Landing Point Financial Group

Landing Point Financial Group as of Dec. 31, 2025

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