Latest Leading Edge Financial Planning LLC Stock Portfolio

Leading Edge Financial Planning LLC Performance:

2025 Q2: 0.07%YTD: 0.01%2024: 0.27%

Performance for 2025 Q2 is 0.07%, and YTD is 0.01%, and 2024 is 0.27%.

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 $359.8 Millions as of 30 Jun, 2025.

The top stock holdings of Leading Edge Financial Planning LLC are BIL, DFAC, DFAC. The fund has invested 15% of it's portfolio in SPDR SERIES TRUST and 14.4% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off ISHARES TR (AMPS), MANAGED PORTFOLIO SERIES (EBLU) and INNOVATOR ETFS TRUST (BAPR) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), VANGUARD INDEX FDS (VB) and SCHWAB STRATEGIC TR (FNDA). Leading Edge Financial Planning LLC opened new stock positions in VANGUARD INDEX FDS (VB), TORTOISE CAPITAL SERIES TRUS and DIMENSIONAL ETF TRUST (DFAC). 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 SPDR SERIES TRUST (BIL).

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 0.07% in the last quarter. In trailing 12 months, it's portfolio return was 0.11%.

New Buys

Ticker	$ Bought
vanguard index fds	1,948,920
tortoise capital series trus	331,341
dimensional etf trust	212,694
american centy etf tr	211,678
invesco exch traded fd tr ii	153,894

New stocks bought by Leading Edge Financial Planning LLC

Additions

Ticker	% Inc.
american centy etf tr	41.06
dimensional etf trust	38.61
american centy etf tr	30.98
american centy etf tr	21.04
spdr series trust	18.04
american centy etf tr	15.44
vanguard world fd	12.57
ishares tr	11.69

Additions to existing portfolio by Leading Edge Financial Planning LLC

Reductions

Ticker	% Reduced
invesco exchange traded fd t	-13.24
ishares tr	-11.63
vanguard index fds	-7.53
schwab strategic tr	-6.55
innovator etfs trust	-5.85
dimensional etf trust	-4.69
spdr series trust	-3.39
ishares tr	-2.91

Leading Edge Financial Planning LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-1,792,000
managed portfolio series	-337,530
innovator etfs trust	-260,004
innovator etfs trust	-259,091
vanguard bd index fds	-207,964

Leading Edge Financial Planning LLC got rid off the above stocks

Sector Distribution

Leading Edge Financial Planning LLC has about 99.6% of it's holdings in Others sector.

Sector	%
Others	99.6

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	99.6

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	99.7

Top 5 Winners (%)		%
QQQ	invesco qqq tr	17.5 %
AMZN	amazon com inc	15.2 %
SPY	spdr s&p 500 etf tr	10.4 %
IJR	ishares tr	9.9 %

Top 5 Winners ($)		$
QQQ	invesco qqq tr	0.2 M
AMZN	amazon com inc	0.0 M
IJR	ishares tr	0.0 M
SPY	spdr s&p 500 etf tr	0.0 M

Top 5 Losers (%)		%
EPD	enterprise prods partners l	-9.0 %
AAPL	apple inc	-7.1 %

Top 5 Losers ($)		$
EPD	enterprise prods partners l	0.0 M
AAPL	apple inc	0.0 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 56 stocks in it's portfolio. About 81.6% of the portfolio is in top 10 stocks. EPD proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for Leading Edge Financial Planning LLC last quarter.

Last Reported on: 16 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	BIL	spdr series trust	14.97	741,078	53,869,000	added	5.45
Historical Trend of SPDR SERIES TRUST Position Held By Leading Edge Financial Planning LLC What % of Portfolio is BIL?: Number of BIL shares held: Change in No. of Shares Held:
	DFAC	dimensional etf trust	14.39	1,664,620	51,753,100	added	3.56

	DFAC	dimensional etf trust	8.96	906,348	32,229,700	added	6.92

	FNDA	schwab strategic tr	8.87	1,338,720	31,901,700	added	4.27

	DFAC	dimensional etf trust	6.67	814,869	23,981,600	added	9.13

	DFAC	dimensional etf trust	6.20	751,448	22,303,000	added	6.18

	BIL	spdr series trust	6.00	842,874	21,577,600	added	4.04

	DFAC	dimensional etf trust	5.85	498,018	21,046,200	added	5.48

	AEMB	american centy etf tr	5.23	275,842	18,815,200	added	6.8

	DFAC	dimensional etf trust	4.45	382,545	15,994,200	added	7.08

	BNDX	vanguard charlotte fds	2.16	156,845	7,765,390	added	5.6

	ACWF	ishares tr	2.13	309,613	7,647,440	reduced	-2.91

	BNDW	vanguard scottsdale fds	2.12	95,805	7,616,470	added	5.04

	AEMB	american centy etf tr	1.55	126,027	5,565,350	added	21.04

	DFAC	dimensional etf trust	1.47	103,871	5,271,450	added	9.81

	BIL	spdr series trust	1.18	46,103	4,229,000	reduced	-3.39

	VB	vanguard index fds	0.54	6,853	1,948,920	new

	DWMF	wisdomtree tr	0.52	37,579	1,876,320	added	4.58

	AEMB	american centy etf tr	0.51	20,153	1,835,970	added	30.98

	GLDM	world gold tr	0.46	25,311	1,658,380	added	4.58