Leading Edge Financial Planning LLC Portfolio Holdings
Q3 2025•63 long positions•$398.4M portfolio value
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Holding66 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $60.8M 15.25% | +$2.7M Bought | — 775.8K shares | 741.1K → 775.8K +$2.7M | +4.68% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $56.6M 14.21% | +$2.0M Bought | — 1.7M shares | 1.7M → 1.7M +$2.0M | +3.74% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $36.2M 9.08% | +$1.9M Bought | — 957.5K shares | 906.3K → 957.5K +$1.9M | +5.65% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $35.9M 9.0% | +$1.4M Bought | — 1.4M shares | 1.3M → 1.4M +$1.4M | +4.16% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $27.2M 6.83% | +$1.3M Bought | — 855.0K shares | 814.9K → 855.0K +$1.3M | +4.92% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $25.0M 6.27% | +$882.7K Bought | — 779.0K shares | 751.4K → 779.0K +$882.7K | +3.66% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $23.5M 5.91% | +$1.8M Bought | — 910.9K shares | 842.9K → 910.9K +$1.8M | +8.08% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $23.3M 5.84% | +$2.0M Bought | — 543.8K shares | 498.0K → 543.8K +$2.0M | +9.2% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $21.1M 5.3% | +$1.2M Bought | — 292.2K shares | 275.8K → 292.2K +$1.2M | +5.94% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $17.9M 4.5% | +$1.8M Bought | — 424.6K shares | 382.5K → 424.6K +$1.8M | +10.99% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.6M 2.17% | +$873.8K Bought | — 174.5K shares | 156.8K → 174.5K +$873.8K | +11.26% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.5M 2.14% | +$856.0K Bought | — 106.5K shares | 95.8K → 106.5K +$856.0K | +11.18% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $7.8M 1.97% | -$83.6K Sold | — 306.3K shares | 309.6K → 306.3K −$83.6K | -1.06% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.7M 1.69% | +$1.1M Bought | — 151.5K shares | 126.0K → 151.5K +$1.1M | +20.2% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.0M 1.5% | +$705.8K Bought | — 117.8K shares | 103.9K → 117.8K +$705.8K | +13.38% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 0.596% | -$1.9M Sold | — 25.9K shares | 46.1K → 25.9K −$1.9M | -43.87% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $2.1M 0.533% | +$108.4K Bought | — 7.2K shares | 6.9K → 7.2K +$108.4K | +5.38% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 0.479% | -$118.0K Sold | — 35.4K shares | 37.6K → 35.4K −$118.0K | -5.82% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.9M 0.478% | -$102.0K Sold | — 19.1K shares | 20.2K → 19.1K −$102.0K | -5.09% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $1.6M 0.414% | -$286.4K Sold | — 21.6K shares | 25.3K → 21.6K −$286.4K | -14.8% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.6M 0.401% | -$47.9K Sold | — 43.9K shares | 45.2K → 43.9K −$47.9K | -2.91% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.6M 0.391% | -$83.4K Sold | — 20.7K shares | 21.8K → 20.7K −$83.4K | -5.09% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.5M 0.376% | -$2.4K Sold | — 2.5K shares | 2.5K → 2.5K −$2.4K | -0.16% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.308% | +$76.1K Bought | — 15.6K shares | 14.6K → 15.6K +$76.1K | +6.6% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.1M 0.266% | -$33.3K Sold | — 40.2K shares | 41.5K → 40.2K −$33.3K | -3.04% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.0M 0.262% | +$70.7K Bought | — 33.3K shares | 31.1K → 33.3K +$70.7K | +7.25% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.0M 0.254% | -$26.2K Sold | — 38.4K shares | 39.4K → 38.4K −$26.2K | -2.52% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $974.5K 0.245% | -$67.7K Sold | — 22.8K shares | 24.4K → 22.8K −$67.7K | -6.5% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $776.8K 0.195% | -$215.8 Sold | — 3.6K shares | 3.6K → 3.6K −$215.8 | -0.03% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $772.5K 0.194% | +$17.3K Bought | 0.0% 3.0K shares | 3.0K → 3.0K +$17.3K | +2.29% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $707.7K 0.178% | +$74.9K Bought | — 14.7K shares | 13.1K → 14.7K +$74.9K | +11.84% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $674.8K 0.169% | -$5.7K Sold | — 28.8K shares | 29.0K → 28.8K −$5.7K | -0.83% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $650.1K 0.163% | -$757.4 Sold | — 15.4K shares | 15.5K → 15.4K −$757.4 | -0.12% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $539.0K 0.135% | -$1.3K Sold | — 2.9K shares | 2.9K → 2.9K −$1.3K | -0.24% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $525.6K 0.132% | -$488.0 Sold | — 21.5K shares | 21.6K → 21.5K −$488.0 | -0.09% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Midstream Energy | $502.4K 0.126% | +$7.8K Bought | 0.001% 16.1K shares | 15.8K → 16.1K +$7.8K | +1.58% | $67.7B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $492.2K 0.124% | -$19.0K Sold | — 7.2K shares | 7.5K → 7.2K −$19.0K | -3.72% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $427.4K 0.107% | +$27.0K Bought | — 15.7K shares | 14.7K → 15.7K +$27.0K | +6.74% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $424.9K 0.107% | — | — 1.3K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $414.0K 0.104% | -$38.2K Sold | — 15.2K shares | 16.6K → 15.2K −$38.2K | -8.45% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $409.1K 0.103% | -$38.8K Sold | — 611.0 shares | 669.0 → 611.0 −$38.8K | -8.67% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $373.6K 0.094% | +$373.6K New | — 3.8K shares | 0 → 3.8K +$373.6K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $362.9K 0.091% | +$149.8K Bought | — 24.8K shares | 14.6K → 24.8K +$149.8K | +70.33% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $354.0K 0.089% | — | — 578.0 shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $336.3K 0.084% | -$1.7K Sold | — 9.2K shares | 9.3K → 9.2K −$1.7K | -0.51% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $334.7K 0.084% | -$55.7K Sold | — 6.6K shares | 7.7K → 6.6K −$55.7K | -14.26% | — — | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $332.9K 0.084% | -$6.1K Sold | 0.0% 1.5K shares | 1.5K → 1.5K −$6.1K | -1.81% | $2.34T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $329.7K 0.083% | +$329.7K New | — 4.6K shares | 0 → 4.6K +$329.7K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $325.4K 0.082% | -$25.2K Sold | — 6.8K shares | 7.4K → 6.8K −$25.2K | -7.19% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $284.1K 0.071% | — | — 2.0K shares | — | — | — — | Q4 2022 Held for 2y 11m |
