Landing Point Financial Group, LLC Top Holdings and 13F Report (2025) About Landing Point Financial Group, LLCInvestment ActivityLanding Point Financial Group, LLC has $206.06 million in total holdings as of September 30, 2025.Landing Point Financial Group, LLC owns shares of 93 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 6.48% of the portfolio was purchased this quarter.About 1.15% of the portfolio was sold this quarter.This quarter, Landing Point Financial Group, LLC has purchased 83 new stocks and bought additional shares in 43 stocks.Landing Point Financial Group, LLC sold shares of 27 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $41,830,804Fidelity High Dividend ETF $27,407,729iShares AAA CLO Active ETF $15,459,936iShares Ultra Short-Term Bond Active ETF $15,141,942Apple $11,150,826 Largest New Holdings this Quarter 09290C822 - ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF $1,453,900 Holding46434V860 - iShares Treasury Floating Rate Bond ETF $1,107,683 Holding316188309 - Fidelity Total Bond ETF $680,422 Holding46429B655 - iShares Floating Rate Bond ETF $669,585 Holding03753U106 - Apellis Pharmaceuticals $432,674 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 3,674 shares (about $2.40M)ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF 14,615 shares (about $1.45M)iShares AAA CLO Active ETF 27,297 shares (about $1.41M)iShares Treasury Floating Rate Bond ETF 21,878 shares (about $1.11M)Fidelity High Dividend ETF 14,193 shares (about $784.02K) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 8,257 shares (about $831.08K)NVIDIA 2,660 shares (about $463.90K)AKRE FOCUS ETF 2,085 shares (about $110.19K)iShares iBonds 2027 Term High Yield and Income ETF 4,369 shares (about $96.69K)ExxonMobil 550 shares (about $93.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLanding Point Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$41,830,804$2,399,887 ▲6.1%64,03920.3%ETFFDVVFidelity High Dividend ETF$27,407,729$784,022 ▲2.9%496,15713.3%ETFCLOAiShares AAA CLO Active ETF$15,459,936$1,414,939 ▲10.1%298,2537.5%ETFICSHiShares Ultra Short-Term Bond Active ETF$15,141,942$28,094 ▼-0.2%299,1307.3%ETFAAPLApple$11,150,826$44,413 ▲0.4%43,9375.4%Computer and TechnologyFIDELITY ENHANCED SMALL CAP ETF$10,228,282$394,326 ▲4.0%269,1655.0%ETFEFViShares MSCI EAFE Value ETF$7,335,462$496,808 ▲7.3%98,6613.6%ETFVOOVanguard S&P 500 ETF$7,296,284$21,512 ▼-0.3%12,2103.5%ETFNVDANVIDIA$5,628,508$463,898 ▼-7.6%32,2742.7%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$5,331,917$297,240 ▲5.9%93,8882.6%FinanceUSIGiShares Broad USD Investment Grade Corporate Bond ETF$3,726,425$25,154 ▼-0.7%72,7391.8%ManufacturingAMZNAmazon.com$2,419,442$80,599 ▲3.4%11,6171.2%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$2,097,706$40,205 ▲2.0%21,1311.0%FinanceIJHiShares Core S&P Mid-Cap ETF$2,056,109$104,335 ▲5.3%30,4471.0%ETFDFACDimensional U.S. Core Equity 2 ETF$1,921,623$63,653 ▲3.4%49,4500.9%ETFACWIiShares MSCI ACWI ETF$1,879,930$83,854 ▲4.7%13,5860.9%ManufacturingMSFTMicrosoft$1,879,743$34,056 ▲1.8%5,0780.9%Computer and TechnologyIBHFiShares iBonds 2026 Term High Yield and Income ETF$1,690,657$77,020 ▼-4.4%73,6670.8%ETFISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF$1,453,900$1,453,900 ▲New Holding14,6150.7%ETFXOMExxonMobil$1,434,676$93,315 ▼-6.1%8,4560.7%EnergyIWYiShares Russell Top 200 Growth ETF$1,408,813$182,135 ▲14.8%5,6620.7%ETFVVisa$1,370,880$302 ▲0.0%4,5360.7%Business ServicesIAUiShares Gold Trust$1,282,213$55,982 ▲4.6%14,5440.6%FinanceDFICDimensional International Core Equity 2 ETF$1,172,710$28,744 ▲2.5%33,0060.6%ETFNOCNorthrop Grumman$1,138,292$13,649 ▼-1.2%1,6680.6%AerospaceBOXXAlpha Architect 1-3 Month Box ETF$1,127,315$12,327 ▲1.1%9,6940.5%ETFTFLOiShares Treasury Floating Rate Bond ETF$1,107,683$1,107,683 ▲New Holding21,8780.5%ETFDUHPDimensional US High Profitability ETF$1,036,301$21,505 ▲2.1%28,1910.5%ETFGOOGLAlphabet$1,035,027$10,641 ▲1.0%3,5990.5%Computer and TechnologyGOOGAlphabet$996,036$2,869 ▼-0.3%3,4720.5%Computer and TechnologyMETAMeta Platforms$910,388$5,150 ▲0.6%1,5910.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$888,306$15,607 ▼-1.7%1,3660.4%FinanceIEFAiShares Core MSCI EAFE ETF$876,150$118,866 ▲15.7%9,6780.4%ETFQCOMQualcomm$806,543$15,325 ▲1.9%6,2630.4%Computer and TechnologyMAMastercard$787,744$999 ▲0.1%1,5770.4%Business ServicesCSXCSX$780,457$1,437 ▲0.2%19,0120.4%TransportationDFEVDimensional Emerging Markets Value ETF$763,452$42,686 ▲5.9%21,3370.4%ETFFBNDFidelity Total Bond ETF$680,422$680,422 ▲New Holding14,9150.3%ETFFLOTiShares Floating Rate Bond ETF$669,585$669,585 ▲New Holding13,1420.3%ETFIJRiShares Core S&P Small-Cap ETF$632,902$10,691 ▲1.7%5,0910.3%ETFURIUnited Rentals$615,893$729 ▲0.1%8450.3%ConstructionTSLATesla$613,196$21,196 ▲3.6%1,6490.3%Auto/Tires/TrucksGRAYSCALE BITCOIN MINI TRUST ETF$593,352$66,188 ▲12.6%19,7850.3%ETFLLYEli Lilly and Company$577,184$15,624 ▼-2.6%6280.3%MedicalIVWiShares S&P 500 Growth ETF$566,230$206,539 ▲57.4%5,0060.3%ETFAKRE FOCUS ETF$535,160$110,192 ▼-17.1%10,1260.3%ETFUNHUnitedHealth Group$528,207$12,177 ▼-2.3%1,9520.3%MedicalAVUVAvantis U.S. Small Cap Value ETF$518,705$3,314 ▲0.6%4,6950.3%ETFFDXFedEx$511,482$55,565 ▼-9.8%1,4360.2%TransportationSHWSherwin-Williams$509,744$321 ▲0.1%1,5900.2%Basic MaterialsSGOViShares 0-3 Month Treasury Bond ETF$500,744$831,084 ▼-62.4%4,9750.2%ETFHDHome Depot$490,585$658 ▼-0.1%1,4920.2%Retail/WholesalePHParker-Hannifin$480,974$36,722 ▲8.3%5370.2%IndustrialsNFLXNetflix$466,328$6,731 ▼-1.4%4,8500.2%Consumer DiscretionaryAMATApplied Materials$457,9990.0%1,3400.2%Computer and TechnologyDIHPDimensional International High Profitability ETF$442,771$8,216 ▲1.9%13,7420.2%ETFAPLSApellis Pharmaceuticals$432,674$432,674 ▲New Holding10,7550.2%MedicalGSThe Goldman Sachs Group$407,0550.0%4810.2%FinanceNDSNNordson$403,750$1,596 ▼-0.4%1,5180.2%IndustrialsETNEaton$395,996$23,610 ▲6.3%1,1070.2%IndustrialsQQQInvesco QQQ$384,069$52,557 ▲15.9%6650.2%FinanceISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF$382,235$382,235 ▲New Holding11,8880.2%ETFIBHGiShares iBonds 2027 Term High Yield and Income ETF$363,872$96,689 ▼-21.0%16,4420.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$361,597$361,597 ▲New Holding6,2150.2%ETFCLFCleveland-Cliffs$358,7870.0%42,4600.2%Basic MaterialsPPGPPG Industries$348,612$107 ▲0.0%3,2620.2%Basic MaterialsJNJJohnson & Johnson$337,097$7,089 ▼-2.1%1,3790.2%MedicalJPMJPMorgan Chase & Co.$329,694$1,471 ▲0.4%1,1210.2%FinanceWFCWells Fargo & Company$328,863$80 ▲0.0%4,1310.2%FinanceAMDAdvanced Micro Devices$325,285$14,647 ▼-4.3%1,5990.2%Computer and TechnologyMOAltria Group$308,166$17,751 ▼-5.4%4,6700.1%Consumer StaplesKOCocaCola$303,208$9,810 ▲3.3%3,9870.1%Consumer StaplesLMTLockheed Martin$285,787$3,021 ▼-1.0%4730.1%AerospaceCEGConstellation Energy$284,951$20,952 ▼-6.8%1,0200.1%EnergyMCDMcDonald's$276,3740.0%8890.1%Retail/WholesaleORCLOracle$275,547$7,356 ▼-2.6%1,8730.1%Computer and TechnologyPNCThe PNC Financial Services Group$269,0600.0%1,2930.1%FinanceSCHDSchwab US Dividend Equity ETF$267,549$267,549 ▲New Holding8,7210.1%ETFSCHFSchwab International Equity ETF$259,1480.0%10,4710.1%ETFMUMicron Technology$258,855$9,124 ▼-3.4%7660.1%Computer and TechnologyPGRProgressive$249,0430.0%1,2560.1%FinanceBABoeing$241,8210.0%1,2150.1%AerospacePGProcter & Gamble$238,548$433 ▲0.2%1,6520.1%Consumer StaplesBRK.BBerkshire Hathaway$238,162$21,085 ▼-8.1%4970.1%FinanceIEFiShares 7-10 Year Treasury Bond ETF$233,351$233,351 ▲New Holding2,4450.1%ETFIWMiShares Russell 2000 ETF$232,996$496 ▲0.2%9400.1%FinanceCOSTCostco Wholesale$231,2120.0%2320.1%Retail/WholesaleLOWLowe's Companies$230,360$18,665 ▼-7.5%9750.1%Retail/WholesaleIMCGiShares Morningstar Mid-Cap Growth ETF$214,2540.0%2,7200.1%ETFVZVerizon Communications$211,401$211,401 ▲New Holding4,2110.1%Computer and TechnologyAVDEAvantis International Equity ETF$205,228$205,228 ▲New Holding2,4190.1%ETFFDMT4D Molecular Therapeutics$176,8900.0%19,0000.1%MedicalRGNXREGENXBIO$161,038$161,038 ▲New Holding19,2170.1%MedicalUSMViShares MSCI USA Min Vol Factor ETF$0$209,238 ▼-100.0%00.0%ETFANNXAnnexon$0$175,198 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
