Leading Edge Financial Planning LLC ETF holdings
Knoxville, TN
Reported $557.9M in 66 ETFs in its Form 13F for June 30, 2026.
ETF value
$557.9M
ETFs held
66
Change from prior quarter
+18.2%
With price moves
ETFs as a share of its 13F
99.4%
of $561.6M
Top 10 of 66 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $86.7M | 986,037 | +71,335 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $80.1M | 2,149,853 | +193,294 shares |
| DUHP | Dimensional US High Profitability ETF | $53.7M | 1,286,243 | +86,170 shares |
| SCHB | Schwab U.S. Broad Market ETF | $50.6M | 1,748,838 | +107,956 shares |
| DFSV | Dimensional US Small Cap Value ETF | $39.8M | 1,027,285 | +58,008 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $36.9M | 908,460 | +39,760 shares |
| AVLV | Avantis US Large Cap Value ETF | $33.5M | 367,041 | +19,682 shares |
| DFCF | Dimensional Core Fixed Income ETF | $30.5M | 723,730 | +87,663 shares |
| SPAB | State Street SPDR Portfolio Aggregate Bond Index ETF | $30.0M | 1,173,898 | +118,927 shares |
| DFIP | Dimensional Inflation-Protected Securities ETF | $24.0M | 580,584 | +65,560 shares |
56 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001967205. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Leading Edge Financial Planning LLC own?
Leading Edge Financial Planning LLC reported 66 ETF positions worth $557.9M in its Form 13F for June 30, 2026. The largest was SPYM, at $86.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.