Leading Edge Financial Planning LLC

CIK 0001967205 · Q1 2026

13F Equity AUM

$475.2M

+8.3% QoQ

Positions

+6 QoQ

AUM Rank

#4,445

Top 36%

Skill Alpha (FF)

-4.6%/yr^ns

No Clear Edge

Rank #7,263 · Top 88%

vs S&P -11.2%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 54.5%Top 10: 82.5%Top 20: 94.0%

SPYM14.7%

DFIC14.6%

DUHP9.3%

SCHB8.7%

DFSV7.2%

DFEM6.3%

AVLV5.9%

SPAB5.7%

DFCF5.7%

DFIP4.5%

Others (62)17.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services99.4%

Other0.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 72Median: 0.13%Avg: 1.39%

0–0.5%

55(7.2%)

0.5–1%

2(1.0%)

1–3%

5(9.2%)

3–5%

1(4.5%)

5%+

9(78.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 68Unique: 4vs 20 funds

0.9%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

1.3%

BANK OF AMERICA CORP /DE/

1.3%

1.1%

1.4%

0.9%

0.4%

VANGUARD CAPITAL MANAGEMENT LLC

0.2%

GEODE CAPITAL MANAGEMENT, LLC

0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New9Increased42Decreased16Exited3

New Positions

ITOT0.1%

+4K

DFGX0.1%

+10K

QUAL0.1%

+2K

BOXX0.1%

+3K

MUB0.1%

+3K

NVDA0.1%

+2K

AGG0.1%

+2K

VTG0.1%

+3K

BIV0.1%

+3K

Increased

DUHP9.3%

+148K(+14%)

SCHB8.7%

+123K(+8%)

DFIC14.6%

+107K(+6%)

SPYM14.7%

+83K(+10%)

SPAB5.7%

+50K(+5%)

DFSV7.2%

+45K(+5%)

DFIP4.5%

+39K(+8%)

DFEM6.3%

+38K(+5%)

DFCF5.7%

+33K(+6%)

AVRE2.1%

+32K(+16%)

Decreased

REET1.6%

-7,235(-2%)

SPIP0.2%

-2,947(-7%)

DFUS0.1%

-1,417(-25%)

VTV0.1%

-1,285(-45%)

DFAI0.3%

-1,225(-3%)

DFAC0.1%

-1,119(-14%)

GLDM0.4%

-1,062(-5%)

SCHO0.1%

-163(-1%)

SCHZ0.1%

-98(-0%)

NJUL0.0%

-85(-3%)

Exited

VOT

-1,249

GOVT

-12,955

JMUB

-5,805

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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