Holdings
Leading Edge Financial Planning LLC
As of Jun 30, 2026, Leading Edge Financial Planning LLC reported 10 positions worth US$3.51M. Largest: Apple Inc, Enterprise Products Partners L.p. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 3,646 | US$1.05M | +349 | Jun 30, 2026 |
| Enterprise Products Partners L.p. | 16,730 | US$615K | +185 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,540 | US$367K | −410 | Jun 30, 2026 |
| Johnson & Johnson | 1,045 | US$265K | −1 | Jun 30, 2026 |
| Broadcom Inc. | 688 | US$260K | −30 | Jun 30, 2026 |
| Nvidia Corporation | 1,205 | US$241K | −298 | Jun 30, 2026 |
| Neurocrine Biosciences, Inc. | 1,294 | US$218K | −325 | Jun 30, 2026 |
| Chimera Investment Corporation | 15,601 | US$208K | new | Jun 30, 2026 |
| Rockwell Automation, Inc. | 406 | US$201K | new | Jun 30, 2026 |
| Horizon Technology Finance Corporation | 16,732 | US$79,142 | new | Jun 30, 2026 |