Leading Edge Financial Planning LLC Portfolio Holdings

Leading Edge Financial Planning LLC

  • $439 Billion
  • Q4 2025

Leading Edge Financial Planning LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $439 Billion distributed in 66 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 $66.7B, Dimensional ETF Tr Dimensional with a value of $63.7B, Dimensional ETF Tr Dimensional with a value of $40B, Schwab Strategic Tr Us Broad M with a value of $39.8B, and Dimensional ETF Tr Dimensional with a value of $30.4B.

Examining the 13F form we can see an increase of $40.4B in the current position value, from $398B to 439B.

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 $439 Billion
ETFs: $395 Billion
Technology: $1.06 Billion
Consumer Cyclical: $679 Million
Energy: $523 Million
Healthcare: $437 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$66.7 Billion 15.2% of portfolio
831,668
Q4 2025 Added 7.21%
$0
$63.7 Billion 14.52% of portfolio
1,849,517
Q4 2025 Added 7.1%
$0
$40 Billion 9.12% of portfolio
1,052,145
Q4 2025 Added 9.88%
$0
$39.8 Billion 9.07% of portfolio
1,518,271
Q4 2025 Added 8.88%
$0
$30.4 Billion 6.92% of portfolio
923,964
Q4 2025 Added 8.07%
$0
$27.5 Billion 6.26% of portfolio
830,825
Q4 2025 Added 6.66%
$0
$25.9 Billion 5.9% of portfolio
1,005,213
Q4 2025 Added 10.35%
$0
$25.7 Billion 5.85% of portfolio
602,731
Q4 2025 Added 10.83%
$0
$24.3 Billion 5.54% of portfolio
320,959
Q4 2025 Added 9.83%
$0
$19.8 Billion 4.5% of portfolio
475,655
Q4 2025 Added 12.03%
$0
$9.45 Billion 2.15% of portfolio
118,535
Q4 2025 Added 11.29%
$0
$9.31 Billion 2.12% of portfolio
192,768
Q4 2025 Added 10.46%
$0
$8.44 Billion 1.92% of portfolio
193,932
Q4 2025 Added 28.03%
$0
$7.57 Billion 1.73% of portfolio
303,533
Q4 2025 Reduced 0.92%
$0
$2.06 Billion 0.47% of portfolio
37,547
Q4 2025 Added 6.09%
$0
$2 Billion 0.46% of portfolio
19,652
Q4 2025 Added 2.74%
$11.9B
$1.66 Billion 0.38% of portfolio
19,452
Q4 2025 Reduced 9.8%
$0
$1.65 Billion 0.38% of portfolio
21,475
Q4 2025 Added 3.61%
$0
$1.67 Billion 0.38% of portfolio
43,787
Q4 2025 Reduced 0.27%
$0
$1.53 Billion 0.35% of portfolio
2,489
Q4 2025 Reduced 0.2%
$0
$1.3 Billion 0.3% of portfolio
15,842
Q4 2025 Added 1.78%
$0
$1.14 Billion 0.26% of portfolio
44,103
Q4 2025 Added 14.79%
$0
$1.1 Billion 0.25% of portfolio
12,044
Q4 2025 Reduced 53.46%
$0
$1.07 Billion 0.24% of portfolio
39,806
Q4 2025 Reduced 1.07%
$0
$1.02 Billion 0.23% of portfolio
31,057
Q4 2025 Reduced 6.78%
$0
$1.03 Billion 0.23% of portfolio
23,251
Q4 2025 Added 2.0%
$0
$769 Million 0.18% of portfolio
3,498
Q4 2025 Reduced 2.81%
$0
$714 Million 0.16% of portfolio
17,042
Q4 2025 Added 10.32%
$0
$683 Million 0.16% of portfolio
14,242
Q4 2025 Reduced 3.03%
$0
$666 Million 0.15% of portfolio
28,501
Q4 2025 Reduced 0.88%
$0
$551 Million 0.13% of portfolio
2,883
Q4 2025 Reduced 0.24%
$0
$504 Million 0.11% of portfolio
7,759
Q4 2025 Added 7.9%
$0
$476 Million 0.11% of portfolio
695
Q4 2025 Added 13.75%
$0
$434 Million 0.1% of portfolio
1,295
Q2 2025 Added 4.77%
$0
$411 Million 0.09% of portfolio
16,846
Q4 2025 Reduced 21.8%
$0
$415 Million 0.09% of portfolio
5,595
Q4 2025 Added 22.91%
$0
$405 Million 0.09% of portfolio
14,760
Q4 2025 Reduced 2.67%
$0
$366 Million 0.08% of portfolio
584
Q4 2025 Added 1.04%
$0
$349 Million 0.08% of portfolio
1,249
Q4 2025 Reduced 82.71%
$2.36B
$340 Million 0.08% of portfolio
5,023
Q4 2025 Added 4.73%
$0
$288 Million 0.07% of portfolio
3,067
Q4 2025 Added 14.87%
$0
$314 Million 0.07% of portfolio
7,943
Q4 2025 Added 16.4%
$0
$328 Million 0.07% of portfolio
23,180
Q4 2025 Reduced 6.61%
$0
$315 Million 0.07% of portfolio
6,597
Q4 2025 Reduced 3.55%
$0
$298 Million 0.07% of portfolio
12,955
Q4 2025 New
$0
$302 Million 0.07% of portfolio
5,975
Q4 2025 Reduced 9.4%
$0
$293 Million 0.07% of portfolio
5,805
Q4 2025 New
$0
$277 Million 0.06% of portfolio
1,931
Q4 2025 Reduced 4.17%
$0
$248 Million 0.06% of portfolio
4,966
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $439 Billion
  • Prior Value $398 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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