Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Leading Edge Financial Planning LLC (CIK 1967205) reported $561.6M across 78 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($86.7M, 15.43%), DFIC ($80.1M, 14.26%), DUHP ($53.7M, 9.56%), SCHB ($50.6M, 9.02%), DFSV ($39.8M, 7.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $86.7M | 15.43% | 986,037 | Added |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $80.1M | 14.26% | 2.1M | Added |
| 3 | DUHP | DIMENSIONAL ETF TRUST | $53.7M | 9.56% | 1.3M | Added |
| 4 | SCHB | SCHWAB STRATEGIC TR | $50.6M | 9.02% | 1.7M | Added |
| 5 | DFSV | DIMENSIONAL ETF TRUST | $39.8M | 7.10% | 1.0M | Added |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $36.9M | 6.57% | 908,460 | Added |
| 7 | AVLV | AMERICAN CENTY ETF TR | $33.5M | 5.96% | 367,041 | Added |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $30.5M | 5.44% | 723,730 | Added |
| 9 | SPAB | SPDR SERIES TRUST | $30.0M | 5.33% | 1.2M | Added |
| 10 | DFIP | DIMENSIONAL ETF TRUST | $24.0M | 4.27% | 580,584 | Added |
| 11 | AVRE | AMERICAN CENTY ETF TR | $12.5M | 2.23% | 264,621 | Added |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | $10.7M | 1.90% | 220,323 | Added |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $10.7M | 1.90% | 135,352 | Added |
| 14 | REET | ISHARES TR | $8.1M | 1.44% | 293,457 | Trimmed |
| 15 | DUSB | DIMENSIONAL ETF TRUST | $7.7M | 1.37% | 151,087 | Added |
| 16 | AVUV | AMERICAN CENTY ETF TR | $3.3M | 0.59% | 26,447 | Added |
| 17 | VOT | VANGUARD INDEX FDS | $2.9M | 0.51% | 9,383 | New |
| 18 | AVEM | AMERICAN CENTY ETF TR | $2.9M | 0.51% | 29,770 | Added |
| 19 | NTSX | WISDOMTREE TR | $2.6M | 0.46% | 43,755 | Added |
| 20 | GLDM | WORLD GOLD TR | $1.9M | 0.33% | 23,442 | Added |
| 21 | AVIG | AMERICAN CENTY ETF TR | $1.8M | 0.32% | 43,086 | Added |
| 22 | DFAI | DIMENSIONAL ETF TRUST | $1.7M | 0.31% | 42,332 | Trimmed |
| 23 | QQQ | INVESCO QQQ TR | $1.7M | 0.30% | 2,315 | Trimmed |
| 24 | SCHX | SCHWAB STRATEGIC TR | $1.7M | 0.29% | 56,167 | Added |
| 25 | BIL | SPDR SERIES TRUST | $1.4M | 0.26% | 15,703 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30