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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 FBND, IVV, DYNF, CORO, AAPL, and represent 45.61% of Landing Point Financial Group's stock portfolio.
Added to shares of these 10 stocks: FBND (+$47M), DYNF (+$18M), CORO (+$16M), IVW (+$11M), IEF (+$11M), BAI (+$8.7M), THRO (+$8.2M), IVE (+$7.3M), FDEM (+$7.2M), SPHQ (+$7.1M).
Started 12 new stock positions in BAI, SPHQ, BINC, IYY, IVE, IBIT, THRO, Exxon Mobil Corp, EFG, USMV. FDEM, ICVT.
Reduced shares in these 10 stocks: FDVV (-$26M), CLOA (-$13M), ICSH (-$12M), IVV (-$8.0M), EEM (-$5.7M), VOO, FESM, USIG, ACWI, AGG.
Sold out of its positions in Apellis Pharmaceuticals, XOM, BTC, ACWI, ORCL, VZ.
Landing Point Financial Group was a net buyer of stock by $66M.
Landing Point Financial Group has $294M in assets under management (AUM), dropping by 42.76%.
Central Index Key (CIK): 0002025964

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Portfolio Holdings for Landing Point Financial Group

Landing Point Financial Group holds 99 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Total Bond Etf Etf (FBND)	16.1	$48M	+6898%	1.0M	45.49	View chart
Ishares Core S&p 500 Etf Etf (IVV)	13.6	$40M	-16%	53k	748.89	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	6.3	$18M	+4259%	271k	68.01	View chart
Ishares International Country Rotation Active Etf Etf (CORO)	5.6	$17M	+3704%	452k	36.60	View chart
Apple Stock (AAPL)	4.0	$12M	-7%	41k	289.36	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	4.0	$12M	+1599%	85k	137.53	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	3.8	$11M	+4674%	117k	94.57	View chart
Fidelity Enhanced Small Cap Core Etf Etf (FESM)	3.3	$9.8M	-24%	202k	48.29	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	3.0	$8.7M	NEW	165k	52.72	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	2.8	$8.2M	NEW	190k	43.11	View chart
Ishares S&p 500 Value Etf Etf (IVE)	2.5	$7.3M	NEW	32k	227.06	View chart
Fidelity Emerging Markets Multifactor Etf Etf (FDEM)	2.5	$7.2M	NEW	199k	36.33	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	2.4	$7.1M	NEW	78k	90.10	View chart
Ishares Flexible Income Active Etf Etf (BINC)	2.2	$6.3M	NEW	121k	52.34	View chart
Nvidia Corporation Stock (NVDA)	2.1	$6.3M	-2%	31k	200.09	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	2.1	$6.2M	-18%	80k	76.55	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.5	$4.5M	-46%	6.6k	686.78	View chart
Fidelity High Dividend Etf Etf (FDVV)	1.4	$4.1M	-86%	68k	60.29	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.9	$2.8M	-81%	55k	50.58	View chart
Amazon Stock (AMZN)	0.9	$2.8M		12k	238.34	View chart
Ishares Aaa Clo Active Etf Etf (CLOA)	0.9	$2.7M	-82%	53k	51.91	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.8	$2.5M	+12%	56k	44.36	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.7	$2.1M	NEW	17k	124.42	View chart
Microsoft Corp Stock (MSFT)	0.7	$1.9M		5.2k	373.01	View chart
Ishares Gold Trust Etf (IAU)	0.6	$1.7M	+58%	23k	75.51	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.5	$1.6M	-32%	21k	77.11	View chart
Visa Inc Com Cl A Stock (V)	0.5	$1.6M		4.5k	343.12	View chart
Ishares Ibonds 2026 Term High Yield And Income Etf Etf (IBHF)	0.5	$1.6M	-6%	69k	22.65	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$1.3M		3.7k	357.38	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.4	$1.3M	+5%	35k	37.26	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$1.2M		3.5k	353.37	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.4	$1.2M	+4%	30k	41.73	View chart
Ishares Enhanced Short-term Bond Active Etf Etf (CSHP)	0.4	$1.2M	-19%	12k	99.62	View chart
Qualcomm Stock (QCOM)	0.4	$1.2M		6.3k	184.79	View chart
Exxonmobil Holdings Corp Stock	0.4	$1.2M	NEW	8.5k	136.73	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.4	$1.1M	-5%	9.2k	117.09	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.3	$1.0M		1.4k	746.63	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.3	$940k	-15%	19k	50.63	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	0.3	$939k	+3%	22k	42.67	View chart
United Rentals Stock (URI)	0.3	$916k	-4%	809.00	1132.41	View chart
Applied Matls Stock (AMAT)	0.3	$915k	-5%	1.3k	723.00	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$896k		1.6k	563.30	View chart
Csx Corp Stock (CSX)	0.3	$876k	-3%	18k	47.53	View chart
Advanced Micro Devices Stock (AMD)	0.3	$871k	-6%	1.5k	580.91	View chart
Northrop Grumman Corp Stock (NOC)	0.3	$850k		1.7k	509.24	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$811k		1.6k	513.60	View chart
Unitedhealth Group Stock (UNH)	0.3	$806k		1.9k	415.63	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.3	$803k	NEW	6.6k	121.74	View chart
Micron Technology Stock (MU)	0.3	$788k	-10%	682.00	1154.75	View chart
Eli Lilly & Co Stock (LLY)	0.3	$753k		628.00	1198.77	View chart
Tesla Stock (TSLA)	0.2	$696k		1.7k	420.72	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$678k	-89%	9.9k	68.41	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.2	$638k	-61%	2.2k	290.68	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.2	$607k	-83%	12k	51.29	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.2	$586k		4.7k	124.76	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$585k	-22%	3.9k	148.30	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$561k	-16%	11k	51.05	View chart
Sherwin Williams Stock (SHW)	0.2	$548k		1.6k	344.22	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.2	$543k	NEW	16k	33.29	View chart
Home Depot Stock (HD)	0.2	$523k		1.5k	352.74	View chart
Parker-hannifin Corp Stock (PH)	0.2	$496k	-5%	507.00	978.76	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.2	$490k	+4%	14k	34.12	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$488k		662.00	736.47	View chart
Goldman Sachs Group Stock (GS)	0.2	$487k		481.00	1012.18	View chart
Eaton Corp Stock (ETN)	0.2	$472k		1.1k	426.31	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$441k	+38%	1.8k	246.24	View chart
Nordson Corp Stock (NDSN)	0.1	$429k	-6%	1.4k	301.74	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$428k	-14%	4.2k	100.68	View chart
Fedex Corp Stock (FDX)	0.1	$423k	-5%	1.4k	313.22	View chart
Cleveland-cliffs Stock (CLF)	0.1	$395k		42k	9.39	View chart
Akre Focus Etf Etf (AKRE)	0.1	$393k	-26%	7.4k	53.19	View chart
Ppg Inds Stock (PPG)	0.1	$391k		3.2k	121.28	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$368k		1.1k	327.39	View chart
Johnson & Johnson Stock (JNJ)	0.1	$347k		1.4k	254.00	View chart
Procter & Gamble Stock (PG)	0.1	$345k	+42%	2.4k	146.62	View chart
Wells Fargo & Co Stock (WFC)	0.1	$338k		4.1k	82.63	View chart
Coca Cola Stock (KO)	0.1	$325k		4.0k	81.27	View chart
Altria Group Stock (MO)	0.1	$322k	-4%	4.5k	71.95	View chart
Ishares Ibonds 2027 Term High Yield And Income Etf Etf (IBHG)	0.1	$312k	-14%	14k	22.08	View chart
Netflix Stock (NFLX)	0.1	$298k	-13%	4.2k	71.39	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$295k		11k	27.70	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$293k	-68%	3.0k	96.59	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$280k		8.8k	31.71	View chart
Progressive Corp Stock (PGR)	0.1	$274k		1.3k	218.50	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.1	$267k		2.7k	98.30	View chart
Boeing Stock (BA)	0.1	$263k		1.2k	216.47	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$249k		497.00	500.39	View chart
Constellation Energy Corp Stock (CEG)	0.1	$249k		1.0k	248.28	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$247k	-88%	2.5k	98.98	View chart
4d Molecular Therapeutics Stock (FDMT)	0.1	$246k	-2%	19k	13.30	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$244k	-13%	812.00	300.44	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$242k		474.00	509.89	View chart
Mcdonalds Corp Stock (MCD)	0.1	$240k		889.00	270.44	View chart
Regenxbio Stock (RGNX)	0.1	$218k	-5%	18k	11.98	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$217k		232.00	935.69	View chart
Avantis International Equity Etf Etf (AVDE)	0.1	$216k		2.4k	89.20	View chart
Lowes Cos Stock (LOW)	0.1	$215k		976.00	220.41	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.1	$209k	NEW	1.1k	182.33	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$205k	NEW	2.1k	96.46	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 2026 Q2 filed Aug. 6, 2026
Landing Point Financial Group 2026 Q1 filed May 5, 2026
Landing Point Financial Group 2025 Q4 filed Feb. 11, 2026
Landing Point Financial Group 2025 Q3 filed Nov. 12, 2025

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