Leading Edge Financial Planning LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Leading Edge Financial Planning LLC reported 66 stock positions worth $438.8 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 15.2% of the portfolio, followed by Dimensional International (DFIC, 14.5%) and Dimensional US High Profi Et (DUHP, 9.1%). Compared with Q3 2025, it opened 6 new positions, sold out of 3, added to 34 and reduced 21. The biggest buy was a new position in Vngrd Mrngstr MD-Cap Val ETF (VOE) and the biggest sale Vngrd Mrngstr MC GRW ETF-Usd (VOT, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- KNOXVILLE, TN
- CIK
- 0001967205
- Portfolio Value
- $438.8M (Q4 2025)
- SEC Filing
- 0001951757-26-000247 ↗ filed Jan 21, 2026
Holdings Value
Holdings 66 stocks · $438.8M
| SPYM Ste STR SPDR PT S&P 500 ETF | 15.20% | 831,668 | $66.7M | Add +7.2% |
| DFIC Dimensional International Co. | 14.52% | 1,849,517 | $63.7M | Add +7.1% |
| DUHP Dimensional US High Profi Et | 9.12% | 1,052,145 | $40.0M | Add +9.9% |
| SCHB Schwab US Broad Market ETF | 9.07% | 1,518,271 | $39.8M | Add +8.9% |
| DFSV Dimensional US Small Cap Val | 6.92% | 923,964 | $30.4M | Add +8.1% |
| DFEM Dimensional Emrg MRKT Core | 6.26% | 830,825 | $27.5M | Add +6.7% |
| SPAB SS SPDR P Agg Bond ETF | 5.90% | 1,005,213 | $25.9M | Add +10.3% |
| DFCF Dimensional Core Fixed Inc. | 5.85% | 602,731 | $25.7M | Add +10.8% |
| AVLV Avantis US Large Cap Value | 5.54% | 320,959 | $24.3M | Add +9.8% |
| DFIP Dimensional Inflation-Protec | 4.50% | 475,655 | $19.8M | Add +12.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.15% | 118,535 | $9.5M | Add +11.3% |
| BNDX Vanguard Total Intl Bond ETF | 2.12% | 192,768 | $9.3M | Add +10.5% |
| AVRE Avantis Real Estate ETF | 1.92% | 193,932 | $8.4M | Add +28.0% |
| REET iShares Global REIT ETF | 1.73% | 303,533 | $7.6M | Reduce -0.9% |
| DUSB Dimension Ultrashort Fi ETF | 1.52% | 131,653 | $6.7M | Add +11.8% |
| NTSX Wisdomtree US Efficient Core | 0.47% | 37,547 | $2.1M | Add +6.1% |
| AVUV Avantis US Small Cap Value | 0.46% | 19,652 | $2.0M | Add +2.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.42% | 10,463 | $1.9M | New |
| DFAI Dimensional International Co. | 0.38% | 43,787 | $1.7M | Reduce -0.3% |
| GLDM SPDR Gold Minishares Trust | 0.38% | 19,452 | $1.7M | Reduce -9.8% |
| AVEM Avantis Emerging Markets Eq | 0.38% | 21,475 | $1.7M | Add +3.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.35% | 2,489 | $1.5M | Reduce -0.2% |
| AVDE Avantis International Equity | 0.30% | 15,842 | $1.3M | Add +1.8% |
| SPIP SS SPDR P Tips ETF | 0.26% | 44,103 | $1.1M | Add +14.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.25% | 12,044 | $1.1M | Reduce -53.5% |
| SCHX Schwab US Large-Cap ETF | 0.24% | 39,806 | $1.1M | Reduce -1.1% |
| NTSI Wisdomtree International Eff | 0.23% | 23,251 | $1.0M | Add +2.0% |
| DFAX Dimensional World Ex US Core | 0.23% | 31,057 | $1.0M | Reduce -6.8% |
| AAPL Apple Inc. | 0.19% | 3,058 | $831K | Add +0.8% |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 3,498 | $769K | Reduce -2.8% |
| AVIG Avantis Core Fixed Income | 0.16% | 17,042 | $714K | Add +10.3% |
| DFSD Dimensional Short Duration | 0.16% | 14,242 | $683K | Reduce -3.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.15% | 28,501 | $666K | Reduce -0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.13% | 2,883 | $551K | Reduce -0.2% |
| EPD Enterprise Products Partners | 0.12% | 16,318 | $523K | Add +1.6% |
| EDV Vanguard Extended Dur Treas | 0.11% | 7,759 | $504K | Add +7.9% |
| IVV iShares Core S&P 500 ETF | 0.11% | 695 | $476K | Add +13.8% |
| DFGR Dim Global Real Estate ETF | 0.10% | 16,763 | $443K | Add +7.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 1,295 | $434K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.09% | 5,595 | $415K | Add +22.9% |
| SCHO Schwab Short-Term US Treas | 0.09% | 16,846 | $411K | Reduce -21.8% |
| AMZN Amazon.com Inc. | 0.09% | 1,770 | $409K | Add +16.8% |
| SCHD Schwab US DVD Equity ETF | 0.09% | 14,760 | $405K | Reduce -2.7% |
| VOO Vanguard S&P 500 ETF | 0.08% | 584 | $366K | Add +1.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.08% | 1,249 | $349K | Reduce -82.7% |
| SIVR Abrdn Physical Silver Shares | 0.08% | 5,023 | $340K | Add +4.7% |
| PGF Invesco Financial Preferred | 0.07% | 23,180 | $328K | Reduce -6.6% |
| TPYP Tortoise North American Pipe | 0.07% | 9,225 | $326K | Reduce -0.0% |
| AOM iShares Core 40/60 Moderate | 0.07% | 6,597 | $315K | Reduce -3.5% |
| DFAC Dimensional US Core Equity 2 | 0.07% | 7,943 | $314K | Add +16.4% |
| ICSH iShares Ultra Short Duration | 0.07% | 5,975 | $302K | Reduce -9.4% |
| GOVT iShares US Treasury Bond ETF | 0.07% | 12,955 | $298K | New |
| JMUB JPMorgan Municipal ETF | 0.07% | 5,805 | $293K | New |
| AVDV Avantis Intl S/C Value ETF | 0.07% | 3,067 | $288K | Add +14.9% |
| VYM Vanguard High DVD Yield ETF | 0.06% | 1,931 | $277K | Reduce -4.2% |
| TSLA Tesla Inc. | 0.06% | 602 | $271K | New |
| DFIV Dimensional International Va | 0.06% | 4,966 | $248K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 358 | $244K | No change |
| NBIX Neurocrine Biosciences Inc. | 0.05% | 1,617 | $229K | Add +0.1% |
| AVGO Broadcom Inc. | 0.05% | 652 | $226K | Add +4.2% |
| NJUL Innovator Growth 100 Power B | 0.05% | 3,034 | $220K | Reduce -5.9% |
| MLPX Global X MLP & Energy Infras | 0.05% | 3,534 | $214K | No change |
| JHPI John Hancock Preferred Incom | 0.05% | 9,361 | $214K | Reduce -16.0% |
| SCHV Schwab US Large-Cap Value | 0.05% | 7,061 | $209K | No change |
| JNJ Johnson & Johnson | 0.05% | 1,002 | $207K | New |
| SCHF Schwab Intl Equity ETF | 0.05% | 8,387 | $202K | New |
Portfolio Sells Q3 2025 → Q4 2025
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -82.7% | 0.08% | −0.45 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -53.5% | 0.25% | −0.35 |
| REET iShares Global REIT ETF | Reduce -0.9% | 1.73% | −0.24 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Sold out | 0.00% | −0.09 |
| BOXX Alpha Architect 1-3 MNTH Box | Sold out | 0.00% | −0.06 |
| DFAU Dimensional US Core Equity M | Sold out | 0.00% | −0.05 |
| SCHO Schwab Short-Term US Treas | Reduce -21.8% | 0.09% | −0.04 |
| GLDM SPDR Gold Minishares Trust | Reduce -9.8% | 0.38% | −0.04 |
| DFAX Dimensional World Ex US Core | Reduce -6.8% | 0.23% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.2% | 0.35% | −0.03 |
| DFSD Dimensional Short Duration | Reduce -3.0% | 0.16% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.1% | 0.24% | −0.02 |
| DFAI Dimensional International Co. | Reduce -0.3% | 0.38% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.8% | 0.18% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.9% | 0.15% | −0.02 |
| PGF Invesco Financial Preferred | Reduce -6.6% | 0.07% | −0.02 |
| JHPI John Hancock Preferred Incom | Reduce -16.0% | 0.05% | −0.02 |
| ICSH iShares Ultra Short Duration | Reduce -9.4% | 0.07% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.7% | 0.09% | −0.01 |
| TPYP Tortoise North American Pipe | Reduce -0.0% | 0.07% | −0.01 |
| AOM iShares Core 40/60 Moderate | Reduce -3.5% | 0.07% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.2% | 0.13% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -4.2% | 0.06% | −0.01 |
| NJUL Innovator Growth 100 Power B | Reduce -5.9% | 0.05% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.42% | +0.42 |
| DFIC Dimensional International Co. | Add +7.1% | 14.52% | +0.31 |
| AVLV Avantis US Large Cap Value | Add +9.8% | 5.54% | +0.24 |
| AVRE Avantis Real Estate ETF | Add +28.0% | 1.92% | +0.23 |
| DFSV Dimensional US Small Cap Val | Add +8.1% | 6.92% | +0.09 |
| SCHB Schwab US Broad Market ETF | Add +8.9% | 9.07% | +0.08 |
| GOVT iShares US Treasury Bond ETF | New | 0.07% | +0.07 |
| JMUB JPMorgan Municipal ETF | New | 0.07% | +0.07 |
| TSLA Tesla Inc. | New | 0.06% | +0.06 |
| JNJ Johnson & Johnson | New | 0.05% | +0.05 |
| SCHF Schwab Intl Equity ETF | New | 0.05% | +0.05 |
| DUHP Dimensional US High Profi Et | Add +9.9% | 9.12% | +0.04 |
| SIVR Abrdn Physical Silver Shares | Add +4.7% | 0.08% | +0.02 |
| DUSB Dimension Ultrashort Fi ETF | Add +11.8% | 1.52% | +0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +11.3% | 2.15% | +0.02 |
| DFUS Dimensional US Eq MKT ETF | Add +22.9% | 0.09% | +0.01 |
| AMZN Amazon.com Inc. | Add +16.8% | 0.09% | +0.01 |
| DFCF Dimensional Core Fixed Inc. | Add +10.8% | 5.85% | +0.01 |
| SPIP SS SPDR P Tips ETF | Add +14.8% | 0.26% | +0.01 |
| AVDV Avantis Intl S/C Value ETF | Add +14.9% | 0.07% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +13.8% | 0.11% | +0.01 |
| DFAC Dimensional US Core Equity 2 | Add +16.4% | 0.07% | +0.01 |
| DFIP Dimensional Inflation-Protec | Add +12.0% | 4.50% | +0.00 |
| AVIG Avantis Core Fixed Income | Add +10.3% | 0.16% | −0.00 |
| AVGO Broadcom Inc. | Add +4.2% | 0.05% | −0.00 |
| AAPL Apple Inc. | Add +0.8% | 0.19% | −0.00 |
| NBIX Neurocrine Biosciences Inc. | Add +0.1% | 0.05% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +1.0% | 0.08% | −0.01 |
| DFGR Dim Global Real Estate ETF | Add +7.1% | 0.10% | −0.01 |
| EPD Enterprise Products Partners | Add +1.6% | 0.12% | −0.01 |
| DFEM Dimensional Emrg MRKT Core | Add +6.7% | 6.26% | −0.01 |
| EDV Vanguard Extended Dur Treas | Add +7.9% | 0.11% | −0.01 |
| NTSX Wisdomtree US Efficient Core | Add +6.1% | 0.47% | −0.01 |
| NTSI Wisdomtree International Eff | Add +2.0% | 0.23% | −0.01 |
| AVDE Avantis International Equity | Add +1.8% | 0.30% | −0.01 |
| SPAB SS SPDR P Agg Bond ETF | Add +10.3% | 5.90% | −0.01 |
| AVEM Avantis Emerging Markets Eq | Add +3.6% | 0.38% | −0.01 |
| AVUV Avantis US Small Cap Value | Add +2.7% | 0.46% | −0.02 |
| BNDX Vanguard Total Intl Bond ETF | Add +10.5% | 2.12% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +7.2% | 15.20% | −0.05 |
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 |