Leading Edge Financial Planning LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Leading Edge Financial Planning LLC reported 57 stock positions worth $304.8 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 15.1% of the portfolio, followed by Dimensional International (DFIC, 12.8%) and Schwab US Broad Market ETF (SCHB, 9.2%). Compared with Q3 2024, it opened 6 new positions, sold out of 4, added to 24 and reduced 22. The biggest buy was Dimensional Core Fixed (DFCF, shares +891%) and the biggest sale SS SPDR P Agg Bond ETF (SPAB, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- KNOXVILLE, TN
- CIK
- 0001967205
- Portfolio Value
- $304.8M (Q4 2024)
- SEC Filing
- 0001951757-25-000126 ↗ filed Jan 24, 2025
Holdings Value
Holdings 57 stocks · $304.8M
| SPYM Ste STR SPDR PT S&P 500 ETF | 15.14% | 669,525 | $46.2M | Add +2.0% |
| DFIC Dimensional International Co. | 12.84% | 1,514,325 | $39.1M | Add +7.6% |
| SCHB Schwab US Broad Market ETF | 9.21% | 1,237,328 | $28.1M | Add +4.0% |
| DUHP Dimensional US High Profi Et | 8.87% | 799,787 | $27.0M | Add +4.2% |
| DFSV Dimensional US Small Cap Val | 6.86% | 679,194 | $20.9M | Add +4.6% |
| SPAB SS SPDR P Agg Bond ETF | 6.38% | 777,627 | $19.4M | Reduce -46.6% |
| DFCF Dimensional Core Fixed Inc. | 6.10% | 450,681 | $18.6M | Add +891.0% |
| DFEM Dimensional Emrg MRKT Core | 5.56% | 647,547 | $17.0M | Add +5.1% |
| AVLV Avantis US Large Cap Value | 5.36% | 244,838 | $16.3M | Add +2.8% |
| DFIP Dimensional Inflation-Protec | 4.60% | 345,959 | $14.0M | Add +39.8% |
| REET iShares Global REIT ETF | 2.49% | 316,857 | $7.6M | Reduce -3.9% |
| BNDX Vanguard Total Intl Bond ETF | 2.24% | 139,026 | $6.8M | Add +6.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.22% | 86,598 | $6.8M | Add +268.1% |
| DUSB Dimension Ultrashort Fi ETF | 1.44% | 86,701 | $4.4M | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.35% | 44,869 | $4.1M | Reduce -55.4% |
| AVRE Avantis Real Estate ETF | 1.10% | 80,336 | $3.4M | Add +43.3% |
| NTSX Wisdomtree US Efficient Core | 0.57% | 37,230 | $1.7M | Reduce -0.5% |
| AVUV Avantis US Small Cap Value | 0.48% | 15,193 | $1.5M | Add +7.9% |
| AVEM Avantis Emerging Markets Eq | 0.44% | 23,053 | $1.4M | Add +5.6% |
| DFAI Dimensional International Co. | 0.44% | 45,513 | $1.3M | Reduce -19.3% |
| GLDM SPDR Gold Minishares Trust | 0.43% | 25,102 | $1.3M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 2,506 | $1.3M | Reduce -1.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.33% | 6,222 | $1.0M | Reduce -48.3% |
| SCHX Schwab US Large-Cap ETF | 0.31% | 41,363 | $959K | Add +2.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.31% | 3,774 | $958K | New |
| SPIP SS SPDR P Tips ETF | 0.28% | 33,231 | $841K | Add +14.8% |
| DFAX Dimensional World Ex US Core | 0.27% | 33,188 | $825K | Reduce -5.6% |
| NTSI Wisdomtree International Eff | 0.26% | 22,865 | $808K | Add +1.8% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 3,597 | $705K | Reduce -0.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.23% | 31,010 | $704K | Reduce -69.1% |
| AVIG Avantis Core Fixed Income | 0.22% | 16,301 | $661K | New |
| AVDE Avantis International Equity | 0.22% | 10,681 | $655K | Add +20.8% |
| AAPL Apple Inc. | 0.21% | 2,572 | $644K | Reduce -2.6% |
| SCHO Schwab Short-Term US Treas | 0.17% | 21,613 | $520K | Reduce -8.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 3,040 | $515K | Reduce -0.5% |
| EPD Enterprise Products Partners | 0.16% | 15,775 | $495K | Add +1.6% |
| EDV Vanguard Extended Dur Treas | 0.15% | 6,670 | $452K | Add +7.5% |
| ICSH iShares Ultra Short Duration | 0.15% | 8,950 | $451K | Reduce -31.4% |
| DFSD Dimensional Short Duration | 0.15% | 9,539 | $447K | New |
| SCHD Schwab US DVD Equity ETF | 0.14% | 15,174 | $415K | Add +6.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 1,236 | $358K | Reduce -2.7% |
| IVV iShares Core S&P 500 ETF | 0.12% | 599 | $353K | Add +43.6% |
| DFGR Dim Global Real Estate ETF | 0.12% | 13,807 | $353K | Reduce -3.0% |
| TPYP Managed Portfolio Series | 0.11% | 9,657 | $329K | Reduce -6.1% |
| AOM iShares Core 40/60 Moderate | 0.10% | 7,370 | $320K | No change |
| VOO Vanguard S&P 500 ETF | 0.09% | 527 | $284K | Add +5.2% |
| PDEC Innovator U.S. Equity Power | 0.09% | 6,915 | $266K | New |
| VYM Vanguard High DVD Yield ETF | 0.08% | 2,015 | $257K | Reduce -4.9% |
| PGF Invesco Financial Preferred | 0.08% | 16,796 | $244K | No change |
| AMZN Amazon.com Inc. | 0.08% | 1,111 | $244K | Reduce -7.1% |
| POCT Innovator U.S. Equity Power | 0.08% | 6,142 | $243K | Add +3.5% |
| QUAL iShares MSCI USA Quality Fac | 0.08% | 1,340 | $239K | No change |
| DFAC Dimensional US Core Equity 2 | 0.08% | 6,824 | $236K | No change |
| NJUL Innovator Growth 100 Power B | 0.07% | 3,642 | $229K | No change |
| MLPX Global X MLP & Energy Infras | 0.07% | 3,538 | $214K | Reduce -5.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 358 | $210K | Reduce -8.4% |
| BIV Vanguard Intermediate-Term B | 0.07% | 2,700 | $202K | New |
Portfolio Sells Q3 2024 → Q4 2024
| SPAB SS SPDR P Agg Bond ETF | Reduce -46.6% | 6.38% | −6.38 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -55.4% | 1.35% | −1.75 |
| SPHY SS SPDR P High Yield ETF | Sold out | 0.00% | −0.98 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -69.1% | 0.23% | −0.57 |
| REET iShares Global REIT ETF | Reduce -3.9% | 2.49% | −0.46 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -48.3% | 0.33% | −0.35 |
| DFAI Dimensional International Co. | Reduce -19.3% | 0.44% | −0.16 |
| DFAE Dimensional Emerging Core Eq | Sold out | 0.00% | −0.08 |
| PJAN Innovator U.S. Equity Power | Sold out | 0.00% | −0.08 |
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −0.07 |
| ICSH iShares Ultra Short Duration | Reduce -31.4% | 0.15% | −0.07 |
| DFAX Dimensional World Ex US Core | Reduce -5.6% | 0.27% | −0.05 |
| SCHO Schwab Short-Term US Treas | Reduce -8.9% | 0.17% | −0.02 |
| DFGR Dim Global Real Estate ETF | Reduce -3.0% | 0.12% | −0.02 |
| NTSX Wisdomtree US Efficient Core | Reduce -0.5% | 0.57% | −0.02 |
| GLDM SPDR Gold Minishares Trust | Reduce -0.8% | 0.43% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.5% | 0.17% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.6% | 0.23% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -4.9% | 0.08% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.4% | 0.07% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.7% | 0.12% | −0.00 |
| TPYP Managed Portfolio Series | Reduce -6.1% | 0.11% | −0.00 |
| MLPX Global X MLP & Energy Infras | Reduce -5.3% | 0.07% | +0.00 |
| AAPL Apple Inc. | Reduce -2.6% | 0.21% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -7.1% | 0.08% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.0% | 0.42% | +0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| DFCF Dimensional Core Fixed Inc. | Add +891.0% | 6.10% | +5.44 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +268.1% | 2.22% | +1.59 |
| DUSB Dimension Ultrashort Fi ETF | New | 1.44% | +1.44 |
| DFIP Dimensional Inflation-Protec | Add +39.8% | 4.60% | +1.09 |
| SCHB Schwab US Broad Market ETF | Add +4.0% | 9.21% | +0.38 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.31% | +0.31 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +2.0% | 15.14% | +0.31 |
| AVRE Avantis Real Estate ETF | Add +43.3% | 1.10% | +0.22 |
| AVIG Avantis Core Fixed Income | New | 0.22% | +0.22 |
| DFSV Dimensional US Small Cap Val | Add +4.6% | 6.86% | +0.16 |
| DFSD Dimensional Short Duration | New | 0.15% | +0.15 |
| AVLV Avantis US Large Cap Value | Add +2.8% | 5.36% | +0.11 |
| DUHP Dimensional US High Profi Et | Add +4.2% | 8.87% | +0.11 |
| PDEC Innovator U.S. Equity Power | New | 0.09% | +0.09 |
| BIV Vanguard Intermediate-Term B | New | 0.07% | +0.07 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.7% | 2.24% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +43.6% | 0.12% | +0.04 |
| AVUV Avantis US Small Cap Value | Add +7.9% | 0.48% | +0.03 |
| SPIP SS SPDR P Tips ETF | Add +14.8% | 0.28% | +0.02 |
| AVDE Avantis International Equity | Add +20.8% | 0.22% | +0.02 |
| EPD Enterprise Products Partners | Add +1.6% | 0.16% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +2.4% | 0.31% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +5.2% | 0.09% | +0.00 |
| POCT Innovator U.S. Equity Power | Add +3.5% | 0.08% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +6.4% | 0.14% | +0.00 |
| EDV Vanguard Extended Dur Treas | Add +7.5% | 0.15% | −0.02 |
| AVEM Avantis Emerging Markets Eq | Add +5.6% | 0.44% | −0.03 |
| NTSI Wisdomtree International Eff | Add +1.8% | 0.26% | −0.03 |
| DFEM Dimensional Emrg MRKT Core | Add +5.1% | 5.56% | −0.25 |
| DFIC Dimensional International Co. | Add +7.6% | 12.84% | −0.43 |
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 |