StockDriftsStockDriftsTop 50 Leading Edge Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 15.43% | 986.0K | $86.7M | +7.80%(+71.33K) | $58.59(+55.39%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 14.26% | 2.15M | $80.1M | +9.88%(+193.29K) | $27.54(+42.37%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 9.56% | 1.29M | $53.7M | +7.18%(+86.17K) | $30.29(+40.79%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 9.02% | 1.75M | $50.6M | +6.58%(+107.96K) | $19.86(+50.59%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 7.1% | 1.03M | $39.8M | +5.98%(+58.01K) | $28.29(+42.95%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.57% | 908.5K | $36.9M | +4.58%(+39.76K) | $26.57(+48.31%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 5.96% | 367.0K | $33.5M | +5.67%(+19.68K) | $63.23(+49.34%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.44% | 723.7K | $30.5M | +13.78%(+87.66K) | $42.23(-1.30%) | 2026-06-30 | |
| SPAB | SPDR SERIES TRUST | 5.33% | 1.17M | $30.0M | +11.27%(+118.93K) | $25.36(-0.93%) | 2026-06-30 | |
| DFIP | DIMENSIONAL ETF TRUST | 4.27% | 580.6K | $24.0M | +12.73%(+65.56K) | $41.51(-2.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.64% | +42.91% | — | — | +53.71% |
| Top 20 Holdings Unweighted | +11.12% | +37.22% | — | — | +46.61% |
Leading Edge Financial Planning LLC reports $561.56M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (15.4%), DFIC (14.3%) and DUHP (9.6%). The top 20 holdings account for 94.18% of reported assets. Its disclosed equity book has returned +42.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Leading Edge Financial Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1967205). View Leading Edge Financial Planning LLC’s 13F filings on SEC