SEC Form 13F

Leading Edge Financial Planning LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$561,559,123
Positions78

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYMST STR P500ETF$86,652,945986,037
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$80,103,5322,149,853
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$53,674,9371,286,243
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$50,646,3481,748,838
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$39,848,3911,027,285
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$36,919,835908,460
AMERICAN CENTY ETF TRAVLVUS LARGE CAP VLU$33,477,843367,041
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$30,548,634723,730
SPDR SERIES TRUSTSPABST STR AGGRE ETF$29,957,8771,173,898
DIMENSIONAL ETF TRUSTDFIPINFLATION PROTE$23,952,001580,584

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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