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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
+6.89%
1 Year Est. Return
+15.22%
3 Year Est. Return
+35.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$360M
AUM Growth
+$39.6M
Cap. Flow
+$17.5M
Cap. Flow %
4.85%
Top 10 Hldgs %
81.58%
Holding
62
New
4
Increased
33
Reduced
14
Closed
4

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.58M
2
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.96M
3
DFSV
Dimensional US Small Cap Value ETF
DFSV
+$1.89M
4
VOT icon
Vanguard Morningstar Mid-Cap Growth ETF
VOT
+$1.77M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.68M

Top Sells

Rank Stock Value
1
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.79M
2
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$260K
3
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$259K
4
REET icon
iShares Global REIT ETF
REET
+$224K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$208K

Sector Composition

Rank Sector Weight
1 Technology 0.17%
2 Energy 0.14%
3 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
26
Schwab US Large- Cap ETF
SCHX
$72.9B
$1.01M 0.28%
41,501
+177
+0.4% +$4K
NTSI icon
27
WisdomTree International Efficient Core Fund
NTSI
$496M
$997K 0.28%
24,380
+1,188
+5% +$46.5K
DFAX icon
28
Dimensional World ex US Core Equity 2 ETF
DFAX
$12B
$912K 0.25%
31,062
-1,528
-5% -$42.1K
VIG icon
29
Vanguard Dividend Appreciation ETF
VIG
$112B
$737K 0.2%
3,600
– –
SCHZ icon
30
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$674K 0.19%
28,996
-2,033
-7% -$46.6K
AVIG icon
31
Avantis Core Fixed Income ETF
AVIG
$1.96B
$644K 0.18%
15,466
+4,502
+41% +$185K
DFSD
32
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.13B
$630K 0.18%
13,132
+3,658
+39% +$174K
AAPL icon
33
Apple
AAPL
$4.46T
$608K 0.17%
2,966
+187
+7% +$37.8K
SCHO icon
34
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$526K 0.15%
21,563
-50
-0.2% -$1.22K
VTV icon
35
Vanguard Morningstar Value ETF
VTV
$189B
$512K 0.14%
2,897
-236
-8% -$39.9K
EDV icon
36
Vanguard World Funds Extended Duration ETF
EDV
$3.24B
$503K 0.14%
7,469
+834
+13% +$55.1K
EPD icon
37
Enterprise Products Partners
EPD
$81.9B
$490K 0.14%
15,817
+241
+2% +$7.51K
SCHD icon
38
Schwab US Dividend Equity ETF
SCHD
$104B
$439K 0.12%
16,564
+1,390
+9% +$36.3K
IVV icon
39
iShares Core S&P 500 ETF
IVV
$884B
$416K 0.12%
669
+70
+12% +$40.2K
VTI icon
40
Vanguard Morningstar Total Stock Market ETF
VTI
$670B
$393K 0.11%
1,295
+59
+5% +$16.6K
DFGR icon
41
Dimensional Global Real Estate ETF
DFGR
$3.86B
$393K 0.11%
14,662
+533
+4% +$14K
ICSH icon
42
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.12B
$390K 0.11%
7,692
-1,012
-12% -$51.2K
AOM icon
43
iShares Core Moderate Allocation ETF
AOM
$1.76B
$339K 0.09%
7,370
– –
AMZN icon
44
Amazon
AMZN
$3.06T
$339K 0.09%
1,544
+33
+2% +$6.53K
TPYP icon
45
Tortoise North American Pipeline ETF
TPYP
$868M
$331K 0.09%
9,273
-7
-0.1% -$245
VOO icon
46
Vanguard S&P 500 ETF
VOO
$993B
$328K 0.09%
578
– –
VYM icon
47
Vanguard High Dividend Yield ETF
VYM
$81.4B
$269K 0.07%
2,015
– –
QUAL icon
48
iShares MSCI USA Quality Factor ETF
QUAL
$47B
$267K 0.07%
1,460
+120
+9% +$20.7K
JHPI icon
49
John Hancock Preferred Income ETF
JHPI
$212M
$252K 0.07%
11,185
+771
+7% +$17.2K
DFAC icon
50
Dimensional US Core Equity 2 ETF
DFAC
$48.5B
$245K 0.07%
6,824
– –
1
2
3

Similar funds

AL4A
Accel Leaders 4 Associates Palo Alto, California $475M AUM 391.52% 1-Year Est. Return
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
ACM
Aisling Capital Management New York $476M AUM 128.63% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

Leading Edge Financial Planning's Q2 2025 Portfolio in Review

As of Q2 2025, Leading Edge Financial Planning held 62 positions worth $360M, up 12% from $320M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Leading Edge Financial Planning deployed $17.5M of net new capital in Q2 2025, opening 4 new positions and adding to 33 existing holdings. Its largest new stake was Vanguard Morningstar Mid-Cap Growth ETF: 6,853 shares worth $1.95M.

By sector, the portfolio is most concentrated in Technology at 0.17% of assets, down from 0.19% a quarter earlier, followed by Energy and Consumer Discretionary.

On the sell side, the largest reduction was iShares Global REIT ETF, an estimated $224K trimmed.

  • Leading Edge Financial Planning's largest Q2 2025 buy was Vanguard Morningstar Mid-Cap Growth ETF: 6,853 shares worth $1.95M.
  • Leading Edge Financial Planning added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2025, an estimated $2.58M increase.
  • Leading Edge Financial Planning's biggest Q2 2025 reduction was iShares Global REIT ETF, cutting an estimated $224K.
  • Leading Edge Financial Planning fully exited iShares US Treasury Bond ETF in Q2 2025, selling an estimated $1.79M.
  • Leading Edge Financial Planning's ten largest holdings make up 82% of its $360M portfolio in Q2 2025.
  • Leading Edge Financial Planning opened 4 new positions and closed 4 in Q2 2025.
  • Leading Edge Financial Planning's portfolio value rose 12% quarter-over-quarter to $360M.

Based on Leading Edge Financial Planning's 13F filing for Q2 2025, filed 16 Jul 2025.