Leading Edge Financial Planning LLC

Q2 2026 13F-HR Holdings

Location
Knoxville, TN
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$561,559
Net value change ($000)
+86,320 (18.2%)
New positions
13
Sold out positions
7
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 16,642 23.8%
DFIC 10,587 15.2%
DUHP 9,560 21.7%
SCHB 9,460 23.0%
DFEM 6,906 23.0%
DFSV 5,885 17.3%
AVLV 5,477 19.6%
DFCF 3,694 13.8%
SPAB 2,930 10.8%
VOT 2,874 NEW
Top Reduces (Value $000, Stocks/ETFs)
VOE -2,444 -100.0%
SCHO -405 -100.0%
SCHZ -279 -42.3%
MUB -272 -100.0%
BIV -260 -100.0%
BIL -243 -14.4%
TSLA -233 -100.0%
VTG -218 -100.0%
NJUL -211 -100.0%
SPIP -98 -9.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type