Leading Edge Financial Planning LLC reported 8 positions worth $4.93M for the quarter ended Sep 30, 2026, down 12.9% on the prior quarter. It opened 1 new position, added to 1, trimmed 5 and exited 5. Its largest holding is World Gold Trust at 41.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -886 | -24.3% | $295.09K | 18.66% |
| NVDA Nvidia Corp | -1,205 | -100.0% | $241.11K | Exited |
| NBIX Neurocrine Biosciences Inc | -1,294 | -100.0% | $218.09K | Exited |
| CIM Chimera Investment Corp | -15.6K | -100.0% | $208.12K | Exited |
| ROK Rockwell Automation, Inc | -406 | -100.0% | $201.00K | Exited |
| AMZN Amazon Com Inc | -443 | -28.8% | $110.37K | 5.55% |
| HRZN Horizon Technology Finance Corp | -16.7K | -100.0% | $79.14K | Exited |
| AVGO Broadcom Inc. | -98 | -14.2% | $34.42K | 4.21% |
| EPD Enterprise Products Partners L.P. | -654 | -3.9% | $23.29K | 11.62% |
| JNJ Johnson & Johnson | -59 | -5.6% | $15.62K | 5.3% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SHW Sherwin Williams Co | +1,058 | $342.02K | 6.94% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLDM World Gold Trust | Others | 25.1K | $2.06M | 41.88% | +1,666 | +7.1% | Added | 0.01% |
| 2 | AAPL Apple Inc. | Technology | 2,760 | $919.23K | 18.66% | -886 | -24.3% | Reduced | 0% |
| 3 | EPD Enterprise Products Partners L.P. | Energy | 16.1K | $572.48K | 11.62% | -654 | -3.9% | Reduced | 0% |
| 4 | SHW Sherwin Williams Co | Basic Materials | 1,058 | $342.02K | 6.94% | +1,058 | – | New | 0% |
| 5 | SIVR abrdn Silver ETF Trust | Others | 5,023 | $287.87K | 5.84% | 0 | 0.0% | Unchanged | 0.01% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 1,097 | $273.32K | 5.55% | -443 | -28.8% | Reduced | 0% |
| 7 | JNJ Johnson & Johnson | Healthcare | 986 | $261.03K | 5.3% | -59 | -5.6% | Reduced | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 590 | $207.20K | 4.21% | -98 | -14.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Leading Edge Financial Planning.
As of its Q3 2026 13F filing, Leading Edge Financial Planning LLC’s five largest positions were World Gold Trust (GLDM) at 41.9%, Apple Inc. (AAPL) at 18.7%, Enterprise Products Partners L.P. (EPD) at 11.6%, Sherwin Williams Co (SHW) at 6.9%, abrdn Silver ETF Trust (SIVR) at 5.8% of the reported portfolio.
Leading Edge Financial Planning LLC reported a 13F portfolio worth $4.93M across 8 positions for Q3 2026. That is down 12.9% from the previous quarter.
Its largest purchases by value were Sherwin Williams Co ($342.02K), World Gold Trust ($136.91K). It opened 1 new positions.
Its largest sales by value were Apple Inc. ($295.09K), Nvidia Corp ($241.11K), Neurocrine Biosciences Inc ($218.09K). It exited 5 positions entirely.
From the Form 13F-HR reports Leading Edge Financial Planning LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.