Landing Point Financial Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$206.1M
Q ending 2026-03-31
Prior quarter
$200.5M
Q ending 2025-12-31
Change
+2.8% QoQ · +56.2% YoY
Positions
93
reported holdings
Largest positions
All 93 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Core S&P 500 Etf | IVV | Shares | $41.8M | 64K |
| Fidelity High Dividend Etf | FDVV | Shares | $27.4M | 496K |
| Ishares Aaa Clo Active Etf | CLOA | Shares | $15.5M | 298K |
| Ishares Ultra Short Duration Bond | ICSH | Shares | $15.1M | 299K |
| Apple Inc Com | AAPL | Shares | $11.2M | 44K |
| Fidelity Enhanced Small Cap Etf | FESM | Shares | $10.2M | 269K |
| Ishares Msci Eafe Value Etf | EFV | Shares | $7.3M | 99K |
| Vanguard S&P 500 Etf | VOO | Shares | $7.3M | 12K |
| Nvidia Corporation Com | NVDA | Shares | $5.6M | 32K |
| Ishares Msci Emerging Markets Etf | EEM | Shares | $5.3M | 94K |
| Ishares Broad Usd Investment Grade | USIG | Shares | $3.7M | 73K |
| Amazon Com Inc Com | AMZN | Shares | $2.4M | 12K |
| Ishares Core U.S. Aggregate Bond E | AGG | Shares | $2.1M | 21K |
| Ishares Core S&P Mid-Cap Etf | IJH | Shares | $2.1M | 30K |
| Dimensional U.S. Core Equity 2 Etf | DFAC | Shares | $1.9M | 49K |
| Ishares Msci Acwi Etf | ACWI | Shares | $1.9M | 14K |
| Microsoft Corp Com | MSFT | Shares | $1.9M | 5K |
| Ishares Ibonds 2026 Term High Yiel | IBHF | Shares | $1.7M | 74K |
| Ishares Enhanced Short-Term Bond A | CSHP | Shares | $1.5M | 15K |
| Exxon Mobil Corp Com | XOM | Shares | $1.4M | 8K |
| Ishares Russell Top 200 Growth Etf | IWY | Shares | $1.4M | 6K |
| Visa Inc Com Cl A | V | Shares | $1.4M | 5K |
| Ishares Gold Trust | IAU | Shares | $1.3M | 15K |
| Dimensional International Core Equ | DFIC | Shares | $1.2M | 33K |
| Northrop Grumman Corp Com | NOC | Shares | $1.1M | 2K |
| Alpha Architect 1-3 Month Box Etf | BOXX | Shares | $1.1M | 10K |
| Ishares Treasury Floating Rate Bon | TFLO | Shares | $1.1M | 22K |
| Dimensional Us High Profitability | DUHP | Shares | $1.0M | 28K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $1.0M | 4K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $996K | 3K |
| Meta Platforms Inc Cl A | META | Shares | $910K | 2K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $888K | 1K |
| Ishares Core Msci Eafe Etf | IEFA | Shares | $876K | 10K |
| Qualcomm Inc Com | QCOM | Shares | $807K | 6K |
| Mastercard Incorporated Cl A | MA | Shares | $788K | 2K |
| Csx Corp Com | CSX | Shares | $780K | 19K |
| Dimensional Emerging Markets Value | DFEV | Shares | $763K | 21K |
| Fidelity Total Bond Etf | FBND | Shares | $680K | 15K |
| Ishares Floating Rate Bond Etf | FLOT | Shares | $670K | 13K |
| Ishares Core S&P Small Cap Etf | IJR | Shares | $633K | 5K |
| United Rentals Inc Com | URI | Shares | $616K | 845 |
| Tesla Inc Com | TSLA | Shares | $613K | 2K |
| Grayscale Bitcoin Mini Trust Etf | BTC | Shares | $593K | 20K |
| Eli Lilly & Co Com | LLY | Shares | $577K | 628 |
| Ishares S&P 500 Growth Etf | IVW | Shares | $566K | 5K |
| Akre Focus Etf | AKRE | Shares | $535K | 10K |
| Unitedhealth Group Inc Com | UNH | Shares | $528K | 2K |
| Avantis U.S. Small Cap Value Etf | AVUV | Shares | $519K | 5K |
| Fedex Corp Com | FDX | Shares | $511K | 1K |
| Sherwin Williams Co Com | SHW | Shares | $510K | 2K |
| Ishares 0-3 Month Treasury Bond Et | SGOV | Shares | $501K | 5K |
| Home Depot Inc Com | HD | Shares | $491K | 1K |
| Parker-Hannifin Corp Com | PH | Shares | $481K | 537 |
| Netflix Inc. Com | NFLX | Shares | $466K | 5K |
| Applied Matls Inc Com | AMAT | Shares | $458K | 1K |
| Dimensional International High Pro | DIHP | Shares | $443K | 14K |
| Apellis Pharmaceuticals Inc Com | APLS | Shares | $433K | 11K |
| Goldman Sachs Group Inc Com | GS | Shares | $407K | 481 |
| Nordson Corp Com | NDSN | Shares | $404K | 2K |
| Eaton Corp Plc Shs | Shares | $396K | 1K | |
| Invesco Qqq Trust Series I | QQQ | Shares | $384K | 665 |
| Ishares International Country Rota | CORO | Shares | $382K | 12K |
| Ishares Ibonds 2027 Term High Yiel | IBHG | Shares | $364K | 16K |
| Ishares U.S. Equity Factor Rotatio | DYNF | Shares | $362K | 6K |
| Cleveland-Cliffs Inc New Com | CLF | Shares | $359K | 42K |
| Ppg Inds Inc Com | PPG | Shares | $349K | 3K |
| Johnson & Johnson Com | JNJ | Shares | $337K | 1K |
| Jpmorgan Chase & Co Com | JPM | Shares | $330K | 1K |
| Wells Fargo & Co Com | WFC | Shares | $329K | 4K |
| Advanced Micro Devices Inc Com | AMD | Shares | $325K | 2K |
| Altria Group Inc Com | MO | Shares | $308K | 5K |
| Coca Cola Co Com | KO | Shares | $303K | 4K |
| Lockheed Martin Corp Com | LMT | Shares | $286K | 473 |
| Constellation Energy Corp Com | CEG | Shares | $285K | 1K |
| Mcdonalds Corp Com | MCD | Shares | $276K | 889 |
| Oracle Corp Com | ORCL | Shares | $276K | 2K |
| Pnc Finl Svcs Group Inc Com | PNC | Shares | $269K | 1K |
| Schwab Us Dividend Equity Etf | SCHD | Shares | $268K | 9K |
| Schwab International Equity Etf | SCHF | Shares | $259K | 10K |
| Micron Technology Inc Com | MU | Shares | $259K | 766 |
| Progressive Corp Com | PGR | Shares | $249K | 1K |
| Boeing Co Com | BA | Shares | $242K | 1K |
| Procter & Gamble Co Com | PG | Shares | $239K | 2K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $238K | 497 |
| Ishares 7-10 Year Treasury Bond Et | IEF | Shares | $233K | 2K |
| Ishares Russell 2000 Etf | IWM | Shares | $233K | 940 |
| Costco Wholesale Corporation Com | COST | Shares | $231K | 232 |
| Lowes Cos Inc Com | LOW | Shares | $230K | 975 |
| Ishares Morningstar Mid-Cap Growth | IMCG | Shares | $214K | 3K |
| Verizon Communications Inc Com | VZ | Shares | $211K | 4K |
| Avantis International Equity Etf | AVDE | Shares | $205K | 2K |
| 4D Molecular Therapeutics Inc Com | FDMT | Shares | $177K | 19K |
| Regenxbio Inc Com | RGNX | Shares | $161K | 19K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.