Landing Point Financial Group, LLC Top Holdings and 13F Report (2025)

About Landing Point Financial Group, LLC

Investment Activity

Landing Point Financial Group, LLC has $131.89 million in total holdings as of March 31, 2025.
Landing Point Financial Group, LLC owns shares of 69 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 18.77% of the portfolio was purchased this quarter.
About 12.29% of the portfolio was sold this quarter.
This quarter, Landing Point Financial Group, LLC has purchased 69 new stocks and bought additional shares in 25 stocks.
Landing Point Financial Group, LLC sold shares of 31 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $27,842,238
Fidelity High Dividend ETF: $16,941,541
iShares AAA CLO Active ETF: $11,980,944
iShares Core S&P Mid-Cap ETF: $9,824,363
Apple: $8,390,186

Largest New Holdings this Quarter

092528504 - iShares AAA CLO Active ETF: $11,980,944 Holding
31609A206 - FIDELITY ENHANCED SMALL CAP ETF: $6,800,981 Holding
464288257 - iShares MSCI ACWI ETF: $663,134 Holding
464285204 - iShares Gold Trust: $246,403 Holding
036752103 - Elevance Health: $219,072 Holding

Largest Purchases this Quarter

iShares AAA CLO Active ETF: 231,382 shares (about $11.98M)
FIDELITY ENHANCED SMALL CAP ETF: 230,698 shares (about $6.80M)
iShares 0-3 Month Treasury Bond ETF: 8,209 shares (about $826.41K)
iShares MSCI ACWI ETF: 5,698 shares (about $663.13K)
iShares Broad USD Investment Grade Corporate Bond ETF: 11,941 shares (about $609.94K)

Largest Sales this Quarter

iShares Core S&P Small-Cap ETF: 52,083 shares (about $5.45M)
iShares Core S&P Mid-Cap ETF: 26,276 shares (about $1.53M)
iShares Core S&P 500 ETF: 1,298 shares (about $729.35K)
Vanguard S&P 500 ETF: 987 shares (about $507.23K)
iShares Russell Top 200 Growth ETF: 977 shares (about $206.07K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$27,842,238	$729,349 ▼	-2.6%	49,550	21.1%	ETF
FDVV Fidelity High Dividend ETF	$16,941,541	$11,408 ▼	-0.1%	341,563	12.8%	ETF
CLOA iShares AAA CLO Active ETF	$11,980,944	$11,980,944 ▲	New Holding	231,382	9.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$9,824,363	$1,533,200 ▼	-13.5%	168,370	7.4%	ETF
AAPL Apple	$8,390,186	$178,368 ▼	-2.1%	37,772	6.4%	Computer and Technology
FIDELITY ENHANCED SMALL CAP ETF	$6,800,981	$6,800,981 ▲	New Holding	230,698	5.2%	ETF
VOO Vanguard S&P 500 ETF	$6,390,525	$507,233 ▼	-7.4%	12,435	4.8%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$3,556,335	$609,945 ▲	20.7%	69,623	2.7%	Manufacturing
NVDA NVIDIA	$3,371,101	$138,295 ▼	-3.9%	31,104	2.6%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$2,842,358	$20,102 ▲	0.7%	65,043	2.2%	Finance
V Visa	$1,681,776	$46,609 ▼	-2.7%	4,799	1.3%	Business Services
MSFT Microsoft	$1,542,839	$63,065 ▲	4.3%	4,110	1.2%	Computer and Technology
DFAC Dimensional U.S. Core Equity 2 ETF	$1,253,818	$460,277 ▲	58.0%	38,006	1.0%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$1,211,776	$826,408 ▲	214.4%	12,037	0.9%	ETF
IBHE iShares iBonds 2025 Term High Yield and Income ETF	$1,185,153	$35,093 ▼	-2.9%	50,996	0.9%	ETF
IBHF iShares iBonds 2026 Term High Yield and Income ETF	$1,065,988	$9,590 ▲	0.9%	45,908	0.8%	ETF
UNH UnitedHealth Group	$1,044,064	$17,288 ▼	-1.6%	1,993	0.8%	Medical
IBHG iShares iBonds 2027 Term High Yield and Income ETF	$1,022,763	$341,330 ▲	50.1%	45,812	0.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$992,891	$5,446,313 ▼	-84.6%	9,495	0.8%	ETF
XOM Exxon Mobil	$984,027		0.0%	8,274	0.7%	Energy
BOXX Alpha Architect 1-3 Month Box ETF	$979,462	$499,375 ▲	104.0%	8,785	0.7%	ETF
AMZN Amazon.com	$976,658	$48,519 ▼	-4.7%	5,133	0.7%	Retail/Wholesale
QCOM QUALCOMM	$973,040	$3,994 ▲	0.4%	6,334	0.7%	Computer and Technology
MA Mastercard	$929,277	$23,575 ▼	-2.5%	1,695	0.7%	Business Services
NOC Northrop Grumman	$857,660		0.0%	1,675	0.7%	Aerospace
SPY SPDR S&P 500 ETF Trust	$812,113	$7,830 ▼	-1.0%	1,452	0.6%	Finance
SHW Sherwin-Williams	$761,209	$210,205 ▲	38.1%	2,180	0.6%	Basic Materials
DFIC Dimensional International Core Equity 2 ETF	$739,821	$355,484 ▲	92.5%	26,641	0.6%	ETF
META Meta Platforms	$729,769	$32,857 ▼	-4.3%	1,266	0.6%	Computer and Technology
ICSH iShares Ultra Short-Term Bond Active ETF	$726,946	$472,327 ▲	185.5%	14,338	0.6%	ETF
DUHP Dimensional US High Profitability ETF	$680,961	$216,205 ▲	46.5%	20,548	0.5%	ETF
ACWI iShares MSCI ACWI ETF	$663,134	$663,134 ▲	New Holding	5,698	0.5%	Manufacturing
URI United Rentals	$598,359	$15,037 ▼	-2.5%	955	0.5%	Construction
IWY iShares Russell Top 200 Growth ETF	$595,865	$206,074 ▼	-25.7%	2,825	0.5%	ETF
CSX CSX	$555,133	$15,892 ▼	-2.8%	18,863	0.4%	Transportation
CI The Cigna Group	$521,128		0.0%	1,584	0.4%	Medical
PGR Progressive	$499,488		0.0%	1,765	0.4%	Finance
IEFA iShares Core MSCI EAFE ETF	$489,400	$176,120 ▼	-26.5%	6,469	0.4%	ETF
TSLA Tesla	$435,426	$64,796 ▲	17.5%	1,680	0.3%	Auto/Tires/Trucks
DFEV Dimensional Emerging Markets Value ETF	$422,629	$170,253 ▲	67.5%	15,624	0.3%	ETF
NFLX Netflix	$409,381	$13,988 ▼	-3.3%	439	0.3%	Consumer Discretionary
AVUV Avantis U.S. Small Cap Value ETF	$381,282	$143,395 ▲	60.3%	4,374	0.3%	ETF
HD Home Depot	$378,019	$367 ▲	0.1%	1,031	0.3%	Retail/Wholesale
FDX FedEx	$372,580	$13,899 ▼	-3.6%	1,528	0.3%	Transportation
LLY Eli Lilly and Company	$358,482	$26,432 ▼	-6.9%	434	0.3%	Medical
PPG PPG Industries	$356,231	$3,936 ▲	1.1%	3,258	0.3%	Basic Materials
JNJ Johnson & Johnson	$322,213	$18,242 ▼	-5.4%	1,943	0.2%	Medical
DIHP Dimensional International High Profitability ETF	$309,487	$109,188 ▲	54.5%	11,488	0.2%	ETF
NDSN Nordson	$304,120	$2,017 ▼	-0.7%	1,508	0.2%	Industrials
ETN Eaton	$300,197		0.0%	1,104	0.2%	Industrials
IVW iShares S&P 500 Growth ETF	$295,199		0.0%	3,180	0.2%	ETF
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$272,981	$73,565 ▼	-21.2%	10,854	0.2%	ETF
PG Procter & Gamble	$271,089	$511 ▲	0.2%	1,591	0.2%	Consumer Staples
JPM JPMorgan Chase & Co.	$266,804	$10,299 ▼	-3.7%	1,088	0.2%	Finance
PH Parker-Hannifin	$258,525		0.0%	425	0.2%	Industrials
LMT Lockheed Martin	$255,471	$893 ▲	0.4%	572	0.2%	Aerospace
STZ Constellation Brands	$255,334	$33,225 ▼	-11.5%	1,391	0.2%	Consumer Staples
IAU iShares Gold Trust	$246,403	$246,403 ▲	New Holding	4,179	0.2%	Finance
IWM iShares Russell 2000 ETF	$240,438	$15,165 ▲	6.7%	1,205	0.2%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$231,145	$6,181 ▼	-2.6%	2,468	0.2%	ETF
KO Coca-Cola	$223,675	$22,919 ▼	-9.3%	3,123	0.2%	Consumer Staples
SCHF Schwab International Equity ETF	$222,483	$20,709 ▼	-8.5%	11,248	0.2%	ETF
GOOGL Alphabet	$222,108	$31,862 ▲	16.7%	1,436	0.2%	Computer and Technology
ELV Elevance Health	$219,072	$219,072 ▲	New Holding	504	0.2%	Medical
QQQ Invesco QQQ	$211,635	$11,262 ▲	5.6%	451	0.2%	Finance
LANC Lancaster Colony	$210,252	$700 ▲	0.3%	1,201	0.2%	Consumer Staples
COST Costco Wholesale	$209,963	$9,458 ▼	-4.3%	222	0.2%	Retail/Wholesale
REZ iShares Residential and Multisector Real Estate ETF	$208,218	$208,218 ▲	New Holding	2,409	0.2%	ETF
MCD McDonald's	$203,877	$16,235 ▼	-7.4%	653	0.2%	Retail/Wholesale
GOVT iShares U.S. Treasury Bond ETF	$0	$5,565,043 ▼	-100.0%	0	0.0%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$0	$319,805 ▼	-100.0%	0	0.0%	ETF
WMT Walmart	$0	$230,990 ▼	-100.0%	0	0.0%	Retail/Wholesale
ADBE Adobe	$0	$229,529 ▼	-100.0%	0	0.0%	Computer and Technology
IMCG iShares Morningstar Mid-Cap Growth ETF	$0	$215,234 ▼	-100.0%	0	0.0%	ETF
CRM Salesforce	$0	$210,474 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Landing Point Financial Group, LLC Top Holdings and 13F Report (2025)

About Landing Point Financial Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Landing Point Financial Group, LLC Top Holdings and 13F Report (2025)

About Landing Point Financial Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLanding Point Financial Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools