Leading Edge Financial Planning LLC
Q1 2026 13F Holdings
- Locationknoxville, TN
- Num holdings
72
- Value ($000)
$475,239
- Date Filed 05/12/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $70.01M | 15 % | 914,702 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $69.52M | 15 % | 1,956,559 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $44.11M | 9 % | 1,200,073 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $41.19M | 9 % | 1,640,882 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $33.96M | 7 % | 969,277 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $30.01M | 6 % | 868,700 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $28M | 6 % | 347,359 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A649 | $27.03M | 6 % | 1,054,971 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $26.85M | 6 % | 636,067 | ||
DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $21.49M | 5 % | 515,024 |
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