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Landing Point Financial Group, LLC — 13F Holdings & Portfolio

CIK 2025964 · latest 13F-HR filed 2026-05-05

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$206.1M

Long-equity book

Holdings

93

Distinct positions

Period

2026-03-31

Filed 2026-05-05

Q/Q Activity

+12 / −2 / ↑27 / ↓29

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES AAA CLO ACTIVE ETF$1.4M +10.3%
  • ISHARES MSCI EAFE VALUE ETF$767.3K +11.7%
  • ISHARES MSCI EMERGING MARKETS ETF$481.7K +9.9%
  • EXXON MOBIL CORP COM$350.9K +32.4%
  • NORTHROP GRUMMAN CORP COM$175.7K +18.2%
Show all 27 →

Top Trims

  • NVIDIA CORPORATION COM-$886.7K -13.6%
  • ISHARES 0-3 MONTH TREASURY BOND ETF-$827.5K -62.3%
  • APPLE INC COM-$746.4K -6.3%
  • MICROSOFT CORP COM-$531.7K -22.0%
  • AKRE FOCUS ETF-$264.8K -33.1%
Show all 29 →

New Positions

  • ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF$1.5M
  • ISHARES TREASURY FLOATING RATE BOND ETF$1.1M
  • FIDELITY TOTAL BOND ETF$680.4K
  • ISHARES FLOATING RATE BOND ETF$669.6K
  • APELLIS PHARMACEUTICALS INC COM$432.7K
Show all 12 →

Exited Positions

  • ISHARES MSCI USA MIN VOL FACTOR ETF$209.2K
  • ANNEXON INC COM$175.2K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES CORE S&P 500 ETF IVV 464287200 $41.8M 20.30% 64,039 SH
2 FIDELITY HIGH DIVIDEND ETF FDVV 316092840 $27.4M 13.30% 496,157 SH
3 ISHARES AAA CLO ACTIVE ETF CLOA 092528504 $15.5M 7.50% 298,253 SH
4 ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF ICSH 46434V878 $15.1M 7.35% 299,130 SH
5 APPLE INC COM AAPL 037833100 $11.2M 5.41% 43,937 SH
6 FIDELITY ENHANCED SMALL CAP ETF FESM 31609A206 $10.2M 4.96% 269,165 SH
7 ISHARES MSCI EAFE VALUE ETF EFV 464288877 $7.3M 3.56% 98,661 SH
8 VANGUARD S&P 500 ETF VOO 922908363 $7.3M 3.54% 12,210 SH
9 NVIDIA CORPORATION COM NVDA 67066G104 $5.6M 2.73% 32,274 SH
10 ISHARES MSCI EMERGING MARKETS ETF EEM 464287234 $5.3M 2.59% 93,888 SH
11 ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF USIG 464288620 $3.7M 1.81% 72,739 SH
12 AMAZON COM INC COM AMZN 023135106 $2.4M 1.17% 11,617 SH
13 ISHARES CORE U.S. AGGREGATE BOND ETF AGG 464287226 $2.1M 1.02% 21,131 SH
14 ISHARES CORE S&P MID-CAP ETF IJH 464287507 $2.1M 1.00% 30,447 SH
15 DIMENSIONAL U.S. CORE EQUITY 2 ETF DFAC 25434V708 $1.9M 0.93% 49,450 SH
16 ISHARES MSCI ACWI ETF ACWI 464288257 $1.9M 0.91% 13,586 SH
17 MICROSOFT CORP COM MSFT 594918104 $1.9M 0.91% 5,078 SH
18 ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF IBHF 46436E528 $1.7M 0.82% 73,667 SH
19 ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF CSHP 09290C822 $1.5M 0.71% 14,615 SH
20 EXXON MOBIL CORP COM XOM 30231G102 $1.4M 0.70% 8,456 SH
21 ISHARES RUSSELL TOP 200 GROWTH ETF IWY 464289438 $1.4M 0.68% 5,662 SH
22 VISA INC COM CL A V 92826C839 $1.4M 0.67% 4,536 SH
23 ISHARES GOLD TRUST IAU 464285204 $1.3M 0.62% 14,544 SH
24 DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF DFIC 25434V799 $1.2M 0.57% 33,006 SH
25 NORTHROP GRUMMAN CORP COM NOC 666807102 $1.1M 0.55% 1,668 SH
26 ALPHA ARCHITECT 1-3 MONTH BOX ETF BOXX 02072L565 $1.1M 0.55% 9,694 SH
27 ISHARES TREASURY FLOATING RATE BOND ETF TFLO 46434V860 $1.1M 0.54% 21,878 SH
28 DIMENSIONAL US HIGH PROFITABILITY ETF DUHP 25434V831 $1.0M 0.50% 28,191 SH
29 ALPHABET INC CAP STK CL A GOOGL 02079K305 $1.0M 0.50% 3,599 SH
30 ALPHABET INC CAP STK CL C GOOG 02079K107 $996.0K 0.48% 3,472 SH
31 META PLATFORMS INC CL A META 30303M102 $910.4K 0.44% 1,591 SH
32 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $888.3K 0.43% 1,366 SH
33 ISHARES CORE MSCI EAFE ETF IEFA 46432F842 $876.1K 0.43% 9,678 SH
34 QUALCOMM INC COM QCOM 747525103 $806.5K 0.39% 6,263 SH
35 MASTERCARD INCORPORATED CL A MA 57636Q104 $787.7K 0.38% 1,577 SH
36 CSX CORP COM CSX 126408103 $780.5K 0.38% 19,012 SH
37 DIMENSIONAL EMERGING MARKETS VALUE ETF DFEV 25434V740 $763.5K 0.37% 21,337 SH
38 FIDELITY TOTAL BOND ETF FBND 316188309 $680.4K 0.33% 14,915 SH
39 ISHARES FLOATING RATE BOND ETF FLOT 46429B655 $669.6K 0.32% 13,142 SH
40 ISHARES CORE S&P SMALL CAP ETF IJR 464287804 $632.9K 0.31% 5,091 SH
41 UNITED RENTALS INC COM URI 911363109 $615.9K 0.30% 845 SH
42 TESLA INC COM TSLA 88160R101 $613.2K 0.30% 1,649 SH
43 GRAYSCALE BITCOIN MINI TRUST ETF BTC 389930207 $593.4K 0.29% 19,785 SH
44 ELI LILLY & CO COM LLY 532457108 $577.2K 0.28% 628 SH
45 ISHARES S&P 500 GROWTH ETF IVW 464287309 $566.2K 0.27% 5,006 SH
46 AKRE FOCUS ETF AKRE 74316P579 $535.2K 0.26% 10,126 SH
47 UNITEDHEALTH GROUP INC COM UNH 91324P102 $528.2K 0.26% 1,952 SH
48 AVANTIS U.S. SMALL CAP VALUE ETF AVUV 025072877 $518.7K 0.25% 4,695 SH
49 FEDEX CORP COM FDX 31428X106 $511.5K 0.25% 1,436 SH
50 SHERWIN WILLIAMS CO COM SHW 824348106 $509.7K 0.25% 1,590 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-05 $206.1M 93 0001765380-26-000156
2025-12-31 2026-02-11 $200.5M 83 0001765380-26-000098