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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, CLOA, ICSH, AAPL, and represent 53.86% of Landing Point Financial Group's stock portfolio.
Added to shares of these 10 stocks: IVV, CSHP, CLOA, TFLO, FDVV, FBND, FLOT, EFV, APLS, FESM.
Started 12 new stock positions in IEF, FBND, FLOT, AVDE, SCHD, DYNF, CSHP, VZ, APLS, CORO. RGNX, TFLO.
Reduced shares in these 10 stocks: SGOV, NVDA, , ANNX, AKRE, IBHG, XOM, IBHF, FDX, ICSH.
Sold out of its positions in ANNX, USMV.
Landing Point Financial Group was a net buyer of stock by $11M.
Landing Point Financial Group has $206M in assets under management (AUM), dropping by 2.75%.
Central Index Key (CIK): 0002025964

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Portfolio Holdings for Landing Point Financial Group

Landing Point Financial Group holds 93 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	20.3	$42M	+6%	64k	653.21	View chart
Fidelity High Dividend Etf Etf (FDVV)	13.3	$27M	+2%	496k	55.24	View chart
Ishares Aaa Clo Active Etf Etf (CLOA)	7.5	$16M	+10%	298k	51.84	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	7.3	$15M		299k	50.62	View chart
Apple Stock (AAPL)	5.4	$11M		44k	253.79	View chart
Fidelity Enhanced Small Cap Etf Etf (FESM)	5.0	$10M	+4%	269k	38.00	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	3.6	$7.3M	+7%	99k	74.35	View chart
Vanguard S&p 500 Etf Etf (VOO)	3.5	$7.3M		12k	597.57	View chart
Nvidia Corporation Stock (NVDA)	2.7	$5.6M	-7%	32k	174.40	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	2.6	$5.3M	+5%	94k	56.79	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	1.8	$3.7M		73k	51.23	View chart
Amazon Stock (AMZN)	1.2	$2.4M	+3%	12k	208.27	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	1.0	$2.1M		21k	99.27	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.0	$2.1M	+5%	30k	67.53	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.9	$1.9M	+3%	50k	38.86	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.9	$1.9M	+4%	14k	138.37	View chart
Microsoft Corp Stock (MSFT)	0.9	$1.9M		5.1k	370.17	View chart
Ishares Ibonds 2026 Term High Yield And Income Etf Etf (IBHF)	0.8	$1.7M	-4%	74k	22.95	View chart
Ishares Enhanced Short-term Bond Active Etf Etf (CSHP)	0.7	$1.5M	NEW	15k	99.48	View chart
Exxon Mobil Corp Stock (XOM)	0.7	$1.4M	-6%	8.5k	169.66	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.7	$1.4M	+14%	5.7k	248.82	View chart
Visa Inc Com Cl A Stock (V)	0.7	$1.4M		4.5k	302.22	View chart
Ishares Gold Trust Etf (IAU)	0.6	$1.3M	+4%	15k	88.16	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.6	$1.2M	+2%	33k	35.53	View chart
Northrop Grumman Corp Stock (NOC)	0.6	$1.1M		1.7k	682.43	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.5	$1.1M		9.7k	116.29	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.5	$1.1M	NEW	22k	50.63	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.5	$1.0M	+2%	28k	36.76	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.5	$1.0M		3.6k	287.59	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$996k		3.5k	286.88	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$910k		1.6k	572.21	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$888k		1.4k	650.30	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.4	$876k	+15%	9.7k	90.53	View chart
Qualcomm Stock (QCOM)	0.4	$807k		6.3k	128.78	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$788k		1.6k	499.52	View chart
Csx Corp Stock (CSX)	0.4	$781k		19k	41.05	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	0.4	$764k	+5%	21k	35.78	View chart
Fidelity Total Bond Etf Etf (FBND)	0.3	$680k	NEW	15k	45.62	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.3	$670k	NEW	13k	50.95	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$633k		5.1k	124.32	View chart
United Rentals Stock (URI)	0.3	$616k		845.00	728.87	View chart
Tesla Stock (TSLA)	0.3	$613k	+3%	1.6k	371.86	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.3	$593k	+12%	20k	29.99	View chart
Eli Lilly & Co Stock (LLY)	0.3	$577k	-2%	628.00	919.08	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$566k	+57%	5.0k	113.11	View chart
Akre Focus Etf Etf (AKRE)	0.3	$535k	-17%	10k	52.85	View chart
Unitedhealth Group Stock (UNH)	0.3	$528k	-2%	2.0k	270.60	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.3	$519k		4.7k	110.48	View chart
Fedex Corp Stock (FDX)	0.2	$512k	-9%	1.4k	356.19	View chart
Sherwin Williams Stock (SHW)	0.2	$510k		1.6k	320.59	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.2	$501k	-62%	5.0k	100.65	View chart
Home Depot Stock (HD)	0.2	$491k		1.5k	328.81	View chart
Parker-hannifin Corp Stock (PH)	0.2	$481k	+8%	537.00	895.67	View chart
Netflix Stock (NFLX)	0.2	$466k		4.9k	96.15	View chart
Applied Matls Stock (AMAT)	0.2	$458k		1.3k	341.79	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.2	$443k		14k	32.22	View chart
Apellis Pharmaceuticals Stock (APLS)	0.2	$433k	NEW	11k	40.23	View chart
Goldman Sachs Group Stock (GS)	0.2	$407k		481.00	846.27	View chart
Nordson Corp Stock (NDSN)	0.2	$404k		1.5k	265.98	View chart
Eaton Corp Stock (ETN)	0.2	$396k	+6%	1.1k	357.72	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$384k	+15%	665.00	577.55	View chart
Ishares International Country Rotation Active Etf Etf (CORO)	0.2	$382k	NEW	12k	32.15	View chart
Ishares Ibonds 2027 Term High Yield And Income Etf Etf (IBHG)	0.2	$364k	-20%	16k	22.13	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.2	$362k	NEW	6.2k	58.18	View chart
Cleveland-cliffs Stock (CLF)	0.2	$359k		43k	8.45	View chart
Ppg Inds Stock (PPG)	0.2	$349k		3.3k	106.87	View chart
Johnson & Johnson Stock (JNJ)	0.2	$337k	-2%	1.4k	244.45	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$330k		1.1k	294.11	View chart
Wells Fargo & Co Stock (WFC)	0.2	$329k		4.1k	79.61	View chart
Advanced Micro Devices Stock (AMD)	0.2	$325k	-4%	1.6k	203.43	View chart
Altria Group Stock (MO)	0.1	$308k	-5%	4.7k	65.99	View chart
Coca Cola Stock (KO)	0.1	$303k	+3%	4.0k	76.05	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$286k		473.00	604.20	View chart
Constellation Energy Corp Stock (CEG)	0.1	$285k	-6%	1.0k	279.36	View chart
Mcdonalds Corp Stock (MCD)	0.1	$276k		889.00	310.88	View chart
Oracle Corp Stock (ORCL)	0.1	$276k	-2%	1.9k	147.12	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$269k		1.3k	208.09	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$268k	NEW	8.7k	30.68	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$259k		11k	24.75	View chart
Micron Technology Stock (MU)	0.1	$259k	-3%	766.00	337.93	View chart
Progressive Corp Stock (PGR)	0.1	$249k		1.3k	198.28	View chart
Boeing Stock (BA)	0.1	$242k		1.2k	199.03	View chart
Procter & Gamble Stock (PG)	0.1	$239k		1.7k	144.40	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$238k	-8%	497.00	479.20	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$233k	NEW	2.4k	95.44	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$233k		940.00	247.87	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$231k		232.00	996.60	View chart
Lowes Cos Stock (LOW)	0.1	$230k	-7%	975.00	236.27	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.1	$214k		2.7k	78.77	View chart
Verizon Communications Stock (VZ)	0.1	$211k	NEW	4.2k	50.20	View chart
Avantis International Equity Etf Etf (AVDE)	0.1	$205k	NEW	2.4k	84.84	View chart
4d Molecular Therapeutics Stock (FDMT)	0.1	$177k		19k	9.31	View chart
Regenxbio Stock (RGNX)	0.1	$161k	NEW	19k	8.38	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 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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