Leading Edge Financial Planning LLC Portfolio Holdings

Leading Edge Financial Planning LLC

  • $305 Billion
  • Q4 2024

Leading Edge Financial Planning LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $305 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $46.2B, Dimensional ETF Tr Dimensional with a value of $39.1B, Schwab Strategic Tr Us Broad M with a value of $28.1B, Dimensional ETF Tr Dimensional with a value of $27B, and Dimensional ETF Tr Dimensional with a value of $20.9B.

Examining the 13F form we can see an increase of $6.24B in the current position value, from $299B to 305B.

Leading Edge Financial Planning LLC is based out at Knoxville, TN

Below you can find more details about Leading Edge Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $305 Billion
ETFs: $278 Billion
Technology: $644 Million
Energy: $495 Million
Consumer Cyclical: $244 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.2 Billion 15.14% of portfolio
669,525
Q4 2024 Added 2.04%
$0
$39.1 Billion 12.84% of portfolio
1,514,325
Q4 2024 Added 7.58%
$0
$28.1 Billion 9.21% of portfolio
1,237,328
Q4 2024 Added 212.11%
$0
$27 Billion 8.87% of portfolio
799,787
Q4 2024 Added 4.2%
$0
$20.9 Billion 6.86% of portfolio
679,194
Q4 2024 Added 4.62%
$0
$19.4 Billion 6.38% of portfolio
777,627
Q4 2024 Reduced 46.63%
$0
$18.6 Billion 6.1% of portfolio
450,681
Q4 2024 Added 890.97%
$0
$17 Billion 5.56% of portfolio
647,547
Q4 2024 Added 5.06%
$0
$16.3 Billion 5.36% of portfolio
244,838
Q4 2024 Added 2.83%
$0
$14 Billion 4.6% of portfolio
345,959
Q4 2024 Added 39.75%
$0
$7.6 Billion 2.49% of portfolio
316,857
Q4 2024 Reduced 3.9%
$0
$6.82 Billion 2.24% of portfolio
139,026
Q4 2024 Added 6.67%
$0
$6.76 Billion 2.22% of portfolio
86,598
Q4 2024 Added 268.05%
Dimensional ETF Trust
-
$4.39 Billion 1.44% of portfolio
-
Q4 2024 New
$0
$4.1 Billion 1.35% of portfolio
44,869
Q4 2024 Reduced 55.38%
$0
$3.37 Billion 1.1% of portfolio
80,336
Q4 2024 Added 43.32%
$0
$1.47 Billion 0.48% of portfolio
15,193
Q4 2024 Added 7.88%
$0
$1.33 Billion 0.44% of portfolio
45,513
Q4 2024 Reduced 19.27%
$0
$1.36 Billion 0.44% of portfolio
23,053
Q4 2024 Added 5.6%
$8.13B
$1.31 Billion 0.43% of portfolio
25,102
Q4 2024 Reduced 0.83%
$0
$1.28 Billion 0.42% of portfolio
2,506
Q4 2024 Reduced 1.03%
$0
$1.01 Billion 0.33% of portfolio
6,222
Q4 2024 Reduced 48.28%
$0
$958 Million 0.31% of portfolio
3,774
Q4 2024 New
$0
$959 Million 0.31% of portfolio
41,363
Q4 2024 Added 207.21%
$0
$841 Million 0.28% of portfolio
33,231
Q4 2024 Added 14.82%
$0
$825 Million 0.27% of portfolio
33,188
Q4 2024 Reduced 5.6%
$0
$808 Million 0.26% of portfolio
22,865
Q4 2024 Added 1.77%
$0
$704 Million 0.23% of portfolio
31,010
Q4 2024 Reduced 38.27%
$0
$705 Million 0.23% of portfolio
3,597
Q4 2024 Reduced 0.58%
$0
$661 Million 0.22% of portfolio
16,301
Q4 2024 New
$0
$655 Million 0.22% of portfolio
10,681
Q4 2024 Added 20.76%
$3.79T
$644 Million 0.21% of portfolio
2,572
Q4 2024 Reduced 2.58%
$0
$520 Million 0.17% of portfolio
21,613
Q4 2024 Added 82.22%
$0
$515 Million 0.17% of portfolio
3,040
Q4 2024 Reduced 0.46%
$71B
$495 Million 0.16% of portfolio
15,775
Q4 2024 Added 1.56%
$0
$447 Million 0.15% of portfolio
9,539
Q4 2024 New
$0
$451 Million 0.15% of portfolio
8,950
Q4 2024 Reduced 31.36%
$0
$452 Million 0.15% of portfolio
6,670
Q4 2024 Added 7.55%
$0
$415 Million 0.14% of portfolio
15,174
Q4 2024 Added 219.25%
$0
$353 Million 0.12% of portfolio
599
Q4 2024 Added 43.65%
Dimensional ETF Trust
-
$353 Million 0.12% of portfolio
-
Q4 2024 Reduced 3.02%
$0
$358 Million 0.12% of portfolio
1,236
Q4 2024 Reduced 2.68%
$0
$320 Million 0.11% of portfolio
7,370
Q3 2024 Reduced 0.58%
$0
$329 Million 0.11% of portfolio
9,657
Q4 2024 Reduced 6.1%
$0
$284 Million 0.09% of portfolio
527
Q4 2024 Added 5.19%
-
$266 Million 0.09% of portfolio
-
Q4 2024 New
$0
$239 Million 0.08% of portfolio
1,340
Q3 2024 Reduced 3.53%
$0
$236 Million 0.08% of portfolio
6,824
Q3 2024 Reduced 10.6%
$0
$257 Million 0.08% of portfolio
2,015
Q4 2024 Reduced 4.86%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $305 Billion
  • Prior Value $299 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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