Leading Edge Financial Planning LLC
All 13F Filings
- Location
- Knoxville, TN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 482,510
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 72 | 482,510 | 13F-HR | Leading Edge Financial Planning LLC |
| Q2 2026 | 8/6/2026 | 78 | 561,559 | 13F-HR | Leading Edge Financial Planning LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.125 K | 1.5% | 0 | 1.007 K | -1.007 K |
| ETFs | 475.4 K | 98.5% | 0 | 78.05 K | -78.05 K |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
482,510
Holdings
72
QoQ value change ($000)
-79,049
(-14.1%)
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.