Leading Edge Financial Planning LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 23, 2024), Leading Edge Financial Planning LLC reported 55 stock positions worth $298.6 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 14.8% of the portfolio, followed by Dimensional International (DFIC, 13.3%) and SS SPDR P Agg Bond ETF (SPAB, 12.8%). Compared with Q2 2024, it opened 5 new positions, added to 25 and reduced 23. The biggest buy was a new position in Vanguard S/T Corp. Bond ETF (VCSH) and the biggest sale iShares Global REIT ETF (REET, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- KNOXVILLE, TN
- CIK
- 0001967205
- Portfolio Value
- $298.6M (Q3 2024)
- SEC Filing
- 0001951757-24-001104 ↗ filed Oct 23, 2024
Holdings Value
Holdings 55 stocks · $298.6M
| SPYM Ste STR SPDR PT S&P 500 ETF | 14.84% | 656,153 | $44.3M | Add +13.1% |
| DFIC Dimensional International Co. | 13.27% | 1,407,573 | $39.6M | Add +14.7% |
| SPAB SS SPDR P Agg Bond ETF | 12.76% | 1,457,068 | $38.1M | Add +12.1% |
| SCHB Schwab US Broad Market ETF | 8.83% | 396,435 | $26.4M | Add +12.9% |
| DUHP Dimensional US High Profi Et | 8.76% | 767,529 | $26.1M | Add +14.7% |
| DFSV Dimensional US Small Cap Val | 6.70% | 649,172 | $20.0M | Add +16.8% |
| DFEM Dimensional Emrg MRKT Core | 5.81% | 616,388 | $17.4M | Add +14.9% |
| AVLV Avantis US Large Cap Value | 5.25% | 238,104 | $15.7M | Add +16.9% |
| DFIP Dimensional Inflation-Protec | 3.51% | 247,564 | $10.5M | Add +26.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.09% | 100,564 | $9.2M | Add +0.7% |
| REET iShares Global REIT ETF | 2.95% | 329,700 | $8.8M | Reduce -4.1% |
| BNDX Vanguard Total Intl Bond ETF | 2.19% | 130,337 | $6.6M | Add +14.5% |
| SPHY SS SPDR P High Yield ETF | 0.98% | 122,024 | $2.9M | Add +2.4% |
| AVRE Avantis Real Estate ETF | 0.89% | 56,055 | $2.6M | Add +104.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.80% | 50,233 | $2.4M | Reduce -2.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.68% | 12,030 | $2.0M | Reduce -8.9% |
| DFCF Dimensional Core Fixed Inc. | 0.66% | 45,479 | $2.0M | Add +20.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.63% | 23,529 | $1.9M | New |
| DFAI Dimensional International Co. | 0.60% | 56,379 | $1.8M | Reduce -7.3% |
| NTSX Wisdomtree US Efficient Core | 0.59% | 37,397 | $1.8M | Reduce -4.3% |
| AVEM Avantis Emerging Markets Eq | 0.47% | 21,831 | $1.4M | Add +4.8% |
| AVUV Avantis US Small Cap Value | 0.45% | 14,083 | $1.4M | Add +5.5% |
| GLDM SPDR Gold Minishares Trust | 0.44% | 25,312 | $1.3M | Reduce -7.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 2,532 | $1.2M | Reduce -0.4% |
| DFAX Dimensional World Ex US Core | 0.32% | 35,156 | $950K | Reduce -18.1% |
| SCHX Schwab US Large-Cap ETF | 0.31% | 13,464 | $914K | Reduce -7.3% |
| NTSI Wisdomtree International Eff | 0.30% | 22,467 | $881K | Reduce -3.5% |
| SPIP SS SPDR P Tips ETF | 0.25% | 28,941 | $761K | Add +4.7% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 3,618 | $717K | Reduce -8.1% |
| ICSH iShares Ultra Short Duration | 0.22% | 13,039 | $662K | Add +7.7% |
| AAPL Apple Inc. | 0.21% | 2,640 | $615K | Add +4.6% |
| AVDE Avantis International Equity | 0.20% | 8,845 | $593K | New |
| SCHO Schwab Short-Term US Treas | 0.19% | 11,861 | $581K | Reduce -0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 3,054 | $533K | Reduce -2.3% |
| EDV Vanguard Extended Dur Treas | 0.17% | 6,202 | $494K | Reduce -7.6% |
| EPD Enterprise Products Partners | 0.15% | 15,532 | $452K | Add +1.0% |
| DFGR Dim Global Real Estate ETF | 0.14% | 14,237 | $411K | Reduce -2.3% |
| SCHD Schwab US DVD Equity ETF | 0.13% | 4,753 | $402K | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 1,270 | $360K | Add +4.6% |
| AOM iShares Core 40/60 Moderate | 0.11% | 7,370 | $332K | Reduce -0.6% |
| TPYP Managed Portfolio Series | 0.11% | 10,284 | $323K | No change |
| VYM Vanguard High DVD Yield ETF | 0.09% | 2,118 | $272K | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 0.09% | 501 | $264K | New |
| PGF Invesco Financial Preferred | 0.09% | 16,796 | $263K | Reduce -2.4% |
| DFAE Dimensional Emerging Core Eq | 0.08% | 8,940 | $245K | Reduce -7.0% |
| IVV iShares Core S&P 500 ETF | 0.08% | 417 | $241K | Add +9.2% |
| QUAL iShares MSCI USA Quality Fac | 0.08% | 1,340 | $240K | Reduce -3.5% |
| PJAN Innovator U.S. Equity Power | 0.08% | 5,719 | $236K | Add +0.1% |
| DFAC Dimensional US Core Equity 2 | 0.08% | 6,824 | $234K | Reduce -10.6% |
| POCT Innovator U.S. Equity Power | 0.08% | 5,935 | $231K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 391 | $224K | Add +5.4% |
| AMZN Amazon.com Inc. | 0.07% | 1,196 | $223K | Add +1.0% |
| NJUL Innovator Growth 100 Power B | 0.07% | 3,642 | $222K | Reduce -2.7% |
| SCHV Schwab US Large-Cap Value | 0.07% | 2,733 | $220K | No change |
| MLPX Global X MLP & Energy Infras | 0.07% | 3,734 | $203K | New |
Portfolio Sells Q2 2024 → Q3 2024
| REET iShares Global REIT ETF | Reduce -4.1% | 2.95% | −0.26 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.3% | 0.80% | −0.14 |
| DFAI Dimensional International Co. | Reduce -7.3% | 0.60% | −0.12 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -8.9% | 0.68% | −0.12 |
| DFAX Dimensional World Ex US Core | Reduce -18.1% | 0.32% | −0.12 |
| NTSX Wisdomtree US Efficient Core | Reduce -4.3% | 0.59% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 0.41% | −0.07 |
| SCHX Schwab US Large-Cap ETF | Reduce -7.3% | 0.31% | −0.07 |
| GLDM SPDR Gold Minishares Trust | Reduce -7.0% | 0.44% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -8.1% | 0.24% | −0.05 |
| NTSI Wisdomtree International Eff | Reduce -3.5% | 0.30% | −0.05 |
| SCHO Schwab Short-Term US Treas | Reduce -0.8% | 0.19% | −0.04 |
| EDV Vanguard Extended Dur Treas | Reduce -7.6% | 0.17% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.3% | 0.18% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Reduce -10.6% | 0.08% | −0.02 |
| DFAE Dimensional Emerging Core Eq | Reduce -7.0% | 0.08% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.1% | 0.13% | −0.02 |
| AOM iShares Core 40/60 Moderate | Reduce -0.6% | 0.11% | −0.02 |
| NJUL Innovator Growth 100 Power B | Reduce -2.7% | 0.07% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -3.5% | 0.08% | −0.01 |
| PGF Invesco Financial Preferred | Reduce -2.4% | 0.09% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.7% | 0.09% | −0.01 |
| DFGR Dim Global Real Estate ETF | Reduce -2.3% | 0.14% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.63% | +0.63 |
| AVRE Avantis Real Estate ETF | Add +104.0% | 0.89% | +0.43 |
| DFIC Dimensional International Co. | Add +14.7% | 13.27% | +0.32 |
| DFIP Dimensional Inflation-Protec | Add +26.0% | 3.51% | +0.29 |
| DFSV Dimensional US Small Cap Val | Add +16.8% | 6.70% | +0.28 |
| AVDE Avantis International Equity | New | 0.20% | +0.20 |
| DUHP Dimensional US High Profi Et | Add +14.7% | 8.76% | +0.17 |
| AVLV Avantis US Large Cap Value | Add +16.9% | 5.25% | +0.11 |
| VOO Vanguard S&P 500 ETF | New | 0.09% | +0.09 |
| POCT Innovator U.S. Equity Power | New | 0.08% | +0.08 |
| MLPX Global X MLP & Energy Infras | New | 0.07% | +0.07 |
| DFEM Dimensional Emrg MRKT Core | Add +14.9% | 5.81% | +0.06 |
| DFCF Dimensional Core Fixed Inc. | Add +20.6% | 0.66% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +9.2% | 0.08% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.4% | 0.08% | −0.01 |
| AAPL Apple Inc. | Add +4.6% | 0.21% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.6% | 0.12% | −0.01 |
| PJAN Innovator U.S. Equity Power | Add +0.1% | 0.08% | −0.01 |
| AMZN Amazon.com Inc. | Add +1.0% | 0.07% | −0.02 |
| SCHB Schwab US Broad Market ETF | Add +12.9% | 8.83% | −0.02 |
| ICSH iShares Ultra Short Duration | Add +7.7% | 0.22% | −0.02 |
| SPIP SS SPDR P Tips ETF | Add +4.7% | 0.25% | −0.03 |
| EPD Enterprise Products Partners | Add +1.0% | 0.15% | −0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +14.5% | 2.19% | −0.03 |
| AVUV Avantis US Small Cap Value | Add +5.5% | 0.45% | −0.03 |
| AVEM Avantis Emerging Markets Eq | Add +4.8% | 0.47% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +13.1% | 14.84% | −0.06 |
| SPHY SS SPDR P High Yield ETF | Add +2.4% | 0.98% | −0.13 |
| SPAB SS SPDR P Agg Bond ETF | Add +12.1% | 12.76% | −0.33 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +0.7% | 3.09% | −0.58 |
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 |