Leading Edge Financial Planning LLC

Q1 2026 13F-HR Holdings

Location
Knoxville, TN
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$475,239
Net value change ($000)
+36,402 (8.3%)
New positions
9
Sold out positions
3
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 5,783 9.1%
DUHP 4,102 10.3%
AVLV 3,682 15.1%
DFSV 3,574 11.8%
SPYM 3,295 4.9%
DFEM 2,530 9.2%
DFIP 1,721 8.7%
AVRE 1,501 17.8%
SCHB 1,362 3.4%
DFCF 1,203 4.7%
Top Reduces (Value $000, Stocks/ETFs)
VOT -349 -100.0%
GOVT -298 -100.0%
JMUB -293 -100.0%
VTV -237 -43.0%
REET -121 -1.6%
DFUS -119 -28.7%
SPIP -74 -6.5%
DFAC -49 -15.6%
TSLA -38 -14.0%
VIG -22 -2.9%
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