Leading Edge Financial Planning LLC - Portfolio overview

Leading Edge Financial Planning LLC has 76 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 13.00%
2. DFIC - DIMENSIONAL ETF TRUST, 12.90%
3. SPLG - SPDR SERIES TRUST, 11.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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