Leading Edge Financial Planning LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 1, 2024), Leading Edge Financial Planning LLC reported 50 stock positions worth $249.3 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 14.9% of the portfolio, followed by SS SPDR P Agg Bond ETF (SPAB, 13.1%) and Dimensional International (DFIC, 12.9%). Compared with Q1 2024, it opened 4 new positions, sold out of 8, added to 26 and reduced 16. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +43%) and the biggest sale an exit from Vngrd Mrngstr MC GRW ETF-Usd (VOT).
- Most Recent 13F
- Q2 2026
- Location
- KNOXVILLE, TN
- CIK
- 0001967205
- Portfolio Value
- $249.3M (Q2 2024)
- SEC Filing
- 0001951757-24-000604 ↗ filed Aug 1, 2024
Holdings Value
Holdings 50 stocks · $249.3M
| SPYM Ste STR SPDR PT S&P 500 ETF | 14.90% | 580,218 | $37.1M | Add +8.1% |
| SPAB SS SPDR P Agg Bond ETF | 13.09% | 1,300,330 | $32.6M | Add +13.8% |
| DFIC Dimensional International Co. | 12.95% | 1,227,765 | $32.3M | Add +13.0% |
| SCHB Schwab US Broad Market ETF | 8.85% | 350,971 | $22.1M | Add +9.4% |
| DUHP Dimensional US High Profi Et | 8.59% | 669,242 | $21.4M | Add +10.3% |
| DFSV Dimensional US Small Cap Val | 6.42% | 555,835 | $16.0M | Add +12.8% |
| DFEM Dimensional Emrg MRKT Core | 5.75% | 536,272 | $14.3M | Add +1.8% |
| AVLV Avantis US Large Cap Value | 5.14% | 203,730 | $12.8M | Add +9.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.68% | 99,886 | $9.2M | Add +43.3% |
| DFIP Dimensional Inflation-Protec | 3.22% | 196,464 | $8.0M | Add +5.4% |
| REET iShares Global REIT ETF | 3.21% | 343,841 | $8.0M | Reduce -3.0% |
| BNDX Vanguard Total Intl Bond ETF | 2.22% | 113,861 | $5.5M | Add +8.1% |
| SPHY SS SPDR P High Yield ETF | 1.11% | 119,169 | $2.8M | Add +5.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.94% | 51,437 | $2.3M | Reduce -12.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.80% | 13,209 | $2.0M | New |
| DFAI Dimensional International Co. | 0.72% | 60,809 | $1.8M | Reduce -2.7% |
| NTSX Wisdomtree US Efficient Core | 0.69% | 39,098 | $1.7M | Add +29.0% |
| DFCF Dimensional Core Fixed Inc. | 0.63% | 37,716 | $1.6M | Add +125.7% |
| AVEM Avantis Emerging Markets Eq | 0.51% | 20,831 | $1.3M | New |
| GLDM SPDR Gold Minishares Trust | 0.50% | 27,233 | $1.3M | Add +7.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.49% | 2,542 | $1.2M | Add +1.6% |
| AVUV Avantis US Small Cap Value | 0.48% | 13,355 | $1.2M | Add +14.0% |
| AVRE Avantis Real Estate ETF | 0.45% | 27,471 | $1.1M | New |
| DFAX Dimensional World Ex US Core | 0.44% | 42,912 | $1.1M | Reduce -1.3% |
| SCHX Schwab US Large-Cap ETF | 0.37% | 14,517 | $933K | Reduce -6.7% |
| NTSI Wisdomtree International Eff | 0.34% | 23,294 | $848K | Reduce -4.2% |
| VIG Vanguard Dividend Apprec ETF | 0.29% | 3,936 | $719K | Add +0.5% |
| SPIP SS SPDR P Tips ETF | 0.28% | 27,648 | $703K | Add +39.6% |
| ICSH iShares Ultra Short Duration | 0.25% | 12,112 | $612K | Add +9.1% |
| SCHO Schwab Short-Term US Treas | 0.23% | 11,962 | $576K | Reduce -39.5% |
| AAPL Apple Inc. | 0.21% | 2,524 | $532K | Reduce -62.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 3,126 | $501K | Reduce -0.7% |
| EDV Vanguard Extended Dur Treas | 0.20% | 6,711 | $493K | Add +5.7% |
| EPD Enterprise Products Partners | 0.18% | 15,385 | $446K | Reduce -2.7% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 4,853 | $377K | Reduce -2.8% |
| DFGR Dim Global Real Estate ETF | 0.15% | 14,578 | $364K | Add +74.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 1,214 | $325K | Add +1.6% |
| AOM iShares Core 40/60 Moderate | 0.13% | 7,413 | $319K | Reduce -0.3% |
| TPYP Managed Portfolio Series | 0.12% | 10,284 | $297K | No change |
| PGF Invesco Financial Preferred | 0.10% | 17,205 | $253K | Reduce -37.6% |
| VYM Vanguard High DVD Yield ETF | 0.10% | 2,132 | $253K | Add +7.8% |
| DFAE Dimensional Emerging Core Eq | 0.10% | 9,611 | $249K | Reduce -3.4% |
| DFAC Dimensional US Core Equity 2 | 0.10% | 7,633 | $246K | Add +0.0% |
| QUAL iShares MSCI USA Quality Fac | 0.10% | 1,389 | $237K | Add +3.4% |
| PJAN Innovator U.S. Equity Power | 0.09% | 5,716 | $230K | No change |
| AMZN Amazon.com Inc. | 0.09% | 1,184 | $229K | No change |
| NJUL Innovator Growth 100 Power B | 0.09% | 3,742 | $222K | Reduce -26.7% |
| IVV iShares Core S&P 500 ETF | 0.08% | 382 | $209K | No change |
| SCHV Schwab US Large-Cap Value | 0.08% | 2,733 | $202K | Reduce -5.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 371 | $202K | New |
Portfolio Sells Q1 2024 → Q2 2024
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.83 |
| REET iShares Global REIT ETF | Reduce -3.0% | 3.21% | −0.51 |
| AAPL Apple Inc. | Reduce -62.2% | 0.21% | −0.29 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -12.6% | 0.94% | −0.26 |
| SCHO Schwab Short-Term US Treas | Reduce -39.5% | 0.23% | −0.19 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.13 |
| DFAI Dimensional International Co. | Reduce -2.7% | 0.72% | −0.11 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.09 |
| MLPX Global X MLP & Energy Infras | Sold out | 0.00% | −0.09 |
| NOCT Innovator Growth-100 Power B | Sold out | 0.00% | −0.09 |
| JHPI John Hancock Preferred Incom | Sold out | 0.00% | −0.09 |
| PGF Invesco Financial Preferred | Reduce -37.6% | 0.10% | −0.08 |
| NTSI Wisdomtree International Eff | Reduce -4.2% | 0.34% | −0.06 |
| PGX Invesco Preferred ETF | Sold out | 0.00% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -6.7% | 0.37% | −0.05 |
| DFAX Dimensional World Ex US Core | Reduce -1.3% | 0.44% | −0.05 |
| NJUL Innovator Growth 100 Power B | Reduce -26.7% | 0.09% | −0.04 |
| CHIMERA INVT CORP | Sold out | 0.00% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.8% | 0.15% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.7% | 0.20% | −0.03 |
| EPD Enterprise Products Partners | Reduce -2.7% | 0.18% | −0.03 |
| SCHV Schwab US Large-Cap Value | Reduce -5.0% | 0.08% | −0.02 |
| AOM iShares Core 40/60 Moderate | Reduce -0.3% | 0.13% | −0.01 |
| DFAE Dimensional Emerging Core Eq | Reduce -3.4% | 0.10% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +43.3% | 3.68% | +0.84 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.80% | +0.80 |
| AVEM Avantis Emerging Markets Eq | New | 0.51% | +0.51 |
| AVRE Avantis Real Estate ETF | New | 0.45% | +0.45 |
| DFCF Dimensional Core Fixed Inc. | Add +125.7% | 0.63% | +0.32 |
| SPAB SS SPDR P Agg Bond ETF | Add +13.8% | 13.09% | +0.29 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +8.1% | 14.90% | +0.27 |
| SCHB Schwab US Broad Market ETF | Add +9.4% | 8.85% | +0.18 |
| NTSX Wisdomtree US Efficient Core | Add +29.0% | 0.69% | +0.12 |
| DUHP Dimensional US High Profi Et | Add +10.3% | 8.59% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.08% | +0.08 |
| DFIC Dimensional International Co. | Add +13.0% | 12.95% | +0.07 |
| SPIP SS SPDR P Tips ETF | Add +39.6% | 0.28% | +0.06 |
| DFGR Dim Global Real Estate ETF | Add +74.3% | 0.15% | +0.05 |
| GLDM SPDR Gold Minishares Trust | Add +7.1% | 0.50% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +3.4% | 0.10% | −0.00 |
| ICSH iShares Ultra Short Duration | Add +9.1% | 0.25% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.6% | 0.49% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Add +7.8% | 0.10% | −0.00 |
| AVUV Avantis US Small Cap Value | Add +14.0% | 0.48% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.6% | 0.13% | −0.01 |
| DFAC Dimensional US Core Equity 2 | Add +0.0% | 0.10% | −0.01 |
| EDV Vanguard Extended Dur Treas | Add +5.7% | 0.20% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +0.5% | 0.29% | −0.03 |
| SPHY SS SPDR P High Yield ETF | Add +5.0% | 1.11% | −0.07 |
| BNDX Vanguard Total Intl Bond ETF | Add +8.1% | 2.22% | −0.07 |
| DFSV Dimensional US Small Cap Val | Add +12.8% | 6.42% | −0.15 |
| AVLV Avantis US Large Cap Value | Add +9.3% | 5.14% | −0.17 |
| DFIP Dimensional Inflation-Protec | Add +5.4% | 3.22% | −0.19 |
| DFEM Dimensional Emrg MRKT Core | Add +1.8% | 5.75% | −0.20 |
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 |