Leading Edge Financial Planning LLC

· CIK 0001967205

13F Portfolio $475.2B AUM 72 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

72 New

#	Ticker	Company	Sector	Shares	Value	% Port	Chg Shares	Chg %
1	SPYM	SPDR SERIES TRUST	—	914,702	$70.0M	14.73%	NEW	—
2	DFIC	DIMENSIONAL ETF TRUST	—	1,956,559	$69.5M	14.63%	NEW	—
3	DUHP	DIMENSIONAL ETF TRUST	—	1,200,073	$44.1M	9.28%	NEW	—
4	SCHB	SCHWAB STRATEGIC TR	—	1,640,882	$41.2M	8.67%	NEW	—
5	DFSV	DIMENSIONAL ETF TRUST	—	969,277	$34.0M	7.15%	NEW	—
6	DFEM	DIMENSIONAL ETF TRUST	—	868,700	$30.0M	6.32%	NEW	—
7	AVLV	AMERICAN CENTY ETF TR	—	347,359	$28.0M	5.89%	NEW	—
8	SPAB	SPDR SERIES TRUST	—	1,054,971	$27.0M	5.69%	NEW	—
9	DFCF	DIMENSIONAL ETF TRUST	—	636,067	$26.9M	5.65%	NEW	—
10	DFIP	DIMENSIONAL ETF TRUST	—	515,024	$21.5M	4.52%	NEW	—
11	AVRE	AMERICAN CENTY ETF TR	—	225,870	$9.9M	2.09%	NEW	—
12	VCSH	VANGUARD SCOTTSDALE FDS	—	123,709	$9.8M	2.06%	NEW	—
13	BNDX	VANGUARD CHARLOTTE FDS	—	197,082	$9.5M	1.99%	NEW	—
14	REET	ISHARES TR	—	296,298	$7.5M	1.57%	NEW	—
15	DUSB	DIMENSIONAL ETF TRUST	—	139,804	$7.1M	1.49%	NEW	—
16	AVUV	AMERICAN CENTY ETF TR	—	22,687	$2.5M	0.53%	NEW	—
17	VOE	VANGUARD INDEX FDS	—	13,260	$2.4M	0.51%	NEW	—
18	NTSX	WISDOMTREE TR	—	39,853	$2.1M	0.44%	NEW	—
19	AVEM	AMERICAN CENTY ETF TR	—	25,000	$2.0M	0.42%	NEW	—
20	GLDM	WORLD GOLD TR	Financial Services	18,390	$1.7M	0.36%	NEW	—
21	BIL	SPDR SERIES TRUST	—	18,357	$1.7M	0.35%	NEW	—
22	DFAI	DIMENSIONAL ETF TRUST	—	42,562	$1.7M	0.35%	NEW	—
23	QQQM	INVESCO QQQ TR	—	2,625	$1.5M	0.32%	NEW	—
24	SCHX	SCHWAB STRATEGIC TR	—	56,003	$1.4M	0.30%	NEW	—
25	AVDE	AMERICAN CENTY ETF TR	—	16,366	$1.4M	0.29%	NEW	—
26	AVIG	AMERICAN CENTY ETF TR	—	29,726	$1.2M	0.26%	NEW	—
27	SPIP	SPDR SERIES TRUST	—	41,156	$1.1M	0.23%	NEW	—
28	NTSI	WISDOMTREE TR	—	24,298	$1.1M	0.23%	NEW	—
29	DFAX	DIMENSIONAL ETF TRUST	—	31,066	$1.1M	0.22%	NEW	—
30	AAPL	APPLE INC	Technology	3,297	$837K	0.18%	NEW	—
31	VIG	VANGUARD SPECIALIZED FUNDS	—	3,471	$747K	0.16%	NEW	—
32	DFSD	DIMENSIONAL ETF TRUST	—	15,417	$738K	0.15%	NEW	—
33	SCHZ	SCHWAB STRATEGIC TR	—	28,403	$660K	0.14%	NEW	—
34	VTI	VANGUARD INDEX FDS	—	1,984	$636K	0.13%	NEW	—
35	EPD	ENTERPRISE PRODS PARTNERS L	Energy	16,545	$626K	0.13%	NEW	—
36	DFGR	DIMENSIONAL ETF TRUST	—	23,392	$622K	0.13%	NEW	—
37	ITOT	ISHARES TR	—	4,060	$578K	0.12%	NEW	—
38	EDV	VANGUARD WORLD FD	—	8,191	$532K	0.11%	NEW	—
39	DFGX	DIMENSIONAL ETF TRUST	—	10,082	$529K	0.11%	NEW	—
40	IVV	ISHARES TR	—	735	$480K	0.10%	NEW	—
41	QUAL	ISHARES TR	—	2,470	$474K	0.10%	NEW	—
42	SCHD	SCHWAB STRATEGIC TR	—	14,714	$451K	0.10%	NEW	—
43	AMZN	AMAZON COM INC	Consumer Cyclical	1,950	$406K	0.09%	NEW	—
44	SCHO	SCHWAB STRATEGIC TR	—	16,683	$405K	0.09%	NEW	—
45	TPYP	TORTOISE CAPITAL SERIES TRUS	—	9,210	$390K	0.08%	NEW	—
46	VOO	VANGUARD INDEX FDS	—	652	$390K	0.08%	NEW	—
47	SIVR	ABRDN SILVER ETF TRUST	Financial Services	5,023	$360K	0.08%	NEW	—
48	PGF	INVESCO EXCHANGE TRADED FD T	—	25,982	$358K	0.07%	NEW	—
49	BOXX	EA SERIES TRUST	—	2,920	$340K	0.07%	NEW	—
50	VTV	VANGUARD INDEX FDS	—	1,598	$314K	0.07%	NEW	—
51	AOM	ISHARES TR	—	6,597	$312K	0.07%	NEW	—
52	AVDV	AMERICAN CENTY ETF TR	—	3,067	$306K	0.06%	NEW	—
53	ICSH	ISHARES TR	—	5,961	$302K	0.06%	NEW	—
54	DFUS	DIMENSIONAL ETF TRUST	—	4,178	$296K	0.06%	NEW	—
55	VYM	VANGUARD WHITEHALL FDS	—	1,860	$276K	0.06%	NEW	—
56	MUB	ISHARES TR	—	2,559	$272K	0.06%	NEW	—
57	DFAC	DIMENSIONAL ETF TRUST	—	6,824	$265K	0.06%	NEW	—
58	NVDA	NVIDIA CORPORATION	Technology	1,503	$262K	0.06%	NEW	—
59	MLPX	GLOBAL X FDS	—	3,534	$261K	0.06%	NEW	—
60	BIV	VANGUARD BD INDEX FDS	—	3,375	$260K	0.06%	NEW	—
61	LRGF	STATE STR SPDR S&P 500 ETF T	—	397	$258K	0.05%	NEW	—
62	DFIV	DIMENSIONAL ETF TRUST	—	4,886	$258K	0.05%	NEW	—
63	JNJ	JOHNSON & JOHNSON	Healthcare	1,046	$256K	0.05%	NEW	—
64	TSLA	TESLA INC	Consumer Cyclical	628	$233K	0.05%	NEW	—
65	SCHF	SCHWAB STRATEGIC TR	—	9,284	$230K	0.05%	NEW	—
66	AGG	ISHARES TR	—	2,293	$228K	0.05%	NEW	—
67	AVGO	BROADCOM INC	Technology	718	$222K	0.05%	NEW	—
68	JHPI	JOHN HANCOCK EXCHANGE TRADED	—	9,761	$220K	0.05%	NEW	—
69	VTG	VANGUARD MALVERN FDS	—	2,872	$218K	0.05%	NEW	—
70	SCHV	SCHWAB STRATEGIC TR	—	7,061	$215K	0.04%	NEW	—
71	NBIX	NEUROCRINE BIOSCIENCES INC	Healthcare	1,619	$213K	0.04%	NEW	—
72	NJUL	INNOVATOR ETFS TRUST	—	2,949	$211K	0.04%	NEW	—

Sector Allocation

Financial Services 40.3%

Technology 25.8%

Consumer Cyclical 12.5%

Energy 12.2%

Healthcare 9.2%