Leading Edge Financial Planning LLC: 13F holdings
CIK 19672052026Q2
| Positions | 78 |
|---|
| Reported value | $561.6m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 78 (+6 vs prior quarter) |
|---|
| Reported value | $561.6m (+18.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 986,037 | $86.7m | 15.4% |
| DFIC DIMENSIONAL ETF TRUST | 2,149,853 | $80.1m | 14.3% |
| DIMENSIONAL ETF TRUST | 1,286,243 | $53.7m | 9.6% |
| SCHB SCHWAB STRATEGIC TR | 1,748,838 | $50.6m | 9.0% |
| DIMENSIONAL ETF TRUST | 1,027,285 | $39.8m | 7.1% |
| DFEM DIMENSIONAL ETF TRUST | 908,460 | $36.9m | 6.6% |
| AVLV AMERICAN CENTY ETF TR | 367,041 | $33.5m | 6.0% |
| DFCF DIMENSIONAL ETF TRUST | 723,730 | $30.5m | 5.4% |
| SPAB SPDR SERIES TRUST | 1,173,898 | $30.0m | 5.3% |
| DFIP DIMENSIONAL ETF TRUST | 580,584 | $24.0m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1967205")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples