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Leading Edge Financial Planning LLC
Period ended Sep 30, 2026 · Latest filing Oct 23, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $482,510,175
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $90,169,398
- DIMENSIONAL ETF TRUST · INTL CORE EQUITY · 25434V799 · shares: $83,519,168
- DIMENSIONAL ETF TRUST · US EQUI MARK ETF · 25434V401 · shares: $61,588,441
- DIMENSIONAL ETF TRUST · EMERGING MKTS CO · 25434V732 · shares: $37,543,422
- AMERICAN CENTY ETF TR · US LARGE CAP VLU · 025072349 · shares: $34,149,791
- DIMENSIONAL ETF TRUST · CORE FIXE IN ETF · 25434V872 · shares: $31,343,340
- SPDR SERIES TRUST · ST STR AGGRE ETF · 78464A649 · shares: $28,276,333
- DIMENSIONAL ETF TRUST · INFLATION PROTE · 25434V856 · shares: $23,011,583
- VANGUARD CHARLOTTE FDS · TOTAL INT BD ETF · 92203J407 · shares: $11,694,013
- VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD · 92206C409 · shares: $11,661,485
Reported holdings
72 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 1,004,561 shares | $90,169,398 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 2,220,664 shares | $83,519,168 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 741,761 shares | $61,588,441 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 945,202 shares | $37,543,422 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 377,596 shares | $34,149,791 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | — | 781,240 shares | $31,343,340 |
| SPDR SERIES TRUST | ST STR AGGRE ETF | 78464A649 | — | 1,160,769 shares | $28,276,333 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | — | 589,134 shares | $23,011,583 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 249,499 shares | $11,694,013 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 150,958 shares | $11,661,485 |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | 25434V591 | — | 161,750 shares | $8,166,758 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 | — | 153,130 shares | $6,791,295 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 40,558 shares | $4,776,558 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 40,566 shares | $3,835,149 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 122,010 shares | $3,576,105 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 37,608 shares | $3,535,915 |
| WISDOMTREE TR | US EFFIC CORE FD | 97717Y790 | — | 43,669 shares | $2,552,461 |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | 922908512 | — | 12,266 shares | $2,398,371 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 25,108 shares | $2,063,337 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | — | 48,683 shares | $1,917,639 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 41,321 shares | $1,711,944 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 2,303 shares | $1,703,515 |
| ISHARES TR | TIPS BD ETF | 464287176 | — | 16,100 shares | $1,675,044 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 54,311 shares | $1,629,342 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 17,996 shares | $1,621,620 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 | — | 60,656 shares | $1,563,707 |
| WISDOMTREE TR | INTERNATIONL EFI | 97717Y634 | — | 27,560 shares | $1,265,151 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 25,846 shares | $956,819 |
| APPLE INC | COM | 037833100 | — | 2,760 shares | $919,234 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 9,837 shares | $901,467 |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | — | 19,168 shares | $890,775 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 5,548 shares | $875,752 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 3,408 shares | $795,225 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 7,604 shares | $765,570 |
| SPDR SERIES TRUST | ST STR TIPS ETF | 78464A656 | — | 24,602 shares | $599,551 |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | 25434V575 | — | 11,447 shares | $585,382 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 16,076 shares | $572,476 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | — | 20,640 shares | $558,312 |
| VANGUARD WORLD FD | EXTENDED DUR | 921910709 | — | 9,711 shares | $538,475 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 715 shares | $500,842 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 2,146 shares | $476,983 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 1,274 shares | $476,630 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 13,098 shares | $426,079 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 508 shares | $389,313 |
| TORTOISE CAPITAL SERIES TRUS | NORTH AMRCN PIPE | 890930308 | — | 9,208 shares | $367,080 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 | — | 3,097 shares | $366,654 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 16,480 shares | $364,206 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 1,058 shares | $342,020 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 2,999 shares | $328,031 |
| VANGUARD INDEX FDS | MRNGSTR MD CP GR | 922908538 | — | 1,077 shares | $314,592 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 6,925 shares | $307,816 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 4,137 shares | $301,422 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 389 shares | $296,322 |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 003264108 | — | 5,023 shares | $287,868 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 12,754 shares | $278,930 |
| AMERICAN CENTY ETF TR | CORE MUNI FXD IN | 025072695 | — | 6,512 shares | $278,193 |
| AMAZON COM INC | COM | 023135106 | — | 1,097 shares | $273,318 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 4,887 shares | $272,988 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 1,728 shares | $268,186 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 2,510 shares | $262,395 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 986 shares | $261,034 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 | — | 3,532 shares | $246,571 |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | 46137V621 | — | 19,113 shares | $243,502 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 | — | 3,107 shares | $242,439 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 2,353 shares | $237,888 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 5,728 shares | $225,153 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | — | 4,561 shares | $217,012 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 1,271 shares | $211,342 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 6,273 shares | $208,944 |
| BROADCOM INC | COM | 11135F101 | — | 590 shares | $207,202 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 | — | 4,055 shares | $204,373 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 | — | 12,406 shares | $124,924 |