Leading Edge Financial Planning Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$4.45M |
| 2 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$4.1M |
| 3 |
Dimensional US High Profitability ETF
DUHP
|
+$3.58M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$3.22M |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$2.52M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Mid-Cap Growth ETF
VOT
|
+$1.71M |
| 2 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.27M |
| 3 |
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$374K |
| 4 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$243K |
| 5 |
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% |
Similar funds
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.