Institutional Fund
Leading Edge Financial Planning LLC
Knoxville, TNCIK 19672055 filings on record
Portfolio Value
$475.24M
Q1 2026
Holdings
72
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+8.3%
from $438.84M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust14.7%
- Dimensional ETF Trust14.6%
- Dimensional ETF Trust9.3%
- Schwab Strategic Tr8.7%
- Dimensional ETF Trust7.1%
- Dimensional ETF Trust6.3%
- Other39.2%
Portfolio Holdings
72 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 914.7K | $70.01M | 14.7% | +83.0K | Added |
| 2 | Dimensional ETF Trust | 1.96M | $69.52M | 14.6% | +107.0K | Added |
| 3 | Dimensional ETF Trust | 1.20M | $44.11M | 9.3% | +147.9K | Added |
| 4 | Schwab Strategic Tr | 1.64M | $41.19M | 8.7% | +122.6K | Added |
| 5 | Dimensional ETF Trust | 969.3K | $33.96M | 7.1% | +45.3K | Added |
| 6 | Dimensional ETF Trust | 868.7K | $30.01M | 6.3% | +37.9K | Added |
| 7 | American Centy ETF Tr | 347.4K | $28.00M | 5.9% | +26.4K | Added |
| 8 | Spdr Series Trust | 1.05M | $27.03M | 5.7% | +49.8K | Added |
| 9 | Dimensional ETF Trust | 636.1K | $26.85M | 5.7% | +33.3K | Added |
| 10 | Dimensional ETF Trust | 515.0K | $21.49M | 4.5% | +39.4K | Added |
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