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Leading Edge Financial Planning’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Leading Edge Financial Planning’s Portfolio SIVR Stock Details SIVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$360K Hold
5,023
– – 0.08% 47
2025
Q4 		$340K Buy
5,023
+227
+5% +$11.9K 0.08% 46
2025
Q3 		$213K Buy
+4,796
New +$181K 0.05% 60

Other funds holding SIVR

BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Leading Edge Financial Planning's SIVR Position: Q1 2026 in Review

Leading Edge Financial Planning held its abrdn Physical Silver Shares ETF (SIVR) position steady in Q1 2026 at 5,023 shares worth $360K. The position accounts for 0.08% of the portfolio, ranked #47.

Leading Edge Financial Planning first reported a position in SIVR in Q3 2025 and has held it in 3 quarters since. 388 funds tracked by Wall St. Rank hold SIVR as of Q1 2026.

  • Leading Edge Financial Planning held 5,023 shares of abrdn Physical Silver Shares ETF worth $360K as of Q1 2026.
  • Leading Edge Financial Planning left its abrdn Physical Silver Shares ETF share count unchanged in Q1 2026.
  • abrdn Physical Silver Shares ETF made up 0.08% of Leading Edge Financial Planning's portfolio in Q1 2026, its #47 holding.
  • Leading Edge Financial Planning first reported a position in abrdn Physical Silver Shares ETF in Q3 2025 and has held it in 3 quarters since.
  • 388 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2026.

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