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LEFP

Leading Edge Financial Planning Portfolio holdings

AUM $475M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
+0.27%
1 Year Est. Return
+15.22%
3 Year Est. Return
+35.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$475M
AUM Growth
+$36.4M
Cap. Flow
+$36.6M
Cap. Flow %
7.7%
Top 10 Hldgs %
82.52%
Holding
75
New
9
Increased
42
Reduced
16
Closed
3

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$6.64M
2
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$5.67M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$3.89M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.22M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.14M

Top Sells

Rank Stock Value
1
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$349K
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$298K
3
JMUB icon
JPMorgan Municipal ETF
JMUB
+$293K
4
VTV icon
Vanguard Value ETF
VTV
+$257K
5
REET icon
iShares Global REIT ETF
REET
+$188K

Sector Composition

Rank Sector Weight
1 Technology 0.28%
2 Consumer Discretionary 0.13%
3 Energy 0.13%
4 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$70M 14.73%
914,702
+83,034
+10% +$6.64M
DFIC icon
2
Dimensional International Core Equity 2 ETF
DFIC
$14.6B
$69.5M 14.63%
1,956,559
+107,042
+6% +$3.89M
DUHP icon
3
Dimensional US High Profitability ETF
DUHP
$12.3B
$44.1M 9.28%
1,200,073
+147,928
+14% +$5.67M
SCHB icon
4
Schwab US Broad Market ETF
SCHB
$43.3B
$41.2M 8.67%
1,640,882
+122,611
+8% +$3.22M
DFSV
5
Dimensional US Small Cap Value ETF
DFSV
$8.16B
$34M 7.15%
969,277
+45,313
+5% +$1.6M
DFEM icon
6
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.97B
$30M 6.32%
868,700
+37,875
+5% +$1.35M
AVLV icon
7
Avantis US Large Cap Value ETF
AVLV
$17.3B
$28M 5.89%
347,359
+26,400
+8% +$2.14M
SPAB icon
8
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.79B
$27M 5.69%
1,054,971
+49,758
+5% +$1.28M
DFCF icon
9
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$26.9M 5.65%
636,067
+33,336
+6% +$1.42M
DFIP icon
10
Dimensional Inflation-Protected Securities ETF
DFIP
$1.11B
$21.5M 4.52%
515,024
+39,369
+8% +$1.65M
AVRE icon
11
Avantis Real Estate ETF
AVRE
$872M
$9.94M 2.09%
225,870
+31,938
+16% +$1.45M
VCSH icon
12
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$9.81M 2.06%
123,709
+5,174
+4% +$412K
BNDX icon
13
Vanguard Total International Bond ETF
BNDX
$82B
$9.47M 1.99%
197,082
+4,314
+2% +$209K
REET icon
14
iShares Global REIT ETF
REET
$5.03B
$7.45M 1.57%
296,298
-7,235
-2% -$188K
DUSB icon
15
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.19B
$7.09M 1.49%
139,804
+8,151
+6% +$414K
AVUV icon
16
Avantis US Small Cap Value ETF
AVUV
$29.9B
$2.51M 0.53%
22,687
+3,035
+15% +$334K
VOE icon
17
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$2.44M 0.51%
13,260
+2,797
+27% +$523K
NTSX icon
18
WisdomTree US Efficient Core Fund
NTSX
$1.36B
$2.08M 0.44%
39,853
+2,306
+6% +$126K
AVEM icon
19
Avantis Emerging Markets Equity ETF
AVEM
$25.5B
$2.01M 0.42%
25,000
+3,525
+16% +$293K
GLDM icon
20
SPDR Gold MiniShares Trust
GLDM
$28B
$1.7M 0.36%
18,390
-1,062
-5% -$102K
BIL icon
21
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$1.68M 0.35%
18,357
+6,313
+52% +$578K
DFAI
22
Dimensional International Core Equity Market ETF
DFAI
$17.2B
$1.66M 0.35%
42,562
-1,225
-3% -$49K
QQQ icon
23
Invesco QQQ Trust
QQQ
$469B
$1.52M 0.32%
2,625
+136
+5% +$82.6K
SCHX icon
24
Schwab US Large- Cap ETF
SCHX
$71.7B
$1.44M 0.3%
56,003
+16,197
+41% +$434K
AVDE icon
25
Avantis International Equity ETF
AVDE
$17.8B
$1.39M 0.29%
16,366
+524
+3% +$45.5K
1
2 3

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KV
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DE
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VIA
Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return
RCM
Rivermont Capital Management New York $475M AUM 116.05% 1-Year Est. Return
BF
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PCMC
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TA
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Leading Edge Financial Planning's Q1 2026 Portfolio in Review

As of Q1 2026, Leading Edge Financial Planning held 75 positions worth $475M, up 8.3% from $439M the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Leading Edge Financial Planning deployed $36.6M of net new capital in Q1 2026, opening 9 new positions and adding to 42 existing holdings. Its largest new stake was iShares Core S&P Total US Stock Market ETF: 4,060 shares worth $578K.

By sector, the portfolio is most concentrated in Technology at 0.28% of assets, up from 0.24% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was Vanguard Value ETF, an estimated $257K trimmed.

  • Leading Edge Financial Planning's largest Q1 2026 buy was iShares Core S&P Total US Stock Market ETF: 4,060 shares worth $578K.
  • Leading Edge Financial Planning added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2026, an estimated $6.64M increase.
  • Leading Edge Financial Planning's biggest Q1 2026 reduction was Vanguard Value ETF, cutting an estimated $257K.
  • Leading Edge Financial Planning fully exited Vanguard Mid-Cap Growth ETF in Q1 2026, selling an estimated $349K.
  • Leading Edge Financial Planning's ten largest holdings make up 83% of its $475M portfolio in Q1 2026.
  • Leading Edge Financial Planning opened 9 new positions and closed 3 in Q1 2026.
  • Leading Edge Financial Planning's portfolio value rose 8.3% quarter-over-quarter to $475M.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.