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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
AGG icon
51
iShares Core US Aggregate Bond ETF
AGG
$138B
$330K 0.06%
3,329
+1,036
+45% +$103K
AOM icon
52
iShares Core Moderate Allocation ETF
AOM
$1.8B
$329K 0.06%
6,597
– –
AVDV icon
53
Avantis International Small Cap Value ETF
AVDV
$20.8B
$316K 0.06%
3,067
– –
DFAC icon
54
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$303K 0.05%
6,824
– –
JMUB icon
55
JPMorgan Municipal ETF
JMUB
$8.66B
$300K 0.05%
+5,921
New +$298K
DFNM icon
56
Dimensional National Municipal Bond ETF
DFNM
$2.27B
$298K 0.05%
+6,163
New +$297K
VTV icon
57
Vanguard Morningstar Value ETF
VTV
$193B
$294K 0.05%
1,349
-249
-16% -$52K
GOVT icon
58
iShares US Treasury Bond ETF
GOVT
$42B
$293K 0.05%
+12,841
New +$292K
SPY icon
59
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$290K 0.05%
389
-8
-2% -$5.8K
SIVR icon
60
abrdn Physical Silver Shares ETF
SIVR
$4.48B
$282K 0.05%
5,023
– –
VYM icon
61
Vanguard High Dividend Yield ETF
VYM
$82.8B
$281K 0.05%
1,780
-80
-4% -$12.5K
SUB icon
62
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$266K 0.05%
+2,503
New +$266K
JNJ icon
63
Johnson & Johnson
JNJ
$663B
$265K 0.05%
1,045
-1
-0.1% -$233
DFIV icon
64
Dimensional International Value ETF
DFIV
$22.4B
$264K 0.05%
4,886
– –
MLPX icon
65
Global X MLP & Energy Infrastructure ETF
MLPX
$3.65B
$260K 0.05%
3,532
-2
-0.1% -$147
AVGO icon
66
Broadcom
AVGO
$1.7T
$260K 0.05%
688
-30
-4% -$12K
TQQQ icon
67
ProShares UltraPro QQQ
TQQQ
$36.4B
$255K 0.05%
+3,145
New +$218K
SCHV
68
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$246K 0.04%
7,060
-1
-0% -$33
NVDA icon
69
NVIDIA
NVDA
$5.56T
$241K 0.04%
1,205
-298
-20% -$61.3K
ICSH icon
70
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.56B
$223K 0.04%
4,409
-1,552
-26% -$78.4K
JHPI icon
71
John Hancock Preferred Income ETF
JHPI
$218M
$221K 0.04%
9,727
-34
-0.3% -$779
NBIX icon
72
Neurocrine Biosciences
NBIX
$15.8B
$218K 0.04%
1,294
-325
-20% -$48.2K
CIM
73
Chimera Investment
CIM
$974M
$208K 0.04%
+15,601
New +$209K
SCHF icon
74
Schwab International Equity ETF
SCHF
$70.1B
$204K 0.04%
7,370
-1,914
-21% -$51.6K
ROK icon
75
Rockwell Automation
ROK
$48.2B
$201K 0.04%
+406
New +$177K
1 2
3
4

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MIP
Ma Investment Partnership Hillsborough, California $561M AUM
LC
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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
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MF
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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.