Leading Edge Financial Planning LLC
CIK 1967205 · Holdings on Jun 30, 2026 · First reported Aug 6, 2026
Top ten holdings
Q2 2026- SPYM15.43%
- DFIC14.26%
- DUHP9.56%
- SCHB9.02%
- DFSV7.10%
- DFEM6.57%
- AVLV5.96%
- DFCF5.44%
- SPAB5.33%
- DFIP4.27%
Share classes counted separately82.94%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYMWeight increased · +0.70 pp14.73% → 15.43%Shares +71.33K (+7.80%)
- DFICWeight decreased · -0.37 pp14.63% → 14.26%Shares +193.29K (+9.88%)
- SPABWeight decreased · -0.36 pp5.69% → 5.33%Shares +118.93K (+11.27%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $86.65M | 15.43% | 986.04K shares | 14.73% → 15.43%+0.70 pp +71.33K (+7.80%) | Added | ▾ |
| 02 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $80.10M | 14.26% | 2.15M shares | 14.63% → 14.26%-0.37 pp +193.29K (+9.88%) | Added | ▾ |
| 03 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROF ETF View history and evidence | $53.67M | 9.56% | 1.29M shares | 9.28% → 9.56%+0.28 pp +86.17K (+7.18%) | Added | ▾ |
| 04 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $50.65M | 9.02% | 1.75M shares | 8.67% → 9.02%+0.35 pp +107.96K (+6.58%) | Added | ▾ |
| 05 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP ETF View history and evidence | $39.85M | 7.10% | 1.03M shares | 7.15% → 7.10%-0.05 pp +58.01K (+5.98%) | Added | ▾ |
| 06 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $36.92M | 6.57% | 908.46K shares | 6.32% → 6.57%+0.25 pp +39.76K (+4.58%) | Added | ▾ |
| 07 | AVLVAVANTIS US LARGE CAP VALUEUS LARGE CAP VLU View history and evidence | $33.48M | 5.96% | 367.04K shares | 5.89% → 5.96%+0.07 pp +19.68K (+5.67%) | Added | ▾ |
| 08 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXE IN ETF View history and evidence | $30.55M | 5.44% | 723.73K shares | 5.65% → 5.44%-0.21 pp +87.66K (+13.78%) | Added | ▾ |
| 09 | SPABSS SPDR P AGG BOND ETFST STR AGGRE ETF View history and evidence | $29.96M | 5.33% | 1.17M shares | 5.69% → 5.33%-0.36 pp +118.93K (+11.27%) | Added | ▾ |
| 10 | DFIPDIMENSIONAL INFLATION-PROTECINFLATION PROTE View history and evidence | $23.95M | 4.27% | 580.58K shares | 4.52% → 4.27%-0.25 pp +65.56K (+12.73%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VOE VNGRD MRNGSTR MD-CAP VAL ETF | Non-derivative | -13,260 | -$2.44M | SEC filing ↗ | SEC filing ↗ |
| SCHO SCHWAB SHORT-TERM US TREAS | Non-derivative | -16,683 | -$404.91K | SEC filing ↗ | SEC filing ↗ |
| MUB ISHARES NATIONAL MUNI BOND E | Non-derivative | -2,559 | -$271.67K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1967205 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 561559123
}Research all 78 reported holdings.
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