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Latest Leading Edge Financial Planning LLC Stock Portfolio

$482Million | No. of Holdings #70

Leading Edge Financial Planning LLC Performance

2026 Q3-0.76%
YTD+7.82%
2025+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 2026-10-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Leading Edge Financial Planning LLC reported an equity portfolio of $482.5 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Leading Edge Financial Planning LLC are BIL, DFAC, DFAC. The fund has invested 18.7% of it's portfolio in SPDR SERIES TRUST and 17.3% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (AOA) and VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR). Leading Edge Financial Planning LLC opened new stock positions in VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and SHERWIN WILLIAMS CO (SHW). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (IJR) and ISHARES TR (DMXF).
Leading Edge Financial Planning LLC Equity Portfolio Value
Last Reported on: 23 Oct, 2026
$482Million
  as of Oct 23, 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 -0.76% in the last quarter. In trailing 12 months, it's portfolio return was 9.8%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard index fds2,398,370
ishares tr1,675,040
sherwin williams co342,020
vanguard bd index fds301,422
american centy etf tr278,193
ishares tr237,888
dimensional etf trust225,153
invesco exch traded fd tr ii124,924
New stocks bought by Leading Edge Financial Planning LLC

Additions

Ticker% Inc.
dimensional etf trust17,747
ishares tr1,118
ishares tr69.62
american centy etf tr53.36
american centy etf tr26.33
vanguard charlotte fds13.24
american centy etf tr12.99
vanguard scottsdale fds11.53
Additions to existing portfolio by Leading Edge Financial Planning LLC

Reductions

Ticker% Reduced
schwab strategic tr-93.02
vanguard index fds-88.52
ishares tr-83.66
ishares tr-79.33
vanguard index fds-42.43
american centy etf tr-42.13
spdr series trust-37.36
spdr series trust-35.00
Leading Edge Financial Planning LLC reduced stake in above stock

Sold off

Ticker$ Sold
dimensional etf trust-53,674,900
dimensional etf trust-39,848,400
horizon technology fin corp-79,142
chimera invt corp-208,121
mv oil tr-21,207
invesco tr invt grade muns-108,152
john hancock exchange traded-220,801
schwab strategic tr-204,152
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%
Others99.4

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%
UNALLOCATED99.4

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%
Others99.5
Top 5 Winners (%)%
AAPL
apple inc
13.3 %
AEMB
american centy etf tr
6.1 %
JNJ
johnson & johnson
4.1 %
AMZN
amazon com inc
3.9 %
DFAC
dimensional etf trust
3.4 %
Top 5 Winners ($)$
BIL
spdr series trust
1.9 M
DFAC
dimensional etf trust
0.8 M
DFAC
dimensional etf trust
0.4 M
FNDA
schwab strategic tr
0.3 M
AAPL
apple inc
0.1 M
Top 5 Losers (%)%
EDV
vanguard world fd
-14.7 %
AVGO
broadcom inc
-6.5 %
DFAC
dimensional etf trust
-6.1 %
BBAX
j p morgan exchange traded f
-5.4 %
DFAC
dimensional etf trust
-5.3 %
Top 5 Losers ($)$
DFAC
dimensional etf trust
-1.6 M
BIL
spdr series trust
-1.4 M
DFAC
dimensional etf trust
-1.3 M
DFAC
dimensional etf trust
-0.9 M
AEMB
american centy etf tr
-0.6 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 70 stocks in it's portfolio. About 85.6% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Leading Edge Financial Planning LLC last quarter.

$482.51MTotal Value
86.00Positions
23 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Leading Edge Financial Planning LLC, last reported on 23 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leading Edge Financial Planning LLC's holding in Ishares Tr over time
0.05%2,353
$237.9K
0.05%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leading Edge Financial Planning LLC's holding in Ishares Tr over time
0.05%2,510
$262.4K
0.05%
increased 0.28 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Leading Edge Financial Planning LLC's holding in Ishares Tr over time
0.32%60,656
$1.56M
0.32%
decreased 79.33 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Leading Edge Financial Planning LLC's holding in Ishares Tr over time
0.04%4,055
$204.4K
0.04%
decreased 8.03 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Leading Edge Financial Planning LLC's holding in American Centy Etf Tr over time
7.08%377,596
$34.15M
7.08%
increased 2.88 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Leading Edge Financial Planning LLC's holding in American Centy Etf Tr over time
1.41%153,130
$6.79M
1.41%
decreased 42.13 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Leading Edge Financial Planning LLC's holding in American Centy Etf Tr over time
0.99%40,558
$4.78M
0.99%
increased 53.36 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Leading Edge Financial Planning LLC's holding in American Centy Etf Tr over time
0.73%37,608
$3.54M
0.73%
increased 26.33 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Leading Edge Financial Planning LLC's holding in American Centy Etf Tr over time
0.4%48,683
$1.92M
0.4%
increased 12.99 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Leading Edge Financial Planning LLC's holding in American Centy Etf Tr over time
0.34%17,996
$1.62M
0.34%
increased 8.74 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Leading Edge Financial Planning LLC's holding in American Centy Etf Tr over time
0.07%2,999
$328.0K
0.07%
decreased 2.22 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Leading Edge Financial Planning LLC's holding in American Centy Etf Tr over time
0.06%6,512
$278.2K
0.06%
new position
AGNG
Global X Fds

Global X Fds

AGNG
Leading Edge Financial Planning LLC's holding in Global X Fds over time
0.05%3,532
$246.6K
0.05%
unchanged 0 percentunchanged
AOA
Ishares Tr

Ishares Tr

AOA
Leading Edge Financial Planning LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Leading Edge Financial Planning LLC's holding in J P Morgan Exchange Traded F over time
0.04%4,561
$217.0K
0.04%
decreased 22.97 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Leading Edge Financial Planning LLC's holding in Spdr Series Trust over time
18.69%1,004,560
$90.17M
18.69%
increased 1.88 percentadded