Leading Edge Financial Planning LLC

CIK 0001967205 · Q2 2026

13F Equity AUM

$561.6M

+18.2% QoQ

Positions

+6 QoQ

AUM Rank

#4,606

Top 37%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #4,186 · Top 50%

vs S&P -7.1%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 55.4%Top 10: 82.9%Top 20: 94.2%

SPYM15.4%

DFIC14.3%

DUHP9.6%

SCHB9.0%

DFSV7.1%

DFEM6.6%

AVLV6.0%

DFCF5.4%

SPAB5.3%

DFIP4.3%

Others (68)17.1%

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: 78Median: 0.09%Avg: 1.28%

0–0.5%

60(6.6%)

0.5–1%

3(1.6%)

1–3%

5(8.8%)

3–5%

1(4.3%)

5%+

9(78.7%)

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

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Portfolio Overlap

Shared: 0Unique: 78vs 20 funds

0%Low

Fund positions

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.

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Position Changes This Quarter

New13Increased33Decreased27Exited7

New Positions

VOT0.5%

+9K

VT0.1%

+5K

SGOV0.1%

+4K

GOVT0.1%

+13K

SUB0.1%

+3K

TQQQ0.1%

+3K

JMUB0.1%

+6K

DFNM0.1%

+6K

CIM0.0%

+16K

ROK0.0%

+406

Increased

DFIC14.3%

+193K(+10%)

SPAB5.3%

+119K(+11%)

SCHB9.0%

+108K(+7%)

DFCF5.4%

+88K(+14%)

DUHP9.6%

+86K(+7%)

SPYM15.4%

+71K(+8%)

DFIP4.3%

+66K(+13%)

DFSV7.1%

+58K(+6%)

DFEM6.6%

+40K(+5%)

AVRE2.2%

+39K(+17%)

Decreased

SCHZ0.1%

-11,923(-42%)

DFAX0.2%

-4,594(-15%)

SPIP0.2%

-3,307(-8%)

REET1.4%

-2,841(-1%)

BIL0.3%

-2,654(-14%)

SCHF0.0%

-1,914(-21%)

ICSH0.0%

-1,552(-26%)

SCHD0.1%

-784(-5%)

AMZN0.1%

-410(-21%)

NBIX0.0%

-325(-20%)

Exited

-13,260

-16,683

-2,559

-3,375

-2,872

-628

-2,949

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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