# EDGAR Filing Document

**Accession Number:** 0001967205
**File Stem:** 0001951757-26-000247
**Filing Date:** 2026-1
**Character Count:** 10663
**Document Hash:** ff97883023fbf97aa95ac389c4bd6b23
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000247.hdr.sgml**: 20260121

**ACCESSION NUMBER**: 0001951757-26-000247

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260121

**DATE AS OF CHANGE**: 20260121

**EFFECTIVENESS DATE**: 20260121

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Leading Edge Financial Planning LLC
- **CENTRAL INDEX KEY:** 0001967205

**ORGANIZATION NAME:**
- **EIN:** 474221739
- **STATE OF INCORPORATION:** TN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23156
- **FILM NUMBER:** 26545095

**BUSINESS ADDRESS:**
- **STREET 1:** 6921 OFFICE PARK CIRCLE
- **CITY:** KNOXVILLE
- **STATE:** TN
- **ZIP:** 37909
- **BUSINESS PHONE:** 865-240-2292

**MAIL ADDRESS:**
- **STREET 1:** 6921 OFFICE PARK CIRCLE
- **CITY:** KNOXVILLE
- **STATE:** TN
- **ZIP:** 37909

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Leading Edge Financial Planning LLC<br>**Address:** 6921 OFFICE PARK CIRCLE<br>KNOXVILLE, TN 37909

**Form 13F File Number:** 028-23156

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Charles Mattingly<br>**Title:** Chief Compliance Officer<br>**Phone:** 865-240-2292

**Signature, Place, and Date of Signing:**

Charles Mattingly  Knoxville, TN  01-21-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 66

**Form 13F Information Table Value Total:** $438836873

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 003264108 |  | 339756 | 5023 | SH |  | SOLE |  | 0 | 0 | 5023 |
| AMAZON COM INC | COM | 023135106 |  | 408551 | 1770 | SH |  | SOLE |  | 0 | 0 | 1770 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 24319074 | 320959 | SH |  | SOLE |  | 0 | 0 | 320959 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 |  | 8441852 | 193932 | SH |  | SOLE |  | 0 | 0 | 193932 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 |  | 714451 | 17042 | SH |  | SOLE |  | 0 | 0 | 17042 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 1654023 | 21475 | SH |  | SOLE |  | 0 | 0 | 21475 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 1304113 | 15842 | SH |  | SOLE |  | 0 | 0 | 15842 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 288206 | 3067 | SH |  | SOLE |  | 0 | 0 | 3067 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 2004126 | 19652 | SH |  | SOLE |  | 0 | 0 | 19652 |
| APPLE INC | COM | 037833100 |  | 831217 | 3058 | SH |  | SOLE |  | 0 | 0 | 3058 |
| BROADCOM INC | COM | 11135F101 |  | 225658 | 652 | SH |  | SOLE |  | 0 | 0 | 652 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 1668707 | 43787 | SH |  | SOLE |  | 0 | 0 | 43787 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 414981 | 5595 | SH |  | SOLE |  | 0 | 0 | 5595 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 |  | 6668225 | 131653 | SH |  | SOLE |  | 0 | 0 | 131653 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 442879 | 16763 | SH |  | SOLE |  | 0 | 0 | 16763 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 314467 | 7943 | SH |  | SOLE |  | 0 | 0 | 7943 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 27483694 | 830825 | SH |  | SOLE |  | 0 | 0 | 830825 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 63734365 | 1849517 | SH |  | SOLE |  | 0 | 0 | 1849517 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 247803 | 4966 | SH |  | SOLE |  | 0 | 0 | 4966 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 30389160 | 923964 | SH |  | SOLE |  | 0 | 0 | 923964 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 40013059 | 1052145 | SH |  | SOLE |  | 0 | 0 | 1052145 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 |  | 19765852 | 475655 | SH |  | SOLE |  | 0 | 0 | 475655 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 682887 | 14242 | SH |  | SOLE |  | 0 | 0 | 14242 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 25652249 | 602731 | SH |  | SOLE |  | 0 | 0 | 602731 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 1016496 | 31057 | SH |  | SOLE |  | 0 | 0 | 31057 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 523148 | 16318 | SH |  | SOLE |  | 0 | 0 | 16318 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 213885 | 3534 | SH |  | SOLE |  | 0 | 0 | 3534 |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | 45782C276 |  | 220329 | 3034 | SH |  | SOLE |  | 0 | 0 | 3034 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1529006 | 2489 | SH |  | SOLE |  | 0 | 0 | 2489 |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | 46137V621 |  | 327762 | 23180 | SH |  | SOLE |  | 0 | 0 | 23180 |
| ISHARES TR | CORE S ETF | 464287200 |  | 476222 | 695 | SH |  | SOLE |  | 0 | 0 | 695 |
| ISHARES TR | CORE 40/60 MODER | 464289875 |  | 314875 | 6597 | SH |  | SOLE |  | 0 | 0 | 6597 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 298289 | 12955 | SH |  | SOLE |  | 0 | 0 | 12955 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 |  | 7573137 | 303533 | SH |  | SOLE |  | 0 | 0 | 303533 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 302216 | 5975 | SH |  | SOLE |  | 0 | 0 | 5975 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 293153 | 5805 | SH |  | SOLE |  | 0 | 0 | 5805 |
| JOHN HANCOCK EXCHANGE TRADED | PREFERRED INCOME | 47804J776 |  | 213778 | 9361 | SH |  | SOLE |  | 0 | 0 | 9361 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 207364 | 1002 | SH |  | SOLE |  | 0 | 0 | 1002 |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 |  | 229339 | 1617 | SH |  | SOLE |  | 0 | 0 | 1617 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 244127 | 358 | SH |  | SOLE |  | 0 | 0 | 358 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A649 |  | 25884237 | 1005213 | SH |  | SOLE |  | 0 | 0 | 1005213 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A656 |  | 1144473 | 44103 | SH |  | SOLE |  | 0 | 0 | 44103 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 66716391 | 831668 | SH |  | SOLE |  | 0 | 0 | 831668 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 1100586 | 12044 | SH |  | SOLE |  | 0 | 0 | 12044 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 39824258 | 1518271 | SH |  | SOLE |  | 0 | 0 | 1518271 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 1071177 | 39806 | SH |  | SOLE |  | 0 | 0 | 39806 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 209073 | 7061 | SH |  | SOLE |  | 0 | 0 | 7061 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 404869 | 14760 | SH |  | SOLE |  | 0 | 0 | 14760 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 201611 | 8387 | SH |  | SOLE |  | 0 | 0 | 8387 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 666059 | 28501 | SH |  | SOLE |  | 0 | 0 | 28501 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 410532 | 16846 | SH |  | SOLE |  | 0 | 0 | 16846 |
| TESLA INC | COM | 88160R101 |  | 270732 | 602 | SH |  | SOLE |  | 0 | 0 | 602 |
| TORTOISE CAPITAL SERIES TRUS | NORTH AMERN PIPE | 890930308 |  | 325567 | 9225 | SH |  | SOLE |  | 0 | 0 | 9225 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 768945 | 3498 | SH |  | SOLE |  | 0 | 0 | 3498 |
| VANGUARD WORLD FD | EXTENDED DUR | 921910709 |  | 504412 | 7759 | SH |  | SOLE |  | 0 | 0 | 7759 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 277191 | 1931 | SH |  | SOLE |  | 0 | 0 | 1931 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 9314550 | 192768 | SH |  | SOLE |  | 0 | 0 | 192768 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 9450751 | 118535 | SH |  | SOLE |  | 0 | 0 | 118535 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 366243 | 584 | SH |  | SOLE |  | 0 | 0 | 584 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 1855822 | 10463 | SH |  | SOLE |  | 0 | 0 | 10463 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 348564 | 1249 | SH |  | SOLE |  | 0 | 0 | 1249 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 550624 | 2883 | SH |  | SOLE |  | 0 | 0 | 2883 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 434043 | 1295 | SH |  | SOLE |  | 0 | 0 | 1295 |
| WISDOMTREE TR | INTERNATIONL EFI | 97717Y634 |  | 1025145 | 23251 | SH |  | SOLE |  | 0 | 0 | 23251 |
| WISDOMTREE TR | US EFFICIENT COR | 97717Y790 |  | 2057959 | 37547 | SH |  | SOLE |  | 0 | 0 | 37547 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 1660578 | 19452 | SH |  | SOLE |  | 0 | 0 | 19452 |

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