Leading Edge Financial Planning LLC

Q4 2025 13F-HR Holdings

Location
Knoxville, TN
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$438,837
Net value change ($000)
+40,420 (10.1%)
New positions
6
Sold out positions
3
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DFIC 7,111 12.6%
SPYM 5,943 9.8%
SCHB 3,974 11.1%
DUHP 3,848 10.6%
AVLV 3,202 15.2%
DFSV 3,166 11.6%
DFEM 2,502 10.0%
DFCF 2,398 10.3%
SPAB 2,336 9.9%
VOE 1,856 NEW
Top Reduces (Value $000, Stocks/ETFs)
VOT -1,773 -83.6%
BIL -1,273 -53.6%
BILS -374 -100.0%
REET -257 -3.3%
BOXX -243 -100.0%
DFAU -210 -100.0%
SCHO -115 -21.9%
JHPI -44 -17.1%
PGF -35 -9.6%
ICSH -33 -9.9%
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