Leading Edge Financial Planning LLC

Q3 2025 13F-HR Holdings

Location
Knoxville, TN
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
63
Total value ($000)
$398,417
Net value change ($000)
+38,665 (10.7%)
New positions
8
Sold out positions
3
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 6,904 12.8%
DFIC 4,870 9.4%
SCHB 3,948 12.4%
DUHP 3,935 12.2%
DFSV 3,241 13.5%
DFEM 2,679 12.0%
AVLV 2,302 12.2%
DFCF 2,208 10.5%
SPAB 1,970 9.1%
DFIP 1,936 12.1%
Top Reduces (Value $000, Stocks/ETFs)
BIL -1,855 -43.9%
QUAL -267 -100.0%
PBDE -225 -100.0%
PGX -154 -100.0%
ICSH -55 -14.1%
SCHD -25 -5.7%
NTSI -22 -2.2%
SPIP -16 -1.6%
AOM -14 -4.1%
EDV -11 -2.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type