Landing Point Financial Group

Landing Point Financial Group as of March 31, 2026

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