Glekko logo

Leading Edge Financial Planning LLC - Q42025 Holdings

Leading Edge Financial Planning LLC holds 66 stocks with a total portfolio value of $ 438.84M as of Q42025. In Q42025, Leading Edge Financial Planning LLC added 6 new positions, increased stakes in 34 stocks, reduced 21 holdings, and fully exited 3 positions. The largest holding is Spdr Series Trust (SPYM), representing 15.20% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options