2026 Q2 Portfolio Activity
In 2026 Q2, Leading Edge Financial Planning LLC maintained a portfolio of 85 distinct positions. The most significant new addition was VANGUARD INDEX FDS, now representing 0.51% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 7.8%. Conversely, Leading Edge Financial Planning LLC completely exited their position in VANGUARD INDEX FDS.
Position History
hover any row below to update
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Total Positions
85
Quarter
2026 Q2
Top Holding
SPLG (15.4%)
Top 10 Concentration
82.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 85
Leading Edge Financial Planning LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPLG
SPDR SERIES TRU...
|
ETF | 15.43% | 14.73% |
#1
Prev: #1
|
8.0 |
—
|
71,335 | 7.8% |
P
S
|
986,037 | $86,652,945 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 14.26% | 14.63% |
#2
Prev: #2
|
7.5 |
—
|
193,294 | 9.9% |
P
S
|
2,149,853 | $80,103,532 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 9.56% | 9.28% |
#3
Prev: #3
|
6.8 |
—
|
86,170 | 7.2% |
P
S
|
1,286,243 | $53,674,937 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 9.02% | 8.67% |
#4
Prev: #4
|
6.1 |
—
|
107,956 | 6.6% |
P
S
|
1,748,838 | $50,646,348 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 7.10% | 7.15% |
#5
Prev: #5
|
5.3 |
—
|
58,008 | 6.0% |
P
S
|
1,027,285 | $39,848,391 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 6.57% | 6.32% |
#6
Prev: #6
|
3.1 |
—
|
39,760 | 4.6% |
P
S
|
908,460 | $36,919,835 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 5.96% | 5.89% |
#7
Prev: #7
|
4.4 |
—
|
19,682 | 5.7% |
P
S
|
367,041 | $33,477,843 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 5.44% | 5.65% |
#8
1
Prev: #9
|
4.2 |
—
|
87,663 | 13.8% |
P
S
|
723,730 | $30,548,634 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 5.33% | 5.69% |
#9
1
Prev: #8
|
4.1 |
—
|
118,927 | 11.3% |
P
S
|
1,173,898 | $29,957,877 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DFIP
DIMENSIONAL ETF...
|
ETF | 4.27% | 4.52% |
#10
Prev: #10
|
3.7 |
—
|
65,560 | 12.7% |
P
S
|
580,584 | $23,952,001 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AVRE
AMERICAN CENTY ...
|
ETF | 2.23% | 2.09% |
#11
Prev: #11
|
2.9 |
—
|
38,751 | 17.2% |
P
S
|
264,621 | $12,537,727 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.90% | 2.06% |
#12
Prev: #12
|
2.8 |
—
|
11,643 | 9.4% |
P
S
|
135,352 | $10,696,840 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 1.90% | 1.99% |
#13
Prev: #13
|
2.8 |
—
|
23,241 | 11.8% |
P
S
|
220,323 | $10,670,228 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
REET
ISHARES TR
|
ETF | 1.44% | 1.57% |
#14
Prev: #14
|
1.1 |
—
|
-2,841 | -1.0% |
P
S
|
293,457 | $8,105,283 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 1.37% | 1.49% |
#15
Prev: #15
|
2.5 |
—
|
11,283 | 8.1% |
P
S
|
151,087 | $7,672,198 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.59% | 0.53% |
#16
Prev: #16
|
2.2 |
—
|
3,760 | 16.6% |
P
S
|
26,447 | $3,299,547 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 0.51% | — |
#17
Prev: #—
|
3.7 |
—
|
9,383 | — |
NEW
|
9,383 | $2,874,013 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.51% | 0.42% |
#18
1
Prev: #19
|
2.2 |
—
|
4,770 | 19.1% |
P
S
|
29,770 | $2,872,530 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
NTSX
WISDOMTREE TR
|
ETF | 0.46% | 0.44% |
#19
1
Prev: #18
|
2.2 |
—
|
3,902 | 9.8% |
P
S
|
43,755 | $2,583,741 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 0.33% | 0.36% |
#20
Prev: #20
|
2.6 |
—
|
5,052 | 27.5% |
P
S
|
23,442 | $1,861,727 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AVIG
AMERICAN CENTY ...
|
Bond/Debt | 0.32% | 0.26% |
#21
5
Prev: #26
|
2.6 |
—
|
13,360 | 44.9% |
P
S
|
43,086 | $1,784,191 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.31% | 0.35% |
#22
Prev: #22
|
0.6 |
—
|
-230 | -0.5% |
P
S
|
42,332 | $1,746,176 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.30% | 0.32% |
#23
Prev: #23
|
0.6 |
—
|
-310 | -11.8% |
P
S
|
2,315 | $1,704,607 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.29% | 0.30% |
#24
Prev: #24
|
0.6 |
—
|
164 | 0.3% |
P
S
|
56,167 | $1,653,007 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.26% | 0.29% |
#25
Prev: #25
|
0.6 |
—
|
183 | 1.1% |
P
S
|
16,549 | $1,476,171 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 0.26% | 0.35% |
#26
5
Prev: #21
|
0.6 |
—
|
-2,654 | -14.5% |
P
S
|
15,703 | $1,439,028 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
ITOT
ISHARES TR
|
ETF | 0.23% | 0.12% |
#27
10
Prev: #37
|
3.1 |
—
|
3,719 | 91.6% |
P
S
|
7,779 | $1,277,857 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
NTSI
WISDOMTREE TR
|
Bond/Debt | 0.23% | 0.23% |
#28
Prev: #28
|
2.1 |
—
|
2,896 | 11.9% |
P
S
|
27,194 | $1,267,249 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AAPL
APPLE INC
|
Technology | 0.19% | 0.18% |
#29
1
Prev: #30
|
2.1 |
—
|
349 | 10.6% |
P
S
|
3,646 | $1,054,894 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.17% | 0.22% |
#30
1
Prev: #29
|
0.6 |
—
|
-4,594 | -14.8% |
P
S
|
26,472 | $975,228 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SPIP
SPDR SERIES TRU...
|
ETF | 0.17% | 0.23% |
#31
4
Prev: #27
|
0.6 |
—
|
-3,307 | -8.0% |
P
S
|
37,849 | $971,962 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 0.16% | 0.16% |
#32
Prev: #32
|
2.6 |
—
|
3,656 | 23.7% |
P
S
|
19,073 | $910,736 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.15% | — |
#33
Prev: #—
|
3.6 |
—
|
5,359 | — |
NEW
|
5,359 | $841,095 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.15% | 0.13% |
#34
Prev: #34
|
2.1 |
—
|
229 | 11.5% |
P
S
|
2,213 | $818,948 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.14% | 0.16% |
#35
4
Prev: #31
|
0.6 |
—
|
-47 | -1.4% |
P
S
|
3,424 | $810,293 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 0.13% | 0.13% |
#36
Prev: #36
|
0.6 |
—
|
975 | 4.2% |
P
S
|
24,367 | $705,912 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
EDV
VANGUARD WORLD ...
|
ETF | 0.11% | 0.11% |
#37
1
Prev: #38
|
2.0 |
—
|
1,318 | 16.1% |
P
S
|
9,509 | $618,846 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 0.11% | 0.13% |
#38
3
Prev: #35
|
0.5 |
—
|
185 | 1.1% |
P
S
|
16,730 | $614,987 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 0.10% | 0.11% |
#39
Prev: #39
|
2.0 |
—
|
637 | 6.3% |
P
S
|
10,719 | $574,482 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
IVV
ISHARES TR
|
ETF | 0.09% | 0.10% |
#40
Prev: #40
|
0.5 |
—
|
-88 | -12.0% |
P
S
|
647 | $484,787 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
QUAL
ISHARES TR
|
ETF | 0.09% | 0.10% |
#41
Prev: #41
|
0.5 |
—
|
-273 | -11.1% |
P
S
|
2,197 | $482,143 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SGOV
ISHARES TR
|
ETF | 0.08% | — |
#42
Prev: #—
|
3.5 |
—
|
4,483 | — |
NEW
|
4,483 | $451,303 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.08% | 0.08% |
#43
3
Prev: #46
|
0.5 |
—
|
-5 | -0.8% |
P
S
|
647 | $444,365 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.08% | 0.09% |
#44
2
Prev: #42
|
0.5 |
—
|
-784 | -5.3% |
P
S
|
13,930 | $441,734 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
TPYP
TORTOISE CAPITA...
|
ETF | 0.07% | 0.08% |
#45
Prev: #45
|
0.5 |
—
|
-2 | -0.0% |
P
S
|
9,208 | $386,094 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 0.07% | 0.14% |
#46
13
Prev: #33
|
0.0 |
—
|
-11,923 | -42.0% |
P
S
|
16,480 | $381,180 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.07% | 0.09% |
#47
4
Prev: #43
|
0.0 |
—
|
-410 | -21.0% |
P
S
|
1,540 | $367,044 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 0.06% | 0.07% |
#48
1
Prev: #49
|
2.0 |
—
|
195 | 6.7% |
P
S
|
3,115 | $364,735 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
PGF
INVESCO EXCHANG...
|
Preferred | 0.06% | 0.08% |
#49
1
Prev: #48
|
0.5 |
—
|
32 | 0.1% |
P
S
|
26,014 | $356,650 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 0.06% | 0.06% |
#50
4
Prev: #54
|
0.5 |
—
|
-22 | -0.5% |
P
S
|
4,156 | $340,543 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 |
Showing 1-50 of 85 holdings