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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$213 Million 0.06% of portfolio
4,966
Q2 2025 New
$0
$222 Million 0.06% of portfolio
3,538
Q4 2024 Reduced 5.25%
$0
$219 Million 0.06% of portfolio
3,217
Q2 2025 Reduced 5.85%
$0
$206 Million 0.06% of portfolio
14,572
Q2 2025 Reduced 13.24%
$0
$212 Million 0.06% of portfolio
2,670
Q2 2025 New
$0
$221 Million 0.06% of portfolio
358
Q4 2024 Reduced 8.44%
Pgim Rock ETF Tr
-
$225 Million 0.06% of portfolio
-
Q2 2025 Reduced 0.65%
$0
$154 Million 0.04% of portfolio
13,827
Q2 2025 New

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
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