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%
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. <br><br> 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. <br><br> 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
$475Million
as of May 12, 2026Leading 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 ($) | $ | |
|---|---|---|
| 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 ($) | $ | |
|---|---|---|
| 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.
$475.24MTotal Value
75.00Positions
12 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.18% | 3,297 | $836.6K 0.18% | 7.82%increased 7.82 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.06% | 2,559 | $271.7K 0.06% | Newnew position | |
 ACWF Ishares TrIshares TrACWF | 1.57% | 296,298 | $7.45M 1.57% | 2.38%decreased 2.38 percentreduced | |
ACWF Ishares TrIshares TrACWF | 0.06% | 5,961 | $301.7K 0.06% | 0.23%decreased 0.23 percentreduced | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 5.89% | 347,359 | $28.00M 5.89% | 8.23%increased 8.23 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 2.09% | 225,870 | $9.94M 2.09% | 16.47%increased 16.47 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.53% | 22,687 | $2.51M 0.53% | 15.44%increased 15.44 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.42% | 25,000 | $2.01M 0.42% | 16.41%increased 16.41 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.29% | 16,366 | $1.39M 0.29% | 3.31%increased 3.31 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.26% | 29,726 | $1.23M 0.26% | 74.43%increased 74.43 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.06% | 3,067 | $306.3K 0.06% | 0%unchanged 0 percentunchanged | |
 AGNG Global X FdsGlobal X FdsAGNG | 0.06% | 3,534 | $261.3K 0.06% | 0%unchanged 0 percentunchanged | |
 Ishares Tr Ishares TrAMPS Leading Edge Financial Planning LLC's holding in Ishares Tr over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Amazon Com Inc Amazon Com IncAMZN Leading Edge Financial Planning LLC's holding in Amazon Com Inc over time | 0.09% | 1,950 | $406.1K 0.09% | 10.17%increased 10.17 percentadded | |
 AOA Ishares TrIshares TrAOA | 0.07% | 6,597 | $312.5K 0.07% | 0%unchanged 0 percentunchanged | |
 Broadcom Inc Broadcom IncAVGO Leading Edge Financial Planning LLC's holding in Broadcom Inc over time | 0.05% | 718 | $222.2K 0.05% | 10.12%increased 10.12 percentadded | |
 BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 0.04% | 2,949 | $210.6K 0.04% | 2.8%decreased 2.8 percentreduced | |
 BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 14.73% | 914,702 | $70.01M 14.73% | 9.98%increased 9.98 percentadded | |
BIL Spdr Series TrustSpdr Series TrustBIL | 5.69% | 1,054,970 | $27.03M 5.69% | 4.95%increased 4.95 percentadded | |
