Leading Edge Financial Planning LLC
Filing Date
Global Rank
#7,890
/ 8,232
▲ 232
Top Industry
Consumer Electronics
27.4%
3Y Alpha vs SPY
+4.4%
Period ended 2 months ago
Filed May 12, 2026 · 32d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+98.6%
SPY
+76.5%
Annualised alpha
+4.8%
Max drawdown
−14.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
24.7%
−0.9 pts
Top 5
73.8%
−2.7 pts
Top 10
93.7%
−3.1 pts
HHI
1,460
Diversified−122
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 55.7% | $3,837,547 |
| Technology | 19.2% | $1,321,096 |
| Consumer Cyclical | 9.3% | $639,585 |
| Energy | 9.1% | $626,062 |
| Healthcare | 6.8% | $468,971 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +239 | 3,297 | $836,745 | |
| EPD | Enterprise Products Partners L.P. | +227 | 16,545 | $626,062 | |
| AMZN | Amazon Com Inc | +180 | 1,950 | $406,126 | |
| QQQ | Invesco Qqq Trust, Series 1 | +136 | 2,625 | $1,515,097 | |
| AVGO | Broadcom Inc. | +66 | 718 | $222,228 | |
| JNJ | Johnson & Johnson | +44 | 1,046 | $255,684 | |
| SPY | Spdr S&P 500 ETF Trust | +39 | 397 | $258,184 | |
| TSLA | Tesla, Inc. | +26 | 628 | $233,459 | |
| NBIX | Neurocrine Biosciences Inc | +2 | 1,619 | $213,287 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | −1,062 | 18,390 | $1,704,569 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NVDA | Nvidia Corp | 1,503 | $262,123 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
12 positions ·
$6,893,261 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
Reduced | 18,390 | $1,704,569 | 24.73% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,625 | $1,515,097 | 21.98% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,297 | $836,745 | 12.14% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 16,545 | $626,062 | 9.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,950 | $406,126 | 5.89% | |
| SIVR |
abrdn Silver ETF Trust
|
Held | 5,023 | $359,697 | 5.22% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 1,503 | $262,123 | 3.80% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 397 | $258,184 | 3.75% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,046 | $255,684 | 3.71% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 628 | $233,459 | 3.39% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 718 | $222,228 | 3.22% | |
| NBIX |
Neurocrine Biosciences Inc
Healthcare
|
Added | 1,619 | $213,287 | 3.09% |