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Charles Mattingly

Leading Edge Financial Planning Llc

Assets Managed
$475.239M
Holdings
72
Last Quarter
2026 - Q1
Filed Date
10d ago
Growth Rate
8.3%(2Q avg: 9.23%)
Sustained Growth
13 quarters

Portfolio positions

This chart displays the top 10 holdings in Leading Edge Financial Planning Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Leading Edge Financial Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 13 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 475.239M in assets, with a quarterly growth rate of 8.3% and a 2-quarter average growth rate of 9.23%. The portfolio is managed by Charles Mattingly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 9.99%
14.74%
$70.011M
914,702 shares@ $76.55 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 5.79%
14.63%
$69.517M
1.957M shares@ $35.53 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 14.06%
9.29%
$44.115M
1.2M shares@ $36.76 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 8.08%
8.67%
$41.186M
1.641M shares@ $25.11 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 4.91%
7.15%
$33.963M
969,277 shares@ $35.04 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 4.56%
6.32%
$30.014M
868,700 shares@ $34.56 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 8.23%
5.9%
$28.001M
347,359 shares@ $80.62 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 4.95%
5.69%
$27.028M
1.055M shares@ $25.63 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 5.54%
5.66%
$26.855M
636,067 shares@ $42.22 avg price
DFIP
Dimensional Inflation-protec
Recent Activity
Increased 8.28%
4.53%
$21.487M
515,024 shares@ $41.73 avg price

1-10 of 72