Leading Edge Financial Planning LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Leading Edge Financial Planning LLC reported 63 stock positions worth $398.4 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 15.3% of the portfolio, followed by Dimensional International (DFIC, 14.2%) and Dimensional US High Profi Et (DUHP, 9.1%). Compared with Q2 2025, it opened 8 new positions, sold out of 3, added to 23 and reduced 25. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +5%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- KNOXVILLE, TN
- CIK
- 0001967205
- Portfolio Value
- $398.4M (Q3 2025)
- SEC Filing
- 0001951757-25-001402 ↗ filed Nov 12, 2025
Holdings Value
Holdings 63 stocks · $398.4M
| SPYM Ste STR SPDR PT S&P 500 ETF | 15.25% | 775,753 | $60.8M | Add +4.7% |
| DFIC Dimensional International Co. | 14.21% | 1,726,839 | $56.6M | Add +3.7% |
| DUHP Dimensional US High Profi Et | 9.08% | 957,515 | $36.2M | Add +5.7% |
| SCHB Schwab US Broad Market ETF | 9.00% | 1,394,411 | $35.9M | Add +4.2% |
| DFSV Dimensional US Small Cap Val | 6.83% | 854,981 | $27.2M | Add +4.9% |
| DFEM Dimensional Emrg MRKT Core | 6.27% | 778,972 | $25.0M | Add +3.7% |
| SPAB SS SPDR P Agg Bond ETF | 5.91% | 910,937 | $23.5M | Add +8.1% |
| DFCF Dimensional Core Fixed Inc. | 5.84% | 543,830 | $23.3M | Add +9.2% |
| AVLV Avantis US Large Cap Value | 5.30% | 292,233 | $21.1M | Add +5.9% |
| DFIP Dimensional Inflation-Protec | 4.50% | 424,590 | $17.9M | Add +11.0% |
| BNDX Vanguard Total Intl Bond ETF | 2.17% | 174,512 | $8.6M | Add +11.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.14% | 106,514 | $8.5M | Add +11.2% |
| REET iShares Global REIT ETF | 1.97% | 306,342 | $7.8M | Reduce -1.1% |
| AVRE Avantis Real Estate ETF | 1.69% | 151,479 | $6.7M | Add +20.2% |
| DUSB Dimension Ultrashort Fi ETF | 1.50% | 117,771 | $6.0M | Add +13.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.60% | 25,879 | $2.4M | Reduce -43.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.53% | 7,222 | $2.1M | Add +5.4% |
| NTSX Wisdomtree US Efficient Core | 0.48% | 35,391 | $1.9M | Reduce -5.8% |
| AVUV Avantis US Small Cap Value | 0.48% | 19,128 | $1.9M | Reduce -5.1% |
| GLDM SPDR Gold Minishares Trust | 0.41% | 21,565 | $1.6M | Reduce -14.8% |
| DFAI Dimensional International Co. | 0.40% | 43,906 | $1.6M | Reduce -2.9% |
| AVEM Avantis Emerging Markets Eq | 0.39% | 20,726 | $1.6M | Reduce -5.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 2,494 | $1.5M | Reduce -0.2% |
| AVDE Avantis International Equity | 0.31% | 15,565 | $1.2M | Add +6.6% |
| SCHX Schwab US Large-Cap ETF | 0.27% | 40,238 | $1.1M | Reduce -3.0% |
| DFAX Dimensional World Ex US Core | 0.26% | 33,315 | $1.0M | Add +7.3% |
| SPIP SS SPDR P Tips ETF | 0.25% | 38,421 | $1.0M | Reduce -2.5% |
| NTSI Wisdomtree International Eff | 0.24% | 22,796 | $975K | Reduce -6.5% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 3,599 | $777K | Reduce -0.0% |
| AAPL Apple Inc. | 0.19% | 3,034 | $772K | Add +2.3% |
| DFSD Dimensional Short Duration | 0.18% | 14,687 | $708K | Add +11.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.17% | 28,754 | $675K | Reduce -0.8% |
| AVIG Avantis Core Fixed Income | 0.16% | 15,448 | $650K | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.14% | 2,890 | $539K | Reduce -0.2% |
| SCHO Schwab Short-Term US Treas | 0.13% | 21,543 | $526K | Reduce -0.1% |
| EPD Enterprise Products Partners | 0.13% | 16,067 | $502K | Add +1.6% |
| EDV Vanguard Extended Dur Treas | 0.12% | 7,191 | $492K | Reduce -3.7% |
| DFGR Dim Global Real Estate ETF | 0.11% | 15,650 | $427K | Add +6.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 1,295 | $425K | No change |
| SCHD Schwab US DVD Equity ETF | 0.10% | 15,165 | $414K | Reduce -8.4% |
| IVV iShares Core S&P 500 ETF | 0.10% | 611 | $409K | Reduce -8.7% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.09% | 3,754 | $374K | New |
| PGF Invesco Financial Preferred | 0.09% | 24,821 | $363K | Add +70.3% |
| VOO Vanguard S&P 500 ETF | 0.09% | 578 | $354K | No change |
| TPYP Tortoise North American Pipe | 0.08% | 9,226 | $336K | Reduce -0.5% |
| ICSH iShares Ultra Short Duration | 0.08% | 6,595 | $335K | Reduce -14.3% |
| AMZN Amazon.com Inc. | 0.08% | 1,516 | $333K | Reduce -1.8% |
| DFUS Dimensional US Eq MKT ETF | 0.08% | 4,552 | $330K | New |
| AOM iShares Core 40/60 Moderate | 0.08% | 6,840 | $325K | Reduce -7.2% |
| VYM Vanguard High DVD Yield ETF | 0.07% | 2,015 | $284K | No change |
| DFAC Dimensional US Core Equity 2 | 0.07% | 6,824 | $263K | No change |
| JHPI John Hancock Preferred Incom | 0.06% | 11,149 | $258K | Reduce -0.3% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.06% | 2,138 | $243K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 358 | $238K | No change |
| AVDV Avantis Intl S/C Value ETF | 0.06% | 2,670 | $238K | No change |
| NJUL Innovator Growth 100 Power B | 0.06% | 3,224 | $229K | Add +0.2% |
| DFIV Dimensional International Va | 0.06% | 4,966 | $229K | No change |
| NBIX Neurocrine Biosciences Inc. | 0.06% | 1,615 | $227K | New |
| MLPX Global X MLP & Energy Infras | 0.06% | 3,534 | $222K | Reduce -0.1% |
| SIVR Abrdn Physical Silver Shares | 0.05% | 4,796 | $213K | New |
| DFAU Dimensional US Core Equity M | 0.05% | 4,592 | $210K | New |
| AVGO Broadcom Inc. | 0.05% | 626 | $207K | New |
| SCHV Schwab US Large-Cap Value | 0.05% | 7,061 | $206K | New |
Portfolio Sells Q2 2025 → Q3 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -43.9% | 0.60% | −0.58 |
| REET iShares Global REIT ETF | Reduce -1.1% | 1.97% | −0.16 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.07 |
| PBDE Pgim S&P 500 Buffer 20-Dec | Sold out | 0.00% | −0.06 |
| GLDM SPDR Gold Minishares Trust | Reduce -14.8% | 0.41% | −0.05 |
| PGX Invesco Preferred ETF | Sold out | 0.00% | −0.04 |
| NTSX Wisdomtree US Efficient Core | Reduce -5.8% | 0.48% | −0.04 |
| DFAI Dimensional International Co. | Reduce -2.9% | 0.40% | −0.03 |
| AVUV Avantis US Small Cap Value | Reduce -5.1% | 0.48% | −0.03 |
| NTSI Wisdomtree International Eff | Reduce -6.5% | 0.24% | −0.03 |
| SPIP SS SPDR P Tips ETF | Reduce -2.5% | 0.25% | −0.03 |
| AVEM Avantis Emerging Markets Eq | Reduce -5.1% | 0.39% | −0.03 |
| ICSH iShares Ultra Short Duration | Reduce -14.3% | 0.08% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.4% | 0.10% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.8% | 0.17% | −0.02 |
| EDV Vanguard Extended Dur Treas | Reduce -3.7% | 0.12% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.0% | 0.27% | −0.02 |
| AVIG Avantis Core Fixed Income | Reduce -0.1% | 0.16% | −0.02 |
| SCHO Schwab Short-Term US Treas | Reduce -0.1% | 0.13% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -8.7% | 0.10% | −0.01 |
| AOM iShares Core 40/60 Moderate | Reduce -7.2% | 0.08% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -1.8% | 0.08% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.0% | 0.20% | −0.01 |
| TPYP Tortoise North American Pipe | Reduce -0.5% | 0.08% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.2% | 0.38% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.2% | 0.14% | −0.01 |
| MLPX Global X MLP & Energy Infras | Reduce -0.1% | 0.06% | −0.01 |
| JHPI John Hancock Preferred Incom | Reduce -0.3% | 0.06% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +4.7% | 15.25% | +0.28 |
| DFSV Dimensional US Small Cap Val | Add +4.9% | 6.83% | +0.17 |
| AVRE Avantis Real Estate ETF | Add +20.2% | 1.69% | +0.14 |
| SCHB Schwab US Broad Market ETF | Add +4.2% | 9.00% | +0.13 |
| DUHP Dimensional US High Profi Et | Add +5.7% | 9.08% | +0.12 |
| BILS SS Spdrb B 3-12M T-Bill ETF | New | 0.09% | +0.09 |
| DFUS Dimensional US Eq MKT ETF | New | 0.08% | +0.08 |
| DFEM Dimensional Emrg MRKT Core | Add +3.7% | 6.27% | +0.07 |
| AVLV Avantis US Large Cap Value | Add +5.9% | 5.30% | +0.07 |
| BOXX Alpha Architect 1-3 MNTH Box | New | 0.06% | +0.06 |
| NBIX Neurocrine Biosciences Inc. | New | 0.06% | +0.06 |
| DFIP Dimensional Inflation-Protec | Add +11.0% | 4.50% | +0.05 |
| SIVR Abrdn Physical Silver Shares | New | 0.05% | +0.05 |
| DFAU Dimensional US Core Equity M | New | 0.05% | +0.05 |
| AVGO Broadcom Inc. | New | 0.05% | +0.05 |
| SCHV Schwab US Large-Cap Value | New | 0.05% | +0.05 |
| DUSB Dimension Ultrashort Fi ETF | Add +13.4% | 1.50% | +0.04 |
| PGF Invesco Financial Preferred | Add +70.3% | 0.09% | +0.03 |
| AAPL Apple Inc. | Add +2.3% | 0.19% | +0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +11.2% | 2.14% | +0.02 |
| DFAX Dimensional World Ex US Core | Add +7.3% | 0.26% | +0.01 |
| AVDE Avantis International Equity | Add +6.6% | 0.31% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +11.3% | 2.17% | +0.01 |
| DFSD Dimensional Short Duration | Add +11.8% | 0.18% | +0.00 |
| DFGR Dim Global Real Estate ETF | Add +6.7% | 0.11% | −0.00 |
| NJUL Innovator Growth 100 Power B | Add +0.2% | 0.06% | −0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +5.4% | 0.53% | −0.01 |
| EPD Enterprise Products Partners | Add +1.6% | 0.13% | −0.01 |
| DFCF Dimensional Core Fixed Inc. | Add +9.2% | 5.84% | −0.01 |
| SPAB SS SPDR P Agg Bond ETF | Add +8.1% | 5.91% | −0.09 |
| DFIC Dimensional International Co. | Add +3.7% | 14.21% | −0.17 |
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 |