Portfolio (Quarterly) Guide ↗

Leading Edge Financial Planning LLC

· CIK 0001967205

13F Portfolio $562M AUM 78 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 13 New 31 Added 22 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VOE	VANGUARD INDEX FDS	—	13,260	$2.4M	0.51%	SOLD
2	SCHO	SCHWAB STRATEGIC TR	—	16,683	$405K	0.09%	SOLD
3	MUB	ISHARES TR	—	2,559	$272K	0.06%	SOLD
4	BIV	VANGUARD BD INDEX FDS	—	3,375	$260K	0.06%	SOLD
5	TSLA	TESLA INC	Consumer Cyclical	628	$233K	0.05%	SOLD
6	VTG	VANGUARD MALVERN FDS	—	2,872	$218K	0.05%	SOLD
7	NJUL	INNOVATOR ETFS TRUST	—	2,949	$211K	0.04%	SOLD

Sector Allocation

Financial Services 55.6%

Technology 20.0%

Energy 8.2%

Healthcare 6.2%

Consumer Cyclical 4.7%

Real Estate 2.7%

Industrials 2.6%