Leading Edge Financial Planning LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Leading Edge Financial Planning LLC reported 58 stock positions worth $320.1 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 14.4% of the portfolio, followed by Dimensional International (DFIC, 13.9%) and Dimensional US High Profi Et (DUHP, 8.8%). Compared with Q4 2024, it opened 3 new positions, sold out of 2, added to 30 and reduced 13. The biggest buy was Dimensional International (DFIC, shares +6%) 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
- $320.1M (Q1 2025)
- SEC Filing
- 0001951757-25-000431 ↗ filed Apr 23, 2025
Holdings Value
Holdings 58 stocks · $320.1M
| SPYM Ste STR SPDR PT S&P 500 ETF | 14.44% | 702,763 | $46.2M | Add +5.0% |
| DFIC Dimensional International Co. | 13.94% | 1,607,348 | $44.6M | Add +6.1% |
| DUHP Dimensional US High Profi Et | 8.78% | 847,714 | $28.1M | Add +6.0% |
| SCHB Schwab US Broad Market ETF | 8.64% | 1,283,864 | $27.6M | Add +3.8% |
| DFSV Dimensional US Small Cap Val | 6.57% | 746,711 | $21.0M | Add +9.9% |
| SPAB SS SPDR P Agg Bond ETF | 6.46% | 810,132 | $20.7M | Add +4.2% |
| DFCF Dimensional Core Fixed Inc. | 6.20% | 472,136 | $19.9M | Add +4.8% |
| DFEM Dimensional Emrg MRKT Core | 5.85% | 707,720 | $18.7M | Add +9.3% |
| AVLV Avantis US Large Cap Value | 5.26% | 258,280 | $16.8M | Add +5.5% |
| DFIP Dimensional Inflation-Protec | 4.70% | 357,263 | $15.0M | Add +3.3% |
| REET iShares Global REIT ETF | 2.42% | 318,877 | $7.7M | Add +0.6% |
| BNDX Vanguard Total Intl Bond ETF | 2.27% | 148,527 | $7.3M | Add +6.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.25% | 91,211 | $7.2M | Add +5.3% |
| DUSB Dimension Ultrashort Fi ETF | 1.50% | 94,592 | $4.8M | Add +9.1% |
| AVRE Avantis Real Estate ETF | 1.40% | 104,118 | $4.5M | Add +29.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.37% | 47,723 | $4.4M | Add +6.4% |
| GOVT iShares US Treasury Bond ETF | 0.56% | 77,964 | $1.8M | New |
| NTSX Wisdomtree US Efficient Core | 0.51% | 35,934 | $1.6M | Reduce -3.5% |
| GLDM SPDR Gold Minishares Trust | 0.47% | 24,202 | $1.5M | Reduce -3.6% |
| DFAI Dimensional International Co. | 0.44% | 45,335 | $1.4M | Reduce -0.4% |
| AVUV Avantis US Small Cap Value | 0.42% | 15,386 | $1.3M | Add +1.3% |
| AVEM Avantis Emerging Markets Eq | 0.42% | 22,207 | $1.3M | Reduce -3.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 2,536 | $1.2M | Add +1.2% |
| SCHX Schwab US Large-Cap ETF | 0.28% | 41,324 | $912K | Reduce -0.1% |
| NTSI Wisdomtree International Eff | 0.28% | 23,192 | $882K | Add +1.4% |
| SPIP SS SPDR P Tips ETF | 0.28% | 33,392 | $881K | Add +0.5% |
| DFAX Dimensional World Ex US Core | 0.27% | 32,590 | $854K | Reduce -1.8% |
| AVDE Avantis International Equity | 0.26% | 12,648 | $838K | Add +18.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.22% | 31,029 | $719K | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 3,600 | $699K | Add +0.1% |
| AAPL Apple Inc. | 0.19% | 2,779 | $617K | Add +8.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 3,133 | $541K | Add +3.1% |
| EPD Enterprise Products Partners | 0.17% | 15,576 | $532K | Reduce -1.3% |
| SCHO Schwab Short-Term US Treas | 0.16% | 21,613 | $526K | No change |
| EDV Vanguard Extended Dur Treas | 0.15% | 6,635 | $472K | Reduce -0.5% |
| AVIG Avantis Core Fixed Income | 0.14% | 10,964 | $454K | Reduce -32.7% |
| DFSD Dimensional Short Duration | 0.14% | 9,474 | $450K | Reduce -0.7% |
| ICSH iShares Ultra Short Duration | 0.14% | 8,704 | $441K | Reduce -2.8% |
| SCHD Schwab US DVD Equity ETF | 0.13% | 15,174 | $424K | No change |
| DFGR Dim Global Real Estate ETF | 0.12% | 14,129 | $371K | Add +2.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 1,236 | $340K | No change |
| TPYP Managed Portfolio Series | 0.11% | 9,280 | $338K | Reduce -3.9% |
| IVV iShares Core S&P 500 ETF | 0.11% | 599 | $337K | No change |
| AOM iShares Core 40/60 Moderate | 0.10% | 7,370 | $323K | No change |
| VOO Vanguard S&P 500 ETF | 0.09% | 578 | $297K | Add +9.7% |
| AMZN Amazon.com Inc. | 0.09% | 1,511 | $287K | Add +36.0% |
| PDEC Innovator U.S. Equity Power | 0.08% | 6,915 | $260K | No change |
| VYM Vanguard High DVD Yield ETF | 0.08% | 2,015 | $260K | No change |
| POCT Innovator U.S. Equity Power | 0.08% | 6,669 | $259K | Add +8.6% |
| PGF Invesco Financial Preferred | 0.07% | 16,796 | $240K | No change |
| JHPI John Hancock Preferred Incom | 0.07% | 10,414 | $233K | New |
| QUAL iShares MSCI USA Quality Fac | 0.07% | 1,340 | $229K | No change |
| MLPX Global X MLP & Energy Infras | 0.07% | 3,538 | $226K | No change |
| DFAC Dimensional US Core Equity 2 | 0.07% | 6,824 | $225K | No change |
| PBDE Pgim S&P 500 Buffer 20-Dec | 0.07% | 8,257 | $215K | New |
| BIV Vanguard Intermediate-Term B | 0.07% | 2,716 | $208K | Add +0.6% |
| NJUL Innovator Growth 100 Power B | 0.06% | 3,417 | $205K | Reduce -6.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 358 | $200K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.33 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.31 |
| AVIG Avantis Core Fixed Income | Reduce -32.7% | 0.14% | −0.08 |
| NTSX Wisdomtree US Efficient Core | Reduce -3.5% | 0.51% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.1% | 0.28% | −0.03 |
| AVEM Avantis Emerging Markets Eq | Reduce -3.7% | 0.42% | −0.03 |
| NJUL Innovator Growth 100 Power B | Reduce -6.2% | 0.06% | −0.01 |
| ICSH iShares Ultra Short Duration | Reduce -2.8% | 0.14% | −0.01 |
| DFSD Dimensional Short Duration | Reduce -0.7% | 0.14% | −0.01 |
| DFAX Dimensional World Ex US Core | Reduce -1.8% | 0.27% | −0.00 |
| TPYP Managed Portfolio Series | Reduce -3.9% | 0.11% | −0.00 |
| EDV Vanguard Extended Dur Treas | Reduce -0.5% | 0.15% | −0.00 |
| EPD Enterprise Products Partners | Reduce -1.3% | 0.17% | +0.00 |
| DFAI Dimensional International Co. | Reduce -0.4% | 0.44% | +0.01 |
| GLDM SPDR Gold Minishares Trust | Reduce -3.6% | 0.47% | +0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| DFIC Dimensional International Co. | Add +6.1% | 13.94% | +1.10 |
| GOVT iShares US Treasury Bond ETF | New | 0.56% | +0.56 |
| AVRE Avantis Real Estate ETF | Add +29.6% | 1.40% | +0.29 |
| DFEM Dimensional Emrg MRKT Core | Add +9.3% | 5.85% | +0.29 |
| DFIP Dimensional Inflation-Protec | Add +3.3% | 4.70% | +0.10 |
| DFCF Dimensional Core Fixed Inc. | Add +4.8% | 6.20% | +0.10 |
| SPAB SS SPDR P Agg Bond ETF | Add +4.2% | 6.46% | +0.09 |
| JHPI John Hancock Preferred Incom | New | 0.07% | +0.07 |
| PBDE Pgim S&P 500 Buffer 20-Dec | New | 0.07% | +0.07 |
| DUSB Dimension Ultrashort Fi ETF | Add +9.1% | 1.50% | +0.06 |
| AVDE Avantis International Equity | Add +18.4% | 0.26% | +0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.3% | 2.25% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.8% | 2.27% | +0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +6.4% | 1.37% | +0.02 |
| NTSI Wisdomtree International Eff | Add +1.4% | 0.28% | +0.01 |
| AMZN Amazon.com Inc. | Add +36.0% | 0.09% | +0.01 |
| POCT Innovator U.S. Equity Power | Add +8.6% | 0.08% | +0.00 |
| DFGR Dim Global Real Estate ETF | Add +2.3% | 0.12% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.1% | 0.17% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +9.7% | 0.09% | −0.00 |
| SPIP SS SPDR P Tips ETF | Add +0.5% | 0.28% | −0.00 |
| BIV Vanguard Intermediate-Term B | Add +0.6% | 0.07% | −0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Add +0.1% | 0.22% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 0.22% | −0.01 |
| AAPL Apple Inc. | Add +8.1% | 0.19% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.2% | 0.37% | −0.05 |
| AVUV Avantis US Small Cap Value | Add +1.3% | 0.42% | −0.06 |
| REET iShares Global REIT ETF | Add +0.6% | 2.42% | −0.08 |
| DUHP Dimensional US High Profi Et | Add +6.0% | 8.78% | −0.09 |
| AVLV Avantis US Large Cap Value | Add +5.5% | 5.26% | −0.10 |
| DFSV Dimensional US Small Cap Val | Add +9.9% | 6.57% | −0.29 |
| SCHB Schwab US Broad Market ETF | Add +3.8% | 8.64% | −0.58 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +5.0% | 14.44% | −0.71 |
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 |