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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
AOM icon
51
iShares Core Moderate Allocation ETF
AOM
$1.76B
$313K 0.07%
6,597
– –
AVDV icon
52
Avantis International Small Cap Value ETF
AVDV
$19B
$306K 0.06%
3,067
– –
ICSH icon
53
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.97B
$302K 0.06%
5,961
-14
-0.2% -$709
DFUS
54
Dimensional US Equity ETF
DFUS
$20.9B
$296K 0.06%
4,178
-1,417
-25% -$105K
VYM icon
55
Vanguard High Dividend Yield ETF
VYM
$80.8B
$276K 0.06%
1,860
-71
-4% -$10.7K
MUB icon
56
iShares National Muni Bond ETF
MUB
$45.2B
$272K 0.06%
+2,559
New +$275K
DFAC icon
57
Dimensional US Core Equity 2 ETF
DFAC
$47.7B
$265K 0.06%
6,824
-1,119
-14% -$45.1K
NVDA icon
58
NVIDIA
NVDA
$5.14T
$262K 0.06%
+1,503
New +$276K
MLPX icon
59
Global X MLP & Energy Infrastructure ETF
MLPX
$3.67B
$261K 0.06%
3,534
– –
BIV icon
60
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$260K 0.05%
+3,375
New +$263K
SPY icon
61
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$258K 0.05%
397
+39
+11% +$26.5K
DFIV icon
62
Dimensional International Value ETF
DFIV
$20.8B
$258K 0.05%
4,886
-80
-2% -$4.24K
JNJ icon
63
Johnson & Johnson
JNJ
$615B
$256K 0.05%
1,046
+44
+4% +$10.2K
TSLA icon
64
Tesla
TSLA
$1.4T
$233K 0.05%
628
+26
+4% +$10.7K
SCHF icon
65
Schwab International Equity ETF
SCHF
$66.3B
$230K 0.05%
9,284
+897
+11% +$22.8K
AGG icon
66
iShares Core US Aggregate Bond ETF
AGG
$138B
$228K 0.05%
+2,293
New +$229K
AVGO icon
67
Broadcom
AVGO
$1.89T
$222K 0.05%
718
+66
+10% +$21.7K
JHPI icon
68
John Hancock Preferred Income ETF
JHPI
$213M
$220K 0.05%
9,761
+400
+4% +$9.21K
VTG
69
Vanguard Total Treasury ETF
VTG
$145M
$218K 0.05%
+2,872
New +$219K
SCHV
70
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$215K 0.05%
7,061
– –
NBIX icon
71
Neurocrine Biosciences
NBIX
$17.4B
$213K 0.04%
1,619
+2
+0.1% +$265
NJUL icon
72
Innovator Growth-100 Power Buffer ETF July
NJUL
$249M
$211K 0.04%
2,949
-85
-3% -$6.18K
GOVT icon
73
iShares US Treasury Bond ETF
GOVT
$43.6B
– –
-12,955
Closed -$298K
JMUB icon
74
JPMorgan Municipal ETF
JMUB
$8.23B
– –
-5,805
Closed -$293K
VOT icon
75
Vanguard Mid-Cap Growth ETF
VOT
$19.2B
– –
-1,249
Closed -$349K
1 2
3

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KV
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DE
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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
Teramo Advisors Naples, Florida $474M AUM 16.54% 1-Year Est. Return

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.