Leading Edge Financial Planning LLC
CIK 1967205
13F filing for Q2 2026・No. 3,629
- Holdings
- US$561.56M
- Quarter change
- +US$86.32M
- Entries
- 78
- Net bought (estimate)
- +US$43.74M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 7
- Cut 27
- Added 33
- Corporate actions 0
- Unchanged 5
Largest holdings
78 stocks worth US$561.56M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Added | 986,037 | US$86.65M | 15.43% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 2,149,853 | US$80.1M | 14.26% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 1,286,243 | US$53.67M | 9.56% |
| SCHWAB STRATEGIC TRUS BRD MKT ETF | Added | 1,748,838 | US$50.65M | 9.02% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 1,027,285 | US$39.85M | 7.10% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | Added | 908,460 | US$36.92M | 6.57% |
| AMERICAN CENTY ETF TRUS LARGE CAP VLU | Added | 367,041 | US$33.48M | 5.96% |
| DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | Added | 723,730 | US$30.55M | 5.44% |
| SPDR SERIES TRUSTST STR AGGRE ETF | Added | 1,173,898 | US$29.96M | 5.33% |
| DIMENSIONAL ETF TRUSTINFLATION PROTE | Added | 580,584 | US$23.95M | 4.27% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.