We are live on ! Find out more
LEFP

Leading Edge Financial Planning Portfolio holdings

AUM $475M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
+2%
1 Year Est. Return
+15.22%
3 Year Est. Return
+35.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$439M
AUM Growth
+$40.4M
Cap. Flow
+$32.4M
Cap. Flow %
7.39%
Top 10 Hldgs %
82.9%
Holding
69
New
6
Increased
34
Reduced
21
Closed
3

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.45M
2
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.1M
3
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.58M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.22M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.52M

Top Sells

Rank Stock Value
1
VOT icon
Vanguard Morningstar Mid-Cap Growth ETF
VOT
+$1.71M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.27M
3
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$374K
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$243K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$210K

Sector Composition

Rank Sector Weight
1 Technology 0.24%
2 Consumer Discretionary 0.15%
3 Energy 0.12%
4 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
26
Schwab US Large- Cap ETF
SCHX
$74.1B
$1.07M 0.24%
39,806
-432
-1% -$11.5K
NTSI icon
27
WisdomTree International Efficient Core Fund
NTSI
$502M
$1.03M 0.23%
23,251
+455
+2% +$19.9K
DFAX icon
28
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.3B
$1.02M 0.23%
31,057
-2,258
-7% -$72K
AAPL icon
29
Apple
AAPL
$4.54T
$831K 0.19%
3,058
+24
+0.8% +$6.44K
VIG icon
30
Vanguard Dividend Appreciation ETF
VIG
$114B
$769K 0.18%
3,498
-101
-3% -$22.1K
AVIG icon
31
Avantis Core Fixed Income ETF
AVIG
$1.97B
$714K 0.16%
17,042
+1,594
+10% +$67.1K
DFSD
32
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.15B
$683K 0.16%
14,242
-445
-3% -$21.4K
SCHZ icon
33
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$666K 0.15%
28,501
-253
-0.9% -$5.94K
VTV icon
34
Vanguard Morningstar Value ETF
VTV
$191B
$551K 0.13%
2,883
-7
-0.2% -$1.32K
EPD icon
35
Enterprise Products Partners
EPD
$81.6B
$523K 0.12%
16,318
+251
+2% +$7.94K
EDV icon
36
Vanguard World Funds Extended Duration ETF
EDV
$3.29B
$504K 0.11%
7,759
+568
+8% +$38.7K
IVV icon
37
iShares Core S&P 500 ETF
IVV
$898B
$476K 0.11%
695
+84
+14% +$57K
DFGR icon
38
Dimensional Global Real Estate ETF
DFGR
$3.86B
$443K 0.1%
16,763
+1,113
+7% +$30K
VTI icon
39
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
$434K 0.1%
1,295
– –
DFUS
40
Dimensional US Equity ETF
DFUS
$21.5B
$415K 0.09%
5,595
+1,043
+23% +$76.6K
SCHO icon
41
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$411K 0.09%
16,846
-4,697
-22% -$115K
AMZN icon
42
Amazon
AMZN
$2.94T
$409K 0.09%
1,770
+254
+17% +$58.1K
SCHD icon
43
Schwab US Dividend Equity ETF
SCHD
$105B
$405K 0.09%
14,760
-405
-3% -$11K
VOO icon
44
Vanguard S&P 500 ETF
VOO
$1.01T
$366K 0.08%
584
+6
+1% +$3.73K
VOT icon
45
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
$349K 0.08%
1,249
-5,973
-83% -$1.71M
SIVR icon
46
abrdn Physical Silver Shares ETF
SIVR
$4.31B
$340K 0.08%
5,023
+227
+5% +$11.9K
PGF icon
47
Invesco Financial Preferred ETF
PGF
$674M
$328K 0.07%
23,180
-1,641
-7% -$23.6K
TPYP icon
48
Tortoise North American Pipeline ETF
TPYP
$851M
$326K 0.07%
9,225
-1
-0% -$35
AOM icon
49
iShares Core Moderate Allocation ETF
AOM
$1.77B
$315K 0.07%
6,597
-243
-4% -$11.6K
DFAC icon
50
Dimensional US Core Equity 2 ETF
DFAC
$49.2B
$314K 0.07%
7,943
+1,119
+16% +$43.7K
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
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
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

Leading Edge Financial Planning's Q4 2025 Portfolio in Review

As of Q4 2025, Leading Edge Financial Planning held 69 positions worth $439M, up 10% from $398M the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Leading Edge Financial Planning deployed $32.4M of net new capital in Q4 2025, opening 6 new positions and adding to 34 existing holdings. Its largest new stake was Vanguard Morningstar Mid-Cap Value ETF: 10,463 shares worth $1.86M.

By sector, the portfolio is most concentrated in Technology at 0.24% of assets, down from 0.25% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was Vanguard Morningstar Mid-Cap Growth ETF, an estimated $1.71M trimmed.

  • Leading Edge Financial Planning's largest Q4 2025 buy was Vanguard Morningstar Mid-Cap Value ETF: 10,463 shares worth $1.86M.
  • Leading Edge Financial Planning added most to State Street SPDR Portfolio S&P 500 ETF in Q4 2025, an estimated $4.45M increase.
  • Leading Edge Financial Planning's biggest Q4 2025 reduction was Vanguard Morningstar Mid-Cap Growth ETF, cutting an estimated $1.71M.
  • Leading Edge Financial Planning fully exited State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2025, selling an estimated $374K.
  • Leading Edge Financial Planning's ten largest holdings make up 83% of its $439M portfolio in Q4 2025.
  • Leading Edge Financial Planning opened 6 new positions and closed 3 in Q4 2025.
  • Leading Edge Financial Planning's portfolio value rose 10% quarter-over-quarter to $439M.

Based on Leading Edge Financial Planning's 13F filing for Q4 2025, filed 21 Jan 2026.