Leading Edge Financial Planning LLC
Q3 2025 13F Holdings
- Locationknoxville, TN
- Num holdings
63
- Value ($000)
$398,417
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0001967205
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
K SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $60.77M | 15 % | 775,753 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $56.62M | 14 % | 1,726,839 | ||
D DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $36.17M | 9 % | 957,515 | ||
S SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $35.85M | 9 % | 1,394,411 | ||
D DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $27.22M | 7 % | 854,981 | ||
D DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $24.98M | 6 % | 778,972 | ||
K SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | $23.55M | 6 % | 910,937 | ||
D DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $23.25M | 6 % | 543,830 | ||
A AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $21.12M | 5 % | 292,233 | ||
D DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $17.93M | 5 % | 424,590 |
Rows Per Page
10
- 10
- 50
- 100