839 | $56.6B | 14.21% | |
| 3 | DUHPDIMENSIONAL ETF TRUST | 957,515 | $36.2B | 9.08% | |
| 4 | SCHBSCHWAB STRATEGIC TR | 1,394,411 | $35.9B | 9.00% | |
| 5 | DFSVDIMENSIONAL ETF TRUST | 854,981 | $27.2B | 6.83% | |
| 6 | DFEMDIMENSIONAL ETF TRUST | 778,972 | $25.0B | 6.27% | |
| 7 | SPABSPDR SERIES TRUST | 910,937 | $23.5B | 5.91% | |
| 8 | DFCFDIMENSIONAL ETF TRUST | 543,830 | $23.3B | 5.84% | |
| 9 | AVLVAMERICAN CENTY ETF TR | 292,233 | $21.1B | 5.30% | |
| 10 | DFIPDIMENSIONAL ETF TRUST | 424,590 | $17.9B | 4.50% | |
| 11 | BNDXVANGUARD CHARLOTTE FDS | 174,512 | $8.6B | 2.17% | |
| 12 | VCSHVANGUARD SCOTTSDALE FDS | 106,514 | $8.5B | 2.14% | |
| 13 | REETISHARES TR | 306,342 | $7.8B | 1.97% | |
| 14 | AVREAMERICAN CENTY ETF TR | 151,479 | $6.7B | 1.69% | |
| 15 | DUSBDIMENSIONAL ETF TRUST | 117,771 | $6.0B | 1.50% | |
| 16 | BILSPDR SERIES TRUST | 25,879 | $2.4B | 0.60% | |
| 17 | VOTVANGUARD INDEX FDS | 7,222 | $2.1B | 0.53% | |
| 18 | NTSXWISDOMTREE TR | 35,391 | $1.9B | 0.48% | |
| 19 | AVUVAMERICAN CENTY ETF TR | 19,128 | $1.9B | 0.48% | |
| 20 | GLDMWORLD GOLD TR | 21,565 | $1.6B | 0.41% | |
| 21 | DFAIDIMENSIONAL ETF TRUST | 43,906 | $1.6B | 0.40% | |
| 22 | AVEMAMERICAN CENTY ETF TR | 20,726 | $1.6B | 0.39% | |
| 23 | NDQINVESCO QQQ TR | 2,494 | $1.5B | 0.38% | |
| 24 | AVDEAMERICAN CENTY ETF TR | 15,565 | $1.2B | 0.31% | |
| 25 | SCHXSCHWAB STRATEGIC TR | 40,238 | $1.1B | 0.27% | |
| 26 | DFAXDIMENSIONAL ETF TRUST | 33,315 | $1.0B | 0.26% | |
| 27 | SPIPSPDR SERIES TRUST | 38,421 | $1.0B | 0.25% | |
| 28 | NTSIWISDOMTREE TR | 22,796 | $974.5M | 0.24% | |
| 29 | VIGVANGUARD SPECIALIZED FUNDS | 3,599 | $776.8M | 0.19% | |
| 30 | AAPLAPPLE INC | 3,034 | $772.5M | 0.19% | |
| 31 | DFSDDIMENSIONAL ETF TRUST | 14,687 | $707.7M | 0.18% | |
| 32 | SCHZSCHWAB STRATEGIC TR | 28,754 | $674.8M | 0.17% | |
| 33 | AVIGAMERICAN CENTY ETF TR | 15,448 | $650.1M | 0.16% | |
| 34 | VTVVANGUARD INDEX FDS | 2,890 | $539.0M | 0.14% | |
| 35 | SCHOSCHWAB STRATEGIC TR | 21,543 | $525.6M | 0.13% | |
| 36 | EPDENTERPRISE PRODS PARTNERS L | 16,067 | $502.4M | 0.13% | |
| 37 | EDVVANGUARD WORLD FD | 7,191 | $492.2M | 0.12% | |
| 38 | DFGRDIMENSIONAL ETF TRUST | 15,650 | $427.4M | 0.11% | |
| 39 | VTIVANGUARD INDEX FDS | 1,295 | $424.9M | 0.11% | |
| 40 | SCHDSCHWAB STRATEGIC TR | 15,165 | $414.0M | 0.10% | |
| 41 | IVVISHARES TR | 611 | $409.1M | 0.10% | |
| 42 | BILSSPDR SERIES TRUST | 3,754 | $373.6M | 0.09% | |
| 43 | PGFINVESCO EXCHANGE TRADED FD T | 24,821 | $362.9M | 0.09% | |
| 44 | VOOVANGUARD INDEX FDS | 578 | $354.0M | 0.09% | |
| 45 | TPYPTORTOISE CAPITAL SERIES TRUS | 9,226 | $336.3M | 0.08% | |
| 46 | ICSHISHARES TR | 6,595 | $334.7M | 0.08% | |
| 47 | AMZNAMAZON COM INC | 1,516 | $332.9M | 0.08% | |
| 48 | DFUSDIMENSIONAL ETF TRUST | 4,552 | $329.7M | 0.08% | |
| 49 | AOMISHARES TR | 6,840 | $325.4M | 0.08% | |
| 50 | VYMVANGUARD WHITEHALL FDS | 2,015 | $284.1M | 0.07% | |
| 51 | DFACDIMENSIONAL ETF TRUST | 6,824 | $263.2M | 0.07% | |
| 52 | JHPIJOHN HANCOCK EXCHANGE TRADED | 11,149 | $258.3M | 0.06% | |
| 53 | BOXXEA SERIES TRUST | 2,138 | $243.4M | 0.06% | |
| 54 | SPYSPDR S&P 500 ETF TR | 358 | $238.5M | 0.06% | |
| 55 | AVDVAMERICAN CENTY ETF TR | 2,670 | $237.7M | 0.06% | |
| 56 | NJULINNOVATOR ETFS TRUST | 3,224 | $229.2M | 0.06% | |
| 57 | DFIVDIMENSIONAL ETF TRUST | 4,966 | $229.0M | 0.06% | |
| 58 | NBIXNEUROCRINE BIOSCIENCES INC | 1,615 | $226.7M | 0.06% | |
| 59 | MLPXGLOBAL X FDS | 3,534 | $221.6M | 0.06% | |
| 60 | SIVRABRDN SILVER ETF TRUST | 4,796 | $213.3M | 0.05% | |
| 61 | DFAUDIMENSIONAL ETF TRUST | 4,592 | $210.1M | 0.05% | |
| 62 | AVGOBROADCOM INC | 626 | $206.5M | 0.05% | |
| 63 | SCHVSCHWAB STRATEGIC TR | 7,061 | $205.5M | 0.05% |