Leading Edge Financial Planning LLC Portfolio Holdings

Leading Edge Financial Planning LLC

  • $398 Billion
  • Q3 2025

Leading Edge Financial Planning LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $398 Billion distributed in 63 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 $60.8B, Dimensional ETF Tr Dimensional with a value of $56.6B, Dimensional ETF Tr Dimensional with a value of $36.2B, Schwab Strategic Tr Us Broad M with a value of $35.9B, and Dimensional ETF Tr Dimensional with a value of $27.2B.

Examining the 13F form we can see an increase of $38.7B in the current position value, from $360B to 398B.

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 $398 Billion
ETFs: $360 Billion
Technology: $979 Million
Energy: $502 Million
Consumer Cyclical: $333 Million
Healthcare: $227 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$772 Million 0.19% of portfolio
3,034
Q3 2025 Added 2.29%
$2.39T
$333 Million 0.08% of portfolio
1,516
Q3 2025 Reduced 1.81%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $398 Billion
  • Prior Value $360 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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