Leading Edge Financial Planning LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 53.2% | $4,139,415 |
| Technology | 20.0% | $1,556,006 |
| Energy | 8.2% | $636,200 |
| Healthcare | 6.2% | $483,488 |
| Consumer Cyclical | 4.7% | $367,043 |
| Real Estate | 2.7% | $208,117 |
| Industrials | 2.6% | $201,002 |
| Financial Services | 2.4% | $187,293 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | −410 | 1,540 | $367,043 | |
| NBIX | Neurocrine Biosciences Inc | −325 | 1,294 | $218,090 | |
| QQQ | Invesco Qqq Trust, Series 1 | −310 | 2,315 | $1,704,766 | |
| NVDA | Nvidia Corp | −298 | 1,205 | $241,108 | |
| AVGO | Broadcom Inc. | −30 | 688 | $259,892 | |
| SPY | Spdr S&P 500 ETF Trust | −8 | 389 | $290,493 | |
| JNJ | Johnson & Johnson | −1 | 1,045 | $265,398 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CIM | Chimera Investment Corp | 15,601 | $208,117 | |
| ROK | Rockwell Automation, Inc | 406 | $201,002 | |
| VGM | Invesco Trust for Investment Grade Municipals | 10,203 | $108,151 | |
| HRZN | Horizon Technology Finance Corp | 16,732 | $79,142 | |
| MVO | MV Oil Trust | 11,981 | $21,206 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BNDX | Vanguard Total International Bond ETF | 197,082 | $9,469,790 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 18,357 | $1,682,235 | |
| VIG | Vanguard Dividend Appreciation ETF | 3,471 | $746,473 | |
| EDV | Vanguard World Funds Extended Duration ETF | 8,191 | $532,005 | |
| BIV | Vanguard Intermediate-Term Bond ETF | 3,375 | $260,482 | |
| TSLA | Tesla, Inc. | 628 | $233,459 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
Added | 23,442 | $1,861,763 | 23.93% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,315 | $1,704,766 | 21.92% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,646 | $1,055,006 | 13.56% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 16,730 | $614,994 | 7.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,540 | $367,043 | 4.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 389 | $290,493 | 3.73% | |
| SIVR |
abrdn Silver ETF Trust
|
Held | 5,023 | $282,393 | 3.63% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,045 | $265,398 | 3.41% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 688 | $259,892 | 3.34% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,205 | $241,108 | 3.10% | |
| NBIX |
Neurocrine Biosciences Inc
Healthcare
|
Reduced | 1,294 | $218,090 | 2.80% | |
| CIM |
Chimera Investment Corp
Real Estate
|
NEW | 15,601 | $208,117 | 2.68% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
NEW | 406 | $201,002 | 2.58% | |
| VGM |
Invesco Trust for Investment Grade Municipals
Financial Services
|
NEW | 10,203 | $108,151 | 1.39% | |
| HRZN |
Horizon Technology Finance Corp
Financial Services
|
NEW | 16,732 | $79,142 | 1.02% | |
| MVO |
MV Oil Trust
Energy
|
NEW | 11,981 | $21,206 | 0.27% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.