Leading Edge Financial Planning LLC
CIK 1967205 · View on SEC EDGAR ↗
- Portfolio value
- $561.6M
- Positions
- 78
- As of
- June 30, 2026
#3,507 of 9,443 by 13F value · top 37.1%
Portfolio value QoQ: +18.2% 13F does not disclose cash
- Top 10 holdings weight
- 82.94%
- Top 25 holdings weight
- 95.68%
- Positions above 1%
- 15
- Effective number of positions
- 11.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.1% Est. buys $49,467,077 · sells $5,727,844
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 84.8% still held
- New positions
- 13
- Increased
- 33
- Decreased
- 27
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
0.3%
Energy
0.1%
Retail
0.1%
Healthcare
0.1%
Real Estate
0.0%
Industrials
0.0%
Financial Services
0.0%
Other/Unmapped
99.4%
Full portfolio 78 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $86,652,945 | 15.43% | 986,037 | $16,641,616 | Up ×6 | ||
| DFIC | $80,103,532 | 14.26% | 2,149,853 | $10,587,005 | Up ×6 | ||
| DUHP | $53,674,937 | 9.56% | 1,286,243 | $9,560,262 | Up ×6 | ||
| SCHB | $50,646,348 | 9.02% | 1,748,838 | $9,460,194 | Up ×6 | ||
| DFSV | $39,848,391 | 7.10% | 1,027,285 | $5,884,930 | Up ×6 | ||
| DFEM | $36,919,835 | 6.57% | 908,460 | $6,906,238 | Up ×6 | ||
| AVLV | $33,477,843 | 5.96% | 367,041 | $5,477,194 | Up ×6 | ||
| DFCF | $30,548,634 | 5.44% | 723,730 | $3,693,906 | Up ×6 | ||
| SPAB | $29,957,877 | 5.33% | 1,173,898 | $2,929,513 | Up ×6 | ||
| DFIP | $23,952,001 | 4.27% | 580,584 | $2,465,191 | Up ×6 | ||
| AVRE | $12,537,727 | 2.23% | 264,621 | $2,594,936 | Up ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $10,696,840 | 1.90% | 135,352 | $890,406 | Up ×6 | ||
| BNDX Vanguard Total International Bond ETF | $10,670,228 | 1.90% | 220,323 | $1,200,469 | Up ×6 | ||
| REET | $8,105,283 | 1.44% | 293,457 | $653,400 | Down ×5 | ||
| DUSB | $7,672,198 | 1.37% | 151,087 | $582,737 | Up ×6 | ||
| AVUV | $3,299,547 | 0.59% | 26,447 | $793,297 | Up ×3 | ||
| VOT | $2,874,013 | 0.51% | 9,383 | ||||
| AVEM | $2,872,530 | 0.51% | 29,770 | $858,011 | Up ×3 | ||
| NTSX | $2,583,741 | 0.46% | 43,755 | $505,400 | Up ×3 | ||
| GLDM | $1,861,727 | 0.33% | 23,442 | $157,201 | Up ×1 | ||
| AVIG | $1,784,191 | 0.32% | 43,086 | $549,373 | Up ×3 | ||
| DFAI | $1,746,176 | 0.31% | 42,332 | $87,956 | Down ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1,704,607 | 0.30% | 2,315 | $189,520 | Down ×1 | ||
| SCHX | $1,653,007 | 0.29% | 56,167 | $217,102 | Up ×2 | ||
| AVDE | $1,476,171 | 0.26% | 16,549 | $87,680 | Up ×6 | ||
| BIL | $1,439,028 | 0.26% | 15,703 | $-243,166 | Down ×1 | ||
| ITOT | $1,277,857 | 0.23% | 7,779 | $699,590 | Up ×1 | ||
| NTSI | $1,267,249 | 0.23% | 27,194 | $197,886 | Up ×3 | ||
| AAPL Apple Inc. - Common Stock | $1,054,894 | 0.19% | 3,646 | $218,271 | Up ×6 | ||
| DFAX | $975,228 | 0.17% | 26,472 | $-80,084 | Down ×1 | ||
| SPIP | $971,962 | 0.17% | 37,849 | $-98,506 | Down ×2 | ||
| DFSD | $910,736 | 0.16% | 19,073 | $172,588 | Up ×2 | ||
| VT | $841,095 | 0.15% | 5,359 | Up ×1 | |||
| VTI | $818,948 | 0.15% | 2,213 | $182,450 | Up ×2 | ||
| VIG | $810,293 | 0.14% | 3,424 | $63,723 | Down ×4 | ||
| DFGR | $705,912 | 0.13% | 24,367 | $84,153 | Up ×6 | ||
| EDV | $618,846 | 0.11% | 9,509 | $86,841 | Up ×3 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $614,987 | 0.11% | 16,730 | $-11,086 | Up ×5 | ||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $574,482 | 0.10% | 10,719 | $45,676 | Up ×1 | ||
| IVV | $484,787 | 0.09% | 647 | $4,526 | Down ×1 | ||
| QUAL | $482,143 | 0.09% | 2,197 | $8,324 | Down ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $451,303 | 0.08% | 4,483 | Up ×1 | |||
| VOO | $444,365 | 0.08% | 647 | $54,764 | Down ×1 | ||
| SCHD | $441,734 | 0.08% | 13,930 | $-9,681 | Down ×4 | ||
| TPYP Tortoise North American Pipeline ETF | $386,094 | 0.07% | 9,208 | $-4,018 | Down ×4 | ||
| SCHZ | $381,180 | 0.07% | 16,480 | $-278,329 | Down ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $367,044 | 0.07% | 1,540 | $-39,082 | Down ×1 | ||
| BOXX | $364,735 | 0.06% | 3,115 | $25,168 | Up ×1 | ||
| PGF | $356,650 | 0.06% | 26,014 | $-860 | Up ×2 | ||
| DFUS | $340,543 | 0.06% | 4,156 | $44,281 | Down ×2 | ||
| AGG | $329,507 | 0.06% | 3,329 | $101,911 | Up ×1 | ||
| AOM | $329,124 | 0.06% | 6,597 | $16,624 | |||
| AVDV | $316,054 | 0.06% | 3,067 | $9,783 | |||
| DFAC | $302,713 | 0.05% | 6,824 | $37,532 | |||
| JMUB | $299,929 | 0.05% | 5,921 | ||||
| DFNM | $297,888 | 0.05% | 6,163 | Up ×1 | |||
| VTV | $293,988 | 0.05% | 1,349 | $-19,540 | Down ×5 | ||
| GOVT | $292,518 | 0.05% | 12,841 | ||||
| SPY SPY | $290,159 | 0.05% | 389 | $32,267 | Down ×1 | ||
| SIVR | $282,393 | 0.05% | 5,023 | $-77,304 | |||
| VYM | $281,293 | 0.05% | 1,780 | $5,771 | Down ×3 | ||
| SUB | $266,495 | 0.05% | 2,503 | Up ×1 | |||
| JNJ Johnson & Johnson Common Stock | $265,398 | 0.05% | 1,045 | $9,714 | Down ×1 | ||
| DFIV | $263,942 | 0.05% | 4,886 | $6,059 | |||
| MLPX | $260,132 | 0.05% | 3,532 | $-1,138 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $259,893 | 0.05% | 688 | $37,665 | Down ×1 | ||
| TQQQ ProShares UltraPro QQQ | $254,745 | 0.05% | 3,145 | Up ×1 | |||
| SCHV | $245,748 | 0.04% | 7,060 | $30,391 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $241,110 | 0.04% | 1,205 | $-21,047 | Down ×1 | ||
| ICSH | $223,008 | 0.04% | 4,409 | $-78,739 | Down ×6 | ||
| JHPI | $220,801 | 0.04% | 9,727 | $397 | Down ×1 | ||
| NBIX Neurocrine Biosciences, Inc. - Common Stock | $218,085 | 0.04% | 1,294 | $4,798 | Down ×1 | ||
| CIM Chimera Investment Corporation Common Stock | $208,121 | 0.04% | 15,601 | Up ×1 | |||
| SCHF | $204,152 | 0.04% | 7,370 | $-25,614 | Down ×1 | ||
| ROK Rockwell Automation, Inc. Common Stock | $201,002 | 0.04% | 406 | Up ×1 | |||
| VGM Invesco Trust for Investment Grade Municipals Common Stock (DE) | $108,152 | 0.02% | 10,203 | Up ×1 | |||
| HRZN Horizon Technology Finance Corporation - Common Stock | $79,142 | 0.01% | 16,732 | Up ×1 | |||
| MVO MV Oil Trust Units of Beneficial Interests | $21,207 | 0.00% | 11,981 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SPYM | $86,652,945 | 15.43% | up ×6 |
| DFIC | $80,103,532 | 14.26% | up ×6 |
| DUHP | $53,674,937 | 9.56% | up ×6 |
| SCHB | $50,646,348 | 9.02% | up ×6 |
| DFSV | $39,848,391 | 7.10% | up ×6 |
| DFEM | $36,919,835 | 6.57% | up ×6 |
| AVLV | $33,477,843 | 5.96% | up ×6 |
| DFCF | $30,548,634 | 5.44% | up ×6 |
| SPAB | $29,957,877 | 5.33% | up ×6 |
| DFIP | $23,952,001 | 4.27% | up ×6 |
| AVRE | $12,537,727 | 2.23% | up ×6 |
| VCSH | $10,696,840 | 1.90% | up ×6 |
| BNDX | $10,670,228 | 1.90% | up ×6 |
| DUSB | $7,672,198 | 1.37% | up ×6 |
| AVUV | $3,299,547 | 0.59% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VOT | $2,874,013 | 9,383 | 0.51% |
| VT | $841,095 | 5,359 | 0.15% |
| SGOV | $451,303 | 4,483 | 0.08% |
| JMUB | $299,929 | 5,921 | 0.05% |
| DFNM | $297,888 | 6,163 | 0.05% |
| GOVT | $292,518 | 12,841 | 0.05% |
| SUB | $266,495 | 2,503 | 0.05% |
| TQQQ | $254,745 | 3,145 | 0.05% |
| CIM | $208,121 | 15,601 | 0.04% |
| ROK | $201,002 | 406 | 0.04% |
| VGM | $108,152 | 10,203 | 0.02% |
| HRZN | $79,142 | 16,732 | 0.01% |
| MVO | $21,207 | 11,981 | 0.00% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPYM | Bought more | +71K | +$16.6M |
| DFIC | Bought more | +193K | +$10.6M |
| DUHP | Bought more | +86K | +$9.6M |
| SCHB | Bought more | +108K | +$9.5M |
| DFEM | Bought more | +40K | +$6.9M |
| DFSV | Bought more | +58K | +$5.9M |
| AVLV | Bought more | +20K | +$5.5M |
| DFCF | Bought more | +88K | +$3.7M |
| SPAB | Bought more | +119K | +$2.9M |
| AVRE | Bought more | +39K | +$2.6M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| VOE | June 30, 2026 | 13,260 | $2,443,619 | No longer tracked |
| GOVT | June 30, 2025 | 77,964 | $1,792,003 | No longer tracked |
| VOE | March 31, 2025 | 6,222 | $1,006,456 | No longer tracked |
| VOT | March 31, 2025 | 3,774 | $957,653 | No longer tracked |
| SCHO | June 30, 2026 | 16,683 | $404,907 | No longer tracked |
| BILS | Dec. 31, 2025 | 3,754 | $373,598 | No longer tracked |
| VOT | March 31, 2026 | 1,249 | $348,564 | No longer tracked |
| TPYPXXXX | June 30, 2025 | 9,280 | $337,530 | No longer tracked |
| GOVT | March 31, 2026 | 12,955 | $298,289 | No longer tracked |
| JMUB | March 31, 2026 | 5,805 | $293,153 | No longer tracked |
| MUB | June 30, 2026 | 2,559 | $271,665 | No longer tracked |
| QUAL | Sept. 30, 2025 | 1,460 | $266,963 | No longer tracked |
| BIV | June 30, 2026 | 3,375 | $260,483 | No longer tracked |
| PDEC | June 30, 2025 | 6,915 | $260,004 | No longer tracked |
| POCT | June 30, 2025 | 6,669 | $259,091 | No longer tracked |
| BOXX | Dec. 31, 2025 | 2,138 | $243,433 | No longer tracked |
| TSLA | June 30, 2026 | 628 | $233,460 | -17.1% |
| PBDE | Sept. 30, 2025 | 8,203 | $224,926 | No longer tracked |
| VTG | June 30, 2026 | 2,872 | $217,525 | No longer tracked |
| NJUL | June 30, 2026 | 2,949 | $210,602 | No longer tracked |
| DFAU | Dec. 31, 2025 | 4,592 | $210,146 | No longer tracked |
| BIV | June 30, 2025 | 2,716 | $207,964 | No longer tracked |
| PGX | Sept. 30, 2025 | 13,827 | $153,894 | No longer tracked |