Leading Edge Financial Planning LLC Portfolio Holdings

Leading Edge Financial Planning LLC

  • $360 Billion
  • Q2 2025

Leading Edge Financial Planning LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $360 Billion distributed in 58 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 $53.9B, Dimensional ETF Tr Dimensional with a value of $51.8B, Dimensional ETF Tr Dimensional with a value of $32.2B, Schwab Strategic Tr Us Broad M with a value of $31.9B, and Dimensional ETF Tr Dimensional with a value of $24B.

Examining the 13F form we can see an increase of $39.6B in the current position value, from $320B to 360B.

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 $360 Billion
ETFs: $327 Billion
Technology: $608 Million
Energy: $490 Million
Consumer Cyclical: $339 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$608 Million 0.17% of portfolio
2,966
Q2 2025 Added 6.73%
$2.3T
$339 Million 0.09% of portfolio
1,544
Q2 2025 Added 2.18%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $360 Billion
  • Prior Value $320 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Leading Edge Financial Planning LLC Portfolio

Follow Leading Edge Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leading Edge Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leading Edge Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email