13F Filings History of Leading Edge Financial Planning LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$438,836,873
Signature - Title
Charles Mattingly - Chief Compliance Officer
Location
Knoxville, TN
Summary
This page shows a list of all the recent 13F filings made by Leading Edge Financial Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Leading Edge Financial Planning LLC reported 66 stock holdings with total value $438,836,873 as of Q4 2025. Top holdings included SPYM, DFIC, DUHP, SCHB, and DFSV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 66 $438,836,873 +$37,167,291 -$4,411,188 +$32,756,103 SPYM, DFIC, DUHP, SCHB, DFSV 13F-HR 21 Jan 2026, 09:43
Q3 2025 63 $398,417,109 +$23,068,456 -$3,546,596 +$19,521,860 SPLG, DFIC, DUHP, SCHB, DFSV 13F-HR 12 Nov 2025, 16:11
Q2 2025 58 $359,752,002 +$22,090,194 -$3,517,022 +$18,573,172 SPLG, DFIC, DUHP, SCHB, DFSV 13F-HR 15 Jul 2025, 17:33
Q1 2025 58 $320,105,477 +$19,112,518 -$2,424,551 +$16,687,967 SPLG, DFIC, DUHP, SCHB, DFSV 13F-HR 23 Apr 2025, 09:35
Q4 2024 57 $304,801,355 +$61,788,526 -$28,123,962 +$33,664,564 SPLG, DFIC, SCHB, DUHP, DFSV 13F-HR 24 Jan 2025, 15:58
Q3 2024 55 $298,563,865 +$36,308,633 -$1,481,899 +$34,826,734 SPLG, DFIC, SPAB, SCHB, DUHP 13F-HR 23 Oct 2024, 08:38
Q2 2024 50 $249,302,888 +$27,801,159 -$5,472,789 +$22,328,370 SPLG, SPAB, DFIC, SCHB, DUHP 13F-HR 01 Aug 2024, 13:29
Q1 2024 54 $225,767,988 +$32,631,324 -$8,955,657 +$23,675,667 SPLG, DFIC, SPAB, SCHB, DUHP 13F-HR 03 May 2024, 10:09
Q4 2023 60 $192,730,074 +$60,980,180 -$37,870,928 +$23,109,252 SPLG, SPAB, DFIC, SCHB, DUHP 13F-HR 13 Feb 2024, 11:02
Q3 2023 67 $155,929,453 +$21,996,142 -$13,124,825 +$8,871,317 SPLG, DFAX, SPAB, DUHP, DFIP 13F-HR 25 Oct 2023, 09:03
Q2 2023 68 $152,481,605 +$16,312,660 -$5,312,688 +$10,999,972 DFAX, SPLG, DUHP, SPAB, DFIP 13F-HR 17 Jul 2023, 09:21
Q1 2023 67 $137,915,983 +$19,416,096 -$2,041,304 +$17,374,792 DFAX, SPLG, SPAB, DUHP, DFIP 13F-HR 20 Apr 2023, 12:32
Q4 2022 63 $115,163,576 $0 $0 $0 DFAX, SPLG, DUHP, SPAB, DFIP 13F-HR 02 Mar 2023, 11:05