Institutional Manager · CIK 0001967205
Leading Edge Financial Planning LLC
KNOXVILLE, TN · File #028-23156
Latest AUM
$438.8M
Positions
66
Top-10 Concentration
83.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202566 pos · $438.8M
- 13F HOLDINGS REPORTQ/E Sep 202563 pos · $398.4M
- 13F HOLDINGS REPORTQ/E Jun 202558 pos · $359.8M
- 13F HOLDINGS REPORTQ/E Mar 202558 pos · $320.1M
- 13F HOLDINGS REPORTQ/E Dec 202457 pos · $304.8M
- 13F HOLDINGS REPORTQ/E Sep 202455 pos · $298.6M
- 13F HOLDINGS REPORTQ/E Jun 202450 pos · $249.3M
- 13F HOLDINGS REPORTQ/E Mar 202454 pos · $225.8M
- 13F HOLDINGS REPORTQ/E Dec 202367 pos · $156.1M
- 13F HOLDINGS REPORTQ/E Sep 202368 pos · $152.8M
- 13F HOLDINGS REPORTQ/E Jun 202367 pos · $138.2M
- 13F HOLDINGS REPORTQ/E Mar 202363 pos · $115.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 831,668 | $66.7M | 15.34% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 1,849,517 | $63.7M | 14.66% |
| 3 | DIMENSIONAL ETF TRUST | 25434V831 | 1,052,145 | $40.0M | 9.20% |
| 4 | SCHWAB STRATEGIC TR | 808524102 | 1,518,271 | $39.8M | 9.16% |
| 5 | DIMENSIONAL ETF TRUST | 25434V815 | 923,964 | $30.4M | 6.99% |
| 6 | DIMENSIONAL ETF TRUST | 25434V732 | 830,825 | $27.5M | 6.32% |
| 7 | SPDR SERIES TRUST | 78464A649 | 1,005,213 | $25.9M | 5.95% |
| 8 | DIMENSIONAL ETF TRUST | 25434V872 | 602,731 | $25.7M | 5.90% |
| 9 | AMERICAN CENTY ETF TR | 025072349 | 320,959 | $24.3M | 5.59% |
| 10 | DIMENSIONAL ETF TRUST | 25434V856 | 475,655 | $19.8M | 4.54% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C409 | 118,535 | $9.5M | 2.17% |
| 12 | VANGUARD CHARLOTTE FDS | 92203J407 | 192,768 | $9.3M | 2.14% |
| 13 | AMERICAN CENTY ETF TR | 025072356 | 193,932 | $8.4M | 1.94% |
| 14 | ISHARES TR | 46434V647 | 303,533 | $7.6M | 1.74% |
| 15 | DIMENSIONAL ETF TRUST | 25434V591 | 131,653 | $6.7M | 1.53% |
| 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 | 0.43% |
| 19 | DIMENSIONAL ETF TRUST | 25434V203 | 43,787 | $1.7M | 0.38% |
| 20 | WORLD GOLD TR | GLDW | 19,452 | $1.7M | 0.38% |