Landing Point Financial Group, LLC 13F Holdings
CIK 0002025964 · AVON, OH
As of Sep 30, 2025, Landing Point Financial Group, LLC reported 86 positions worth
CIK 0002025964 · AVON, OH
As of Sep 30, 2025, Landing Point Financial Group, LLC reported 86 positions worth
91.8M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 57,003 | $38.2M | 19.89% |
| FIDELITY HIGH DIVIDEND ETF | FDVV | — | 456,715 | $25.4M | 13.26% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 293,679 | 4.9M | 7.77% |
| ISHARES AAA CLO ACTIVE ETF | CLOA | — | 255,721 | 3.3M | 6.93% |
| APPLE INC | AAPL | Technology | 45,542 | 1.6M | 6.05% |
| FIDELITY COVINGTON TRUST | FESM | — | 243,490 | $8.9M | 4.64% |
| VANGUARD 500 INDEX FUND | VOO | — | 12,120 | $7.4M | 3.87% |
| NVIDIA CORP | NVDA | Technology | 35,512 | $6.6M | 3.45% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 85,667 | $5.8M | 3.03% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 83,011 | $4.4M | 2.31% |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | USIG | — | 67,381 | $3.5M | 1.83% |
| MICROSOFT CORP | MSFT | Technology | 4,963 | $2.6M | 1.34% |
| AMAZON.COM INC | AMZN | Equity | 11,319 | $2.5M | 1.30% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 21,900 | $2.2M | 1.14% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 29,170 | .9M | 0.99% |
| VISA INC-CLASS A SHARES | V | Financial Services | 5,515 | .9M | 0.98% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 48,589 | .9M | 0.98% |
| ISHARES MSCI ACWI ETF | ACWI | — | 11,706 | .6M | 0.84% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 14,980 | .5M | 0.79% |
| ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | IBHF | — | 63,526 | .5M | 0.77% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 4,657 | .3M | 0.66% |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | BOXX | — | 10,452 | .2M | 0.62% |
| META PLATFORMS INC | META | Communication Services | 1,513 | .1M | 0.58% |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 1,794 | .1M | 0.57% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 32,863 | .1M | 0.56% |