Leading Edge Financial Planning LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$305M
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 57 stock holdings with total value $305M as of Q4 2024. Top holdings included SPLG, DFIC, SCHB, DUHP, and DFSV.
Holdings Value