Skip to main content
Livermore
Livermore
ZHEN

Leading Edge Financial Planning LLC

SEC CIK
0001967205
Latest filing
Aug 6, 2026

The latest 13F from Leading Edge Financial Planning LLC covers Q2 2026 (filed Aug 6, 2026): 78 long positions worth $561.6M. The top 10 holdings make up 82.9% of the portfolio, and the largest is State Street SPDR Portfolio S&P 500 ETF at 15.4%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
13
Est. +$6.20M
Added
33
Est. +$43.3M
Reduced
27
Est. −$1.69M
Sold out
7
Est. −$4.04M

Top 5 holdings

Share of this quarter's portfolio value

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    15.4%$86.7M
  2. Dimensional ETF Trust25434V799
    14.3%$80.1M
  3. Dimensional ETF Trust25434V831
    9.6%$53.7M
  4. Schwab U.S. Broad Market ETF808524102
    9.0%$50.6M
  5. Dimensional ETF Trust25434V815
    7.1%$39.8M

Share of portfolio

Top 5 holdings and the other 73 positions, by share of portfolio value

  1. State Street SPDR Portfolio S&P 500 ETF15.4%
  2. Dimensional ETF Trust14.3%
  3. Dimensional ETF Trust9.6%
  4. Schwab U.S. Broad Market ETF9.0%
  5. Dimensional ETF Trust7.1%
  6. Other 73 positions44.6%

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional ETF Trust25434V799
    +$7.20MAdded
  2. State Street SPDR Portfolio S&P 500 ETF78464A854
    +$6.27MAdded
  3. Dimensional ETF Trust25434V872
    +$3.70MAdded
  4. Dimensional ETF Trust25434V831
    +$3.60MAdded
  5. Schwab U.S. Broad Market ETF808524102
    +$3.13MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +0.70 pp14.7% → 15.4%
  2. Vanguard Morningstar Mid-Cap Growth ETF922908538
    +0.51 pp0.0% → 0.5%
  3. Schwab U.S. Broad Market ETF808524102
    +0.35 pp8.7% → 9.0%
  4. Dimensional ETF Trust25434V831
    +0.28 pp9.3% → 9.6%
  5. Dimensional ETF Trust25434V732
    +0.26 pp6.3% → 6.6%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Morningstar Mid-Cap Value ETF922908512
    −$2.44MSold out
  2. Schwab Strategic Tr808524862
    −$404.9KSold out
  3. Schwab US Aggregate Bond ETF808524839
    −$275.8KReduced
  4. iShares Tr464288414
    −$271.7KSold out
  5. Vanguard Intermediate-Term Bond ETF921937819
    −$260.5KSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Morningstar Mid-Cap Value ETF922908512
    −0.51 pp0.5% → 0.0%
  2. iShares Tr46434V647
    −0.12 pp1.6% → 1.4%
  3. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    −0.10 pp0.4% → 0.3%
  4. Schwab Strategic Tr808524862
    −0.09 pp0.1% → 0.0%
  5. Schwab US Aggregate Bond ETF808524839
    −0.07 pp0.1% → 0.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$561.6M
+$86.3M (+18.2%) vs. prior quarter
Positions
78
+6 vs. prior quarter
Top 10 concentration
82.9%
Top 10 as share of value
Turnover
1.1%
Q2 2026, one quarter
Average holding period
13.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $561.6M (Q2 2026)

Q4 2022: $115.6MQ1 2023: $138.2MQ2 2023: $152.8MQ3 2023: $156.1MQ4 2023: $192.7MQ1 2024: $225.8MQ2 2024: $249.3MQ3 2024: $298.6MQ4 2024: $304.8MQ1 2025: $320.1MQ2 2025: $359.8MQ3 2025: $398.4MQ4 2025: $438.8MQ1 2026: $475.2MQ2 2026: $561.6M
Q4 2022Q2 2026
13F filings of Leading Edge Financial Planning LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 6, 202678$561.6MState Street SPDR Portfolio S&P 500 ETFDimensional ETF TrustDimensional ETF Trustvs. Q1 2026SEC
Q1 2026May 12, 202672$475.2MState Street SPDR Portfolio S&P 500 ETFDimensional ETF TrustDimensional ETF Trustvs. Q4 2025SEC
Q4 2025Jan 21, 202666$438.8MState Street SPDR Portfolio S&P 500 ETFDimensional ETF TrustDimensional ETF Trustvs. Q3 2025SEC
Q3 2025Nov 12, 202563$398.4MState Street SPDR Portfolio S&P 500 ETFDimensional ETF TrustDimensional ETF Trustvs. Q2 2025SEC
Q2 2025Jul 16, 202558$359.8MState Street SPDR Portfolio S&P 500 ETFDimensional ETF TrustDimensional ETF Trustvs. Q1 2025SEC
Q1 2025Apr 23, 202558$320.1MState Street SPDR Portfolio S&P 500 ETFDimensional ETF TrustDimensional ETF Trustvs. Q4 2024SEC
Q4 2024Jan 24, 202557$304.8MState Street SPDR Portfolio S&P 500 ETFDimensional ETF TrustSchwab U.S. Broad Market ETFvs. Q3 2024SEC
Q3 2024Oct 23, 202455$298.6MState Street SPDR Portfolio S&P 500 ETFDimensional ETF TrustState Street SPDR Portfolio Aggregate Bond ETFvs. Q2 2024SEC
Q2 2024Aug 1, 202450$249.3MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Aggregate Bond ETFDimensional ETF Trustvs. Q1 2024SEC
Q1 2024May 3, 202454$225.8MState Street SPDR Portfolio S&P 500 ETFDimensional ETF TrustState Street SPDR Portfolio Aggregate Bond ETFvs. Q4 2023SEC
Q4 2023Feb 13, 202460$192.7MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Aggregate Bond ETFDimensional ETF Trustvs. Q3 2023SEC
Q3 2023Oct 25, 202367$156.1MState Street SPDR Portfolio S&P 500 ETFDimensional World Ex U.S. Core Equity 2 ETFState Street SPDR Portfolio Aggregate Bond ETFvs. Q2 2023SEC
Q2 2023Jul 17, 202368$152.8MDimensional World Ex U.S. Core Equity 2 ETFState Street SPDR Portfolio S&P 500 ETFDimensional ETF Trustvs. Q1 2023SEC
Q1 2023Apr 20, 202367$138.2MDimensional World Ex U.S. Core Equity 2 ETFState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Aggregate Bond ETFvs. Q4 2022SEC
Q4 2022Mar 2, 202363$115.6MDimensional World Ex U.S. Core Equity 2 ETFState Street SPDR Portfolio S&P 500 ETFDimensional ETF Trust–SEC