Leading Edge Financial Planning
Leading Edge Financial Planning reported 72 stocks worth $483M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are SPYM (18.7%), DFIC (17.3%) and DFUS (12.8%). Compared with Q2 2026, the fund opened new positions in VOE, TIP and SHW, added to SPYM, DFIC and DFUS, trimmed SPAB, AVRE and SCHB and sold out of AOM, DFNM and VTV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $90.2M | 18.7% | 1M | +19K (+2%) | 8 of 8 | |
| 2 |  DFIC Dimensional Intern Core | $83.5M | 17.3% | 2.2M | +71K (+3%) | 8 of 8 | |
| 3 |  DFUS Dimensional US Equity Market ETF | $61.6M | 12.8% | 742K | +738K (+17748%) | 5 of 8 | |
| 4 |  DFEM Dimensional ETF Trust | $37.5M | 7.8% | 945K | +37K (+4%) | 8 of 8 | |
| 5 |  AVLV American Centy ETF TR | $34.1M | 7.1% | 378K | +11K (+3%) | 8 of 8 | |
| 6 |  DFCF Dimensional Core Fixed | $31.3M | 6.5% | 781K | +58K (+8%) | 8 of 8 | |
| 7 |  SPAB Spdr Series Trust | $28.3M | 5.9% | 1.2M | −13K (−1%) | 8 of 8 | |
| 8 |  DFIP Dimensional Infltn Prtd | $23M | 4.8% | 589K | +8,550 (+1%) | 8 of 8 | |
| 9 |  BNDX Vanguard Total | $11.7M | 2.4% | 249K | +29K (+13%) | 8 of 8 | |
| 10 |  VCSH Vanguard Scottsdale Fds | $11.7M | 2.4% | 151K | +16K (+12%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $53.7M | 1.3M |
DIMENSIONAL ETF TRUST | $39.8M | 1M |
 AOM Ishares TR | $329K | 6,597 |
 DFNM Dimensional Nationl | $298K | 6,163 |
 VTV Vanguard Index Fds | $294K | 1,349 |
🔒 Free account: see all 14.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Leading Edge Financial Planning 13F FAQ
What does Leading Edge Financial Planning own?
Leading Edge Financial Planning reported 72 stocks worth $483M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are SPYM (18.7%), DFIC (17.3%) and DFUS (12.8%). The table above lists every position in the filing (the top 10 without an account).
What did Leading Edge Financial Planning buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 25 added to, 33 trimmed and 14 sold out. New positions include VOE, TIP and SHW. It sold all of AOM, DFNM and VTV.
When will Leading Edge Financial Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Leading Edge Financial Planning's portfolio worth?
The Q3 2026 filing reports $483M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.