Leading Edge Financial Planning LLC

Q3 2026 13F-HR Holdings

Location
Knoxville, TN
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$482,510
Net value change ($000)
-79,049 (-14.1%)
New positions
8
Sold out positions
14
Turnover %
21.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFUS 61,247 17961.0%
SPYM 3,516 4.1%
AGG 3,505 1062.1%
DFIC 3,415 4.3%
VOE 2,398 NEW
TIP 1,675 NEW
AVUV 1,477 44.8%
BNDX 1,024 9.6%
VCSH 964 9.0%
DFCF 794 2.6%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -53,675 -100.0%
SCHB -47,070 -92.9%
DFSV -39,848 -100.0%
REET -6,541 -80.7%
AVRE -5,747 -45.8%
VOT -2,559 -89.0%
SPAB -1,682 -5.6%
ITOT -1,067 -83.5%
DFIP -940 -3.9%
BIL -538 -37.4%
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