Leading Edge Financial Planning LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Leading Edge Financial Planning LLC reported 78 stock positions worth $561.6 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 15.4% of the portfolio, followed by Dimensional International (DFIC, 14.3%) and Dimensional US High Profi Et (DUHP, 9.6%). Compared with Q1 2026, it opened 13 new positions, sold out of 7, added to 33 and reduced 27. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +8%) and the biggest sale an exit from Vngrd Mrngstr MD-Cap Val ETF (VOE).
- Most Recent 13F
- Q2 2026
- Location
- KNOXVILLE, TN
- CIK
- 0001967205
- Portfolio Value
- $561.6M (Q2 2026)
- SEC Filing
- 0001951757-26-001113 ↗ filed Aug 6, 2026
Holdings Value
Holdings 78 stocks · $561.6M
| SPYM Ste STR SPDR PT S&P 500 ETF | 15.43% | 986,037 | $86.7M | Add +7.8% |
| DFIC Dimensional International Co. | 14.26% | 2,149,853 | $80.1M | Add +9.9% |
| DUHP Dimensional US High Profi Et | 9.56% | 1,286,243 | $53.7M | Add +7.2% |
| SCHB Schwab US Broad Market ETF | 9.02% | 1,748,838 | $50.6M | Add +6.6% |
| DFSV Dimensional US Small Cap Val | 7.10% | 1,027,285 | $39.8M | Add +6.0% |
| DFEM Dimensional Emrg MRKT Core | 6.57% | 908,460 | $36.9M | Add +4.6% |
| AVLV Avantis US Large Cap Value | 5.96% | 367,041 | $33.5M | Add +5.7% |
| DFCF Dimensional Core Fixed Inc. | 5.44% | 723,730 | $30.5M | Add +13.8% |
| SPAB SS SPDR P Agg Bond ETF | 5.33% | 1,173,898 | $30.0M | Add +11.3% |
| DFIP Dimensional Inflation-Protec | 4.27% | 580,584 | $24.0M | Add +12.7% |
| AVRE Avantis Real Estate ETF | 2.23% | 264,621 | $12.5M | Add +17.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.90% | 135,352 | $10.7M | Add +9.4% |
| BNDX Vanguard Total Intl Bond ETF | 1.90% | 220,323 | $10.7M | Add +11.8% |
| REET iShares Global REIT ETF | 1.44% | 293,457 | $8.1M | Reduce -1.0% |
| DUSB Dimension Ultrashort Fi ETF | 1.37% | 151,087 | $7.7M | Add +8.1% |
| AVUV Avantis US Small Cap Value | 0.59% | 26,447 | $3.3M | Add +16.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.51% | 9,383 | $2.9M | New |
| AVEM Avantis Emerging Markets Eq | 0.51% | 29,770 | $2.9M | Add +19.1% |
| NTSX Wisdomtree US Efficient Core | 0.46% | 43,755 | $2.6M | Add +9.8% |
| GLDM SPDR Gold Minishares Trust | 0.33% | 23,442 | $1.9M | Add +27.5% |
| AVIG Avantis Core Fixed Income | 0.32% | 43,086 | $1.8M | Add +44.9% |
| DFAI Dimensional International Co. | 0.31% | 42,332 | $1.7M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 2,315 | $1.7M | Reduce -11.8% |
| SCHX Schwab US Large-Cap ETF | 0.29% | 56,167 | $1.7M | Add +0.3% |
| AVDE Avantis International Equity | 0.26% | 16,549 | $1.5M | Add +1.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.26% | 15,703 | $1.4M | Reduce -14.5% |
| ITOT iShares Core S&P Total U.S. | 0.23% | 7,779 | $1.3M | Add +91.6% |
| NTSI Wisdomtree International Eff | 0.23% | 27,194 | $1.3M | Add +11.9% |
| AAPL Apple Inc. | 0.19% | 3,646 | $1.1M | Add +10.6% |
| DFAX Dimensional World Ex US Core | 0.17% | 26,472 | $975K | Reduce -14.8% |
| SPIP SS SPDR P Tips ETF | 0.17% | 37,849 | $972K | Reduce -8.0% |
| DFSD Dimensional Short Duration | 0.16% | 19,073 | $911K | Add +23.7% |
| VT Vanguard Tot World STK ETF | 0.15% | 5,359 | $841K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 2,213 | $819K | Add +11.5% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 3,424 | $810K | Reduce -1.4% |
| DFGR Dim Global Real Estate ETF | 0.13% | 24,367 | $706K | Add +4.2% |
| EDV Vanguard Extended Dur Treas | 0.11% | 9,509 | $619K | Add +16.1% |
| EPD Enterprise Products Partners | 0.11% | 16,730 | $615K | Add +1.1% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.10% | 10,719 | $574K | Add +6.3% |
| IVV iShares Core S&P 500 ETF | 0.09% | 647 | $485K | Reduce -12.0% |
| QUAL iShares MSCI USA Quality Fac | 0.09% | 2,197 | $482K | Reduce -11.1% |
| SGOV iShares 0-3 Month Treasury B | 0.08% | 4,483 | $451K | New |
| VOO Vanguard S&P 500 ETF | 0.08% | 647 | $444K | Reduce -0.8% |
| SCHD Schwab US DVD Equity ETF | 0.08% | 13,930 | $442K | Reduce -5.3% |
| TPYP Tortoise North American Pipe | 0.07% | 9,208 | $386K | Reduce -0.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.07% | 16,480 | $381K | Reduce -42.0% |
| AMZN Amazon.com Inc. | 0.07% | 1,540 | $367K | Reduce -21.0% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.07% | 3,115 | $365K | Add +6.7% |
| PGF Invesco Financial Preferred | 0.06% | 26,014 | $357K | Add +0.1% |
| DFUS Dimensional US Eq MKT ETF | 0.06% | 4,156 | $341K | Reduce -0.5% |
| AGG iShares Core U.S. Aggregate | 0.06% | 3,329 | $330K | Add +45.2% |
| AOM iShares Core 40/60 Moderate | 0.06% | 6,597 | $329K | No change |
| AVDV Avantis Intl S/C Value ETF | 0.06% | 3,067 | $316K | No change |
| DFAC Dimensional US Core Equity 2 | 0.05% | 6,824 | $303K | No change |
| JMUB JPMorgan Municipal ETF | 0.05% | 5,921 | $300K | New |
| DFNM Dimensional National Muni BD | 0.05% | 6,163 | $298K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 1,349 | $294K | Reduce -15.6% |
| GOVT iShares US Treasury Bond ETF | 0.05% | 12,841 | $293K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 389 | $290K | Reduce -2.0% |
| SIVR Abrdn Physical Silver Shares | 0.05% | 5,023 | $282K | No change |
| VYM Vanguard High DVD Yield ETF | 0.05% | 1,780 | $281K | Reduce -4.3% |
| SUB iShares Short-Term National | 0.05% | 2,503 | $266K | New |
| JNJ Johnson & Johnson | 0.05% | 1,045 | $265K | Reduce -0.1% |
| DFIV Dimensional International Va | 0.05% | 4,886 | $264K | No change |
| MLPX Global X MLP & Energy Infras | 0.05% | 3,532 | $260K | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.05% | 688 | $260K | Reduce -4.2% |
| TQQQ Proshares Ultrapro QQQ | 0.05% | 3,145 | $255K | New |
| SCHV Schwab US Large-Cap Value | 0.04% | 7,060 | $246K | Reduce -0.0% |
| NVDA Nvidia Corp. | 0.04% | 1,205 | $241K | Reduce -19.8% |
| ICSH iShares Ultra Short Duration | 0.04% | 4,409 | $223K | Reduce -26.0% |
| JHPI John Hancock Preferred Incom | 0.04% | 9,727 | $221K | Reduce -0.3% |
| NBIX Neurocrine Biosciences Inc. | 0.04% | 1,294 | $218K | Reduce -20.1% |
| CIM Chimera Investment Corp. | 0.04% | 15,601 | $208K | New |
| SCHF Schwab Intl Equity ETF | 0.04% | 7,370 | $204K | Reduce -20.6% |
| ROK Rockwell Automation Inc. | 0.04% | 406 | $201K | New |
| VGM Invesco Trust for Investmen | 0.02% | 10,203 | $108K | New |
| HRZN Horizon Technology Finance C | 0.01% | 16,732 | $79K | New |
| MVO MV Oil Trust | 0.00% | 11,981 | $21K | New |
Portfolio Sells Q1 2026 → Q2 2026
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.51 |
| REET iShares Global REIT ETF | Reduce -1.0% | 1.44% | −0.12 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -14.5% | 0.26% | −0.10 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.09 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -42.0% | 0.07% | −0.07 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.06 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −0.05 |
| SPIP SS SPDR P Tips ETF | Reduce -8.0% | 0.17% | −0.05 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.05 |
| DFAX Dimensional World Ex US Core | Reduce -14.8% | 0.17% | −0.05 |
| VTG Vanguard Total Treasury ETF | Sold out | 0.00% | −0.05 |
| NJUL Innovator Growth 100 Power B | Sold out | 0.00% | −0.04 |
| DFAI Dimensional International Co. | Reduce -0.5% | 0.31% | −0.04 |
| ICSH iShares Ultra Short Duration | Reduce -26.0% | 0.04% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -21.0% | 0.07% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -5.3% | 0.08% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -11.8% | 0.30% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -12.0% | 0.09% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -11.1% | 0.09% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -15.6% | 0.05% | −0.01 |
| TPYP Tortoise North American Pipe | Reduce -0.0% | 0.07% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.4% | 0.14% | −0.01 |
| NVDA Nvidia Corp. | Reduce -19.8% | 0.04% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -20.6% | 0.04% | −0.01 |
| MLPX Global X MLP & Energy Infras | Reduce -0.1% | 0.05% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -4.3% | 0.05% | −0.01 |
| JHPI John Hancock Preferred Incom | Reduce -0.3% | 0.04% | −0.01 |
| JNJ Johnson & Johnson | Reduce -0.1% | 0.05% | −0.01 |
| NBIX Neurocrine Biosciences Inc. | Reduce -20.1% | 0.04% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 0.08% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.0% | 0.05% | −0.00 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.5% | 0.06% | −0.00 |
| SCHV Schwab US Large-Cap Value | Reduce -0.0% | 0.04% | −0.00 |
| AVGO Broadcom Inc. | Reduce -4.2% | 0.05% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +7.8% | 15.43% | +0.70 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.51% | +0.51 |
| SCHB Schwab US Broad Market ETF | Add +6.6% | 9.02% | +0.35 |
| DUHP Dimensional US High Profi Et | Add +7.2% | 9.56% | +0.28 |
| DFEM Dimensional Emrg MRKT Core | Add +4.6% | 6.57% | +0.26 |
| VT Vanguard Tot World STK ETF | New | 0.15% | +0.15 |
| AVRE Avantis Real Estate ETF | Add +17.2% | 2.23% | +0.14 |
| ITOT iShares Core S&P Total U.S. | Add +91.6% | 0.23% | +0.11 |
| AVEM Avantis Emerging Markets Eq | Add +19.1% | 0.51% | +0.09 |
| SGOV iShares 0-3 Month Treasury B | New | 0.08% | +0.08 |
| AVLV Avantis US Large Cap Value | Add +5.7% | 5.96% | +0.07 |
| AVUV Avantis US Small Cap Value | Add +16.6% | 0.59% | +0.06 |
| AVIG Avantis Core Fixed Income | Add +44.9% | 0.32% | +0.06 |
| JMUB JPMorgan Municipal ETF | New | 0.05% | +0.05 |
| DFNM Dimensional National Muni BD | New | 0.05% | +0.05 |
| GOVT iShares US Treasury Bond ETF | New | 0.05% | +0.05 |
| SUB iShares Short-Term National | New | 0.05% | +0.05 |
| TQQQ Proshares Ultrapro QQQ | New | 0.05% | +0.05 |
| CIM Chimera Investment Corp. | New | 0.04% | +0.04 |
| ROK Rockwell Automation Inc. | New | 0.04% | +0.04 |
| NTSX Wisdomtree US Efficient Core | Add +9.8% | 0.46% | +0.02 |
| VGM Invesco Trust for Investmen | New | 0.02% | +0.02 |
| HRZN Horizon Technology Finance C | New | 0.01% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.5% | 0.15% | +0.01 |
| AAPL Apple Inc. | Add +10.6% | 0.19% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +45.2% | 0.06% | +0.01 |
| DFSD Dimensional Short Duration | Add +23.7% | 0.16% | +0.01 |
| MVO MV Oil Trust | New | 0.00% | +0.00 |
| NTSI Wisdomtree International Eff | Add +11.9% | 0.23% | +0.00 |
| EDV Vanguard Extended Dur Treas | Add +16.1% | 0.11% | −0.00 |
| DFGR Dim Global Real Estate ETF | Add +4.2% | 0.13% | −0.01 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +6.7% | 0.07% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Add +0.3% | 0.29% | −0.01 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +6.3% | 0.10% | −0.01 |
| PGF Invesco Financial Preferred | Add +0.1% | 0.06% | −0.01 |
| EPD Enterprise Products Partners | Add +1.1% | 0.11% | −0.02 |
| GLDM SPDR Gold Minishares Trust | Add +27.5% | 0.33% | −0.03 |
| AVDE Avantis International Equity | Add +1.1% | 0.26% | −0.03 |
| DFSV Dimensional US Small Cap Val | Add +6.0% | 7.10% | −0.05 |
| BNDX Vanguard Total Intl Bond ETF | Add +11.8% | 1.90% | −0.09 |
| DUSB Dimension Ultrashort Fi ETF | Add +8.1% | 1.37% | −0.13 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +9.4% | 1.90% | −0.16 |
| DFCF Dimensional Core Fixed Inc. | Add +13.8% | 5.44% | −0.21 |
| DFIP Dimensional Inflation-Protec | Add +12.7% | 4.27% | −0.26 |
| SPAB SS SPDR P Agg Bond ETF | Add +11.3% | 5.33% | −0.35 |
| DFIC Dimensional International Co. | Add +9.9% | 14.26% | −0.36 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 78 | $561.6M | SPYM, DFIC, DUHP, SCHB, DFSV |
| Q1 2026 | 72 | $475.2M | SPYM, DFIC, DUHP, SCHB, DFSV |
| Q4 2025 | 66 | $438.8M | SPYM, DFIC, DUHP, SCHB, DFSV |
| Q3 2025 | 63 | $398.4M | SPYM, DFIC, DUHP, SCHB, DFSV |
| Q2 2025 | 58 | $359.8M | SPYM, DFIC, DUHP, SCHB, DFSV |
| Q1 2025 | 58 | $320.1M | SPYM, DFIC, DUHP, SCHB, DFSV |
| Q4 2024 | 57 | $304.8M | SPYM, DFIC, SCHB, DUHP, DFSV |
| Q3 2024 | 55 | $298.6M | SPYM, DFIC, SPAB, SCHB, DUHP |
| Q2 2024 | 50 | $249.3M | SPYM, SPAB, DFIC, SCHB, DUHP |
| Q1 2024 | 54 | $225.8M | SPYM, DFIC, SPAB, SCHB, DUHP |