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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 $158.64 million in total holdings as of June 30, 2025.
  • Landing Point Financial Group, LLC owns shares of 69 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 12.46% of the portfolio was purchased this quarter.
  • About 1.08% of the portfolio was sold this quarter.
  • This quarter, Landing Point Financial Group, LLC has purchased 69 new stocks and bought additional shares in 47 stocks.
  • Landing Point Financial Group, LLC sold shares of 12 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

693475105 - The PNC Financial Services Group
$219,416 Holding
464288307 - iShares Morningstar Mid-Cap Growth ETF
$218,226 Holding
58733R102 - MercadoLibre
$209,090 Holding

Largest Purchases this Quarter

iShares Ultra Short-Term Bond Active ETF
254,722 shares (about $12.92M)
iShares Core S&P 500 ETF
1,367 shares (about $848.78K)
iShares 0-3 Month Treasury Bond ETF
6,813 shares (about $686.00K)
FIDELITY ENHANCED SMALL CAP ETF
18,899 shares (about $604.58K)
iShares MSCI ACWI ETF
4,422 shares (about $568.70K)

Largest Sales this Quarter

NVIDIA
1,121 shares (about $177.11K)
Sherwin-Williams
406 shares (about $139.39K)
iShares Russell 2000 ETF
271 shares (about $58.45K)
Visa
163 shares (about $57.88K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLanding Point Financial Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$31,614,632$848,777 2.8%50,91719.9%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$18,137,152$369,030 2.1%348,65711.4%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$13,644,020$12,916,941 1,776.6%269,0608.6%ETF
iShares AAA CLO Active ETF stock logo
CLOA
iShares AAA CLO Active ETF
$12,562,585$549,211 4.6%241,9607.9%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$10,685,309$242,995 2.3%172,2886.7%ETF
FIDELITY ENHANCED SMALL CAP ETF
$7,984,612$604,579 8.2%249,5975.0%ETF
Apple Inc. stock logo
AAPL
Apple
$7,769,970$20,312 0.3%37,8714.9%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$7,072,656$9,089 0.1%12,4514.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,737,061$177,109 -3.6%29,9833.0%Computer and Technology
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$3,821,520$240,121 6.7%74,2912.4%Manufacturing
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$3,211,576$73,904 2.4%66,5752.0%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$2,057,618$13,429 0.7%4,1371.3%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,898,009$686,002 56.6%18,8501.2%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$1,719,651$357,506 26.2%47,9811.1%ETF
Visa Inc. stock logo
V
Visa
$1,646,180$57,879 -3.4%4,6361.0%Business Services
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$1,301,495$568,697 77.6%10,1200.8%Manufacturing
iShares iBonds 2026 Term High Yield and Income ETF stock logo
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
$1,232,813$166,373 15.6%53,0700.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,175,554$49,365 4.4%5,3580.7%Retail/Wholesale
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$1,157,471$167,558 16.9%10,2720.7%ETF
iShares iBonds 2025 Term High Yield and Income ETF stock logo
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
$1,144,531$41,370 -3.5%49,2170.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,062,926$25,245 2.4%9,7260.7%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$1,021,339$193,069 23.3%32,8510.6%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,009,163$478 0.0%6,3370.6%Computer and Technology
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$971,292$240,600 32.9%27,3140.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$960,611$63,629 7.1%1,5550.6%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$957,023$22,874 2.4%1,2970.6%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$946,095$6,180 -0.6%1,6840.6%Business Services
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$891,9370.0%8,2740.6%Energy
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$837,7090.0%1,6750.5%Aerospace
United Rentals, Inc. stock logo
URI
United Rentals
$728,336$9,038 1.3%9670.5%Construction
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$704,894$8,383 1.2%2,8590.4%ETF
CSX Corporation stock logo
CSX
CSX
$616,795$1,305 0.2%18,9030.4%Transportation
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$609,048$139,388 -18.6%1,7740.4%Basic Materials
Dimensional Emerging Markets Value ETF stock logo
DFEV
Dimensional Emerging Markets Value ETF
$606,157$137,594 29.4%20,2120.4%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$587,8780.0%4390.4%Consumer Discretionary
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$587,007$34,622 -5.6%1,8820.4%Medical
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$547,066$7,013 1.3%6,5530.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$546,739$13,025 2.4%1,7210.3%Auto/Tires/Trucks
Cigna Group stock logo
CI
Cigna Group
$523,7570.0%1,5840.3%Medical
iShares iBonds 2027 Term High Yield and Income ETF stock logo
IBHG
iShares iBonds 2027 Term High Yield and Income ETF
$501,985$530,611 -51.4%22,2710.3%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$489,277$90,823 22.8%5,3710.3%ETF
The Progressive Corporation stock logo
PGR
Progressive
$471,158$267 0.1%1,7660.3%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$425,679$165,071 63.3%6,8260.3%Finance
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$411,504$72,722 21.5%13,9540.3%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$394,705$714 0.2%1,1060.2%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$379,978$1,834 0.5%1,0360.2%Retail/Wholesale
PPG Industries, Inc. stock logo
PPG
PPG Industries
$370,668$114 0.0%3,2590.2%Basic Materials
FedEx Corporation stock logo
FDX
FedEx
$362,635$15,233 4.4%1,5950.2%Transportation
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$350,1180.0%3,1800.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$342,420$3,900 1.2%4390.2%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$328,376$13,042 4.1%1,1330.2%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$327,247$78,363 31.5%5930.2%Finance
Nordson Corporation stock logo
NDSN
Nordson
$324,440$1,072 0.3%1,5130.2%Industrials
Alphabet Inc. stock logo
GOOGL
Alphabet
$313,674$60,620 24.0%1,7800.2%Computer and Technology
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$297,1280.0%4250.2%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$297,070$305 0.1%1,9450.2%Medical
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$275,067$1,763 0.6%10,9240.2%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$262,846$1,851 -0.7%5680.2%Aerospace
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$253,850$319 0.1%1,5930.2%Consumer Staples
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$247,618$972 -0.4%11,2040.2%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$222,581$1,627 0.7%3,1460.1%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$219,7670.0%2220.1%Retail/Wholesale
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$219,416$219,416 New Holding1,1770.1%Finance
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$218,226$218,226 New Holding2,7200.1%ETF
Constellation Brands Inc stock logo
STZ
Constellation Brands
$214,814$11,554 -5.1%1,3200.1%Consumer Staples
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$212,801$18,868 -8.1%2,2670.1%ETF
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$209,090$209,090 New Holding800.1%Retail/Wholesale
MARZETTI COMPANY COM
$208,396$864 0.4%1,2060.1%Stock
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$201,447$58,450 -22.5%9340.1%Finance
Elevance Health, Inc. stock logo
ELV
Elevance Health
$0$219,072 -100.0%00.0%Medical
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$0$208,218 -100.0%00.0%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$0$203,877 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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