Leading Edge Financial Planning LLC
Long book
$475.2M
Q1 2026
Positions
72
Top-10 weight
83%
concentration
Last quarter
+9.5%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsLeading Edge Financial Planning LLC is a wealth-management firm allocating client money, running a $475.2M US long book across 72 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: STE STR SPDR PT S&P 500 ETF, DIMENSIONAL INTERNATIONAL CO, DIMENSIONAL US HIGH PROFI ET, SCHWAB US BROAD MARKET ETF, DIMENSIONAL US SMALL CAP VAL.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.2%
Q2 2024
+6.4%
Q3 2024
-1.7%
Q4 2024
-0.1%
Q1 2025
+7.4%
Q2 2025
+5.9%
Q3 2025
+2.7%
Q4 2025
+0.5%
Q1 2026
+9.5%
Sector allocation
Technology 43%
Utilities 20%
Healthcare 15%
Consumer discretionary 13%
Industrials 8%
Long book by quarter
What does Leading Edge own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 3.3K | $837K | 0.2% | +7.8% |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 16.5K | $626K | 0.1% | +1.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.9K | $406K | 0.1% | +10.2% |
| NVDA NVIDIA CORP | Technology | 1.5K | $262K | 0.1% | New |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.0K | $256K | 0.1% | +4.4% |
| TSLA TESLA INC | Industrials | 628 | $233K | 0.0% | +4.3% |
| AVGO BROADCOM INC | Technology | 718 | $222K | 0.0% | +10.1% |
| NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 1.6K | $213K | 0.0% | +0.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 12, 2026 | 72 | $475.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 21, 2026 | 66 | $438.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 63 | $398.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 16, 2025 | 58 | $359.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 23, 2025 | 58 | $320.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 24, 2025 | 57 | $304.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 23, 2024 | 55 | $298.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 1, 2024 | 50 | $249.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 3, 2024 | 54 | $225.8M | canonical | SEC ↗ |