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Landing Point Financial Group

Latest statistics and disclosures from Landing Point Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, FDVV, ICSH, CLOA, AAPL, and represent 54.72% of Landing Point Financial Group's stock portfolio.
Added to shares of these 10 stocks: IVV, FDVV, AKRE, CLOA, BTC, FESM, EFV, NFLX, IBHF, EEM.
Started 5 new stock positions in BTC, ANNX, PGR, FDMT, AKRE.
Reduced shares in these 10 stocks: IBHE, AAPL, V, HOOD, IBDQ, GD, MZTI, ORC, DX, SGOV.
Sold out of its positions in AGNC, DX, GD, IBDQ, IBHE, MZTI, ORC, HOOD.
Landing Point Financial Group was a net buyer of stock by $5.2M.
Landing Point Financial Group has $201M in assets under management (AUM), dropping by 4.55%.
Central Index Key (CIK): 0002025964

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Portfolio Holdings for Landing Point Financial Group

Landing Point Financial Group holds 83 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	20.6	$41M	+5%	60k	684.94	View chart
Fidelity High Dividend Etf Etf (FDVV)	13.6	$27M	+5%	482k	56.69	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	7.6	$15M	+2%	300k	50.58	View chart
Ishares Aaa Clo Active Etf Etf (CLOA)	7.0	$14M	+5%	271k	51.74	View chart
Apple Stock (AAPL)	5.9	$12M	-3%	44k	271.86	View chart
Fidelity Enhanced Small Cap Etf Etf (FESM)	4.9	$9.8M	+6%	259k	37.78	View chart
Vanguard S&p 500 Etf Etf (VOO)	3.8	$7.7M		12k	627.11	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	3.3	$6.6M	+7%	92k	71.41	View chart
Nvidia Corporation Stock (NVDA)	3.2	$6.5M		35k	186.50	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	2.4	$4.9M	+6%	89k	54.71	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	1.9	$3.8M	+8%	73k	51.77	View chart
Amazon Stock (AMZN)	1.3	$2.6M		11k	230.82	View chart
Microsoft Corp Stock (MSFT)	1.2	$2.4M		5.0k	483.64	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	1.0	$2.1M	-5%	21k	99.88	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.0	$1.9M		29k	66.00	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.9	$1.9M		48k	39.59	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.9	$1.8M	+10%	13k	141.49	View chart
Ishares Ibonds 2026 Term High Yield And Income Etf Etf (IBHF)	0.9	$1.8M	+21%	77k	23.08	View chart
Visa Inc Com Cl A Stock (V)	0.8	$1.6M	-17%	4.5k	350.74	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.7	$1.4M	+5%	4.9k	276.92	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.7	$1.3M	-11%	13k	100.38	View chart
Ishares Gold Trust Etf (IAU)	0.6	$1.1M	+8%	14k	81.17	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$1.1M	-2%	3.6k	312.96	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.6	$1.1M	-2%	32k	34.46	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.6	$1.1M	-8%	9.6k	115.10	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$1.1M		3.5k	313.80	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$1.1M	+10%	9.0k	120.34	View chart
Qualcomm Stock (QCOM)	0.5	$1.1M	-3%	6.1k	171.05	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.5	$1.0M		28k	38.03	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$1.0M	+4%	1.6k	659.97	View chart
Northrop Grumman Corp Stock (NOC)	0.5	$963k	-5%	1.7k	570.27	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.5	$948k	-2%	1.4k	682.05	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$899k		1.6k	570.96	View chart
Akre Focus Etf Etf (AKRE)	0.4	$800k	NEW	12k	65.51	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.4	$748k	+10%	8.4k	89.46	View chart
Tesla Stock (TSLA)	0.4	$716k	-3%	1.6k	449.76	View chart
Eli Lilly & Co Stock (LLY)	0.3	$694k		645.00	1075.33	View chart
Csx Corp Stock (CSX)	0.3	$688k		19k	36.25	View chart
United Rentals Stock (URI)	0.3	$683k		844.00	809.52	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.3	$681k	NEW	18k	38.73	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	0.3	$680k		20k	33.74	View chart
Unitedhealth Group Stock (UNH)	0.3	$659k	+3%	2.0k	330.09	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$602k	-8%	5.0k	120.18	View chart
Cleveland-cliffs Stock (CLF)	0.3	$564k		43k	13.28	View chart
Sherwin Williams Stock (SHW)	0.3	$515k	-8%	1.6k	324.03	View chart
Home Depot Stock (HD)	0.3	$514k		1.5k	344.11	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.2	$476k	-11%	4.7k	101.99	View chart
Ishares Ibonds 2027 Term High Yield And Income Etf Etf (IBHG)	0.2	$465k	-11%	21k	22.32	View chart
Netflix Stock (NFLX)	0.2	$461k	+967%	4.9k	93.76	View chart
Fedex Corp Stock (FDX)	0.2	$460k		1.6k	288.86	View chart
Parker-hannifin Corp Stock (PH)	0.2	$436k	+16%	496.00	878.15	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.2	$427k	-2%	14k	31.67	View chart
Goldman Sachs Group Stock (GS)	0.2	$423k		481.00	878.76	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$392k		3.2k	123.26	View chart
Constellation Energy Corp Stock (CEG)	0.2	$387k	+9%	1.1k	353.35	View chart
Wells Fargo & Co Stock (WFC)	0.2	$385k	-3%	4.1k	93.19	View chart
Oracle Corp Stock (ORCL)	0.2	$375k		1.9k	194.91	View chart
Nordson Corp Stock (NDSN)	0.2	$367k		1.5k	240.48	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$360k		1.1k	322.32	View chart
Advanced Micro Devices Stock (AMD)	0.2	$358k	-17%	1.7k	214.16	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$353k	+23%	574.00	614.71	View chart
Applied Matls Stock (AMAT)	0.2	$344k		1.3k	256.99	View chart
Ppg Inds Stock (PPG)	0.2	$334k		3.3k	102.45	View chart
Eaton Corp Stock (ETN)	0.2	$332k	-5%	1.0k	318.56	View chart
Johnson & Johnson Stock (JNJ)	0.1	$291k	-34%	1.4k	206.93	View chart
Progressive Corp Stock (PGR)	0.1	$286k	NEW	1.3k	227.77	View chart
Altria Group Stock (MO)	0.1	$285k	-4%	4.9k	57.66	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$272k	-5%	541.00	502.65	View chart
Mcdonalds Corp Stock (MCD)	0.1	$272k	+8%	889.00	305.67	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$270k		1.3k	208.73	View chart
Coca Cola Stock (KO)	0.1	$270k	-2%	3.9k	69.91	View chart
Boeing Stock (BA)	0.1	$264k		1.2k	217.12	View chart
Lowes Cos Stock (LOW)	0.1	$254k	-5%	1.1k	241.24	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$252k		11k	24.04	View chart
Procter & Gamble Stock (PG)	0.1	$236k	-6%	1.6k	143.30	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$231k	-8%	478.00	483.27	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$231k		938.00	246.20	View chart
Micron Technology Stock (MU)	0.1	$226k	-39%	793.00	285.46	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.1	$217k		2.7k	79.84	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$209k		2.2k	94.17	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$200k		232.00	862.44	View chart
Annexon Stock (ANNX)	0.1	$175k	NEW	35k	5.02	View chart
4d Molecular Therapeutics Stock (FDMT)	0.1	$143k	NEW	19k	7.50	View chart

Past Filings by Landing Point Financial Group

SEC 13F filings are viewable for Landing Point Financial Group going back to 2025

Landing Point Financial Group 2025 Q4 filed Feb. 11, 2026
Landing Point Financial Group 2025 Q3 filed Nov. 12, 2025

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