Leading Edge Financial Planning LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Leading Edge Financial Planning LLC reported 58 stock positions worth $359.8 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 15.0% of the portfolio, followed by Dimensional International (DFIC, 14.4%) and Dimensional US High Profi Et (DUHP, 9.0%). Compared with Q1 2025, it opened 4 new positions, sold out of 4, added to 33 and reduced 13. The biggest buy was a new position in Vngrd Mrngstr MC GRW ETF-Usd (VOT) and the biggest sale an exit from iShares US Treasury Bond ETF (GOVT).
- Most Recent 13F
- Q2 2026
- Location
- KNOXVILLE, TN
- CIK
- 0001967205
- Portfolio Value
- $359.8M (Q2 2025)
- SEC Filing
- 0001951757-25-000863 ↗ filed Jul 16, 2025
Holdings Value
Holdings 58 stocks · $359.8M
| SPYM Ste STR SPDR PT S&P 500 ETF | 14.97% | 741,078 | $53.9M | Add +5.5% |
| DFIC Dimensional International Co. | 14.39% | 1,664,622 | $51.8M | Add +3.6% |
| DUHP Dimensional US High Profi Et | 8.96% | 906,348 | $32.2M | Add +6.9% |
| SCHB Schwab US Broad Market ETF | 8.87% | 1,338,719 | $31.9M | Add +4.3% |
| DFSV Dimensional US Small Cap Val | 6.67% | 814,869 | $24.0M | Add +9.1% |
| DFEM Dimensional Emrg MRKT Core | 6.20% | 751,448 | $22.3M | Add +6.2% |
| SPAB SS SPDR P Agg Bond ETF | 6.00% | 842,874 | $21.6M | Add +4.0% |
| DFCF Dimensional Core Fixed Inc. | 5.85% | 498,018 | $21.0M | Add +5.5% |
| AVLV Avantis US Large Cap Value | 5.23% | 275,842 | $18.8M | Add +6.8% |
| DFIP Dimensional Inflation-Protec | 4.45% | 382,545 | $16.0M | Add +7.1% |
| BNDX Vanguard Total Intl Bond ETF | 2.16% | 156,845 | $7.8M | Add +5.6% |
| REET iShares Global REIT ETF | 2.13% | 309,613 | $7.6M | Reduce -2.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.12% | 95,805 | $7.6M | Add +5.0% |
| AVRE Avantis Real Estate ETF | 1.55% | 126,027 | $5.6M | Add +21.0% |
| DUSB Dimension Ultrashort Fi ETF | 1.47% | 103,871 | $5.3M | Add +9.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.18% | 46,103 | $4.2M | Reduce -3.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.54% | 6,853 | $1.9M | New |
| NTSX Wisdomtree US Efficient Core | 0.52% | 37,579 | $1.9M | Add +4.6% |
| AVUV Avantis US Small Cap Value | 0.51% | 20,153 | $1.8M | Add +31.0% |
| GLDM SPDR Gold Minishares Trust | 0.46% | 25,311 | $1.7M | Add +4.6% |
| DFAI Dimensional International Co. | 0.43% | 45,224 | $1.6M | Reduce -0.2% |
| AVEM Avantis Emerging Markets Eq | 0.42% | 21,837 | $1.5M | Reduce -1.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 2,498 | $1.4M | Reduce -1.5% |
| AVDE Avantis International Equity | 0.30% | 14,601 | $1.1M | Add +15.4% |
| SPIP SS SPDR P Tips ETF | 0.29% | 39,416 | $1.0M | Add +18.0% |
| SCHX Schwab US Large-Cap ETF | 0.28% | 41,501 | $1.0M | Add +0.4% |
| NTSI Wisdomtree International Eff | 0.28% | 24,380 | $997K | Add +5.1% |
| DFAX Dimensional World Ex US Core | 0.25% | 31,062 | $912K | Reduce -4.7% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 3,600 | $737K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.19% | 28,996 | $674K | Reduce -6.5% |
| AVIG Avantis Core Fixed Income | 0.18% | 15,466 | $644K | Add +41.1% |
| DFSD Dimensional Short Duration | 0.18% | 13,132 | $630K | Add +38.6% |
| AAPL Apple Inc. | 0.17% | 2,966 | $608K | Add +6.7% |
| SCHO Schwab Short-Term US Treas | 0.15% | 21,563 | $526K | Reduce -0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.14% | 2,897 | $512K | Reduce -7.5% |
| EDV Vanguard Extended Dur Treas | 0.14% | 7,469 | $503K | Add +12.6% |
| EPD Enterprise Products Partners | 0.14% | 15,817 | $490K | Add +1.6% |
| SCHD Schwab US DVD Equity ETF | 0.12% | 16,564 | $439K | Add +9.2% |
| IVV iShares Core S&P 500 ETF | 0.12% | 669 | $416K | Add +11.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 1,295 | $393K | Add +4.8% |
| DFGR Dim Global Real Estate ETF | 0.11% | 14,662 | $393K | Add +3.8% |
| ICSH iShares Ultra Short Duration | 0.11% | 7,692 | $390K | Reduce -11.6% |
| AOM iShares Core 40/60 Moderate | 0.09% | 7,370 | $339K | No change |
| AMZN Amazon.com Inc. | 0.09% | 1,544 | $339K | Add +2.2% |
| TPYP Tortoise North American Pipe | 0.09% | 9,273 | $331K | No change |
| VOO Vanguard S&P 500 ETF | 0.09% | 578 | $328K | No change |
| VYM Vanguard High DVD Yield ETF | 0.07% | 2,015 | $269K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.07% | 1,460 | $267K | Add +9.0% |
| JHPI John Hancock Preferred Incom | 0.07% | 11,185 | $252K | Add +7.4% |
| DFAC Dimensional US Core Equity 2 | 0.07% | 6,824 | $245K | No change |
| PBDE Pgim S&P 500 Buffer 20-Dec | 0.06% | 8,203 | $225K | Reduce -0.7% |
| MLPX Global X MLP & Energy Infras | 0.06% | 3,538 | $222K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 358 | $221K | No change |
| NJUL Innovator Growth 100 Power B | 0.06% | 3,217 | $219K | Reduce -5.8% |
| DFIV Dimensional International Va | 0.06% | 4,966 | $213K | New |
| AVDV Avantis Intl S/C Value ETF | 0.06% | 2,670 | $212K | New |
| PGF Invesco Financial Preferred | 0.06% | 14,572 | $206K | Reduce -13.2% |
| PGX Invesco Preferred ETF | 0.04% | 13,827 | $154K | New |
Portfolio Sells Q1 2025 → Q2 2025
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.56 |
| REET iShares Global REIT ETF | Reduce -2.9% | 2.13% | −0.29 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -3.4% | 1.18% | −0.19 |
| PDEC Innovator U.S. Equity Power | Sold out | 0.00% | −0.08 |
| POCT Innovator U.S. Equity Power | Sold out | 0.00% | −0.08 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −0.07 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -6.5% | 0.19% | −0.04 |
| ICSH iShares Ultra Short Duration | Reduce -11.6% | 0.11% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -7.5% | 0.14% | −0.03 |
| SCHO Schwab Short-Term US Treas | Reduce -0.2% | 0.15% | −0.02 |
| PGF Invesco Financial Preferred | Reduce -13.2% | 0.06% | −0.02 |
| DFAX Dimensional World Ex US Core | Reduce -4.7% | 0.25% | −0.01 |
| DFAI Dimensional International Co. | Reduce -0.2% | 0.43% | −0.01 |
| PBDE Pgim S&P 500 Buffer 20-Dec | Reduce -0.7% | 0.06% | −0.00 |
| NJUL Innovator Growth 100 Power B | Reduce -5.8% | 0.06% | −0.00 |
| AVEM Avantis Emerging Markets Eq | Reduce -1.7% | 0.42% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.5% | 0.38% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.54% | +0.54 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +5.5% | 14.97% | +0.54 |
| DFIC Dimensional International Co. | Add +3.6% | 14.39% | +0.44 |
| DFEM Dimensional Emrg MRKT Core | Add +6.2% | 6.20% | +0.35 |
| SCHB Schwab US Broad Market ETF | Add +4.3% | 8.87% | +0.23 |
| DUHP Dimensional US High Profi Et | Add +6.9% | 8.96% | +0.18 |
| AVRE Avantis Real Estate ETF | Add +21.0% | 1.55% | +0.15 |
| DFSV Dimensional US Small Cap Val | Add +9.1% | 6.67% | +0.10 |
| AVUV Avantis US Small Cap Value | Add +31.0% | 0.51% | +0.09 |
| DFIV Dimensional International Va | New | 0.06% | +0.06 |
| AVDV Avantis Intl S/C Value ETF | New | 0.06% | +0.06 |
| PGX Invesco Preferred ETF | New | 0.04% | +0.04 |
| AVDE Avantis International Equity | Add +15.4% | 0.30% | +0.04 |
| AVIG Avantis Core Fixed Income | Add +41.1% | 0.18% | +0.04 |
| DFSD Dimensional Short Duration | Add +38.6% | 0.18% | +0.03 |
| NTSX Wisdomtree US Efficient Core | Add +4.6% | 0.52% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +11.7% | 0.12% | +0.01 |
| SPIP SS SPDR P Tips ETF | Add +18.0% | 0.29% | +0.01 |
| AMZN Amazon.com Inc. | Add +2.2% | 0.09% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.8% | 0.11% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +9.0% | 0.07% | +0.00 |
| NTSI Wisdomtree International Eff | Add +5.1% | 0.28% | +0.00 |
| JHPI John Hancock Preferred Incom | Add +7.4% | 0.07% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Add +0.4% | 0.28% | −0.00 |
| DFGR Dim Global Real Estate ETF | Add +3.8% | 0.11% | −0.01 |
| GLDM SPDR Gold Minishares Trust | Add +4.6% | 0.46% | −0.01 |
| EDV Vanguard Extended Dur Treas | Add +12.6% | 0.14% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Add +9.2% | 0.12% | −0.01 |
| AAPL Apple Inc. | Add +6.7% | 0.17% | −0.02 |
| EPD Enterprise Products Partners | Add +1.6% | 0.14% | −0.03 |
| AVLV Avantis US Large Cap Value | Add +6.8% | 5.23% | −0.03 |
| DUSB Dimension Ultrashort Fi ETF | Add +9.8% | 1.47% | −0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +5.6% | 2.16% | −0.11 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.0% | 2.12% | −0.13 |
| DFIP Dimensional Inflation-Protec | Add +7.1% | 4.45% | −0.25 |
| DFCF Dimensional Core Fixed Inc. | Add +5.5% | 5.85% | −0.35 |
| SPAB SS SPDR P Agg Bond ETF | Add +4.0% | 6.00% | −0.47 |
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 |