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Latest Leading Edge Financial Planning LLC Stock Portfolio

$561Million | No. of Holdings #76

Leading Edge Financial Planning LLC Performance

2026 Q2+8.48%
YTD+8.64%
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 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Leading Edge Financial Planning LLC reported an equity portfolio of $561.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Leading Edge Financial Planning LLC are BIL, DFAC, DFAC. The fund has invested 15.4% of it's portfolio in SPDR SERIES TRUST and 14.3% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off VANGUARD INDEX FDS (VB), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), ISHARES TR (ACWF) and AMAZON COM INC (AMZN). Leading Edge Financial Planning LLC opened new stock positions in VANGUARD INDEX FDS (VB), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), AMERICAN CENTY ETF TR (AEMB) and WORLD GOLD TR (GLDM).
Leading Edge Financial Planning LLC Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$561Million
  as of Aug 06, 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 8.48% in the last quarter. In trailing 12 months, it's portfolio return was 16.31%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard index fds2,874,010
vanguard intl equity index f841,095
ishares tr451,303
j p morgan exchange traded f299,929
dimensional etf trust297,888
ishares tr292,518
ishares tr266,495
proshares tr254,745
New stocks bought by Leading Edge Financial Planning LLC

Additions

Ticker% Inc.
ishares tr91.6
ishares tr45.18
american centy etf tr44.94
world gold tr27.47
dimensional etf trust23.71
american centy etf tr19.08
american centy etf tr17.16
american centy etf tr16.57
Additions to existing portfolio by Leading Edge Financial Planning LLC

Reductions

Ticker% Reduced
schwab strategic tr-41.98
ishares tr-26.04
amazon com inc-21.03
schwab strategic tr-20.62
neurocrine biosciences inc-20.07
nvidia corporation-19.83
vanguard index fds-15.58
dimensional etf trust-14.79
Leading Edge Financial Planning LLC reduced stake in above stock

Sold off

Ticker$ Sold
schwab strategic tr-404,907
vanguard index fds-2,443,620
vanguard bd index fds-260,483
innovator etfs trust-210,602
vanguard malvern fds-217,525
ishares tr-271,665
tesla inc-233,460
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.

  • Others
Sector%
Others99.3

Market Cap. Distribution

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

  • UNALLOCATED
Category%
UNALLOCATED99.3

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.

  • Others
Index%
Others99.5
Top 5 Winners (%)%
QQQ
invesco qqq tr
25.9 %
NBIX
neurocrine biosciences inc
25.1 %
AVGO
broadcom inc
21.6 %
AEMB
american centy etf tr
17.9 %
DFAC
dimensional etf trust
17.2 %
Top 5 Winners ($)$
BIL
spdr series trust
10.8 M
FNDA
schwab strategic tr
6.5 M
DFAC
dimensional etf trust
6.2 M
DFAC
dimensional etf trust
5.4 M
AEMB
american centy etf tr
3.8 M
Top 5 Losers (%)%
SIVR
abrdn silver etf trust
-21.5 %
GLDM
world gold tr
-13.0 %
EPD
enterprise prods partners l
-2.8 %
BIL
spdr series trust
-1.2 %
DFAC
dimensional etf trust
-1.1 %
Top 5 Losers ($)$
GLDM
world gold tr
-0.3 M
DFAC
dimensional etf trust
-0.3 M
BIL
spdr series trust
-0.1 M
SIVR
abrdn silver etf trust
-0.1 M
BNDW
vanguard scottsdale fds
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 76 stocks in it's portfolio. About 82.9% of the portfolio is in top 10 stocks. GLDM 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.

$561.56MTotal Value
85.00Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Leading Edge Financial Planning LLC, last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leading Edge Financial Planning LLC's holding in Ishares Tr over time
0.05%2,503
$266.5K
0.05%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leading Edge Financial Planning LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
Leading Edge Financial Planning LLC's holding in Ishares Tr over time
1.44%293,457
$8.11M
1.44%
decreased 0.96 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Leading Edge Financial Planning LLC's holding in Ishares Tr over time
0.04%4,409
$223.0K
0.04%
decreased 26.04 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
5.96%367,041
$33.48M
5.96%
increased 5.67 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
2.23%264,621
$12.54M
2.23%
increased 17.16 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
0.59%26,447
$3.30M
0.59%
increased 16.57 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
0.51%29,770
$2.87M
0.51%
increased 19.08 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
0.32%43,086
$1.78M
0.32%
increased 44.94 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
0.26%16,549
$1.48M
0.26%
increased 1.12 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
0.06%3,067
$316.1K
0.06%
unchanged 0 percentunchanged
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
$260.1K
0.05%
decreased 0.06 percentreduced
AOA
Ishares Tr

Ishares Tr

AOA
Leading Edge Financial Planning LLC's holding in Ishares Tr over time
0.06%6,597
$329.1K
0.06%
unchanged 0 percentunchanged
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Leading Edge Financial Planning LLC's holding in Innovator Etfs Trust 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
0.05%5,921
$299.9K
0.05%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Leading Edge Financial Planning LLC's holding in Spdr Series Trust over time
15.43%986,037
$86.65M
15.43%
increased 7.8 percentadded