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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
AVIG icon
26
Avantis Core Fixed Income ETF
AVIG
$1.92B
$1.23M 0.26%
29,726
+12,684
+74% +$532K
SPIP icon
27
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$1.07M 0.23%
41,156
-2,947
-7% -$77K
NTSI icon
28
WisdomTree International Efficient Core Fund
NTSI
$487M
$1.07M 0.23%
24,298
+1,047
+5% +$47.8K
DFAX icon
29
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.9B
$1.06M 0.22%
31,066
+9
+0% +$313
AAPL icon
30
Apple
AAPL
$4.79T
$837K 0.18%
3,297
+239
+8% +$62.2K
VIG icon
31
Vanguard Dividend Appreciation ETF
VIG
$110B
$747K 0.16%
3,471
-27
-0.8% -$6.02K
DFSD
32
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.03B
$738K 0.16%
15,417
+1,175
+8% +$56.5K
SCHZ icon
33
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$660K 0.14%
28,403
-98
-0.3% -$2.29K
VTI icon
34
Vanguard Total Stock Market ETF
VTI
$661B
$636K 0.13%
1,984
+689
+53% +$231K
EPD icon
35
Enterprise Products Partners
EPD
$84.1B
$626K 0.13%
16,545
+227
+1% +$8.04K
DFGR icon
36
Dimensional Global Real Estate ETF
DFGR
$3.82B
$622K 0.13%
23,392
+6,629
+40% +$182K
ITOT icon
37
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$578K 0.12%
+4,060
New +$604K
EDV icon
38
Vanguard World Funds Extended Duration ETF
EDV
$3.31B
$532K 0.11%
8,191
+432
+6% +$28.6K
DFGX icon
39
Dimensional International Core Fixed Income ETF
DFGX
$1.69B
$529K 0.11%
+10,082
New +$534K
IVV icon
40
iShares Core S&P 500 ETF
IVV
$886B
$480K 0.1%
735
+40
+6% +$27.3K
QUAL icon
41
iShares MSCI USA Quality Factor ETF
QUAL
$45.9B
$474K 0.1%
+2,470
New +$495K
SCHD icon
42
Schwab US Dividend Equity ETF
SCHD
$101B
$451K 0.1%
14,714
-46
-0.3% -$1.4K
AMZN icon
43
Amazon
AMZN
$2.63T
$406K 0.09%
1,950
+180
+10% +$39.6K
SCHO icon
44
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$405K 0.09%
16,683
-163
-1% -$3.97K
TPYP icon
45
Tortoise North American Pipeline ETF
TPYP
$895M
$390K 0.08%
9,210
-15
-0.2% -$593
VOO icon
46
Vanguard S&P 500 ETF
VOO
$979B
$390K 0.08%
652
+68
+12% +$42.5K
SIVR icon
47
abrdn Physical Silver Shares ETF
SIVR
$4.14B
$360K 0.08%
5,023
– –
PGF icon
48
Invesco Financial Preferred ETF
PGF
$679M
$358K 0.08%
25,982
+2,802
+12% +$39.9K
BOXX icon
49
Alpha Architect 1-3 Month Box ETF
BOXX
$12.9B
$340K 0.07%
+2,920
New +$338K
VTV icon
50
Vanguard Value ETF
VTV
$187B
$314K 0.07%
1,598
-1,285
-45% -$257K
1
2
3

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AL4A
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KV
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DE
Devon Energy Houston, Texas $476M AUM
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
Brooklyn FI New York $476M AUM 17.97% 1-Year Est. Return
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.