2026 Q3 Portfolio Activity
In 2026 Q3, Leading Edge Financial Planning LLC maintained a portfolio of 86 distinct positions. The most significant new addition was VANGUARD INDEX FDS, now representing 0.50% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 17748.0%. Conversely, Leading Edge Financial Planning LLC completely exited their position in DIMENSIONAL ETF TRUST.
Position History
hover any row below to update
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Total Positions
86
Quarter
2026 Q3
Top Holding
SPLG (18.7%)
Top 10 Concentration
85.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 86
Leading Edge Financial Planning LLC Full Holdings List — 2026 Q3
| 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 | 18.69% | 15.43% |
#1
Prev: #1
|
6.5 |
—
|
18,524 | 1.9% |
P
S
|
1,004,561 | $90,169,398 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 17.31% | 14.26% |
#2
Prev: #2
|
6.0 |
—
|
70,811 | 3.3% |
P
S
|
2,220,664 | $83,519,168 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 12.76% | 0.06% |
#3
47
Prev: #50
|
8.0 |
—
|
737,605 | 17748.0% |
P
S
|
741,761 | $61,588,441 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 7.78% | 6.57% |
#4
2
Prev: #6
|
4.1 |
—
|
36,742 | 4.0% |
P
S
|
945,202 | $37,543,422 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 7.08% | 5.96% |
#5
2
Prev: #7
|
3.8 |
—
|
10,555 | 2.9% |
P
S
|
377,596 | $34,149,791 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 6.50% | 5.44% |
#6
2
Prev: #8
|
4.6 |
—
|
57,510 | 7.9% |
P
S
|
781,240 | $31,343,340 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 5.86% | 5.33% |
#7
2
Prev: #9
|
2.8 |
—
|
-13,129 | -1.1% |
P
S
|
1,160,769 | $28,276,333 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
DFIP
DIMENSIONAL ETF...
|
ETF | 4.77% | 4.27% |
#8
2
Prev: #10
|
2.4 |
—
|
8,550 | 1.5% |
P
S
|
589,134 | $23,011,583 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 2.42% | 1.90% |
#9
4
Prev: #13
|
3.0 |
—
|
29,176 | 13.2% |
P
S
|
249,499 | $11,694,013 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 2.42% | 1.90% |
#10
2
Prev: #12
|
3.0 |
—
|
15,606 | 11.5% |
P
S
|
150,958 | $11,661,485 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 1.69% | 1.37% |
#11
4
Prev: #15
|
2.7 |
—
|
10,663 | 7.1% |
P
S
|
161,750 | $8,166,758 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
AVRE
AMERICAN CENTY ...
|
ETF | 1.41% | 2.23% |
#12
1
Prev: #11
|
0.6 |
—
|
-111,491 | -42.1% |
P
S
|
153,130 | $6,791,295 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.99% | 0.59% |
#13
3
Prev: #16
|
3.4 |
—
|
14,111 | 53.4% |
P
S
|
40,558 | $4,776,558 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
AGG
ISHARES TR
|
ETF | 0.79% | 0.06% |
#14
37
Prev: #51
|
3.3 |
—
|
37,237 | 1118.6% |
P
S
|
40,566 | $3,835,149 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.74% | 9.02% |
#15
11
Prev: #4
|
0.3 |
—
|
-1,626,828 | -93.0% |
P
S
|
122,010 | $3,576,105 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.73% | 0.51% |
#16
2
Prev: #18
|
2.8 |
—
|
7,838 | 26.3% |
P
S
|
37,608 | $3,535,915 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
NTSX
WISDOMTREE TR
|
ETF | 0.53% | 0.46% |
#17
2
Prev: #19
|
0.7 |
—
|
-86 | -0.2% |
P
S
|
43,669 | $2,552,461 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.50% | — |
#18
Prev: #—
|
3.7 |
—
|
12,266 | — |
NEW
|
12,266 | $2,398,371 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 0.43% | 0.33% |
#19
1
Prev: #20
|
2.2 |
—
|
1,666 | 7.1% |
P
S
|
25,108 | $2,063,337 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
AVIG
AMERICAN CENTY ...
|
Bond/Debt | 0.40% | 0.32% |
#20
1
Prev: #21
|
2.2 |
—
|
5,597 | 13.0% |
P
S
|
48,683 | $1,917,639 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.35% | 0.31% |
#21
1
Prev: #22
|
0.6 |
—
|
-1,011 | -2.4% |
P
S
|
41,321 | $1,711,944 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.35% | 0.30% |
#22
1
Prev: #23
|
0.6 |
—
|
-12 | -0.5% |
P
S
|
2,303 | $1,703,515 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
TIP
ISHARES TR
|
ETF | 0.35% | — |
#23
Prev: #—
|
3.6 |
—
|
16,100 | — |
NEW
|
16,100 | $1,675,044 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.34% | 0.29% |
#24
Prev: #24
|
0.6 |
—
|
-1,856 | -3.3% |
P
S
|
54,311 | $1,629,342 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.34% | 0.26% |
#25
Prev: #25
|
2.1 |
—
|
1,447 | 8.7% |
P
S
|
17,996 | $1,621,620 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
REET
ISHARES TR
|
ETF | 0.32% | 1.44% |
#26
12
Prev: #14
|
0.1 |
—
|
-232,801 | -79.3% |
P
S
|
60,656 | $1,563,707 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
NTSI
WISDOMTREE TR
|
Bond/Debt | 0.26% | 0.23% |
#27
1
Prev: #28
|
0.6 |
—
|
366 | 1.3% |
P
S
|
27,560 | $1,265,151 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.20% | 0.17% |
#28
2
Prev: #30
|
0.6 |
—
|
-626 | -2.4% |
P
S
|
25,846 | $956,819 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
AAPL
APPLE INC
|
Technology | 0.19% | 0.19% |
#29
Prev: #29
|
0.1 |
—
|
-886 | -24.3% |
P
S
|
2,760 | $919,234 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 0.19% | 0.26% |
#30
4
Prev: #26
|
0.1 |
—
|
-5,866 | -37.4% |
P
S
|
9,837 | $901,467 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 0.18% | 0.16% |
#31
1
Prev: #32
|
0.6 |
—
|
95 | 0.5% |
P
S
|
19,168 | $890,775 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.18% | 0.15% |
#32
1
Prev: #33
|
0.6 |
—
|
189 | 3.5% |
P
S
|
5,548 | $875,752 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.16% | 0.14% |
#33
2
Prev: #35
|
0.6 |
—
|
-16 | -0.5% |
P
S
|
3,408 | $795,225 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
SGOV
ISHARES TR
|
ETF | 0.16% | 0.08% |
#34
8
Prev: #42
|
3.1 |
—
|
3,121 | 69.6% |
P
S
|
7,604 | $765,570 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
SPIP
SPDR SERIES TRU...
|
ETF | 0.12% | 0.17% |
#35
4
Prev: #31
|
0.0 |
—
|
-13,247 | -35.0% |
P
S
|
24,602 | $599,551 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 0.12% | 0.10% |
#36
3
Prev: #39
|
2.0 |
—
|
728 | 6.8% |
P
S
|
11,447 | $585,382 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 0.12% | 0.11% |
#37
1
Prev: #38
|
0.5 |
—
|
-654 | -3.9% |
P
S
|
16,076 | $572,476 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 0.12% | 0.13% |
#38
2
Prev: #36
|
0.5 |
—
|
-3,727 | -15.3% |
P
S
|
20,640 | $558,312 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
EDV
VANGUARD WORLD ...
|
ETF | 0.11% | 0.11% |
#39
2
Prev: #37
|
0.5 |
—
|
202 | 2.1% |
P
S
|
9,711 | $538,475 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.10% | 0.08% |
#40
3
Prev: #43
|
2.0 |
—
|
68 | 10.5% |
P
S
|
715 | $500,842 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
QUAL
ISHARES TR
|
ETF | 0.10% | 0.09% |
#41
Prev: #41
|
0.5 |
—
|
-51 | -2.3% |
P
S
|
2,146 | $476,983 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.10% | 0.15% |
#42
8
Prev: #34
|
0.0 |
—
|
-939 | -42.4% |
P
S
|
1,274 | $476,630 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.09% | 0.08% |
#43
1
Prev: #44
|
0.5 |
—
|
-832 | -6.0% |
P
S
|
13,098 | $426,079 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
IVV
ISHARES TR
|
ETF | 0.08% | 0.09% |
#44
4
Prev: #40
|
0.0 |
—
|
-139 | -21.5% |
P
S
|
508 | $389,313 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
TPYP
TORTOISE CAPITA...
|
ETF | 0.08% | 0.07% |
#45
Prev: #45
|
1.0 |
—
|
no change | no change |
P
S
|
9,208 | $367,080 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 0.08% | 0.06% |
#46
2
Prev: #48
|
0.5 |
—
|
-18 | -0.6% |
P
S
|
3,097 | $366,654 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 0.08% | 0.07% |
#47
1
Prev: #46
|
1.0 |
—
|
no change | no change |
P
S
|
16,480 | $364,206 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 0.07% | — |
#48
Prev: #—
|
3.5 |
—
|
1,058 | — |
NEW
|
1,058 | $342,020 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.07% | 0.06% |
#49
4
Prev: #53
|
0.5 |
—
|
-68 | -2.2% |
P
S
|
2,999 | $328,031 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 0.07% | 0.51% |
#50
33
Prev: #17
|
0.0 |
—
|
-8,306 | -88.5% |
P
S
|
1,077 | $314,592 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-23 |
Showing 1-50 of 86 holdings