Landing Point Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Landing Point Financial Group, LLC held in its portfolio 83 assets valued at $200,545,896 (i.e. $200.55M).
The most valuable assets in the portfolio included: ISHARES CORE S&P 500 ETF ($41.35M), FIDELITY HIGH DIVIDEND ETF ($27.32M), and ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF ($15.16M).
The chart below shows the top 10 valuable assets, and the table below shows the top 83 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Landing Point Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | 60365 | 41346306 | ETF |
| FIDELITY HIGH DIVIDEND ETF | 481964 | 27322540 | ETF |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 299685 | 15158085 | ETF |
| ISHARES AAA CLO ACTIVE ETF | 270956 | 14020531 | ETF |
| APPLE INC COM | 43762 | 11897225 | Stock |
| FIDELITY ENHANCED SMALL CAP ETF | 258788 | 9777018 | ETF |
| VANGUARD S&P 500 ETF | 12246 | 7679575 | ETF |
| ISHARES MSCI EAFE VALUE ETF | 91979 | 6568196 | ETF |
| NVIDIA CORPORATION COM | 34934 | 6515228 | Stock |
| ISHARES MSCI EMERGING MARKETS ETF | 88654 | 4850254 | ETF |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 73230 | 3791108 | ETF |
| AMAZON COM INC COM | 11230 | 2592109 | Stock |
| MICROSOFT CORP COM | 4986 | 2411410 | Stock |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 20726 | 2070145 | ETF |
| ISHARES CORE S&P MID-CAP ETF | 28902 | 1907523 | ETF |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 47812 | 1892874 | ETF |
| ISHARES MSCI ACWI ETF | 12980 | 1836539 | ETF |
| ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | 77023 | 1777701 | ETF |
| VISA INC COM CL A | 4535 | 1590594 | Stock |
| ISHARES RUSSELL TOP 200 GROWTH ETF | 4930 | 1365198 | ETF |
| ISHARES 0-3 MONTH TREASURY BOND ETF | 13232 | 1328246 | ETF |
| ISHARES GOLD TRUST | 13909 | 1129006 | ETF |
| ALPHABET INC CAP STK CL A | 3562 | 1114760 | Stock |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 32197 | 1109497 | ETF |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | 9588 | 1103579 | ETF |
| ALPHABET INC CAP STK CL C | 3482 | 1092650 | Stock |
| EXXON MOBIL CORP COM | 9006 | 1083782 | Stock |
| QUALCOMM INC COM | 6144 | 1050940 | Stock |
| DIMENSIONAL US HIGH PROFITABILITY ETF | 27606 | 1049858 | ETF |
| META PLATFORMS INC CL A | 1582 | 1044077 | Stock |
| NORTHROP GRUMMAN CORP COM | 1688 | 962621 | Stock |
| STATE STREET SPDR S&P 500 ETF | 1390 | 948044 | ETF |
| MASTERCARD INCORPORATED CL A | 1575 | 899268 | Stock |
| AKRE FOCUS ETF | 12211 | 799943 | ETF |
| ISHARES CORE MSCI EAFE ETF | 8365 | 748334 | ETF |
| TESLA INC COM | 1592 | 716019 | Stock |
| ELI LILLY & CO COM | 645 | 693590 | Stock |
| CSX CORP COM | 18977 | 687917 | Stock |
| UNITED RENTALS INC COM | 844 | 683235 | Stock |
| GRAYSCALE BITCOIN MINI TRUST ETF | 17578 | 680796 | ETF |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | 20144 | 679667 | ETF |
| UNITEDHEALTH GROUP INC COM | 1997 | 659193 | Stock |
| ISHARES CORE S&P SMALL CAP ETF | 5005 | 601487 | ETF |
| CLEVELAND-CLIFFS INC NEW COM | 42460 | 563869 | Stock |
| SHERWIN WILLIAMS CO COM | 1589 | 514881 | Stock |
| HOME DEPOT INC COM | 1494 | 514093 | Stock |
| AVANTIS U.S. SMALL CAP VALUE ETF | 4665 | 475762 | ETF |
| ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF | 20811 | 464507 | ETF |
| NETFLIX INC. COM | 4920 | 461299 | Stock |
| FEDEX CORP COM | 1592 | 459864 | Stock |
| PARKER-HANNIFIN CORP COM | 496 | 435560 | Stock |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 13487 | 427078 | ETF |
| GOLDMAN SACHS GROUP INC COM | 481 | 422684 | Stock |
| ISHARES S&P 500 GROWTH ETF | 3180 | 391967 | ETF |
| CONSTELLATION ENERGY CORP COM | 1095 | 386915 | Stock |
| WELLS FARGO & CO COM | 4130 | 384885 | Stock |
| ORACLE CORP COM | 1923 | 374812 | Stock |
| NORDSON CORP COM | 1524 | 366499 | Stock |
| JPMORGAN CHASE & CO COM | 1116 | 359713 | Stock |
| ADVANCED MICRO DEVICES INC COM | 1671 | 357861 | Stock |
| INVESCO QQQ TRUST SERIES I | 574 | 352841 | ETF |
| APPLIED MATLS INC COM | 1340 | 344367 | Stock |
| PPG INDS INC COM | 3261 | 334087 | Stock |
| EATON CORP PLC SHS | 1041 | 331621 | Stock |
| JOHNSON & JOHNSON COM | 1408 | 291360 | Stock |
| PROGRESSIVE CORP COM | 1256 | 286078 | Stock |
| ALTRIA GROUP INC COM | 4939 | 284780 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 541 | 271934 | Stock |
| MCDONALDS CORP COM | 889 | 271741 | Stock |
| PNC FINL SVCS GROUP INC COM | 1293 | 269888 | Stock |
| COCA COLA CO COM | 3858 | 269697 | Stock |
| BOEING CO COM | 1215 | 263801 | Stock |
| LOWES COS INC COM | 1054 | 254269 | Stock |
| SCHWAB INTERNATIONAL EQUITY ETF | 10471 | 251714 | ETF |
| PROCTER & GAMBLE CO COM | 1649 | 236305 | Stock |
| LOCKHEED MARTIN CORP COM | 478 | 231005 | Stock |
| ISHARES RUSSELL 2000 ETF | 938 | 230934 | ETF |
| MICRON TECHNOLOGY INC COM | 793 | 226370 | Stock |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 2720 | 217165 | ETF |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 2222 | 209238 | ETF |
| COSTCO WHOLESALE CORPORATION COM | 232 | 200086 | Stock |
| ANNEXON INC COM | 34900 | 175198 | Stock |
| 4D MOLECULAR THERAPEUTICS INC COM | 19000 | 142500 | Stock |
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