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LEFP

Leading Edge Financial Planning Portfolio holdings

AUM $562M
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
+9.4%
1 Year Est. Return
+17.93%
3 Year Est. Return
+44.4%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$562M
AUM Growth
+$86.3M
Cap. Flow
+$42.9M
Cap. Flow %
7.64%
Top 10 Hldgs %
82.94%
Holding
85
New
13
Increased
33
Reduced
27
Closed
7

Top Buys

Rank Stock Value
1
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$7.25M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$6.09M
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.71M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.44M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.03M

Top Sells

Rank Stock Value
1
VOE icon
Vanguard Morningstar Mid-Cap Value ETF
VOE
+$2.44M
2
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$405K
3
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$276K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$272K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$260K

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.37%
2 Technology 0.28%
3 Energy 0.11%
4 Healthcare 0.09%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$172B
$86.7M 15.43%
986,037
+71,335
+8% +$6.09M
DFIC icon
2
Dimensional International Core Equity 2 ETF
DFIC
$15.5B
$80.1M 14.26%
2,149,853
+193,294
+10% +$7.25M
DUHP icon
3
Dimensional US High Profitability ETF
DUHP
$12.8B
$53.7M 9.56%
1,286,243
+86,170
+7% +$3.44M
SCHB icon
4
Schwab US Broad Market ETF
SCHB
$44.8B
$50.6M 9.02%
1,748,838
+107,956
+7% +$3.02M
DFSV
5
Dimensional US Small Cap Value ETF
DFSV
$8.46B
$39.8M 7.1%
1,027,285
+58,008
+6% +$2.17M
DFEM icon
6
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.74B
$36.9M 6.57%
908,460
+39,760
+5% +$1.56M
AVLV icon
7
Avantis US Large Cap Value ETF
AVLV
$21.6B
$33.5M 5.96%
367,041
+19,682
+6% +$1.73M
DFCF icon
8
Dimensional Core Fixed Income ETF
DFCF
$11.2B
$30.5M 5.44%
723,730
+87,663
+14% +$3.71M
SPAB icon
9
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.2B
$30M 5.33%
1,173,898
+118,927
+11% +$3.03M
DFIP icon
10
Dimensional Inflation-Protected Securities ETF
DFIP
$1.14B
$24M 4.27%
580,584
+65,560
+13% +$2.75M
AVRE icon
11
Avantis Real Estate ETF
AVRE
$859M
$12.5M 2.23%
264,621
+38,751
+17% +$1.83M
VCSH icon
12
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$10.7M 1.9%
135,352
+11,643
+9% +$920K
BNDX icon
13
Vanguard Total International Bond ETF
BNDX
$82.2B
$10.7M 1.9%
220,323
+23,241
+12% +$1.12M
REET icon
14
iShares Global REIT ETF
REET
$4.93B
$8.11M 1.44%
293,457
-2,841
-1% -$77K
DUSB icon
15
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.26B
$7.67M 1.37%
151,087
+11,283
+8% +$573K
AVUV icon
16
Avantis US Small Cap Value ETF
AVUV
$31.7B
$3.3M 0.59%
26,447
+3,760
+17% +$449K
VOT icon
17
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.4B
$2.87M 0.51%
+9,383
New +$2.71M
AVEM icon
18
Avantis Emerging Markets Equity ETF
AVEM
$28.7B
$2.87M 0.51%
29,770
+4,770
+19% +$440K
NTSX icon
19
WisdomTree US Efficient Core Fund
NTSX
$1.4B
$2.58M 0.46%
43,755
+3,902
+10% +$224K
GLDM icon
20
SPDR Gold MiniShares Trust
GLDM
$31.7B
$1.86M 0.33%
23,442
+5,052
+27% +$451K
AVIG icon
21
Avantis Core Fixed Income ETF
AVIG
$1.99B
$1.78M 0.32%
43,086
+13,360
+45% +$554K
DFAI
22
Dimensional International Core Equity Market ETF
DFAI
$18.4B
$1.75M 0.31%
42,332
-230
-0.5% -$9.47K
QQQ icon
23
Invesco QQQ Trust
QQQ
$489B
$1.7M 0.3%
2,315
-310
-12% -$213K
SCHX icon
24
Schwab US Large- Cap ETF
SCHX
$74.4B
$1.65M 0.29%
56,167
+164
+0.3% +$4.68K
AVDE icon
25
Avantis International Equity ETF
AVDE
$19.2B
$1.48M 0.26%
16,549
+183
+1% +$16.4K
1
2 3 4

Similar funds

MIP
Ma Investment Partnership Hillsborough, California $561M AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $561M AUM 283.23% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
RSVP
Ramsay Stattman Vela & Price Colorado Springs, Colorado $562M AUM 22.59% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Leading Edge Financial Planning's Q2 2026 Portfolio in Review

As of Q2 2026, Leading Edge Financial Planning held 85 positions worth $562M, up 18% from $475M the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Leading Edge Financial Planning deployed $42.9M of net new capital in Q2 2026, opening 13 new positions and adding to 33 existing holdings. Its largest new stake was Vanguard Morningstar Mid-Cap Growth ETF: 9,383 shares worth $2.87M.

By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, up from 99% a quarter earlier, followed by Technology and Energy.

On the sell side, the largest reduction was Schwab US Aggregate Bond ETF, an estimated $276K trimmed.

  • Leading Edge Financial Planning's largest Q2 2026 buy was Vanguard Morningstar Mid-Cap Growth ETF: 9,383 shares worth $2.87M.
  • Leading Edge Financial Planning added most to Dimensional International Core Equity 2 ETF in Q2 2026, an estimated $7.25M increase.
  • Leading Edge Financial Planning's biggest Q2 2026 reduction was Schwab US Aggregate Bond ETF, cutting an estimated $276K.
  • Leading Edge Financial Planning fully exited Vanguard Morningstar Mid-Cap Value ETF in Q2 2026, selling an estimated $2.44M.
  • Leading Edge Financial Planning's ten largest holdings make up 83% of its $562M portfolio in Q2 2026.
  • Leading Edge Financial Planning opened 13 new positions and closed 7 in Q2 2026.
  • Leading Edge Financial Planning's portfolio value rose 18% quarter-over-quarter to $562M.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.