Leading Edge Financial Planning LLC holds a focused book of 78 stocks worth $561.6M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Vanguard Mid-Cap Growth ETF and trimmed Ishares Global REIT ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 15% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Leading Edge Financial Planning LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 78 | $302.4B |
| OSAIC HOLDINGS, INC. | 80 / 78 | $14.8B |
| LPL Financial LLC | 79 / 78 | $75.6B |
| CWM, LLC | 79 / 78 | $7.8B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 78 | $15.4B |
| HARBOUR INVESTMENTS, INC. | 78 / 78 | $1.6B |
| Farther Finance Advisors, LLC | 77 / 78 | $3.5B |
| ROYAL BANK OF CANADA | 76 / 78 | $85.9B |
Ranked by how many of Leading Edge Financial Planning LLC's top 78 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $86.7M | 986.0K | 15.4% | ▲+7.8% Added · +71K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQUITY | $80.1M | 2.15M | 14.3% | ▲+9.9% Added · +193K sh | |
| 3 | Dimensional ETF Trust US HIGH PROF ETF | $53.7M | 1.29M | 9.6% | ▲+7.2% Added · +86K sh | |
| 4 | Schwab Strategic TR US BRD MKT ETF | $50.6M | 1.75M | 9.0% | ▲+6.6% Added · +108K sh | |
| 5 | Dimensional ETF Trust US SMALL CAP ETF | $39.8M | 1.03M | 7.1% | ▲+6.0% Added · +58K sh | |
| 6 | Dimensional ETF Trust EMERGING MKTS CO | $36.9M | 908.5K | 6.6% | ▲+4.6% Added · +40K sh | |
| 7 | American Centy ETF TR US LARGE CAP VLU | $33.5M | 367.0K | 6.0% | ▲+5.7% Added · +20K sh | |
| 8 | Dimensional ETF Trust CORE FIXE IN ETF | $30.5M | 723.7K | 5.4% | ▲+14% Added · +88K sh | |
| 9 | SPDR Series Trust ST STR AGGRE ETF | $30.0M | 1.17M | 5.3% | ▲+11% Added · +119K sh | |
| 10 | Dimensional ETF Trust INFLATION PROTE | $24.0M | 580.6K | 4.3% | ▲+13% Added · +66K sh | |
| 11 | American Centy ETF TR REAL ESTATE ETF | $12.5M | 264.6K | 2.2% | ▲+17% Added · +39K sh | |
| 12 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $10.7M | 135.4K | 1.9% | ▲+9.4% Added · +12K sh | |
| 13 | Vanguard Charlotte FDS TOTAL INT BD ETF | $10.7M | 220.3K | 1.9% | ▲+12% Added · +23K sh | |
| 14 | Ishares TR GLOBAL REIT ETF | $8.1M | 293.5K | 1.4% | ▼−0.9% Reduced · −3K sh | |
| 15 | Dimensional ETF Trust ULTR FIX INC ETF | $7.7M | 151.1K | 1.4% | ▲+8.1% Added · +11K sh | |
| 16 | American Centy ETF TR US SML CP VALU | $3.3M | 26.4K | 0.6% | ▲+17% Added · +4K sh | |
| 17 | Vanguard Index FDS MCAP GR IDXVIP | $2.9M | 9.4K | 0.5% | ▲New New position | |
| 18 | American Centy ETF TR AVANTIS EMGMKT | $2.9M | 29.8K | 0.5% | ▲+19% Added · +5K sh | |
| 19 | Wisdomtree TR US EFFIC CORE FD | $2.6M | 43.8K | 0.5% | ▲+9.8% Added · +4K sh | |
| 20 | World Gold TR SPDR GLD MINIS | $1.9M | 23.4K | 0.3% | ▲+27% Added · +5K sh | |
| 21 | American Centy ETF TR AVANTIS CORE FI | $1.8M | 43.1K | 0.3% | ▲+45% Added · +13K sh | |
| 22 | Dimensional ETF Trust INTL CORE EQT MK | $1.7M | 42.3K | 0.3% | ▼−0.5% Reduced · −230 sh | |
| 23 | Invesco QQQ TR UNIT SER 1 | $1.7M | 2.3K | 0.3% | ▼−12% Reduced · −310 sh | |
| 24 | Schwab Strategic TR US LRG CAP ETF | $1.7M | 56.2K | 0.3% | ▲+0.3% Added · +164 sh | |
| 25 | American Centy ETF TR INTL EQT ETF | $1.5M | 16.5K | 0.3% | ▲+1.1% Added · +183 sh | |
| 26 | SPDR Series Trust ST STR BLO 1 ETF | $1.4M | 15.7K | 0.3% | ▼−14% Reduced · −3K sh | |
| 27 | Ishares TR CORE S&P TTL STK | $1.3M | 7.8K | 0.2% | ▲+92% Added · +4K sh | |
| 28 | Wisdomtree TR INTERNATIONL EFI | $1.3M | 27.2K | 0.2% | ▲+12% Added · +3K sh | |
| 29 | Apple Inc COM | $1.1M | 3.6K | 0.2% | ▲+11% Added · +349 sh | |
| 30 | Dimensional ETF Trust WORLD EX US CORE | $975K | 26.5K | 0.2% | ▼−15% Reduced · −5K sh | |
| 31 | SPDR Series Trust ST STR TIPS ETF | $972K | 37.8K | 0.2% | ▼−8.0% Reduced · −3K sh | |
| 32 | Dimensional ETF Trust SHOR DUR FIX ETF | $911K | 19.1K | 0.2% | ▲+24% Added · +4K sh | |
| 33 | Vanguard Intl Equity Index F TT WRLD ST ETF | $841K | 5.4K | 0.1% | ▲New New position | |
| 34 | Vanguard Index FDS TOTAL STK MKT | $819K | 2.2K | 0.1% | ▲+12% Added · +229 sh | |
| 35 | Vanguard Specialized Funds DIV APP ETF | $810K | 3.4K | 0.1% | ▼−1.4% Reduced · −47 sh | |
| 36 | Dimensional ETF Trust GLOBAL REAL EST | $706K | 24.4K | 0.1% | ▲+4.2% Added · +975 sh | |
| 37 | Vanguard World FD EXTENDED DUR | $619K | 9.5K | 0.1% | ▲+16% Added · +1K sh | |
| 38 | Enterprise Prods Partners L COM | $615K | 16.7K | 0.1% | ▲+1.1% Added · +185 sh | |
| 39 | Dimensional ETF Trust INTL COR FIX ETF | $574K | 10.7K | 0.1% | ▲+6.3% Added · +637 sh | |
| 40 | Ishares TR CORE S&P500 ETF | $485K | 647 | 0.1% | ▼−12% Reduced · −88 sh | |
| 41 | Ishares TR MSCI USA QLT FCT | $482K | 2.2K | 0.1% | ▼−11% Reduced · −273 sh | |
| 42 | Ishares TR 0-3 MTH TREASURY | $451K | 4.5K | 0.1% | ▲New New position | |
| 43 | Vanguard Index FDS S&P 500 ETF SHS | $444K | 647 | 0.1% | ▼−0.8% Reduced · −5 sh | |
| 44 | Schwab Strategic TR US DIVIDEND EQ | $442K | 13.9K | 0.1% | ▼−5.3% Reduced · −784 sh | |
| 45 | Tortoise Capital Series Trus NORTH AMRCN PIPE | $386K | 9.2K | 0.1% | ▼~0% Reduced · −2 sh | |
| 46 | Schwab Strategic TR US AGGREGATE B | $381K | 16.5K | 0.1% | ▼−42% Reduced · −12K sh | |
| 47 | Amazon Com Inc COM | $367K | 1.5K | 0.1% | ▼−21% Reduced · −410 sh | |
| 48 | Ea Series Trust ALPHA ARCH 1-3 | $365K | 3.1K | 0.1% | ▲+6.7% Added · +195 sh | |
| 49 | Invesco Exchange Traded FD T FINL PFD ETF | $357K | 26.0K | 0.1% | ▲+0.1% Added · +32 sh | |
| 50 | Dimensional ETF Trust US EQUI MARK ETF | $341K | 4.2K | 0.1% | ▼−0.5% Reduced · −22 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1967205/holdings"
Use Arkolith to show Leading Edge Financial Planning LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.