2026 Q1 Portfolio Activity
In 2026 Q1, Leading Edge Financial Planning LLC maintained a portfolio of 75 distinct positions. The most significant new addition was ISHARES TR, now representing 0.12% of the total fund value. They heavily accumulated shares in AMERICAN CENTY ETF TR, increasing the position by 8.2%.
Position History
hover any row below to update
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Total Positions
75
Quarter
2026 Q1
Top Holding
SPLG (14.7%)
Top 10 Concentration
82.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 75
Leading Edge Financial Planning LLC Full Holdings List — 2026 Q1
| 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 | 14.73% | 15.20% |
#1
Prev: #1
|
8.0 |
—
|
83,034 | 10.0% |
P
S
|
914,702 | $70,011,329 |
$43.84
-31.5%
|
2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 14.63% | 14.52% |
#2
Prev: #2
|
7.5 |
—
|
107,042 | 5.8% |
P
S
|
1,956,559 | $69,516,527 |
$26.20
+44.7%
|
2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 9.28% | 9.12% |
#3
Prev: #3
|
6.7 |
—
|
147,928 | 14.1% |
P
S
|
1,200,073 | $44,114,675 |
$29.82
+37.7%
|
2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 8.67% | 9.07% |
#4
Prev: #4
|
6.0 |
—
|
122,611 | 8.1% |
P
S
|
1,640,882 | $41,186,154 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 7.15% | 6.92% |
#5
Prev: #5
|
3.9 |
—
|
45,313 | 4.9% |
P
S
|
969,277 | $33,963,461 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 6.32% | 6.26% |
#6
Prev: #6
|
3.0 |
—
|
37,875 | 4.6% |
P
S
|
868,700 | $30,013,597 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 5.89% | 5.54% |
#7
2
Prev: #9
|
4.4 |
—
|
26,400 | 8.2% |
P
S
|
347,359 | $28,000,649 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 5.69% | 5.90% |
#8
1
Prev: #7
|
2.8 |
—
|
49,758 | 4.9% |
P
S
|
1,054,971 | $27,028,364 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 5.65% | 5.85% |
#9
1
Prev: #8
|
4.3 |
—
|
33,336 | 5.5% |
P
S
|
636,067 | $26,854,728 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFIP
DIMENSIONAL ETF...
|
ETF | 4.52% | 4.50% |
#10
Prev: #10
|
3.8 |
—
|
39,369 | 8.3% |
P
S
|
515,024 | $21,486,810 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVRE
AMERICAN CENTY ...
|
ETF | 2.09% | 1.92% |
#11
2
Prev: #13
|
2.8 |
—
|
31,938 | 16.5% |
P
S
|
225,870 | $9,942,791 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 2.06% | 2.15% |
#12
1
Prev: #11
|
1.3 |
—
|
5,174 | 4.4% |
P
S
|
123,709 | $9,806,434 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 1.99% | 2.12% |
#13
1
Prev: #12
|
1.3 |
—
|
4,314 | 2.2% |
P
S
|
197,082 | $9,469,759 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
REET
ISHARES TR
|
ETF | 1.57% | 1.73% |
#14
Prev: #14
|
1.1 |
—
|
-7,235 | -2.4% |
P
S
|
296,298 | $7,451,883 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 1.49% | 1.52% |
#15
Prev: #15
|
2.6 |
—
|
8,151 | 6.2% |
P
S
|
139,804 | $7,089,461 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.53% | 0.46% |
#16
1
Prev: #17
|
2.2 |
—
|
3,035 | 15.4% |
P
S
|
22,687 | $2,506,250 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.51% | 0.42% |
#17
1
Prev: #18
|
2.7 |
—
|
2,797 | 26.7% |
P
S
|
13,260 | $2,443,619 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NTSX
WISDOMTREE TR
|
Bond/Debt | 0.44% | 0.47% |
#18
2
Prev: #16
|
2.2 |
—
|
2,306 | 6.1% |
P
S
|
39,853 | $2,078,341 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.42% | 0.38% |
#19
2
Prev: #21
|
2.2 |
—
|
3,525 | 16.4% |
P
S
|
25,000 | $2,014,519 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 0.36% | 0.38% |
#20
Prev: #20
|
0.6 |
—
|
-1,062 | -5.5% |
P
S
|
18,390 | $1,704,526 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 0.35% | 0.25% |
#21
4
Prev: #25
|
3.1 |
—
|
6,313 | 52.4% |
P
S
|
18,357 | $1,682,194 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.35% | 0.38% |
#22
3
Prev: #19
|
0.6 |
—
|
-1,225 | -2.8% |
P
S
|
42,562 | $1,658,220 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.32% | 0.35% |
#23
1
Prev: #22
|
2.1 |
—
|
136 | 5.5% |
P
S
|
2,625 | $1,515,087 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.30% | 0.24% |
#24
2
Prev: #26
|
2.6 |
—
|
16,197 | 40.7% |
P
S
|
56,003 | $1,435,905 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.29% | 0.30% |
#25
2
Prev: #23
|
0.6 |
—
|
524 | 3.3% |
P
S
|
16,366 | $1,388,491 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVIG
AMERICAN CENTY ...
|
Bond/Debt | 0.26% | 0.16% |
#26
5
Prev: #31
|
3.1 |
—
|
12,684 | 74.4% |
P
S
|
29,726 | $1,234,818 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPIP
SPDR SERIES TRU...
|
ETF | 0.23% | 0.26% |
#27
3
Prev: #24
|
0.6 |
—
|
-2,947 | -6.7% |
P
S
|
41,156 | $1,070,468 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NTSI
WISDOMTREE TR
|
Bond/Debt | 0.23% | 0.23% |
#28
1
Prev: #27
|
0.6 |
—
|
1,047 | 4.5% |
P
S
|
24,298 | $1,069,363 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.22% | 0.23% |
#29
1
Prev: #28
|
0.6 |
—
|
9 | 0.0% |
P
S
|
31,066 | $1,055,312 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AAPL
APPLE INC
|
Technology | 0.18% | 0.19% |
#30
1
Prev: #29
|
2.1 |
—
|
239 | 7.8% |
P
S
|
3,297 | $836,623 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.16% | 0.18% |
#31
1
Prev: #30
|
0.6 |
—
|
-27 | -0.8% |
P
S
|
3,471 | $746,570 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 0.16% | 0.16% |
#32
Prev: #32
|
2.1 |
—
|
1,175 | 8.3% |
P
S
|
15,417 | $738,148 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 0.14% | 0.15% |
#33
Prev: #33
|
0.6 |
—
|
-98 | -0.3% |
P
S
|
28,403 | $659,509 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.13% | 0.10% |
#34
5
Prev: #39
|
3.1 |
—
|
689 | 53.2% |
P
S
|
1,984 | $636,498 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 0.13% | 0.12% |
#35
Prev: #35
|
0.6 |
—
|
227 | 1.4% |
P
S
|
16,545 | $626,073 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 0.13% | 0.10% |
#36
2
Prev: #38
|
2.6 |
—
|
6,629 | 39.5% |
P
S
|
23,392 | $621,759 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ITOT
ISHARES TR
|
ETF | 0.12% | — |
#37
Prev: #—
|
3.5 |
—
|
4,060 | — |
NEW
|
4,060 | $578,267 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EDV
VANGUARD WORLD ...
|
ETF | 0.11% | 0.11% |
#38
2
Prev: #36
|
2.0 |
—
|
432 | 5.6% |
P
S
|
8,191 | $532,005 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 0.11% | — |
#39
Prev: #—
|
3.5 |
—
|
10,082 | — |
NEW
|
10,082 | $528,806 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IVV
ISHARES TR
|
ETF | 0.10% | 0.11% |
#40
3
Prev: #37
|
2.0 |
—
|
40 | 5.8% |
P
S
|
735 | $480,261 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
QUAL
ISHARES TR
|
ETF | 0.10% | — |
#41
Prev: #—
|
3.5 |
—
|
2,470 | — |
NEW
|
2,470 | $473,819 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.09% | 0.09% |
#42
1
Prev: #43
|
0.5 |
—
|
-46 | -0.3% |
P
S
|
14,714 | $451,415 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.09% | 0.09% |
#43
1
Prev: #42
|
2.0 |
—
|
180 | 10.2% |
P
S
|
1,950 | $406,126 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 0.09% | 0.09% |
#44
3
Prev: #41
|
0.5 |
—
|
-163 | -1.0% |
P
S
|
16,683 | $404,907 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TPYP
TORTOISE CAPITA...
|
ETF | 0.08% | 0.07% |
#45
3
Prev: #48
|
0.5 |
—
|
-15 | -0.2% |
P
S
|
9,210 | $390,112 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.08% | 0.08% |
#46
2
Prev: #44
|
2.0 |
—
|
68 | 11.6% |
P
S
|
652 | $389,601 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SIVR
ABRDN SILVER ET...
|
ETF | 0.08% | 0.08% |
#47
1
Prev: #46
|
1.0 |
—
|
no change | no change |
P
S
|
5,023 | $359,697 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PGF
INVESCO EXCHANG...
|
Preferred | 0.08% | 0.07% |
#48
1
Prev: #47
|
2.0 |
—
|
2,802 | 12.1% |
P
S
|
25,982 | $357,510 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 0.07% | — |
#49
Prev: #—
|
3.5 |
—
|
2,920 | — |
NEW
|
2,920 | $339,567 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.07% | 0.13% |
#50
16
Prev: #34
|
0.0 |
—
|
-1,285 | -44.6% |
P
S
|
1,598 | $313,528 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 75 holdings