Leading Edge Financial Planning LLC
Q3 2025 13F Holdings
- Locationknoxville, TN
- Num holdings
63
- Value ($000)
$398,417
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001967205
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $60.77 M | 15 % | 775,753 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $56.62 M | 14 % | 1,726,839 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $36.17 M | 9 % | 957,515 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $35.85 M | 9 % | 1,394,411 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $27.22 M | 7 % | 854,981 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $24.98 M | 6 % | 778,972 | ||
KRE SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | $23.55 M | 6 % | 910,937 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $23.25 M | 6 % | 543,830 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $21.12 M | 5 % | 292,233 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $17.93 M | 5 % | 424,590 |
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