Leading Edge Financial Planning LLC Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$438.8B
Holdings
66
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (66 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 831,668 | $66.7B | 15.20% | |
| 2 | DFICDIMENSIONAL ETF TRUST | 1,849,517 | $63.7B | 14.52% | |
| 3 | DUHPDIMENSIONAL ETF TRUST | 1,052,145 | $40.0B | 9.12% | |
| 4 | SCHBSCHWAB STRATEGIC TR | 1,518,271 | $39.8B | 9.07% | |
| 5 | DFSVDIMENSIONAL ETF TRUST | 923,964 | $30.4B | 6.92% | |
| 6 | DFEMDIMENSIONAL ETF TRUST | 830,825 | $27.5B | 6.26% | |
| 7 | SPABSPDR SERIES TRUST | 1,005,213 | $25.9B | 5.90% | |
| 8 | DFCFDIMENSIONAL ETF TRUST | 602,731 | $25.7B | 5.85% | |
| 9 | AVLVAMERICAN CENTY ETF TR | 320,959 | $24.3B | 5.54% | |
| 10 | DFIPDIMENSIONAL ETF TRUST | 475,655 | $19.8B | 4.50% | |
| 11 | VCSHVANGUARD SCOTTSDALE FDS | 118,535 | $9.4B | 2.15% | |
| 12 | BNDXVANGUARD CHARLOTTE FDS | 192,768 | $9.3B | 2.12% | |
| 13 | AVREAMERICAN CENTY ETF TR | 193,932 | $8.4B | 1.92% | |
| 14 | REETISHARES TR | 303,533 | $7.6B | 1.73% | |
| 15 | DUSBDIMENSIONAL ETF TRUST | 131,653 | $6.7B | 1.52% | |
| 16 | NTSXWISDOMTREE TR | 37,547 | $2.1B | 0.47% | |
| 17 | AVUVAMERICAN CENTY ETF TR | 19,652 | $2.0B | 0.46% | |
| 18 | VOEVANGUARD INDEX FDS | 10,463 | $1.9B | 0.42% | |
| 19 | DFAIDIMENSIONAL ETF TRUST | 43,787 | $1.7B | 0.38% | |
| 20 | GLDMWORLD GOLD TR | 19,452 | $1.7B | 0.38% | |
| 21 | AVEMAMERICAN CENTY ETF TR | 21,475 | $1.7B | 0.38% | |
| 22 | NDQINVESCO QQQ TR | 2,489 | $1.5B | 0.35% | |
| 23 | AVDEAMERICAN CENTY ETF TR | 15,842 | $1.3B | 0.30% | |
| 24 | SPIPSPDR SERIES TRUST | 44,103 | $1.1B | 0.26% | |
| 25 | BILSPDR SERIES TRUST | 12,044 | $1.1B | 0.25% | |
| 26 | SCHXSCHWAB STRATEGIC TR | 39,806 | $1.1B | 0.24% | |
| 27 | NTSIWISDOMTREE TR | 23,251 | $1.0B | 0.23% | |
| 28 | DFAXDIMENSIONAL ETF TRUST | 31,057 | $1.0B | 0.23% | |
| 29 | AAPLAPPLE INC | 3,058 | $831.0M | 0.19% | |
| 30 | VIGVANGUARD SPECIALIZED FUNDS | 3,498 | $768.0M | 0.18% | |
| 31 | AVIGAMERICAN CENTY ETF TR | 17,042 | $714.0M | 0.16% | |
| 32 | DFSDDIMENSIONAL ETF TRUST | 14,242 | $682.0M | 0.16% | |
| 33 | SCHZSCHWAB STRATEGIC TR | 28,501 | $666.0M | 0.15% | |
| 34 | VTVVANGUARD INDEX FDS | 2,883 | $550.0M | 0.13% | |
| 35 | EPDENTERPRISE PRODS PARTNERS L | 16,318 | $523.0M | 0.12% | |
| 36 | EDVVANGUARD WORLD FD | 7,759 | $504.0M | 0.11% | |
| 37 | IVVISHARES TR | 695 | $476.0M | 0.11% | |
| 38 | DFGRDIMENSIONAL ETF TRUST | 16,763 | $442.0M | 0.10% | |
| 39 | VTIVANGUARD INDEX FDS | 1,295 | $434.0M | 0.10% | |
| 40 | DFUSDIMENSIONAL ETF TRUST | 5,595 | $414.0M | 0.09% | |
| 41 | SCHOSCHWAB STRATEGIC TR | 16,846 | $410.0M | 0.09% | |
| 42 | AMZNAMAZON COM INC | 1,770 | $408.0M | 0.09% | |
| 43 | SCHDSCHWAB STRATEGIC TR | 14,760 | $404.0M | 0.09% | |
| 44 | VOOVANGUARD INDEX FDS | 584 | $366.0M | 0.08% | |
| 45 | VOTVANGUARD INDEX FDS | 1,249 | $348.0M | 0.08% | |
| 46 | SIVRABRDN SILVER ETF TRUST | 5,023 | $339.0M | 0.08% | |
| 47 | PGFINVESCO EXCHANGE TRADED FD T | 23,180 | $327.0M | 0.07% | |
| 48 | TPYPTORTOISE CAPITAL SERIES TRUS | 9,225 | $325.0M | 0.07% | |
| 49 | DFACDIMENSIONAL ETF TRUST | 7,943 | $314.0M | 0.07% | |
| 50 | AOMISHARES TR | 6,597 | $314.0M | 0.07% | |
| 51 | ICSHISHARES TR | 5,975 | $302.0M | 0.07% | |
| 52 | AQLTISHARES TR | 12,955 | $298.0M | 0.07% | |
| 53 | JMUBJ P MORGAN EXCHANGE TRADED F | 5,805 | $293.0M | 0.07% | |
| 54 | AVDVAMERICAN CENTY ETF TR | 3,067 | $288.0M | 0.07% | |
| 55 | VYMVANGUARD WHITEHALL FDS | 1,931 | $277.0M | 0.06% | |
| 56 | TSLATESLA INC | 602 | $270.0M | 0.06% | |
| 57 | DFIVDIMENSIONAL ETF TRUST | 4,966 | $247.0M | 0.06% | |
| 58 | SPYSPDR S&P 500 ETF TR | 358 | $244.0M | 0.06% | |
| 59 | NBIXNEUROCRINE BIOSCIENCES INC | 1,617 | $229.0M | 0.05% | |
| 60 | AVGOBROADCOM INC | 652 | $225.0M | 0.05% | |
| 61 | NJULINNOVATOR ETFS TRUST | 3,034 | $220.0M | 0.05% | |
| 62 | MLPXGLOBAL X FDS | 3,534 | $213.0M | 0.05% | |
| 63 | JHPIJOHN HANCOCK EXCHANGE TRADED | 9,361 | $213.0M | 0.05% | |
| 64 | SCHVSCHWAB STRATEGIC TR | 7,061 | $209.0M | 0.05% | |
| 65 | JNJJOHNSON & JOHNSON | 1,002 | $207.0M | 0.05% | |
| 66 | SCHFSCHWAB STRATEGIC TR | 8,387 | $201.0M | 0.05% |