Landing Point Financial Group

Landing Point Financial Group as of Sept. 30, 2025

Portfolio Holdings for Landing Point Financial Group

Landing Point Financial Group holds 86 positions in its portfolio as reported in the September 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) 19.9 $38M 57k 669.30
Fidelity High Dividend Etf Etf (FDVV) 13.3 $25M 457k 55.71
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH) 7.8 $15M 294k 50.75
Ishares Aaa Clo Active Etf Etf (CLOA) 6.9 $13M 256k 51.97
Apple Stock (AAPL) 6.0 $12M 46k 254.63
Fidelity Enhanced Small Cap Etf Etf (FESM) 4.6 $8.9M 244k 36.56
Vanguard S&p 500 Etf Etf (VOO) 3.9 $7.4M 12k 612.38
Nvidia Corporation Stock (NVDA) 3.5 $6.6M 36k 186.58
Ishares Msci Eafe Value Etf Etf (EFV) 3.0 $5.8M 86k 67.83
Ishares Msci Emerging Markets Etf Etf (EEM) 2.3 $4.4M 83k 53.40
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 1.8 $3.5M 67k 52.22
Microsoft Corp Stock (MSFT) 1.3 $2.6M 5.0k 517.97
Amazon Stock (AMZN) 1.3 $2.5M 11k 219.57
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 1.1 $2.2M 22k 100.25
Ishares Core S&p Mid-cap Etf Etf (IJH) 1.0 $1.9M 29k 65.26
Visa Inc Com Cl A Stock (V) 1.0 $1.9M 5.5k 341.37
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 1.0 $1.9M 49k 38.57
Ishares Msci Acwi Etf Etf (ACWI) 0.8 $1.6M 12k 138.25
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.8 $1.5M 15k 100.70
Ishares Ibonds 2026 Term High Yield And Income Etf Etf (IBHF) 0.8 $1.5M 64k 23.39
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.7 $1.3M 4.7k 273.66
Alpha Architect 1-3 Month Box Etf Etf (BOXX) 0.6 $1.2M 11k 113.86
Meta Platforms Inc Cl A Stock (META) 0.6 $1.1M 1.5k 734.47
Northrop Grumman Corp Stock (NOC) 0.6 $1.1M 1.8k 609.26
Dimensional International Core Equity 2 Etf Etf (DFIC) 0.6 $1.1M 33k 32.79
Qualcomm Stock (QCOM) 0.5 $1.1M 6.3k 166.37
Ishares Ibonds 2025 Term High Yield & Income Etf Etf (IBHE) 0.5 $1.1M 45k 23.22
Dimensional Us High Profitability Etf Etf (DUHP) 0.5 $1.0M 28k 37.77
Spdr S&p 500 Etf Trust Etf (SPY) 0.5 $946k 1.4k 666.02
Ishares Gold Trust Etf (IAU) 0.5 $936k 13k 72.77
Exxon Mobil Corp Stock (XOM) 0.5 $917k 8.1k 112.75
Mastercard Incorporated Cl A Stock (MA) 0.5 $895k 1.6k 568.84
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $891k 3.7k 243.08
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $858k 3.5k 243.54
United Rentals Stock (URI) 0.4 $815k 854.00 954.18
Tesla Stock (TSLA) 0.4 $735k 1.7k 444.76
Csx Corp Stock (CSX) 0.4 $673k 19k 35.51
Unitedhealth Group Stock (UNH) 0.3 $666k 1.9k 345.22
Ishares Core Msci Eafe Etf Etf (IEFA) 0.3 $660k 7.6k 87.31
Ishares Core S&p Small Cap Etf Etf (IJR) 0.3 $647k 5.4k 118.83
Dimensional Emerging Markets Value Etf Etf (DFEV) 0.3 $645k 20k 31.89
Home Depot Stock (HD) 0.3 $615k 1.5k 405.14
Sherwin Williams Stock (SHW) 0.3 $599k 1.7k 346.23
Netflix Stock (NFLX) 0.3 $553k 461.00 1198.92
Oracle Corp Stock (ORCL) 0.3 $532k 1.9k 281.24
Ishares Ibonds 2027 Term High Yield And Income Etf Etf (IBHG) 0.3 $527k 23k 22.49
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.3 $525k 5.3k 99.53
Cleveland-cliffs Stock (CLF) 0.3 $524k 43k 12.20
Eli Lilly & Co Stock (LLY) 0.3 $492k 645.00 763.31
Dimensional International High Profitability Etf Etf (DIHP) 0.2 $423k 14k 30.39
Eaton Corp Stock (ETN) 0.2 $414k 1.1k 374.32
Johnson & Johnson Stock (JNJ) 0.2 $398k 2.1k 185.46
Goldman Sachs Group Stock (GS) 0.2 $387k 486.00 795.76
Ishares S&p 500 Growth Etf Etf (IVW) 0.2 $384k 3.2k 120.72
Fedex Corp Stock (FDX) 0.2 $374k 1.6k 235.87
Wells Fargo Stock (WFC) 0.2 $359k 4.3k 83.83
Jpmorgan Chase & Co Stock (JPM) 0.2 $351k 1.1k 315.43
Nordson Corp Stock (NDSN) 0.2 $346k 1.5k 227.00
Ppg Inds Stock (PPG) 0.2 $343k 3.3k 105.10
Altria Group Stock (MO) 0.2 $340k 5.2k 66.06
Constellation Energy Corp Stock (CEG) 0.2 $330k 1.0k 329.07
Advanced Micro Devices Stock (AMD) 0.2 $328k 2.0k 161.79
Parker-hannifin Corp Stock (PH) 0.2 $323k 425.00 758.99
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $289k 574.00 502.74
Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.1 $286k 2.0k 143.18
Applied Matls Stock (AMAT) 0.1 $280k 1.4k 204.74
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $279k 465.00 600.66
Lowes Cos Stock (LOW) 0.1 $279k 1.1k 251.41
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.1 $277k 11k 25.19
Procter And Gamble Stock (PG) 0.1 $270k 1.8k 153.66
Coca Cola Stock (KO) 0.1 $263k 4.0k 66.32
Boeing Stock (BA) 0.1 $262k 1.2k 215.83
Lockheed Martin Corp Stock (LMT) 0.1 $260k 521.00 499.23
Pnc Finl Svcs Group Stock (PNC) 0.1 $260k 1.3k 200.93
Mcdonalds Corp Stock (MCD) 0.1 $249k 819.00 303.88
Schwab International Equity Etf Etf (SCHF) 0.1 $241k 10k 23.28
General Dynamics Corp Stock (GD) 0.1 $237k 695.00 341.07
Ishares Russell 2000 Etf Etf (IWM) 0.1 $226k 936.00 241.86
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 0.1 $225k 2.7k 82.73
Micron Technology Stock (MU) 0.1 $218k 1.3k 167.32
Costco Whsl Corp Stock (COST) 0.1 $215k 232.00 925.68
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $211k 2.2k 95.16
Marzetti Company Stock (MZTI) 0.1 $209k 1.2k 172.79
Orchid Is Cap Reit (ORC) 0.1 $188k 27k 7.01
Dynex Cap Reit (DX) 0.1 $186k 15k 12.29
Agnc Invt Corp Reit (AGNC) 0.1 $150k 15k 9.79