account_balance

Investment manager · 13F filer · SEC CIK 1967205

Leading Edge Financial Planning LLC

Reported value$483Mas of Sep 30, 2026
Positions72 8 new, 14 sold out
Top 10 weight85.6%SPYM alone is 19%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 18.7% Held
DFIC Dimensional ETF Trust 17.3% Added +3%
DFUS Dimensional ETF Trust 12.8% Added +17748%
DFEM Dimensional ETF Trust 7.8% Added +4%
AVLV American Centy ETF Tr 7.1% Added +3%
DFCF Dimensional ETF Trust 6.5% Added +8%
SPAB SPDR Series Trust 5.9% Held
DFIP Dimensional ETF Trust 4.8% Held
BNDX Vanguard Charlotte FDS 2.4% Added +13%
VCSH Vanguard Scottsdale FDS 2.4% Added +12%
DUSB Dimensional ETF Trust 1.7% Added +7%
AVRE American Centy ETF Tr 1.4% Trimmed −42%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Aug 6, 2026 filing
add_circleNew
  • VOE $2.4M
  • TIP $1.68M
  • SHW $342K
  • BIV $301K
arrow_upwardAdded
  • DFUS +17748%
  • AGG +1119%
  • AVUV +53%
  • AVEM +26%
arrow_downwardTrimmed
  • SCHB −93%
  • REET −79%
  • AVRE −42%
  • SCHX −3%
remove_circleSold out
  • DUHP $53.7M
  • DFSV $39.8M
  • AOM $329K
  • DFNM $298K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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