Leading Edge Financial Planning LLC Portfolio Holdings

Leading Edge Financial Planning LLC

  • $320 Billion
  • Q1 2025

Leading Edge Financial Planning LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $320 Billion distributed in 58 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 $46.2B, Dimensional ETF Tr Dimensional with a value of $44.6B, Dimensional ETF Tr Dimensional with a value of $28.1B, Schwab Strategic Tr Us Broad M with a value of $27.6B, and Dimensional ETF Tr Dimensional with a value of $21B.

Examining the 13F form we can see an increase of $15.3B in the current position value, from $305B to 320B.

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 $320 Billion
ETFs: $291 Billion
Technology: $617 Million
Energy: $532 Million
Consumer Cyclical: $287 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.2 Billion 14.44% of portfolio
702,763
Q1 2025 Added 4.96%
$0
$44.6 Billion 13.94% of portfolio
1,607,348
Q1 2025 Added 6.14%
$0
$28.1 Billion 8.78% of portfolio
847,714
Q1 2025 Added 5.99%
$0
$27.6 Billion 8.64% of portfolio
1,283,864
Q1 2025 Added 3.76%
$0
$21 Billion 6.57% of portfolio
746,711
Q1 2025 Added 9.94%
$0
$20.7 Billion 6.46% of portfolio
810,132
Q1 2025 Added 4.18%
$0
$19.9 Billion 6.2% of portfolio
472,136
Q1 2025 Added 4.76%
$0
$18.7 Billion 5.85% of portfolio
707,720
Q1 2025 Added 9.29%
$0
$16.8 Billion 5.26% of portfolio
258,280
Q1 2025 Added 5.49%
$0
$15 Billion 4.7% of portfolio
357,263
Q1 2025 Added 3.27%
$0
$7.74 Billion 2.42% of portfolio
318,877
Q1 2025 Added 0.64%
$0
$7.25 Billion 2.27% of portfolio
148,527
Q1 2025 Added 6.83%
$0
$7.2 Billion 2.25% of portfolio
91,211
Q1 2025 Added 5.33%
$0
$4.48 Billion 1.4% of portfolio
104,118
Q1 2025 Added 29.6%
$0
$4.38 Billion 1.37% of portfolio
47,723
Q1 2025 Added 6.36%
$0
$1.79 Billion 0.56% of portfolio
77,964
Q1 2025 New
$9.82B
$1.5 Billion 0.47% of portfolio
24,202
Q1 2025 Reduced 3.59%
$0
$1.42 Billion 0.44% of portfolio
45,335
Q1 2025 Reduced 0.39%
$0
$1.34 Billion 0.42% of portfolio
15,386
Q1 2025 Added 1.27%
$0
$1.34 Billion 0.42% of portfolio
22,207
Q1 2025 Reduced 3.67%
$0
$1.19 Billion 0.37% of portfolio
2,536
Q1 2025 Added 1.2%
$0
$912 Million 0.29% of portfolio
41,324
Q1 2025 Reduced 0.09%
$0
$881 Million 0.28% of portfolio
33,392
Q1 2025 Added 0.48%
$0
$882 Million 0.28% of portfolio
23,192
Q1 2025 Added 1.43%
$0
$854 Million 0.27% of portfolio
32,590
Q1 2025 Reduced 1.8%
$0
$838 Million 0.26% of portfolio
12,648
Q1 2025 Added 18.42%
$0
$699 Million 0.22% of portfolio
3,600
Q1 2025 Added 0.08%
$0
$719 Million 0.22% of portfolio
31,029
Q1 2025 Added 0.06%
$0
$541 Million 0.17% of portfolio
3,133
Q1 2025 Added 3.06%
$0
$526 Million 0.16% of portfolio
21,613
Q4 2024 Added 82.22%
$0
$472 Million 0.15% of portfolio
6,635
Q1 2025 Reduced 0.52%
$0
$450 Million 0.14% of portfolio
9,474
Q1 2025 Reduced 0.68%
$0
$441 Million 0.14% of portfolio
8,704
Q1 2025 Reduced 2.75%
$0
$454 Million 0.14% of portfolio
10,964
Q1 2025 Reduced 32.74%
$0
$424 Million 0.13% of portfolio
15,174
Q4 2024 Added 219.25%
$0
$338 Million 0.11% of portfolio
9,280
Q1 2025 Reduced 3.9%
$0
$340 Million 0.11% of portfolio
1,236
Q4 2024 Reduced 2.68%
$0
$337 Million 0.11% of portfolio
599
Q4 2024 Added 43.65%
$0
$323 Million 0.1% of portfolio
7,370
Q3 2024 Reduced 0.58%
$0
$297 Million 0.09% of portfolio
578
Q1 2025 Added 9.68%
$0
$259 Million 0.08% of portfolio
6,669
Q1 2025 Added 8.58%
$0
$260 Million 0.08% of portfolio
2,015
Q4 2024 Reduced 4.86%
$0
$233 Million 0.07% of portfolio
10,414
Q1 2025 New
$0
$240 Million 0.07% of portfolio
16,796
Q3 2024 Reduced 2.38%
$0
$225 Million 0.07% of portfolio
6,824
Q3 2024 Reduced 10.6%
$0
$229 Million 0.07% of portfolio
1,340
Q3 2024 Reduced 3.53%
$0
$226 Million 0.07% of portfolio
3,538
Q4 2024 Reduced 5.25%
$0
$205 Million 0.06% of portfolio
3,417
Q1 2025 Reduced 6.18%
$0
$200 Million 0.06% of portfolio
358
Q4 2024 Reduced 8.44%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $320 Billion
  • Prior Value $305 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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