Leading Edge Financial Planning LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001967205

Type: FundHoldings: 58Value: $320.1MLatest: 2025Q1

Leading Edge Financial Planning LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 58 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "AVDE",
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVV",
  "AAPL",
  "SPY",
  "SCHX",
  null,
  null,
  "SPLG",
  "BIV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "VYM",
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  "BNDX",
  "VOO",
  "VTV",
  null,
  "SCHD",
  null,
  null,
  "DFAX",
  "DFAC",
  "QQQ",
  null,
  "EPD",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 58
Total Value: 320105477
Accession Number: 0001951757-25-000431
Form Type: 13F-HR
CIK: leading-edge-financial-planning
Manager Name: Leading-Edge-Financial-Planning

Data Enrichment

38% identified

22 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

58 positions • $320.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 3

Sort by:

78464A854

SPLG|78464A854

Shares:702.8K

Value:$46.2M

% of Portfolio:14.4% ($46.2M/$320.1M)

25434V799

Shares:1.6M

Value:$44.6M

% of Portfolio:13.9% ($44.6M/$320.1M)

25434V831

Shares:847.7K

Value:$28.1M

% of Portfolio:8.8% ($28.1M/$320.1M)

808524102

SCHB|808524102

Shares:1.3M

Value:$27.6M

% of Portfolio:8.6% ($27.6M/$320.1M)

25434V815

Shares:746.7K

Value:$21.0M

% of Portfolio:6.6% ($21.0M/$320.1M)

78464A649

Shares:810.1K

Value:$20.7M

% of Portfolio:6.5% ($20.7M/$320.1M)

25434V872

Shares:472.1K

Value:$19.9M

% of Portfolio:6.2% ($19.9M/$320.1M)

25434V732

Shares:707.7K

Value:$18.7M

% of Portfolio:5.9% ($18.7M/$320.1M)

025072349

Shares:258.3K

Value:$16.8M

% of Portfolio:5.3% ($16.8M/$320.1M)

25434V856

Shares:357.3K

Value:$15.0M

% of Portfolio:4.7% ($15.0M/$320.1M)

46434V647

Shares:318.9K

Value:$7.7M

% of Portfolio:2.4% ($7.7M/$320.1M)

92203J407

BNDX|92203J407

Shares:148.5K

Value:$7.3M

% of Portfolio:2.3% ($7.3M/$320.1M)

92206C409

Shares:91.2K

Value:$7.2M

% of Portfolio:2.2% ($7.2M/$320.1M)

25434V591

Shares:94.6K

Value:$4.8M

% of Portfolio:1.5% ($4.8M/$320.1M)

025072356

Shares:104.1K

Value:$4.5M

% of Portfolio:1.4% ($4.5M/$320.1M)

78468R663

Shares:47.7K

Value:$4.4M

% of Portfolio:1.4% ($4.4M/$320.1M)

46429B267

Shares:78.0K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$320.1M)

97717Y790

Shares:35.9K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$320.1M)

98149E303

Shares:24.2K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$320.1M)

25434V203

Shares:45.3K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$320.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPLGcusip78464A854)	702.8K	QoQ +4.96% (+33.2K) YoY +30.94% (+166.1K)	All Managers (Combined)	$46.2M	14.4% ($46.2M/$320.1M)	QoQ +0.12% (+$56.6K) YoY +39.94% (+$13.2M)
(cusip25434V799)✕	1.6M	QoQ +6.14% (+93.0K) YoY +47.88% (+520.4K)	All Managers (Combined)	$44.6M	13.9% ($44.6M/$320.1M)	QoQ +14.04% (+$5.5M) YoY +53.52% (+$15.6M)
(cusip25434V831)✕	847.7K	QoQ +5.99% (+47.9K) YoY +39.66% (+240.8K)	All Managers (Combined)	$28.1M	8.8% ($28.1M/$320.1M)	QoQ +3.95% (+$1.1M) YoY +46.42% (+$8.9M)
(SCHBcusip808524102)	1.3M	QoQ +3.76% (-46.5K) YoY +300.32% (+963.2K)	All Managers (Combined)	$27.6M	8.6% ($27.6M/$320.1M)	QoQ -1.58% (-$445.7K) YoY +41.17% (+$8.1M)
(cusip25434V815)✕	746.7K	QoQ +9.94% (+67.5K) YoY +51.56% (+254.0K)	All Managers (Combined)	$21.0M	6.6% ($21.0M/$320.1M)	QoQ +0.54% (+$114.3K) YoY +41.74% (+$6.2M)
(cusip78464A649)✕	810.1K	QoQ +4.18% (+32.5K) YoY -29.08% (-332.3K)	All Managers (Combined)	$20.7M	6.5% ($20.7M/$320.1M)	QoQ +6.47% (+$1.3M) YoY -28.36% (-$8.2M)
(cusip25434V872)✕	472.1K	QoQ +4.76% (+21.5K) YoY +2724.96% (+455.4K)	All Managers (Combined)	$19.9M	6.2% ($19.9M/$320.1M)	QoQ +6.76% (+$1.3M) YoY +2732.39% (+$19.2M)
(cusip25434V732)✕	707.7K	QoQ +9.29% (+60.2K) YoY +34.32% (+180.9K)	All Managers (Combined)	$18.7M	5.9% ($18.7M/$320.1M)	QoQ +10.41% (+$1.8M) YoY +39.44% (+$5.3M)
(cusip025072349)✕	258.3K	QoQ +5.49% (+13.4K) YoY +38.59% (+71.9K)	All Managers (Combined)	$16.8M	5.3% ($16.8M/$320.1M)	QoQ +3.02% (+$494.6K) YoY +40.64% (+$4.9M)
(cusip25434V856)✕	357.3K	QoQ +3.26% (+11.3K) YoY +91.60% (+170.8K)	All Managers (Combined)	$15.0M	4.7% ($15.0M/$320.1M)	QoQ +7.39% (+$1.0M) YoY +95.60% (+$7.4M)
(cusip46434V647)✕	318.9K	QoQ +0.63% (+2.0K) YoY -10.06% (-35.7K)	All Managers (Combined)	$7.7M	2.4% ($7.7M/$320.1M)	QoQ +1.85% (+$140.9K) YoY -7.86% (-$660.4K)
(BNDXcusip92203J407)	148.5K	QoQ +6.83% (+9.5K) YoY +41.04% (+43.2K)	All Managers (Combined)	$7.3M	2.3% ($7.3M/$320.1M)	QoQ +6.33% (+$431.9K) YoY +39.98% (+$2.1M)
(cusip92206C409)✕	91.2K	QoQ +5.32% (+4.6K) YoY NEW(+91.2K)	All Managers (Combined)	$7.2M	2.2% ($7.2M/$320.1M)	QoQ +6.58% (+$444.8K) YoY NEW(+$7.2M)
(cusip25434V591)✕	94.6K	QoQ +9.10% (+7.9K) YoY NEW(+94.6K)	All Managers (Combined)	$4.8M	1.5% ($4.8M/$320.1M)	QoQ +9.40% (+$412.4K) YoY NEW(+$4.8M)
(cusip025072356)✕	104.1K	QoQ +29.60% (+23.8K) YoY NEW(+104.1K)	All Managers (Combined)	$4.5M	1.4% ($4.5M/$320.1M)	QoQ +32.97% (+$1.1M) YoY NEW(+$4.5M)
(cusip78468R663)✕	47.7K	QoQ +6.36% (+2.9K) YoY -31.55% (-22.0K)	All Managers (Combined)	$4.4M	1.4% ($4.4M/$320.1M)	QoQ +6.70% (+$275.2K) YoY -31.61% (-$2.0M)
(cusip46429B267)✕	78.0K	QoQ NEW(+78.0K) YoY NEW(+78.0K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$320.1M)	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
(cusip97717Y790)✕	35.9K	QoQ -3.48% (-1.3K) YoY +18.59% (+5.6K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$320.1M)	QoQ -6.22% (-$108.1K) YoY +27.38% (+$350.5K)
(cusip98149E303)✕	24.2K	QoQ -3.58% (-900) YoY -4.83% (-1.2K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$320.1M)	QoQ +14.77% (-$192.8K) YoY +33.70% (-$377.6K)
(cusip25434V203)✕	45.3K	QoQ -0.39% (-178) YoY -27.42% (-17.1K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$320.1M)	QoQ +6.53% (-$86.8K) YoY -25.00% (-$472.0K)