Leading Edge Financial Planning LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Leading Edge Financial Planning LLC reported 72 stock positions worth $475.2 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 14.7% of the portfolio, followed by Dimensional International (DFIC, 14.6%) and Dimensional US High Profi Et (DUHP, 9.3%). Compared with Q4 2025, it opened 9 new positions, sold out of 3, added to 42 and reduced 16. The biggest buy was Avantis US Large Cap Value (AVLV, shares +8%) and the biggest sale iShares Global REIT ETF (REET, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- KNOXVILLE, TN
- CIK
- 0001967205
- Portfolio Value
- $475.2M (Q1 2026)
- SEC Filing
- 0001951757-26-000822 ↗ filed May 12, 2026
Holdings Value
Holdings 72 stocks · $475.2M
| SPYM Ste STR SPDR PT S&P 500 ETF | 14.73% | 914,702 | $70.0M | Add +10.0% |
| DFIC Dimensional International Co. | 14.63% | 1,956,559 | $69.5M | Add +5.8% |
| DUHP Dimensional US High Profi Et | 9.28% | 1,200,073 | $44.1M | Add +14.1% |
| SCHB Schwab US Broad Market ETF | 8.67% | 1,640,882 | $41.2M | Add +8.1% |
| DFSV Dimensional US Small Cap Val | 7.15% | 969,277 | $34.0M | Add +4.9% |
| DFEM Dimensional Emrg MRKT Core | 6.32% | 868,700 | $30.0M | Add +4.6% |
| AVLV Avantis US Large Cap Value | 5.89% | 347,359 | $28.0M | Add +8.2% |
| SPAB SS SPDR P Agg Bond ETF | 5.69% | 1,054,971 | $27.0M | Add +5.0% |
| DFCF Dimensional Core Fixed Inc. | 5.65% | 636,067 | $26.9M | Add +5.5% |
| DFIP Dimensional Inflation-Protec | 4.52% | 515,024 | $21.5M | Add +8.3% |
| AVRE Avantis Real Estate ETF | 2.09% | 225,870 | $9.9M | Add +16.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.06% | 123,709 | $9.8M | Add +4.4% |
| BNDX Vanguard Total Intl Bond ETF | 1.99% | 197,082 | $9.5M | Add +2.2% |
| REET iShares Global REIT ETF | 1.57% | 296,298 | $7.5M | Reduce -2.4% |
| DUSB Dimension Ultrashort Fi ETF | 1.49% | 139,804 | $7.1M | Add +6.2% |
| AVUV Avantis US Small Cap Value | 0.53% | 22,687 | $2.5M | Add +15.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.51% | 13,260 | $2.4M | Add +26.7% |
| NTSX Wisdomtree US Efficient Core | 0.44% | 39,853 | $2.1M | Add +6.1% |
| AVEM Avantis Emerging Markets Eq | 0.42% | 25,000 | $2.0M | Add +16.4% |
| GLDM SPDR Gold Minishares Trust | 0.36% | 18,390 | $1.7M | Reduce -5.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.35% | 18,357 | $1.7M | Add +52.4% |
| DFAI Dimensional International Co. | 0.35% | 42,562 | $1.7M | Reduce -2.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 2,625 | $1.5M | Add +5.5% |
| SCHX Schwab US Large-Cap ETF | 0.30% | 56,003 | $1.4M | Add +40.7% |
| AVDE Avantis International Equity | 0.29% | 16,366 | $1.4M | Add +3.3% |
| AVIG Avantis Core Fixed Income | 0.26% | 29,726 | $1.2M | Add +74.4% |
| SPIP SS SPDR P Tips ETF | 0.23% | 41,156 | $1.1M | Reduce -6.7% |
| NTSI Wisdomtree International Eff | 0.23% | 24,298 | $1.1M | Add +4.5% |
| DFAX Dimensional World Ex US Core | 0.22% | 31,066 | $1.1M | Add +0.0% |
| AAPL Apple Inc. | 0.18% | 3,297 | $837K | Add +7.8% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 3,471 | $747K | Reduce -0.8% |
| DFSD Dimensional Short Duration | 0.16% | 15,417 | $738K | Add +8.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.14% | 28,403 | $660K | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 1,984 | $636K | Add +53.2% |
| EPD Enterprise Products Partners | 0.13% | 16,545 | $626K | Add +1.4% |
| DFGR Dim Global Real Estate ETF | 0.13% | 23,392 | $622K | Add +39.5% |
| ITOT iShares Core S&P Total U.S. | 0.12% | 4,060 | $578K | New |
| EDV Vanguard Extended Dur Treas | 0.11% | 8,191 | $532K | Add +5.6% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.11% | 10,082 | $529K | New |
| IVV iShares Core S&P 500 ETF | 0.10% | 735 | $480K | Add +5.8% |
| QUAL iShares MSCI USA Quality Fac | 0.10% | 2,470 | $474K | New |
| SCHD Schwab US DVD Equity ETF | 0.10% | 14,714 | $451K | Reduce -0.3% |
| AMZN Amazon.com Inc. | 0.09% | 1,950 | $406K | Add +10.2% |
| SCHO Schwab Short-Term US Treas | 0.09% | 16,683 | $405K | Reduce -1.0% |
| TPYP Tortoise North American Pipe | 0.08% | 9,210 | $390K | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 0.08% | 652 | $390K | Add +11.6% |
| SIVR Abrdn Physical Silver Shares | 0.08% | 5,023 | $360K | No change |
| PGF Invesco Financial Preferred | 0.08% | 25,982 | $358K | Add +12.1% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.07% | 2,920 | $340K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 1,598 | $314K | Reduce -44.6% |
| AOM iShares Core 40/60 Moderate | 0.07% | 6,597 | $313K | No change |
| AVDV Avantis Intl S/C Value ETF | 0.06% | 3,067 | $306K | No change |
| ICSH iShares Ultra Short Duration | 0.06% | 5,961 | $302K | Reduce -0.2% |
| DFUS Dimensional US Eq MKT ETF | 0.06% | 4,178 | $296K | Reduce -25.3% |
| VYM Vanguard High DVD Yield ETF | 0.06% | 1,860 | $276K | Reduce -3.7% |
| MUB iShares National Muni Bond E | 0.06% | 2,559 | $272K | New |
| DFAC Dimensional US Core Equity 2 | 0.06% | 6,824 | $265K | Reduce -14.1% |
| NVDA Nvidia Corp. | 0.06% | 1,503 | $262K | New |
| MLPX Global X MLP & Energy Infras | 0.06% | 3,534 | $261K | No change |
| BIV Vanguard Intermediate-Term B | 0.05% | 3,375 | $260K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 397 | $258K | Add +10.9% |
| DFIV Dimensional International Va | 0.05% | 4,886 | $258K | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.05% | 1,046 | $256K | Add +4.4% |
| TSLA Tesla Inc. | 0.05% | 628 | $233K | Add +4.3% |
| SCHF Schwab Intl Equity ETF | 0.05% | 9,284 | $230K | Add +10.7% |
| AGG iShares Core U.S. Aggregate | 0.05% | 2,293 | $228K | New |
| AVGO Broadcom Inc. | 0.05% | 718 | $222K | Add +10.1% |
| JHPI John Hancock Preferred Incom | 0.05% | 9,761 | $220K | Add +4.3% |
| VTG Vanguard Total Treasury ETF | 0.05% | 2,872 | $218K | New |
| SCHV Schwab US Large-Cap Value | 0.05% | 7,061 | $215K | No change |
| NBIX Neurocrine Biosciences Inc. | 0.04% | 1,619 | $213K | Add +0.1% |
| NJUL Innovator Growth 100 Power B | 0.04% | 2,949 | $211K | Reduce -2.8% |
Portfolio Sells Q4 2025 → Q1 2026
| REET iShares Global REIT ETF | Reduce -2.4% | 1.57% | −0.16 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.08 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.07 |
| JMUB JPMorgan Municipal ETF | Sold out | 0.00% | −0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -44.6% | 0.07% | −0.06 |
| SPIP SS SPDR P Tips ETF | Reduce -6.7% | 0.23% | −0.04 |
| DFUS Dimensional US Eq MKT ETF | Reduce -25.3% | 0.06% | −0.03 |
| DFAI Dimensional International Co. | Reduce -2.8% | 0.35% | −0.03 |
| GLDM SPDR Gold Minishares Trust | Reduce -5.5% | 0.36% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.8% | 0.16% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Reduce -14.1% | 0.06% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.3% | 0.14% | −0.01 |
| SCHO Schwab Short-Term US Treas | Reduce -1.0% | 0.09% | −0.01 |
| NJUL Innovator Growth 100 Power B | Reduce -2.8% | 0.04% | −0.01 |
| ICSH iShares Ultra Short Duration | Reduce -0.2% | 0.06% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -3.7% | 0.06% | −0.01 |
| DFIV Dimensional International Va | Reduce -1.6% | 0.05% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.3% | 0.10% | +0.00 |
| TPYP Tortoise North American Pipe | Reduce -0.2% | 0.08% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| AVLV Avantis US Large Cap Value | Add +8.2% | 5.89% | +0.35 |
| DFSV Dimensional US Small Cap Val | Add +4.9% | 7.15% | +0.22 |
| AVRE Avantis Real Estate ETF | Add +16.5% | 2.09% | +0.17 |
| DUHP Dimensional US High Profi Et | Add +14.1% | 9.28% | +0.16 |
| ITOT iShares Core S&P Total U.S. | New | 0.12% | +0.12 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | New | 0.11% | +0.11 |
| DFIC Dimensional International Co. | Add +5.8% | 14.63% | +0.10 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +52.4% | 0.35% | +0.10 |
| QUAL iShares MSCI USA Quality Fac | New | 0.10% | +0.10 |
| AVIG Avantis Core Fixed Income | Add +74.4% | 0.26% | +0.10 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +26.7% | 0.51% | +0.09 |
| BOXX Alpha Architect 1-3 MNTH Box | New | 0.07% | +0.07 |
| AVUV Avantis US Small Cap Value | Add +15.4% | 0.53% | +0.07 |
| SCHX Schwab US Large-Cap ETF | Add +40.7% | 0.30% | +0.06 |
| MUB iShares National Muni Bond E | New | 0.06% | +0.06 |
| NVDA Nvidia Corp. | New | 0.06% | +0.06 |
| BIV Vanguard Intermediate-Term B | New | 0.05% | +0.05 |
| DFEM Dimensional Emrg MRKT Core | Add +4.6% | 6.32% | +0.05 |
| AGG iShares Core U.S. Aggregate | New | 0.05% | +0.05 |
| AVEM Avantis Emerging Markets Eq | Add +16.4% | 0.42% | +0.05 |
| VTG Vanguard Total Treasury ETF | New | 0.05% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +53.2% | 0.13% | +0.04 |
| DFGR Dim Global Real Estate ETF | Add +39.5% | 0.13% | +0.03 |
| DFIP Dimensional Inflation-Protec | Add +8.3% | 4.52% | +0.02 |
| EPD Enterprise Products Partners | Add +1.4% | 0.13% | +0.01 |
| JNJ Johnson & Johnson | Add +4.4% | 0.05% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +10.7% | 0.05% | +0.00 |
| PGF Invesco Financial Preferred | Add +12.1% | 0.08% | +0.00 |
| DFSD Dimensional Short Duration | Add +8.3% | 0.16% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.9% | 0.05% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +11.6% | 0.08% | −0.00 |
| JHPI John Hancock Preferred Incom | Add +4.3% | 0.05% | −0.00 |
| EDV Vanguard Extended Dur Treas | Add +5.6% | 0.11% | −0.00 |
| AVGO Broadcom Inc. | Add +10.1% | 0.05% | −0.00 |
| AVDE Avantis International Equity | Add +3.3% | 0.29% | −0.01 |
| NBIX Neurocrine Biosciences Inc. | Add +0.1% | 0.04% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +5.8% | 0.10% | −0.01 |
| AMZN Amazon.com Inc. | Add +10.2% | 0.09% | −0.01 |
| NTSI Wisdomtree International Eff | Add +4.5% | 0.23% | −0.01 |
| DFAX Dimensional World Ex US Core | Add +0.0% | 0.22% | −0.01 |
| TSLA Tesla Inc. | Add +4.3% | 0.05% | −0.01 |
| AAPL Apple Inc. | Add +7.8% | 0.18% | −0.01 |
| DUSB Dimension Ultrashort Fi ETF | Add +6.2% | 1.49% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.5% | 0.32% | −0.03 |
| NTSX Wisdomtree US Efficient Core | Add +6.1% | 0.44% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.4% | 2.06% | −0.09 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.2% | 1.99% | −0.13 |
| DFCF Dimensional Core Fixed Inc. | Add +5.5% | 5.65% | −0.19 |
| SPAB SS SPDR P Agg Bond ETF | Add +5.0% | 5.69% | −0.21 |
| SCHB Schwab US Broad Market ETF | Add +8.1% | 8.67% | −0.41 |
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 |