Leading Edge Financial Planning LLC
All 13F Filings
- Location
- Knoxville, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 475,239
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 72 | 475,239 | 13F-HR | Leading Edge Financial Planning LLC |
| Q4 2025 | 1/21/2026 | 66 | 438,837 | 13F-HR | Leading Edge Financial Planning LLC |
| Q3 2025 | 11/12/2025 | 63 | 398,417 | 13F-HR | Leading Edge Financial Planning LLC |
| Q2 2025 | 7/16/2025 | 58 | 359,752 | 13F-HR | Leading Edge Financial Planning LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.143 K | 1.5% | 0 | 359 K | -359 K |
| ETFs | 468.1 K | 98.5% | 395.4 K | 0 | 395.4 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
475,239
Holdings
72
QoQ value change ($000)
36,402
(8.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.