13F HOLDINGS REPORT
Leading Edge Financial Planning LLC
Quarter ended Q4 2025 · Filed January 21, 2026 · Accession 0001951757-26-000247
Total Value
$438.8M
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 831,668 | $66.7M | 15.20% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 1,849,517 | $63.7M | 14.52% |
| 3 | DIMENSIONAL ETF TRUST | 25434V831 | 1,052,145 | $40.0M | 9.12% |
| 4 | SCHWAB STRATEGIC TR | 808524102 | 1,518,271 | $39.8M | 9.07% |
| 5 | DIMENSIONAL ETF TRUST | 25434V815 | 923,964 | $30.4M | 6.92% |
| 6 | DIMENSIONAL ETF TRUST | 25434V732 | 830,825 | $27.5M | 6.26% |
| 7 | SPDR SERIES TRUST | 78464A649 | 1,005,213 | $25.9M | 5.90% |
| 8 | DIMENSIONAL ETF TRUST | 25434V872 | 602,731 | $25.7M | 5.85% |
| 9 | AMERICAN CENTY ETF TR | 025072349 | 320,959 | $24.3M | 5.54% |
| 10 | DIMENSIONAL ETF TRUST | 25434V856 | 475,655 | $19.8M | 4.50% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C409 | 118,535 | $9.5M | 2.15% |
| 12 | VANGUARD CHARLOTTE FDS | 92203J407 | 192,768 | $9.3M | 2.12% |
| 13 | AMERICAN CENTY ETF TR | 025072356 | 193,932 | $8.4M | 1.92% |
| 14 | ISHARES TR | 46434V647 | 303,533 | $7.6M | 1.73% |
| 15 | DIMENSIONAL ETF TRUST | 25434V591 | 131,653 | $6.7M | 1.52% |
| 16 | WISDOMTREE TR | WT | 37,547 | $2.1M | 0.47% |
| 17 | AMERICAN CENTY ETF TR | 025072877 | 19,652 | $2.0M | 0.46% |
| 18 | VANGUARD INDEX FDS | 922908512 | 10,463 | $1.9M | 0.42% |
| 19 | DIMENSIONAL ETF TRUST | 25434V203 | 43,787 | $1.7M | 0.38% |
| 20 | WORLD GOLD TR | GLDW | 19,452 | $1.7M | 0.38% |
| 21 | AMERICAN CENTY ETF TR | 025072604 | 21,475 | $1.7M | 0.38% |
| 22 | INVESCO QQQ TR | IVZ | 2,489 | $1.5M | 0.35% |
| 23 | AMERICAN CENTY ETF TR | 025072703 | 15,842 | $1.3M | 0.30% |
| 24 | SPDR SERIES TRUST | 78464A656 | 44,103 | $1.1M | 0.26% |
| 25 | SPDR SERIES TRUST | 78468R663 | 12,044 | $1.1M | 0.25% |
| 26 | SCHWAB STRATEGIC TR | 808524201 | 39,806 | $1.1M | 0.24% |
| 27 | WISDOMTREE TR | WT | 23,251 | $1.0M | 0.23% |
| 28 | DIMENSIONAL ETF TRUST | 25434V880 | 31,057 | $1.0M | 0.23% |
| 29 | APPLE INC | AAPL | 3,058 | $831,217 | 0.19% |
| 30 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,498 | $768,945 | 0.18% |
| 31 | AMERICAN CENTY ETF TR | 025072562 | 17,042 | $714,451 | 0.16% |
| 32 | DIMENSIONAL ETF TRUST | 25434V864 | 14,242 | $682,887 | 0.16% |
| 33 | SCHWAB STRATEGIC TR | 808524839 | 28,501 | $666,059 | 0.15% |
| 34 | VANGUARD INDEX FDS | 922908744 | 2,883 | $550,624 | 0.13% |
| 35 | ENTERPRISE PRODS PARTNERS L | 293792107 | 16,318 | $523,148 | 0.12% |
| 36 | VANGUARD WORLD FD | 921910709 | 7,759 | $504,412 | 0.11% |
| 37 | ISHARES TR | 464287200 | 695 | $476,222 | 0.11% |
| 38 | DIMENSIONAL ETF TRUST | 25434V658 | 16,763 | $442,879 | 0.10% |
| 39 | VANGUARD INDEX FDS | 922908769 | 1,295 | $434,043 | 0.10% |
| 40 | DIMENSIONAL ETF TRUST | 25434V401 | 5,595 | $414,981 | 0.09% |
| 41 | SCHWAB STRATEGIC TR | 808524862 | 16,846 | $410,532 | 0.09% |
| 42 | AMAZON COM INC | AMZN | 1,770 | $408,551 | 0.09% |
| 43 | SCHWAB STRATEGIC TR | 808524797 | 14,760 | $404,869 | 0.09% |
| 44 | VANGUARD INDEX FDS | 922908363 | 584 | $366,243 | 0.08% |
| 45 | VANGUARD INDEX FDS | 922908538 | 1,249 | $348,564 | 0.08% |
| 46 | ABRDN SILVER ETF TRUST | SIVR | 5,023 | $339,756 | 0.08% |
| 47 | INVESCO EXCHANGE TRADED FD T | IVZ | 23,180 | $327,762 | 0.07% |
| 48 | TORTOISE CAPITAL SERIES TRUS | 890930308 | 9,225 | $325,567 | 0.07% |
| 49 | ISHARES TR | 464289875 | 6,597 | $314,875 | 0.07% |
| 50 | DIMENSIONAL ETF TRUST | 25434V708 | 7,943 | $314,467 | 0.07% |
| 51 | ISHARES TR | 46434V878 | 5,975 | $302,216 | 0.07% |
| 52 | ISHARES TR | 46429B267 | 12,955 | $298,289 | 0.07% |
| 53 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 5,805 | $293,153 | 0.07% |
| 54 | AMERICAN CENTY ETF TR | 025072802 | 3,067 | $288,206 | 0.07% |
| 55 | VANGUARD WHITEHALL FDS | 921946406 | 1,931 | $277,191 | 0.06% |
| 56 | TESLA INC | TSLA | 602 | $270,732 | 0.06% |
| 57 | DIMENSIONAL ETF TRUST | 25434V807 | 4,966 | $247,803 | 0.06% |
| 58 | SPDR S&P 500 ETF TR | SPY | 358 | $244,127 | 0.06% |
| 59 | NEUROCRINE BIOSCIENCES INC | NBIX | 1,617 | $229,339 | 0.05% |
| 60 | BROADCOM INC | AVGO | 652 | $225,658 | 0.05% |
| 61 | INNOVATOR ETFS TRUST | INHD | 3,034 | $220,329 | 0.05% |
| 62 | GLOBAL X FDS | 37954Y293 | 3,534 | $213,885 | 0.05% |
| 63 | JOHN HANCOCK EXCHANGE TRADED | 47804J776 | 9,361 | $213,778 | 0.05% |
| 64 | SCHWAB STRATEGIC TR | 808524409 | 7,061 | $209,073 | 0.05% |
| 65 | JOHNSON & JOHNSON | JNJ | 1,002 | $207,364 | 0.05% |
| 66 | SCHWAB STRATEGIC TR | 808524805 | 8,387 | $201,611 | 0.05% |