Portfolio (Quarterly) Guide ↗

Leading Edge Financial Planning LLC

· CIK 0001967205

13F Portfolio $475M AUM 72 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 40 Added 12 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VOT	VANGUARD INDEX FDS	—	1,249	$349K	0.08%	SOLD
2	GOVT	ISHARES TR	—	12,955	$298K	0.07%	SOLD
3	JMUB	J P MORGAN EXCHANGE TRADED F	—	5,805	$293K	0.07%	SOLD

Sector Allocation

Financial Services 55.7%

Technology 19.2%

Consumer Cyclical 9.3%

Energy 9.1%

Healthcare 6.8%