Leading Edge Financial Planning LLC
Q4 2025 13F Holdings
- Locationknoxville, TN
- Num holdings
66
- Value ($000)
$438,837
- Date Filed01/21/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $66.72M | 15 % | 831,668 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $63.73M | 15 % | 1,849,517 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $40.01M | 9 % | 1,052,145 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $39.82M | 9 % | 1,518,271 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $30.39M | 7 % | 923,964 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $27.48M | 6 % | 830,825 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A649 | $25.88M | 6 % | 1,005,213 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $25.65M | 6 % | 602,731 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $24.32M | 6 % | 320,959 | ||
DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $19.77M | 5 % | 475,655 |
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