Leading Edge Financial Planning LLC Portfolio Holdings by Sector
Leading Edge Financial Planning LLC
- $398 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPLG DFIC DUHP SCHB DFSV DFEM SPAB DFCF 49 stocks |
$360 Million
99.32% of portfolio
|
  20  
|
  23  
|
  5  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$772,456
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$502,408
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$424,851
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$332,868
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX 1 stocks |
$226,714
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO 1 stocks |
$206,524
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|