Leading Edge Financial Planning LLC

Registered adviser

CIK

1967205

Location

KNOXVILLE, TN

Portfolio Value

Small $560,795,743

Diversification

Highly concentrated

Filing Date

Global Rank

#3,553 / 8,815 ▲ 67

Top Industry

Consumer Electronics 29.2%

Period ended 4 months ago

Filed Aug 6, 2026 · 3mo

15 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 277149

Roster of Oct 1, 2026

Regulatory AUM

$521,784,881

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$521,784,881	Individuals and high net worth (100%)
Mar 2025 to Mar 2026	$360,175,782	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$273,667,200	Individuals and high net worth (100%)
May 2023 to Mar 2024	$192,974,046	Individuals and high net worth (100%)
Apr 2023	$192,974,046	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$174,194,072	Individuals and high net worth (100%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 97.9% of the book (60%+)

Turnover

Low turnover

3.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.6 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 93.8%; sector active share 86.9% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

78 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

49.7%

−0.5 pts

Top 5

92.2%

+0.3 pts

Top 10

97.9%

+0.1 pts

HHI

3,115

Highly concentrated−32

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.4%	$557,177,800	66
Technology	0.3%	$1,556,006	3
Energy	0.1%	$614,994	2
Healthcare	0.1%	$483,488	2
Consumer Cyclical	0.1%	$367,043	1
Real Estate	0.0%	$208,117	1
Industrials	0.0%	$201,002	1
Financial Services	0.0%	$187,293	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFIC	Dimensional International Core Equity 2 ETF	+193,294	2,149,853	$80,103,522
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	+118,927	1,173,898	$29,957,876
SCHB	Schwab U.S. Broad Market ETF	+107,956	1,748,838	$50,646,348
DFCF	Dimensional Core Fixed Income ETF	+87,663	723,730	$30,548,643
DUHP	Dimensional US High Profitability ETF	+86,170	1,286,243	$53,674,920
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+71,335	986,037	$86,652,931
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	+65,560	580,584	$23,951,992
DFSV	Dimensional US Small Cap Value ETF	+58,008	1,027,285	$39,848,385
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+39,760	908,460	$36,919,814
AVRE	Avantis Real Estate ETF	+38,751	264,621	$12,537,742
BNDX	Vanguard Total International Bond ETF	+23,241	220,323	$10,670,242
AVLV	Avantis U.S. Large Cap Value ETF	+19,682	367,041	$33,477,809
AVIG	Avantis Core Fixed Income ETF	+13,360	43,086	$1,784,191
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+11,643	135,352	$10,696,868
DUSB	Dimensional Ultrashort Fixed Income ETF	+11,283	151,087	$7,672,197
GLDM	World Gold Trust	+5,052	23,442	$1,861,763
AVEM	Avantis Emerging Markets Equity ETF	+4,770	29,770	$2,872,507
NTSX	WisdomTree U.S. Efficient Core Fund	+3,902	43,755	$2,583,732
AVUV	Avantis U.S. Small Cap Value ETF	+3,760	26,447	$3,299,527
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+3,719	7,779	$1,277,856
DFSD	Dimensional Short-Duration Fixed Income ETF	+3,656	19,073	$910,735
NTSI	WisdomTree International Efficient Core Fund	+2,896	27,194	$1,267,240
EDV	Vanguard World Fund	+1,318	9,509	$618,845
AGG	iShares Core U.S. Aggregate Bond ETF	+1,036	3,329	$329,504
DFGR	Dimensional Global Real Estate ETF	+975	24,367	$705,911
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHZ	Schwab U.S. Aggregate Bond ETF	−11,923	16,480	$381,182
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−4,594	26,472	$975,228
SPIP	State Street(R) SPDR(R) Portfolio TIPS ETF	−3,307	37,849	$971,962
REET	iShares Global REIT ETF	−2,841	293,457	$8,105,282
—		−2,654	15,703	$1,439,022
SCHF	Schwab International Equity ETF	−1,914	7,370	$204,149
ICSH	iShares Ultra Short Duration Bond Active ETF	−1,552	4,409	$223,007
SCHD	Schwab U.S. Dividend Equity ETF	−784	13,930	$441,720
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
QUAL	iShares MSCI USA Quality Factor ETF	−273	2,197	$0
VTV	VANGUARD VALUE INDEX FUND	−249	1,349	$293,987
DFAI	Dimensional International Core Equity Market ETF	−230	42,332	$1,746,195
IVV	iShares Core S&P 500 ETF	−88	647	$484,531
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−80	1,780	$281,293
VIG	Vanguard Specialized Funds	−47	3,424	$810,186
JHPI	John Hancock Preferred Income ETF	−34	9,727	$220,802
AVGO	Broadcom Inc.	−30	688	$259,892
DFUS	Dimensional U.S. Equity Market ETF	−22	4,156	$340,542
SPY	Spdr S&P 500 ETF Trust	−8	389	$290,493
VOO	VANGUARD 500 INDEX FUND	−5	647	$444,366
MLPX	Global X MLP and Energy Infrastructure ETF	−2	3,532	$0
TPYP	Tortoise North American Pipeline ETF	−2	9,208	$386,091
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	9,383	$2,874,012
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	5,359	$841,095
SGOV	iShares 0-3 Month Treasury Bond ETF	4,483	$451,303
JMUB	JPMorgan Municipal ETF	5,921	$299,928
DFNM	Dimensional National Municipal Bond ETF	6,163	$297,888
GOVT	iShares U.S. Treasury Bond ETF	12,841	$292,517
SUB	iShares Short-Term National Muni Bond ETF	2,503	$266,494
TQQQ	ProShares UltraPro QQQ	3,145	$254,745
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
—		11,981	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
VOE	VANGUARD MID-CAP VALUE INDEX FUND	13,260	$2,443,552
SCHO	Schwab Short-Term U.S. Treasury ETF	16,683	$404,896
MUB	iShares National Muni Bond ETF	2,559	$271,637
BIV	Vanguard Bond Index Funds	3,375	$260,482
TSLA	Tesla, Inc.	628	$233,459
VTG	VANGUARD TOTAL TREASURY ETF	2,872	$217,525
NJUL		2,949	$210,602
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 tracked positions · $560,795,743 total · filing declares 78 positions · $561,559,123 · as of Jun 30, 2026

All sectors Consumer Cyclical Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	986,037	+71,335	$86,652,931	+23.8%	15	before history	15.45%
DFIC	Dimensional International Core Equity 2 ETF	Added	2,149,853	+193,294	$80,103,522	+15.2%	12	$27.57	14.28%
DUHP	Dimensional US High Profitability ETF	Added	1,286,243	+86,170	$53,674,920	+21.7%	15	before history	9.57%
SCHB	Schwab U.S. Broad Market ETF	Added	1,748,838	+107,956	$50,646,348	+23.0%	15	before history	9.03%
DFSV	Dimensional US Small Cap Value ETF	Added	1,027,285	+58,008	$39,848,385	+17.3%	15	before history	7.11%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	908,460	+39,760	$36,919,814	+23.0%	15	before history	6.58%
AVLV	Avantis U.S. Large Cap Value ETF	Added	367,041	+19,682	$33,477,809	+19.6%	12	$63.04	5.97%
DFCF	Dimensional Core Fixed Income ETF	Added	723,730	+87,663	$30,548,643	+13.8%	15	before history	5.45%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Added	1,173,898	+118,927	$29,957,876	+10.8%	15	before history	5.34%
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	Added	580,584	+65,560	$23,951,992	+11.5%	15	before history	4.27%
AVRE	Avantis Real Estate ETF	Added	264,621	+38,751	$12,537,742	+26.1%	9	$44.33	2.24%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	135,352	+11,643	$10,696,868	+9.1%	8	$78.76	1.91%
BNDX	Vanguard Total International Bond ETF	Added	220,323	+23,241	$10,670,242	+12.7%	15	before history	1.90%
REET	iShares Global REIT ETF	Reduced	293,457	-2,841	$8,105,282	+8.8%	15	before history	1.45%
DUSB	Dimensional Ultrashort Fixed Income ETF	Added	151,087	+11,283	$7,672,197	+8.2%	7	$50.75	1.37%
AVUV	Avantis U.S. Small Cap Value ETF	Added	26,447	+3,760	$3,299,527	+31.7%	15	before history	0.59%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	NEW	9,383	NEW	$2,874,012	NEW	1	unpriced	0.51%
AVEM	Avantis Emerging Markets Equity ETF	Added	29,770	+4,770	$2,872,507	+42.6%	9	$68.40	0.51%
NTSX	WisdomTree U.S. Efficient Core Fund	Added	43,755	+3,902	$2,583,732	+24.3%	15	before history	0.46%
GLDM	World Gold Trust	Added	23,442	+5,052	$1,861,763	+9.2%	15	before history	0.33%
AVIG	Avantis Core Fixed Income ETF	Added	43,086	+13,360	$1,784,191	+44.5%	7	$41.54	0.32%
DFAI	Dimensional International Core Equity Market ETF	Reduced	42,332	-230	$1,746,195	+5.3%	15	before history	0.31%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,315	-310	$1,704,766	+12.5%	15	before history	0.30%
SCHX	Schwab U.S. Large-Cap ETF	Added	56,167	+164	$1,652,994	+15.1%	15	before history	0.29%
AVDE	Avantis International Equity ETF	Added	16,549	+183	$1,476,170	+6.3%	8	$66.96	0.26%
		Reduced	15,703	-2,654	$1,439,022	−14.5%	15	before history	0.26%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	7,779	+3,719	$1,277,856	+121.0%	2	unpriced	0.23%
NTSI	WisdomTree International Efficient Core Fund	Added	27,194	+2,896	$1,267,240	+18.5%	11	unpriced	0.23%
AAPL	Apple Inc. Technology	Added	3,646	+349	$1,055,006	+26.1%	15	before history	0.19%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	26,472	-4,594	$975,228	−7.6%	15	before history	0.17%
SPIP	State Street(R) SPDR(R) Portfolio TIPS ETF	Reduced	37,849	-3,307	$971,962	−9.2%	15	before history	0.17%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	19,073	+3,656	$910,735	+23.4%	7	$47.59	0.16%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	NEW	5,359	NEW	$841,095	NEW	1	$152.57	0.15%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	2,213	+229	$818,898	+28.7%	11	unpriced	0.15%
VIG	Vanguard Specialized Funds	Reduced	3,424	-47	$810,186	+8.5%	15	before history	0.14%
DFGR	Dimensional Global Real Estate ETF	Added	24,367	+975	$705,911	+13.5%	11	$25.42	0.13%
EDV	Vanguard World Fund	Added	9,509	+1,318	$618,845	+16.3%	14	unpriced	0.11%
EPD	Enterprise Products Partners L.P. Energy	Added	16,730	+185	$614,994	−1.8%	15	before history	0.11%
DFGX	Dimensional International Core Fixed Income ETF	Added	10,719	+637	$574,484	+8.6%	2	$52.94	0.10%
IVV	iShares Core S&P 500 ETF	Reduced	647	-88	$484,531	+0.9%	11	unpriced	0.09%
SGOV	iShares 0-3 Month Treasury Bond ETF	NEW	4,483	NEW	$451,303	NEW	1	unpriced	0.08%
VOO	VANGUARD 500 INDEX FUND	Reduced	647	-5	$444,366	+14.1%	8	unpriced	0.08%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	13,930	-784	$441,720	−2.1%	15	before history	0.08%
TPYP	Tortoise North American Pipeline ETF	Reduced	9,208	-2	$386,091	−1.0%	15	before history	0.07%
SCHZ	Schwab U.S. Aggregate Bond ETF	Reduced	16,480	-11,923	$381,182	−42.2%	15	before history	0.07%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,540	-410	$367,043	−9.6%	14	$157.21	0.07%
BOXX	Alpha Architect 1-3 Month Box ETF	Added	3,115	+195	$364,735	+7.4%	2	$115.73	0.07%
PGF	Victory Portfolios II	Added	26,014	+32	$356,651	−0.2%	15	before history	0.06%
DFUS	Dimensional U.S. Equity Market ETF	Reduced	4,156	-22	$340,542	+14.9%	4	$70.38	0.06%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	3,329	+1,036	$329,504	+44.8%	2	unpriced	0.06%

Showing the top 50 of 78 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.