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	Chg Shares	Chg %	Period Price ①	Since Period ①
1	VOT	VANGUARD INDEX FDS	—	9,383.0	$2.9M	0.51%	NEW	—	$306.30	+0.2%
2	VT	VANGUARD INTL EQUITY INDEX F	—	5,359.0	$841K	0.15%	NEW	—	$156.95	+2.1%
3	SGOV	ISHARES TR	—	4,483.0	$451K	0.08%	NEW	—	$100.67	-0.1%
4	JMUB	J P MORGAN EXCHANGE TRADED F	—	5,921.0	$300K	0.05%	NEW	—	$50.66	-1.9%
5	DFNM	DIMENSIONAL ETF TRUST	—	6,163.0	$298K	0.05%	NEW	—	$48.33	-1.5%
6	GOVT	ISHARES TR	—	12,841.0	$293K	0.05%	NEW	—	$22.78	-1.4%
7	SUB	ISHARES TR	—	2,503.0	$266K	0.05%	NEW	—	$106.47	-0.2%
8	TQQQ	PROSHARES TR	—	3,145.0	$255K	0.04%	NEW	—	$81.00	-10.3%
9	CIM	CHIMERA INVT CORP	Real Estate	15,601.0	$208K	0.04%	NEW	—	$13.34	-12.0%
10	ROK	ROCKWELL AUTOMATION INC	Industrials	406.0	$201K	0.04%	NEW	—	$495.08	-12.1%
11	VGM	INVESCO TR INVT GRADE MUNS	Financial Services	10,203.0	$108K	0.02%	NEW	—	$10.60	-2.6%
12	HRZN	HORIZON TECHNOLOGY FIN CORP	Financial Services	16,732.0	$79K	0.01%	NEW	—	$4.73	+6.9%
13	MVO	MV OIL TR	Energy	11,981.0	$21K	0.00%	NEW	—	$1.77	-66.4%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%