13F HOLDINGS REPORT
Leading Edge Financial Planning LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001951757-25-001402
Total Value
$398.4M
Positions
63
Other Managers
0
Confidential Omitted
No
Holdings (63)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 775,753 | $60.8M | 15.25% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 1,726,839 | $56.6M | 14.21% |
| 3 | DIMENSIONAL ETF TRUST | 25434V831 | 957,515 | $36.2M | 9.08% |
| 4 | SCHWAB STRATEGIC TR | 808524102 | 1,394,411 | $35.9M | 9.00% |
| 5 | DIMENSIONAL ETF TRUST | 25434V815 | 854,981 | $27.2M | 6.83% |
| 6 | DIMENSIONAL ETF TRUST | 25434V732 | 778,972 | $25.0M | 6.27% |
| 7 | SPDR SERIES TRUST | 78464A649 | 910,937 | $23.5M | 5.91% |
| 8 | DIMENSIONAL ETF TRUST | 25434V872 | 543,830 | $23.3M | 5.84% |
| 9 | AMERICAN CENTY ETF TR | 025072349 | 292,233 | $21.1M | 5.30% |
| 10 | DIMENSIONAL ETF TRUST | 25434V856 | 424,590 | $17.9M | 4.50% |
| 11 | VANGUARD CHARLOTTE FDS | 92203J407 | 174,512 | $8.6M | 2.17% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C409 | 106,514 | $8.5M | 2.14% |
| 13 | ISHARES TR | 46434V647 | 306,342 | $7.8M | 1.97% |
| 14 | AMERICAN CENTY ETF TR | 025072356 | 151,479 | $6.7M | 1.69% |
| 15 | DIMENSIONAL ETF TRUST | 25434V591 | 117,771 | $6.0M | 1.50% |
| 16 | SPDR SERIES TRUST | 78468R663 | 25,879 | $2.4M | 0.60% |
| 17 | VANGUARD INDEX FDS | 922908538 | 7,222 | $2.1M | 0.53% |
| 18 | WISDOMTREE TR | WT | 35,391 | $1.9M | 0.48% |
| 19 | AMERICAN CENTY ETF TR | 025072877 | 19,128 | $1.9M | 0.48% |
| 20 | WORLD GOLD TR | GLDW | 21,565 | $1.6M | 0.41% |
| 21 | DIMENSIONAL ETF TRUST | 25434V203 | 43,906 | $1.6M | 0.40% |
| 22 | AMERICAN CENTY ETF TR | 025072604 | 20,726 | $1.6M | 0.39% |
| 23 | INVESCO QQQ TR | IVZ | 2,494 | $1.5M | 0.38% |
| 24 | AMERICAN CENTY ETF TR | 025072703 | 15,565 | $1.2M | 0.31% |
| 25 | SCHWAB STRATEGIC TR | 808524201 | 40,238 | $1.1M | 0.27% |
| 26 | DIMENSIONAL ETF TRUST | 25434V880 | 33,315 | $1.0M | 0.26% |
| 27 | SPDR SERIES TRUST | 78464A656 | 38,421 | $1.0M | 0.25% |
| 28 | WISDOMTREE TR | WT | 22,796 | $974,537 | 0.24% |
| 29 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,599 | $776,780 | 0.19% |
| 30 | APPLE INC | AAPL | 3,034 | $772,456 | 0.19% |
| 31 | DIMENSIONAL ETF TRUST | 25434V864 | 14,687 | $707,749 | 0.18% |
| 32 | SCHWAB STRATEGIC TR | 808524839 | 28,754 | $674,848 | 0.17% |
| 33 | AMERICAN CENTY ETF TR | 025072562 | 15,448 | $650,051 | 0.16% |
| 34 | VANGUARD INDEX FDS | 922908744 | 2,890 | $538,956 | 0.14% |
| 35 | SCHWAB STRATEGIC TR | 808524862 | 21,543 | $525,644 | 0.13% |
| 36 | ENTERPRISE PRODS PARTNERS L | 293792107 | 16,067 | $502,408 | 0.13% |
| 37 | VANGUARD WORLD FD | 921910709 | 7,191 | $492,227 | 0.12% |
| 38 | DIMENSIONAL ETF TRUST | 25434V658 | 15,650 | $427,402 | 0.11% |
| 39 | VANGUARD INDEX FDS | 922908769 | 1,295 | $424,851 | 0.11% |
| 40 | SCHWAB STRATEGIC TR | 808524797 | 15,165 | $414,015 | 0.10% |
| 41 | ISHARES TR | 464287200 | 611 | $409,138 | 0.10% |
| 42 | SPDR SERIES TRUST | 78468R523 | 3,754 | $373,598 | 0.09% |
| 43 | INVESCO EXCHANGE TRADED FD T | IVZ | 24,821 | $362,880 | 0.09% |
| 44 | VANGUARD INDEX FDS | 922908363 | 578 | $353,954 | 0.09% |
| 45 | TORTOISE CAPITAL SERIES TRUS | 890930308 | 9,226 | $336,304 | 0.08% |
| 46 | ISHARES TR | 46434V878 | 6,595 | $334,697 | 0.08% |
| 47 | AMAZON COM INC | AMZN | 1,516 | $332,868 | 0.08% |
| 48 | DIMENSIONAL ETF TRUST | 25434V401 | 4,552 | $329,747 | 0.08% |
| 49 | ISHARES TR | 464289875 | 6,840 | $325,447 | 0.08% |
| 50 | VANGUARD WHITEHALL FDS | 921946406 | 2,015 | $284,067 | 0.07% |
| 51 | DIMENSIONAL ETF TRUST | 25434V708 | 6,824 | $263,202 | 0.07% |
| 52 | JOHN HANCOCK EXCHANGE TRADED | 47804J776 | 11,149 | $258,323 | 0.06% |
| 53 | EA SERIES TRUST | 02072L565 | 2,138 | $243,433 | 0.06% |
| 54 | SPDR S&P 500 ETF TR | SPY | 358 | $238,492 | 0.06% |
| 55 | AMERICAN CENTY ETF TR | 025072802 | 2,670 | $237,710 | 0.06% |
| 56 | INNOVATOR ETFS TRUST | INHD | 3,224 | $229,247 | 0.06% |
| 57 | DIMENSIONAL ETF TRUST | 25434V807 | 4,966 | $229,032 | 0.06% |
| 58 | NEUROCRINE BIOSCIENCES INC | NBIX | 1,615 | $226,714 | 0.06% |
| 59 | GLOBAL X FDS | 37954Y293 | 3,534 | $221,588 | 0.06% |
| 60 | ABRDN SILVER ETF TRUST | SIVR | 4,796 | $213,326 | 0.05% |
| 61 | DIMENSIONAL ETF TRUST | 25434V104 | 4,592 | $210,146 | 0.05% |
| 62 | BROADCOM INC | AVGO | 626 | $206,524 | 0.05% |
| 63 | SCHWAB STRATEGIC TR | 808524409 | 7,061 | $205,548 | 0.05% |