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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
BIL icon
26
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$1.44M 0.26%
15,703
-2,654
-14% -$243K
ITOT icon
27
iShares Core S&P Total US Stock Market ETF
ITOT
$97.6B
$1.28M 0.23%
7,779
+3,719
+92% +$590K
NTSI icon
28
WisdomTree International Efficient Core Fund
NTSI
$504M
$1.27M 0.23%
27,194
+2,896
+12% +$134K
AAPL icon
29
Apple
AAPL
$4.67T
$1.05M 0.19%
3,646
+349
+11% +$99.8K
DFAX icon
30
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.8B
$975K 0.17%
26,472
-4,594
-15% -$169K
SPIP icon
31
State Street SPDR Portfolio TIPS ETF
SPIP
$1.02B
$972K 0.17%
37,849
-3,307
-8% -$85.8K
DFSD
32
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.26B
$911K 0.16%
19,073
+3,656
+24% +$175K
VT icon
33
Vanguard Total World Stock ETF
VT
$81.5B
$841K 0.15%
+5,359
New +$818K
VTI icon
34
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$819K 0.15%
2,213
+229
+12% +$81.9K
VIG icon
35
Vanguard Dividend Appreciation ETF
VIG
$113B
$810K 0.14%
3,424
-47
-1% -$10.8K
DFGR icon
36
Dimensional Global Real Estate ETF
DFGR
$3.8B
$706K 0.13%
24,367
+975
+4% +$27.9K
EDV icon
37
Vanguard World Funds Extended Duration ETF
EDV
$3.5B
$619K 0.11%
9,509
+1,318
+16% +$84.3K
EPD icon
38
Enterprise Products Partners
EPD
$84.1B
$615K 0.11%
16,730
+185
+1% +$6.98K
DFGX icon
39
Dimensional International Core Fixed Income ETF
DFGX
$1.75B
$574K 0.1%
10,719
+637
+6% +$33.7K
IVV icon
40
iShares Core S&P 500 ETF
IVV
$889B
$485K 0.09%
647
-88
-12% -$64.1K
QUAL icon
41
iShares MSCI USA Quality Factor ETF
QUAL
$47.5B
$482K 0.09%
2,197
-273
-11% -$57.3K
SGOV icon
42
iShares 0-3 Month Treasury Bond ETF
SGOV
$105B
$451K 0.08%
+4,483
New +$451K
VOO icon
43
Vanguard S&P 500 ETF
VOO
$1.03T
$444K 0.08%
647
-5
-0.8% -$3.33K
SCHD icon
44
Schwab US Dividend Equity ETF
SCHD
$112B
$442K 0.08%
13,930
-784
-5% -$24.9K
TPYP icon
45
Tortoise North American Pipeline ETF
TPYP
$890M
$386K 0.07%
9,208
-2
-0% -$85
SCHZ icon
46
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$381K 0.07%
16,480
-11,923
-42% -$276K
AMZN icon
47
Amazon
AMZN
$2.79T
$367K 0.07%
1,540
-410
-21% -$103K
BOXX icon
48
Alpha Architect 1-3 Month Box ETF
BOXX
$14.4B
$365K 0.07%
3,115
+195
+7% +$22.8K
PGF icon
49
Invesco Financial Preferred ETF
PGF
$653M
$357K 0.06%
26,014
+32
+0.1% +$445
DFUS
50
Dimensional US Equity ETF
DFUS
$21.6B
$341K 0.06%
4,156
-22
-0.5% -$1.74K
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.