Leading Edge Financial Planning LLC
Leading Edge Financial Planning LLC reported 78 holdings worth US$562M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Leading Edge Financial Planning LLC reported 78 holdings worth US$562M as of Jun 30, 2026. Largest: Apple Inc, Enterprise Products Partners L.p. and Amazon.com, Inc. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 78
- Value as reported
- US$562M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 3,646 | US$1.05M | 0.19% |
| Enterprise Products Partners L.p. | 16,730 | US$615K | 0.11% |
| Amazon.com, Inc. | 1,540 | US$367K | 0.07% |
| Johnson & Johnson | 1,045 | US$265K | 0.05% |
| Broadcom Inc. | 688 | US$260K | 0.05% |
| Nvidia Corporation | 1,205 | US$241K | 0.04% |
| Neurocrine Biosciences, Inc. | 1,294 | US$218K | 0.04% |
| Chimera Investment Corporation | 15,601 | US$208K | 0.04% |
| Rockwell Automation, Inc. | 406 | US$201K | 0.04% |
| Horizon Technology Finance Corporation | 16,732 | US$79,142 | 0.01% |
| Tesla, Inc. | 0 | US$0 | 0.00% |