Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Leading Edge Financial Planning LLC (CIK 1967205) reported $475.2M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($70.0M, 14.73%), DFIC ($69.5M, 14.63%), DUHP ($44.1M, 9.28%), SCHB ($41.2M, 8.67%), DFSV ($34.0M, 7.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $70.0M | 14.73% | 914,702 | Added |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $69.5M | 14.63% | 2.0M | Added |
| 3 | DUHP | DIMENSIONAL ETF TRUST | $44.1M | 9.28% | 1.2M | Added |
| 4 | SCHB | SCHWAB STRATEGIC TR | $41.2M | 8.67% | 1.6M | Added |
| 5 | DFSV | DIMENSIONAL ETF TRUST | $34.0M | 7.15% | 969,277 | Added |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $30.0M | 6.32% | 868,700 | Added |
| 7 | AVLV | AMERICAN CENTY ETF TR | $28.0M | 5.89% | 347,359 | Added |
| 8 | SPAB | SPDR SERIES TRUST | $27.0M | 5.69% | 1.1M | Added |
| 9 | DFCF | DIMENSIONAL ETF TRUST | $26.9M | 5.65% | 636,067 | Added |
| 10 | DFIP | DIMENSIONAL ETF TRUST | $21.5M | 4.52% | 515,024 | Added |
| 11 | AVRE | AMERICAN CENTY ETF TR | $9.9M | 2.09% | 225,870 | Added |
| 12 | VCSH | VANGUARD SCOTTSDALE FDS | $9.8M | 2.06% | 123,709 | Added |
| 13 | BNDX | VANGUARD CHARLOTTE FDS | $9.5M | 1.99% | 197,082 | Added |
| 14 | REET | ISHARES TR | $7.5M | 1.57% | 296,298 | Trimmed |
| 15 | DUSB | DIMENSIONAL ETF TRUST | $7.1M | 1.49% | 139,804 | Added |
| 16 | AVUV | AMERICAN CENTY ETF TR | $2.5M | 0.53% | 22,687 | Added |
| 17 | VOE | VANGUARD INDEX FDS | $2.4M | 0.51% | 13,260 | Added |
| 18 | NTSX | WISDOMTREE TR | $2.1M | 0.44% | 39,853 | Added |
| 19 | AVEM | AMERICAN CENTY ETF TR | $2.0M | 0.42% | 25,000 | Added |
| 20 | GLDM | WORLD GOLD TR | $1.7M | 0.36% | 18,390 | Trimmed |
| 21 | BIL | SPDR SERIES TRUST | $1.7M | 0.35% | 18,357 | Added |
| 22 | DFAI | DIMENSIONAL ETF TRUST | $1.7M | 0.35% | 42,562 | Trimmed |
| 23 | QQQ | INVESCO QQQ TR | $1.5M | 0.32% | 2,625 | Added |
| 24 | SCHX | SCHWAB STRATEGIC TR | $1.4M | 0.30% | 56,003 | Added |
| 25 | AVDE | AMERICAN CENTY ETF TR | $1.4M | 0.29% | 16,366 | Added |
Source: SEC Form 13F filings · as of 2026-03-31