Leading Edge Financial Planning LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001967205 · KNOXVILLE, TN

As of Sep 30, 2025, Leading Edge Financial Planning LLC reported 63 positions worth $398.4M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF	SPYM	—	775,753	$60.8M	15.25%
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	DFIC	—	1,726,839	$56.6M	14.21%
DIMENSIONAL US HIGH PROFITABILITY ETF	DUHP	—	957,515	$36.2M	9.08%
SCHWAB US BROAD MARKET ETF	SCHB	—	1,394,411	$35.9M	9.00%
DIMENSIONAL US SMALL CAP VALUE ETF	DFSV	—	854,981	$27.2M	6.83%
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	DFEM	—	778,972	$25.0M	6.27%
STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF	SPAB	—	910,937	$23.5M	5.91%
DIMENSIONAL CORE FIXED INCOME ETF	DFCF	—	543,830	$23.3M	5.84%
AVANTIS US LARGE CAP VALUE ETF	AVLV	—	292,233	$21.1M	5.30%
DIMENSIONAL ETF TRUST	DFIP	—	424,590	7.9M	4.50%
VANGUARD CHARLOTTE FUNDS	BNDX	—	174,512	$8.6M	2.17%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	VCSH	—	106,514	$8.5M	2.14%
ISHARES GLOBAL REIT ETF	REET	—	306,342	$7.8M	1.97%
AVANTIS REAL ESTATE ETF	AVRE	—	151,479	$6.7M	1.69%
DIMENSIONAL ETF TRUST	DUSB	—	117,771	$6.0M	1.50%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF	BIL	—	25,879	$2.4M	0.60%
VANGUARD MID-CAP GROWTH ETF	VOT	—	7,222	$2.1M	0.53%
WISDOMTREE US EFFICIENT CORE FUND	NTSX	—	35,391	.9M	0.48%
AVANTIS US SMALL CAP VALUE ETF	AVUV	—	19,128	.9M	0.48%
SPDR GOLD MINISHARES TRUST	GLDM	—	21,565	.6M	0.41%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	DFAI	—	43,906	.6M	0.40%
AVANTIS EMERGING MARKETS EQUITY ETF	AVEM	Equity	20,726	.6M	0.39%
INVESCO QQQ TRUST SERIES 1	QQQ	—	2,494	.5M	0.38%
AVANTIS INTERNATIONAL EQUITY ETF	AVDE	Equity	15,565	.2M	0.31%
SCHWAB US LARGE-CAP ETF	SCHX	Equity	40,238	.1M	0.27%