Latest Leading Edge Financial Planning LLC Stock Portfolio

Leading Edge Financial Planning LLC Performance:

2025 Q4: 1.84%YTD: 13.38%2024: -3.27%

Performance for 2025 Q4 is 1.84%, and YTD is 13.38%, and 2024 is -3.27%.

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 11-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $193 Millions. In it's latest 13F Holdings report, Leading Edge Financial Planning LLC reported an equity portfolio of $438.8 Millions as of 31 Dec, 2025.

The top stock holdings of Leading Edge Financial Planning LLC are BIL, DFAC, DFAC. The fund has invested 15.2% of it's portfolio in SPDR SERIES TRUST and 14.5% of portfolio in DIMENSIONAL ETF TRUST.

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

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 1.84% in the last quarter. In trailing 12 months, it's portfolio return was 13.38%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard index fds	1,855,820
ishares tr	298,289
j p morgan exchange traded f	293,153
tesla inc	270,732
johnson & johnson	207,364
schwab strategic tr	201,611

New stocks bought by Leading Edge Financial Planning LLC

Additions

Ticker	% Inc.
american centy etf tr	28.03
dimensional etf trust	22.91
amazon com inc	16.75
dimensional etf trust	16.4
american centy etf tr	14.87
spdr series trust	14.79
ishares tr	13.75
dimensional etf trust	12.03

Additions to existing portfolio by Leading Edge Financial Planning LLC

Reductions

Ticker	% Reduced
vanguard index fds	-82.71
spdr series trust	-53.46
schwab strategic tr	-21.8
john hancock exchange traded	-16.04
world gold tr	-9.8
ishares tr	-9.4
dimensional etf trust	-6.78
invesco exchange traded fd t	-6.61

Leading Edge Financial Planning LLC reduced stake in above stock

Sold off

Ticker	$ Sold
dimensional etf trust	-210,146
spdr series trust	-373,598
ea series trust	-243,433

Leading Edge Financial Planning LLC got rid off the above stocks

Sector Distribution

Leading Edge Financial Planning LLC has about 99.3% of it's holdings in Others sector.

Sector	%
Others	99.3

Market Cap. Distribution

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

Category	%
UNALLOCATED	99.3

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.

Index	%
Others	99.5

Top 5 Winners (%)		%
SIVR	abrdn silver etf trust	50.3 %
GLDM	world gold tr	11.1 %
DFAC	dimensional etf trust	8.2 %
AAPL	apple inc	6.7 %
AEMB	american centy etf tr	5.2 %

Top 5 Winners ($)		$
DFAC	dimensional etf trust	3.0 M
BIL	spdr series trust	1.5 M
AEMB	american centy etf tr	1.1 M
DFAC	dimensional etf trust	0.9 M
DFAC	dimensional etf trust	0.8 M

Top 5 Losers (%)		%
EDV	vanguard world fd	-4.8 %
AGNG	global x fds	-3.5 %
	tortoise capital series trus	-3.2 %
DFAC	dimensional etf trust	-3.1 %
VB	vanguard index fds	-2.9 %

Top 5 Losers ($)		$
DFAC	dimensional etf trust	-0.3 M
BNDX	vanguard charlotte fds	-0.2 M
ACWF	ishares tr	-0.2 M
AEMB	american centy etf tr	-0.2 M
DFAC	dimensional etf 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 65 stocks in it's portfolio. About 82.9% of the portfolio is in top 10 stocks. DFAC 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: 21 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.19	3,058	831,217	added	0.79

ACWF	ishares tr	1.73	303,533	7,573,140	reduced	-0.92

ACWF	ishares tr	0.07	5,975	302,216	reduced	-9.4

AEMB	american centy etf tr	5.54	320,959	24,319,100	added	9.83

AEMB	american centy etf tr	1.92	193,932	8,441,850	added	28.03

AEMB	american centy etf tr	0.46	19,652	2,004,130	added	2.74

AEMB	american centy etf tr	0.38	21,475	1,654,020	added	3.61

AEMB	american centy etf tr	0.30	15,842	1,304,110	added	1.78

AEMB	american centy etf tr	0.16	17,042	714,451	added	10.32

AEMB	american centy etf tr	0.07	3,067	288,206	added	14.87

AGNG	global x fds	0.05	3,534	213,885	unchanged	0.00

AMPS	ishares tr	0.07	12,955	298,289	new

AMZN	amazon com inc	0.09	1,770	408,551	added	16.75

AOA	ishares tr	0.07	6,597	314,875	reduced	-3.55

AVGO	broadcom inc	0.05	652	225,658	added	4.15

BAPR	innovator etfs trust	0.05	3,034	220,329	reduced	-5.89

BBAX	j p morgan exchange traded f	0.07	5,805	293,153	new

BIL	spdr series trust	15.20	831,668	66,716,400	added	7.21

BIL	spdr series trust	5.90	1,005,210	25,884,200	added	10.35

BIL	spdr series trust	0.26	44,103	1,144,470	added	14.79