Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $86.7M | 15.4% |
| Dimensional ETF TrustINTL CORE EQUITY | INTL CORE EQUITY | $80.1M | 14.3% |
| Dimensional ETF TrustUS HIGH PROF ETF | US HIGH PROF ETF | $53.7M | 9.6% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $50.6M | 9.0% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $39.8M | 7.1% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $36.9M | 6.6% |
| American Centy ETF TRUS LARGE CAP VLU | US LARGE CAP VLU | $33.5M | 6.0% |
| Dimensional ETF TrustCORE FIXE IN ETF | CORE FIXE IN ETF | $30.5M | 5.4% |
| SPDR Series TrustST STR AGGRE ETF | ST STR AGGRE ETF | $30M | 5.3% |
| Dimensional ETF TrustINFLATION PROTE | INFLATION PROTE | $24M | 4.3% |
| American Centy ETF TRREAL ESTATE ETF | REAL ESTATE ETF | $12.5M | 2.2% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $10.7M | 1.9% |
| Vanguard Charlotte FdsTOTAL INT BD ETF | TOTAL INT BD ETF | $10.7M | 1.9% |
| iShares TRGLOBAL REIT ETF | GLOBAL REIT ETF | $8.11M | 1.4% |
| Dimensional ETF TrustULTR FIX INC ETF | ULTR FIX INC ETF | $7.67M | 1.4% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $3.3M | 0.6% |
| Vanguard Index FdsMCAP GR IDXVIP | MCAP GR IDXVIP | $2.87M | 0.5% |
| American Centy ETF TRAVANTIS EMGMKT | AVANTIS EMGMKT | $2.87M | 0.5% |
| Wisdomtree TRUS EFFIC CORE FD | US EFFIC CORE FD | $2.58M | 0.5% |
| World Gold TRSPDR GLD MINIS | SPDR GLD MINIS | $1.86M | 0.3% |
| American Centy ETF TRAVANTIS CORE FI | AVANTIS CORE FI | $1.78M | 0.3% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $1.75M | 0.3% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $1.7M | 0.3% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $1.65M | 0.3% |
| American Centy ETF TRINTL EQT ETF | INTL EQT ETF | $1.48M | 0.3% |
| SPDR Series TrustST STR BLO 1 ETF | ST STR BLO 1 ETF | $1.44M | 0.3% |
| iShares TRCORE S&P TTL STK | CORE S&P TTL STK | $1.28M | 0.2% |
| Wisdomtree TRINTERNATIONL EFI | INTERNATIONL EFI | $1.27M | 0.2% |
| Apple Inc.COM | COM | $1.05M | 0.2% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $975K | 0.2% |
| SPDR Series TrustST STR TIPS ETF | ST STR TIPS ETF | $972K | 0.2% |
| Dimensional ETF TrustSHOR DUR FIX ETF | SHOR DUR FIX ETF | $911K | 0.2% |
| Vanguard Intl Equity Index FTT WRLD ST ETF | TT WRLD ST ETF | $841K | 0.1% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $819K | 0.1% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $810K | 0.1% |
| Dimensional ETF TrustGLOBAL REAL EST | GLOBAL REAL EST | $706K | 0.1% |
| Vanguard World FDEXTENDED DUR | EXTENDED DUR | $619K | 0.1% |
| Enterprise Prods Partners LCOM | COM | $615K | 0.1% |
| Dimensional ETF TrustINTL COR FIX ETF | INTL COR FIX ETF | $574K | 0.1% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $485K | 0.1% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $482K | 0.1% |
| iShares TR0-3 MTH TREASURY | 0-3 MTH TREASURY | $451K | 0.1% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $444K | 0.1% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $442K | 0.1% |
| Tortoise Capital Series TrusNORTH AMRCN PIPE | NORTH AMRCN PIPE | $386K | 0.1% |
| Schwab Strategic TRUS AGGREGATE B | US AGGREGATE B | $381K | 0.1% |
| Amazon Com Inc.COM | COM | $367K | 0.1% |
| EA Series TrustALPHA ARCH 1-3 | ALPHA ARCH 1-3 | $365K | 0.1% |
| Invesco Exchange Traded FD TFINL PFD ETF | FINL PFD ETF | $357K | 0.1% |
| Dimensional ETF TrustUS EQUI MARK ETF | US EQUI MARK ETF | $341K | 0.1% |
SPDR Series TrustST STR P500ETF$86.7M
- Class
- ST STR P500ETF
- Share
- 15.4%
Dimensional ETF TrustINTL CORE EQUITY$80.1M
- Class
- INTL CORE EQUITY
- Share
- 14.3%
Dimensional ETF TrustUS HIGH PROF ETF$53.7M
- Class
- US HIGH PROF ETF
- Share
- 9.6%
Schwab Strategic TRUS BRD MKT ETF$50.6M
- Class
- US BRD MKT ETF
- Share
- 9.0%
Dimensional ETF TrustUS SMALL CAP ETF$39.8M
- Class
- US SMALL CAP ETF
- Share
- 7.1%
Dimensional ETF TrustEMERGING MKTS CO$36.9M
- Class
- EMERGING MKTS CO
- Share
- 6.6%
American Centy ETF TRUS LARGE CAP VLU$33.5M
- Class
- US LARGE CAP VLU
- Share
- 6.0%
Dimensional ETF TrustCORE FIXE IN ETF$30.5M
- Class
- CORE FIXE IN ETF
- Share
- 5.4%
SPDR Series TrustST STR AGGRE ETF$30M
- Class
- ST STR AGGRE ETF
- Share
- 5.3%
Dimensional ETF TrustINFLATION PROTE$24M
- Class
- INFLATION PROTE
- Share
- 4.3%
American Centy ETF TRREAL ESTATE ETF$12.5M
- Class
- REAL ESTATE ETF
- Share
- 2.2%
Vanguard Scottsdale FdsSHRT TRM CORP BD$10.7M
- Class
- SHRT TRM CORP BD
- Share
- 1.9%
Vanguard Charlotte FdsTOTAL INT BD ETF$10.7M
- Class
- TOTAL INT BD ETF
- Share
- 1.9%
iShares TRGLOBAL REIT ETF$8.11M
- Class
- GLOBAL REIT ETF
- Share
- 1.4%
Dimensional ETF TrustULTR FIX INC ETF$7.67M
- Class
- ULTR FIX INC ETF
- Share
- 1.4%
American Centy ETF TRUS SML CP VALU$3.3M
- Class
- US SML CP VALU
- Share
- 0.6%
Vanguard Index FdsMCAP GR IDXVIP$2.87M
- Class
- MCAP GR IDXVIP
- Share
- 0.5%
American Centy ETF TRAVANTIS EMGMKT$2.87M
- Class
- AVANTIS EMGMKT
- Share
- 0.5%
Wisdomtree TRUS EFFIC CORE FD$2.58M
- Class
- US EFFIC CORE FD
- Share
- 0.5%
World Gold TRSPDR GLD MINIS$1.86M
- Class
- SPDR GLD MINIS
- Share
- 0.3%
American Centy ETF TRAVANTIS CORE FI$1.78M
- Class
- AVANTIS CORE FI
- Share
- 0.3%
Dimensional ETF TrustINTL CORE EQT MK$1.75M
- Class
- INTL CORE EQT MK
- Share
- 0.3%
Invesco Qqq TRUNIT SER 1$1.7M
- Class
- UNIT SER 1
- Share
- 0.3%
Schwab Strategic TRUS LRG CAP ETF$1.65M
- Class
- US LRG CAP ETF
- Share
- 0.3%
American Centy ETF TRINTL EQT ETF$1.48M
- Class
- INTL EQT ETF
- Share
- 0.3%
SPDR Series TrustST STR BLO 1 ETF$1.44M
- Class
- ST STR BLO 1 ETF
- Share
- 0.3%
iShares TRCORE S&P TTL STK$1.28M
- Class
- CORE S&P TTL STK
- Share
- 0.2%
Wisdomtree TRINTERNATIONL EFI$1.27M
- Class
- INTERNATIONL EFI
- Share
- 0.2%
Apple Inc.COM$1.05M
- Class
- COM
- Share
- 0.2%
Dimensional ETF TrustWORLD EX US CORE$975K
- Class
- WORLD EX US CORE
- Share
- 0.2%
SPDR Series TrustST STR TIPS ETF$972K
- Class
- ST STR TIPS ETF
- Share
- 0.2%
Dimensional ETF TrustSHOR DUR FIX ETF$911K
- Class
- SHOR DUR FIX ETF
- Share
- 0.2%
Vanguard Intl Equity Index FTT WRLD ST ETF$841K
- Class
- TT WRLD ST ETF
- Share
- 0.1%
Vanguard Index FdsTOTAL STK MKT$819K
- Class
- TOTAL STK MKT
- Share
- 0.1%
Vanguard Specialized FundsDIV APP ETF$810K
- Class
- DIV APP ETF
- Share
- 0.1%
Dimensional ETF TrustGLOBAL REAL EST$706K
- Class
- GLOBAL REAL EST
- Share
- 0.1%
Vanguard World FDEXTENDED DUR$619K
- Class
- EXTENDED DUR
- Share
- 0.1%
Enterprise Prods Partners LCOM$615K
- Class
- COM
- Share
- 0.1%
Dimensional ETF TrustINTL COR FIX ETF$574K
- Class
- INTL COR FIX ETF
- Share
- 0.1%
iShares TRCORE S&P500 ETF$485K
- Class
- CORE S&P500 ETF
- Share
- 0.1%
iShares TRMSCI USA QLT FCT$482K
- Class
- MSCI USA QLT FCT
- Share
- 0.1%
iShares TR0-3 MTH TREASURY$451K
- Class
- 0-3 MTH TREASURY
- Share
- 0.1%
Vanguard Index FdsS&P 500 ETF SHS$444K
- Class
- S&P 500 ETF SHS
- Share
- 0.1%
Schwab Strategic TRUS DIVIDEND EQ$442K
- Class
- US DIVIDEND EQ
- Share
- 0.1%
Tortoise Capital Series TrusNORTH AMRCN PIPE$386K
- Class
- NORTH AMRCN PIPE
- Share
- 0.1%
Schwab Strategic TRUS AGGREGATE B$381K
- Class
- US AGGREGATE B
- Share
- 0.1%
Amazon Com Inc.COM$367K
- Class
- COM
- Share
- 0.1%
EA Series TrustALPHA ARCH 1-3$365K
- Class
- ALPHA ARCH 1-3
- Share
- 0.1%
Invesco Exchange Traded FD TFINL PFD ETF$357K
- Class
- FINL PFD ETF
- Share
- 0.1%
Dimensional ETF TrustUS EQUI MARK ETF$341K
- Class
- US EQUI MARK ETF
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 78 positions by value, with holdings of the same security combined. The 78 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1967205
- File number
- 028-23156
- Options
- 0 call, 0 put
- In the 25 largest
- 95.7%
- Prior quarter
- $475M at 31 March 2026
- Positions opened
- 13
- Positions closed
- 7
Common questions
What are Leading Edge Financial Planning’s 13F holdings worth?
$562 million across 78 positions for the quarter ended 30 June 2026.
What is Leading Edge Financial Planning’s largest 13F holding?
SPDR SERIES TRUST (ST STR P500ETF) was the largest position at $86.7 million, or 15.4% of reported 13F value, as of 30 June 2026.
How concentrated is Leading Edge Financial Planning’s 13F portfolio?
The ten largest positions accounted for 82.9% of reported value and the twenty-five largest for 95.7%, across 78 positions as of 30 June 2026.
Does Form 13F show everything Leading Edge Financial Planning manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Leading Edge Financial Planning file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.