Leading Edge Financial Planning LLC - Portfolio Stock Holdings
Leading Edge Financial Planning LLC disclosed 85 stock positions in a recent SEC 13F filing. $482,510,551 of stock holdings were filed, with the largest holdings including SPYM, DFIC, and DFUS. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 23, 2026.We estimate the fund has a total AUM of $521,784,881 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
85Est. Stock Holding Value:
$482,510,551Top Stock Holdings By Sector
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Portfolio Stock Holdings - Leading Edge Financial Planning LLC
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