Leading Edge Financial Planning LLC
•CIK: 1967205•Filing: Q4 2025
**Leading Edge Financial Planning LLC** manages $439M across a portfolio of 66 positions. The strategy exhibits significant concentration in thematic and sector-specific equities, highlighted by top holdings such as SPYM at $66.7M and DFIC at $63.7M. Further allocations include substantial positions in DUHP ($40.0M) and SCHB ($39.8M). This structure suggests a focused, high-conviction approach targeting specific market segments.
Total AUM
$438.8M
QoQ Performance
+10.2%
Positions
29
Top 10 Concentration
82.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
DFIC
DUHP
SCHB
DFSV
DFEM
SPAB
DFCF
SPYM15.2%
DFIC14.5%
DUHP9.1%
SCHB9.1%
DFSV6.9%
DFEM6.3%
SPAB5.9%
DFCF5.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other99.3%
ETF0.2%
Technology0.2%
Consumer0.2%
Healthcare0.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑34 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023