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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
+5.4%
1 Year Est. Return
+15.22%
3 Year Est. Return
+35.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$398M
AUM Growth
+$38.7M
Cap. Flow
+$19.1M
Cap. Flow %
4.79%
Top 10 Hldgs %
82.19%
Holding
66
New
8
Increased
23
Reduced
25
Closed
3

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.62M
2
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.99M
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.88M
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$1.77M

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.85M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$267K
3
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$257K
4
PBDE
PGIM US Large-Cap Buffer 20 ETF - December
PBDE
+$225K
5
PGX icon
Invesco Preferred ETF
PGX
+$154K

Sector Composition

Rank Sector Weight
1 Technology 0.25%
2 Energy 0.13%
3 Consumer Discretionary 0.08%
4 Healthcare 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$60.8M 15.25%
775,753
+34,675
+5% +$2.62M
DFIC icon
2
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$56.6M 14.21%
1,726,839
+62,217
+4% +$1.99M
DUHP icon
3
Dimensional US High Profitability ETF
DUHP
$12.3B
$36.2M 9.08%
957,515
+51,167
+6% +$1.88M
SCHB icon
4
Schwab US Broad Market ETF
SCHB
$42.8B
$35.9M 9%
1,394,411
+55,692
+4% +$1.38M
DFSV
5
Dimensional US Small Cap Value ETF
DFSV
$8.14B
$27.2M 6.83%
854,981
+40,112
+5% +$1.25M
DFEM icon
6
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.77B
$25M 6.27%
778,972
+27,524
+4% +$850K
SPAB icon
7
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$23.5M 5.91%
910,937
+68,063
+8% +$1.74M
DFCF icon
8
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$23.3M 5.84%
543,830
+45,812
+9% +$1.94M
AVLV icon
9
Avantis US Large Cap Value ETF
AVLV
$17.3B
$21.1M 5.3%
292,233
+16,391
+6% +$1.16M
DFIP icon
10
Dimensional Inflation-Protected Securities ETF
DFIP
$1.1B
$17.9M 4.5%
424,590
+42,045
+11% +$1.77M
BNDX icon
11
Vanguard Total International Bond ETF
BNDX
$82B
$8.63M 2.17%
174,512
+17,667
+11% +$871K
VCSH icon
12
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$8.51M 2.14%
106,514
+10,709
+11% +$852K
REET icon
13
iShares Global REIT ETF
REET
$5.12B
$7.83M 1.97%
306,342
-3,271
-1% -$82.1K
AVRE icon
14
Avantis Real Estate ETF
AVRE
$884M
$6.74M 1.69%
151,479
+25,452
+20% +$1.13M
DUSB icon
15
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.19B
$5.98M 1.5%
117,771
+13,900
+13% +$706K
BIL icon
16
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$2.37M 0.6%
25,879
-20,224
-44% -$1.85M
VOT icon
17
Vanguard Mid-Cap Growth ETF
VOT
$19B
$2.12M 0.53%
7,222
+369
+5% +$106K
NTSX icon
18
WisdomTree US Efficient Core Fund
NTSX
$1.34B
$1.91M 0.48%
35,391
-2,188
-6% -$113K
AVUV icon
19
Avantis US Small Cap Value ETF
AVUV
$29.7B
$1.9M 0.48%
19,128
-1,025
-5% -$99.2K
GLDM icon
20
SPDR Gold MiniShares Trust
GLDM
$27.5B
$1.65M 0.41%
21,565
-3,746
-15% -$257K
DFAI
21
Dimensional International Core Equity Market ETF
DFAI
$17.1B
$1.6M 0.4%
43,906
-1,318
-3% -$46.6K
AVEM icon
22
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$1.56M 0.39%
20,726
-1,111
-5% -$79.4K
QQQ icon
23
Invesco QQQ Trust
QQQ
$455B
$1.5M 0.38%
2,494
-4
-0.2% -$2.29K
AVDE icon
24
Avantis International Equity ETF
AVDE
$17.7B
$1.23M 0.31%
15,565
+964
+7% +$73.4K
SCHX icon
25
Schwab US Large- Cap ETF
SCHX
$70.9B
$1.06M 0.27%
40,238
-1,263
-3% -$32.1K
1
2 3

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AL4A
Accel Leaders 4 Associates Palo Alto, California $475M AUM 391.52% 1-Year Est. Return
KV
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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
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $476M AUM 23.92% 1-Year Est. Return
ACM
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Leading Edge Financial Planning's Q3 2025 Portfolio in Review

As of Q3 2025, Leading Edge Financial Planning held 66 positions worth $398M, up 11% from $360M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Leading Edge Financial Planning deployed $19.1M of net new capital in Q3 2025, opening 8 new positions and adding to 23 existing holdings. Its largest new stake was State Street SPDR Bloomberg 3-12 Month T-Bill ETF: 3,754 shares worth $374K.

By sector, the portfolio is most concentrated in Technology at 0.25% of assets, up from 0.17% a quarter earlier, followed by Energy and Consumer Discretionary.

On the sell side, the largest reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $1.85M trimmed.

  • Leading Edge Financial Planning's largest Q3 2025 buy was State Street SPDR Bloomberg 3-12 Month T-Bill ETF: 3,754 shares worth $374K.
  • Leading Edge Financial Planning added most to State Street SPDR Portfolio S&P 500 ETF in Q3 2025, an estimated $2.62M increase.
  • Leading Edge Financial Planning's biggest Q3 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $1.85M.
  • Leading Edge Financial Planning fully exited iShares MSCI USA Quality Factor ETF in Q3 2025, selling an estimated $267K.
  • Leading Edge Financial Planning's ten largest holdings make up 82% of its $398M portfolio in Q3 2025.
  • Leading Edge Financial Planning opened 8 new positions and closed 3 in Q3 2025.
  • Leading Edge Financial Planning's portfolio value rose 11% quarter-over-quarter to $398M.

Based on Leading Edge Financial Planning's 13F filing for Q3 2025, filed 12 Nov 2025.