Latest Leading Edge Financial Planning LLC Stock Portfolio

$475Million– No. of Holdings #71

Leading Edge Financial Planning LLC Performance:

2026 Q1: 0.15%YTD: 0.15%2025: 13.38%

Performance for 2026 Q1 is 0.15%, and YTD is 0.15%, and 2025 is 13.38%.

About Leading Edge Financial Planning LLC and 13F Hedge Fund Stock Holdings

Leading Edge Financial Planning LLC is a hedge fund based in Knoxville, TN. On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Leading Edge Financial Planning LLC reported an equity portfolio of $475.2 Millions as of 31 Mar, 2026.

The top stock holdings of Leading Edge Financial Planning LLC are BIL, DFAC, DFAC. The fund has invested 14.7% of it's portfolio in SPDR SERIES TRUST and 14.6% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off VANGUARD INDEX FDS (VB), ISHARES TR (AMPS) and J P MORGAN EXCHANGE TRADED F (BBAX) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), DIMENSIONAL ETF TRUST (DFAC) and SPDR SERIES TRUST (BIL). Leading Edge Financial Planning LLC opened new stock positions in ISHARES TR (IJR), DIMENSIONAL ETF TRUST (DFAC) and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), VANGUARD INDEX FDS (VB) and SPDR SERIES TRUST (BIL).

Leading Edge Financial Planning LLC Equity Portfolio Value

Last Reported on: 12 May, 2026

Leading Edge Financial Planning LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Leading Edge Financial Planning LLC made a return of 0.15% in the last quarter. In trailing 12 months, it's portfolio return was 14.07%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	578,267
dimensional etf trust	528,806
ishares tr	473,819
ea series trust	339,567
ishares tr	271,665
nvidia corporation	262,157
vanguard bd index fds	260,483
ishares tr	227,596

New stocks bought by Leading Edge Financial Planning LLC

Additions

Ticker	% Inc.
american centy etf tr	74.43
vanguard index fds	53.2
spdr series trust	52.42
schwab strategic tr	40.69
dimensional etf trust	39.55
vanguard index fds	26.73
american centy etf tr	16.47
american centy etf tr	16.41

Additions to existing portfolio by Leading Edge Financial Planning LLC

Reductions

Ticker	% Reduced
vanguard index fds	-44.57
dimensional etf trust	-25.33
dimensional etf trust	-14.09
spdr series trust	-6.68
world gold tr	-5.46
vanguard whitehall fds	-3.68
innovator etfs trust	-2.8
dimensional etf trust	-2.8

Leading Edge Financial Planning LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-298,289
j p morgan exchange traded f	-293,153
vanguard index fds	-348,564

Leading Edge Financial Planning LLC got rid off the above stocks

Sector Distribution

Leading Edge Financial Planning LLC has about 99.4% of it's holdings in Others sector.

Others

Sector	%
Others	99.4

Market Cap. Distribution

Leading Edge Financial Planning LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED

Category	%
UNALLOCATED	99.4

Stocks belong to which Index?

About 0% of the stocks held by Leading Edge Financial Planning LLC either belong to S&P 500 or RUSSELL 2000 index.

Others

Index	%
Others	99.5

Top 5 Winners (%)		%
AGNG	global x fds	22.1 %
	tortoise capital series trus	20.0 %
EPD	enterprise prods partners l	17.9 %
JNJ	johnson & johnson	17.7 %
FNDA	schwab strategic tr	11.8 %

Top 5 Winners ($)		$
DFAC	dimensional etf trust	2.0 M
DFAC	dimensional etf trust	2.0 M
AEMB	american centy etf tr	1.6 M
DFAC	dimensional etf trust	1.2 M
AEMB	american centy etf tr	0.2 M

Top 5 Losers (%)		%
TSLA	tesla inc	-17.0 %
AVGO	broadcom inc	-10.1 %
AMZN	amazon com inc	-9.4 %
NBIX	neurocrine biosciences inc	-7.1 %
AAPL	apple inc	-6.4 %

Top 5 Losers ($)		$
BIL	spdr series trust	-3.2 M
FNDA	schwab strategic tr	-1.8 M
DFAC	dimensional etf trust	-1.4 M
DFAC	dimensional etf trust	-0.2 M
BIL	spdr series trust	-0.1 M

Leading Edge Financial Planning LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Leading Edge Financial Planning LLC

Leading Edge Financial Planning LLC has 71 stocks in it's portfolio. About 82.5% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Leading Edge Financial Planning LLC last quarter.

Last Reported on: 12 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.18	3,297	836,623	added	7.82

AAXJ	ishares tr	0.06	2,559	271,665	new

ACWF	ishares tr	1.57	296,298	7,451,880	reduced	-2.38

ACWF	ishares tr	0.06	5,961	301,747	reduced	-0.23

AEMB	american centy etf tr	5.89	347,359	28,000,600	added	8.23

AEMB	american centy etf tr	2.09	225,870	9,942,790	added	16.47

AEMB	american centy etf tr	0.53	22,687	2,506,250	added	15.44

AEMB	american centy etf tr	0.42	25,000	2,014,520	added	16.41

AEMB	american centy etf tr	0.29	16,366	1,388,490	added	3.31

AEMB	american centy etf tr	0.26	29,726	1,234,820	added	74.43

AEMB	american centy etf tr	0.06	3,067	306,271	unchanged	0.00

AGNG	global x fds	0.06	3,534	261,270	unchanged	0.00

AMPS	ishares tr	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	0.09	1,950	406,126	added	10.17

AOA	ishares tr	0.07	6,597	312,500	unchanged	0.00

AVGO	broadcom inc	0.05	718	222,228	added	10.12

BAPR	innovator etfs trust	0.04	2,949	210,602	reduced	-2.8

BBAX	j p morgan exchange traded f	0.00	0.00	0.00	sold off	-100

BIL	spdr series trust	14.73	914,702	70,011,300	added	9.98

BIL	spdr series trust	5.69	1,054,970	27,028,400	added	4.95