Leading Edge Financial Planning LLC
Net buyer this quarter
$562M
21
+$6.15M
7.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPAB | $30M | 5.33% | Not reported | +11.3% | Q4 2022 |
 VOT | $2.87M | 0.51% | Not reported | Not reported | Q3 2023 |
 NTSX | $2.58M | 0.46% | 0.34% | +9.8% | Q4 2022 |
| GLDM | $1.86M | 0.33% | 0.01% | +27.5% | Q4 2022 |
 QQQ | $1.7M | 0.30% | Not reported | -11.8% | Q4 2022 |
 AAPL | $1.05M | 0.19% | 0.00% | +10.6% | Q4 2022 |
 DFAX | $975K | 0.17% | Not reported | -14.8% | Q4 2022 |
 EPD | $615K | 0.11% | 0.00% | +1.1% | Q4 2022 |
 AMZN | $367K | 0.07% | 0.00% | -21.0% | Q1 2023 |
| SPY | $290K | 0.05% | Not reported | -2.0% | Q2 2024 |
 SIVR | $282K | 0.05% | 0.01% | Not reported | Q3 2025 |
| VYM | $281K | 0.05% | Not reported | -4.3% | Q4 2022 |
 JNJ | $265K | 0.05% | 0.00% | -0.1% | Q4 2022 |
 AVGO | $260K | 0.05% | 0.00% | -4.2% | Q3 2025 |
 NVDA | $241K | 0.04% | 0.00% | -19.8% | Q1 2026 |
 NBIX | $218K | 0.04% | 0.00% | -20.1% | Q3 2025 |
 CIM | $208K | 0.04% | 0.02% | Not reported | Q2 2023 |
 ROK | $201K | 0.04% | 0.00% | New | Q2 2026 |
| VGM | $108K | 0.02% | Not reported | New | Q2 2026 |
 HRZN | $79.1K | 0.01% | 0.03% | New | Q2 2026 |
| MVO | $21.2K | 0.00% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| SPAB | $27M | 5.69% | Not reported | +5.0% | Q4 2022 |
| NTSX | $2.08M | 0.44% | 0.31% | +6.1% | Q4 2022 |
| GLDM | $1.7M | 0.36% | 0.01% | -5.5% | Q4 2022 |
| QQQ | $1.52M | 0.32% | Not reported | +5.5% | Q4 2022 |
| DFAX | $1.06M | 0.22% | Not reported | 0.0% | Q4 2022 |
| AAPL | $837K | 0.18% | 0.00% | +7.8% | Q4 2022 |
| EPD | $626K | 0.13% | 0.00% | +1.4% | Q4 2022 |
| AMZN | $406K | 0.09% | 0.00% | +10.2% | Q1 2023 |
| SIVR | $360K | 0.08% | 0.01% | Not reported | Q3 2025 |
| VYM | $276K | 0.06% | Not reported | -3.7% | Q4 2022 |
| NVDA | $262K | 0.06% | 0.00% | New | Q1 2026 |
| SPY | $258K | 0.05% | Not reported | +10.9% | Q2 2024 |
| JNJ | $256K | 0.05% | 0.00% | +4.4% | Q4 2022 |
 TSLA | $233K | 0.05% | 0.00% | +4.3% | Q2 2023 |
| AVGO | $222K | 0.05% | 0.00% | +10.1% | Q3 2025 |
| VTG | $218K | 0.05% | Not reported | New | Q1 2026 |
| NBIX | $213K | 0.04% | 0.00% | +0.1% | Q3 2025 |
| Q4 2025 | |||||
| SPAB | $25.9M | 5.90% | Not reported | +10.4% | Q4 2022 |
| NTSX | $2.06M | 0.47% | 0.29% | +6.1% | Q4 2022 |
| GLDM | $1.66M | 0.38% | 0.01% | -9.8% | Q4 2022 |
| QQQ | $1.53M | 0.35% | Not reported | -0.2% | Q4 2022 |
| DFAX | $1.02M | 0.23% | Not reported | -6.8% | Q4 2022 |
| AAPL | $831K | 0.19% | 0.00% | +0.8% | Q4 2022 |
| EPD | $523K | 0.12% | 0.00% | +1.6% | Q4 2022 |
| AMZN | $409K | 0.09% | 0.00% | +16.8% | Q1 2023 |
| VOT | $349K | 0.08% | Not reported | -82.7% | Q3 2023 |
| SIVR | $340K | 0.08% | 0.01% | +4.7% | Q3 2025 |
| VYM | $277K | 0.06% | Not reported | -4.2% | Q4 2022 |
| TSLA | $271K | 0.06% | 0.00% | Not reported | Q2 2023 |
| SPY | $244K | 0.06% | Not reported | Not reported | Q2 2024 |
| NBIX | $229K | 0.05% | 0.00% | +0.1% | Q3 2025 |
| AVGO | $226K | 0.05% | 0.00% | +4.2% | Q3 2025 |
| JNJ | $207K | 0.05% | 0.00% | Not reported | Q4 2022 |
| Q3 2025 | |||||
| SPAB | $23.5M | 5.91% | Not reported | +8.1% | Q4 2022 |
| VOT | $2.12M | 0.53% | Not reported | +5.4% | Q3 2023 |
| NTSX | $1.91M | 0.48% | 0.28% | -5.8% | Q4 2022 |
| GLDM | $1.65M | 0.41% | 0.01% | -14.8% | Q4 2022 |
| QQQ | $1.5M | 0.38% | Not reported | -0.2% | Q4 2022 |
| DFAX | $1.05M | 0.26% | Not reported | +7.3% | Q4 2022 |
| AAPL | $772K | 0.19% | 0.00% | +2.3% | Q4 2022 |
| EPD | $502K | 0.13% | 0.00% | +1.6% | Q4 2022 |
| AMZN | $333K | 0.08% | 0.00% | -1.8% | Q1 2023 |
| VYM | $284K | 0.07% | Not reported | Not reported | Q4 2022 |
| SPY | $238K | 0.06% | Not reported | Not reported | Q2 2024 |
| NBIX | $227K | 0.06% | 0.00% | New | Q3 2025 |
| SIVR | $213K | 0.05% | 0.01% | New | Q3 2025 |
| AVGO | $207K | 0.05% | 0.00% | New | Q3 2025 |