AI Portfolio Summary
In 2025 Q4, Leading Edge Financial Planning LLC maintained a portfolio of 69 distinct positions. The most significant new addition to the portfolio was VANGUARD INDEX FDS, which now represents 0.42% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing their position by 7.2%. Conversely, Leading Edge Financial Planning LLC completely exited their position in SPDR SERIES TRUST.
Total Positions
69
Quarter
2025 Q4
Top Holding
SPLG (15.2%)
Top 10 Concentration
82.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 69
| 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 | 15.20% | 15.25% |
#1
Prev: #1
|
8.0 | 55,915 | 7.2% |
P
S
|
831,668 | $66,716,391 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 14.52% | 14.21% |
#2
Prev: #2
|
7.5 | 122,678 | 7.1% |
P
S
|
1,849,517 | $63,734,365 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 9.12% | 9.08% |
#3
Prev: #3
|
6.6 | 94,630 | 9.9% |
P
S
|
1,052,145 | $40,013,059 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 9.07% | 9.00% |
#4
Prev: #4
|
6.1 | 123,860 | 8.9% |
P
S
|
1,518,271 | $39,824,258 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 6.92% | 6.83% |
#5
Prev: #5
|
5.3 | 68,983 | 8.1% |
P
S
|
923,964 | $30,389,160 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 6.26% | 6.27% |
#6
Prev: #6
|
4.5 | 51,853 | 6.7% |
P
S
|
830,825 | $27,483,694 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 5.90% | 5.91% |
#7
Prev: #7
|
4.4 | 94,276 | 10.3% |
P
S
|
1,005,213 | $25,884,237 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 5.85% | 5.84% |
#8
Prev: #8
|
4.3 | 58,901 | 10.8% |
P
S
|
602,731 | $25,652,249 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 5.54% | 5.30% |
#9
Prev: #9
|
4.2 | 28,726 | 9.8% |
P
S
|
320,959 | $24,319,074 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIP
DIMENSIONAL ETF...
|
ETF | 4.50% | 4.50% |
#10
Prev: #10
|
3.8 | 51,065 | 12.0% |
P
S
|
475,655 | $19,765,852 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 2.15% | 2.14% |
#11
1
Prev: #12
|
2.9 | 12,021 | 11.3% |
P
S
|
118,535 | $9,450,751 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 2.12% | 2.17% |
#12
1
Prev: #11
|
2.8 | 18,256 | 10.5% |
P
S
|
192,768 | $9,314,550 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVRE
AMERICAN CENTY ...
|
ETF | 1.92% | 1.69% |
#13
1
Prev: #14
|
3.3 | 42,453 | 28.0% |
P
S
|
193,932 | $8,441,852 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
REET
ISHARES TR
|
ETF | 1.73% | 1.97% |
#14
1
Prev: #13
|
1.2 | -2,809 | -0.9% |
P
S
|
303,533 | $7,573,137 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 1.52% | 1.50% |
#15
Prev: #15
|
2.6 | 13,882 | 11.8% |
P
S
|
131,653 | $6,668,225 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NTSX
WISDOMTREE TR
|
Bond/Debt | 0.47% | 0.48% |
#16
2
Prev: #18
|
2.2 | 2,156 | 6.1% |
P
S
|
37,547 | $2,057,959 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.46% | 0.48% |
#17
2
Prev: #19
|
0.7 | 524 | 2.7% |
P
S
|
19,652 | $2,004,126 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.42% | — |
#18
Prev: #—
|
3.7 | 10,463 | no change |
NEW
|
10,463 | $1,855,822 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.38% | 0.40% |
#19
2
Prev: #21
|
0.7 | -119 | -0.3% |
P
S
|
43,787 | $1,668,707 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLDM
WORLD GOLD TR
|
ETF | 0.38% | 0.41% |
#20
Prev: #20
|
0.7 | -2,113 | -9.8% |
P
S
|
19,452 | $1,660,578 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.38% | 0.39% |
#21
1
Prev: #22
|
0.7 | 749 | 3.6% |
P
S
|
21,475 | $1,654,023 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.35% | 0.38% |
#22
1
Prev: #23
|
0.6 | -5 | -0.2% |
P
S
|
2,489 | $1,529,006 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.30% | 0.31% |
#23
1
Prev: #24
|
0.6 | 277 | 1.8% |
P
S
|
15,842 | $1,304,113 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPIP
SPDR SERIES TRU...
|
ETF | 0.26% | 0.25% |
#24
3
Prev: #27
|
2.1 | 5,682 | 14.8% |
P
S
|
44,103 | $1,144,473 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 0.25% | 0.60% |
#25
9
Prev: #16
|
0.1 | -13,835 | -53.5% |
P
S
|
12,044 | $1,100,586 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BILS
SPDR SERIES TRU...
|
ETF | 0.00% | 0.09% |
Sold All 😨
(Was: #42) |
0.0 | -3,754 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 0.00% | 0.06% |
Sold All 😨
(Was: #53) |
0.0 | -2,138 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.05% |
Sold All 😨
(Was: #61) |
0.0 | -4,592 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 69 holdings