What does Landing Point Financial Group, LLC hold?

Landing Point Financial Group, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2025964.

What is Landing Point Financial Group, LLC's AUM?

Landing Point Financial Group, LLC reported approximately $294.2M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $381.3M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Landing Point Financial Group, LLC's holdings?

All Landing Point Financial Group, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2025964. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Landing Point Financial Group, LLC's 13F data updated on 13F Pro?

Landing Point Financial Group, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Landing Point Financial Group, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2025964

Institutional-grade research for retail investors

Sector Allocation

Other80.6%$237.2M
Technology9.5%$28.0M
Financials4.7%$13.9M
Consumer Discretionary1.5%$4.4M
Industrials1.4%$4.1M
Healthcare0.8%$2.4M
Materials0.5%$1.3M
Consumer Staples0.4%$1.2M
Energy0.4%$1.2M
Communication Services0.1%$298,063

AUM History

13fpro.ai/research/fund/landing-point-financial-group-llc-2025964

Conviction and streaks

Diversifying · top 10 = 62.4%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold13.6% weight · held 7 quarters

$AAPLConviction hold4.0% weight · held 7 quarters

$Conviction hold4.0% weight · held 7 quarters

$Conviction hold3.3% weight · held 6 quarters

$NVDAConviction hold2.1% weight · held 7 quarters

$MSFTAccumulating+31% shares · 6 quarters running

$Accumulating+110% shares · 6 quarters running

$IAUAccumulating+452% shares · 5 quarters running

$MAAccumulating+0% shares · 3 quarters running

$JPMAccumulating+1% shares · 3 quarters running

$Trimming-78% shares · 4 quarters running

$NVDATrimming-12% shares · 3 quarters running

$AMDTrimming-26% shares · 3 quarters running

$MUTrimming-48% shares · 3 quarters running

$HDTrimming-2% shares · 3 quarters running

Largest positions — Q2 2026

FIDELITY
$47.5M
ISHARES
$40.0M
ISHARES
$18.4M
ISHARES
$16.6M
AAPL
$11.7M
ISHARES
$11.7M
ISHARES
$11.0M
FIDELITY
$9.8M
ISHARES
$8.7M
ISHARES
$8.2M
ISHARES
$7.3M
FIDELITY
$7.2M
IVZ
$7.1M
ISHARES
$6.3M
NVDA
$6.3M
ISHARES
$6.2M
VANGUARD
$4.5M
FIDELITY
$4.1M
ISHARES
$2.8M
AMZN
$2.8M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/landing-point-financial-group-llc-2025964

Landing Point Financial Group, LLC 13F holdings — Q2 2026

$294.2M portfolio (+42.8% QoQ) · 99 holdings · Q2 2026 13F · top 10 are 62% of the stock portfolio

1
FIDELITY TOTAL BOND ETF - ETF
$47.5M
16.1% of stocks
+6899%This quarter—Since filed—Held
AIQuality—Est. buy—
2
ISHARES CORE S&P 500 ETF - ETF
$40.0M
13.6% of stocks
-17%This quarter—Since filed—Held
AIQuality—Est. buy—
3
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF
$18.4M
6.3% of stocks
+4260%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF - ETF
$16.6M
5.6% of stocks
+3704%This quarter—Since filed—Held
AIQuality—Est. buy—
5
Apple Inc.
$AAPL
$11.7M
4.0% of stocks
-8%This quarter+10.1%Since filed7+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
6
ISHARES S&P 500 GROWTH ETF - ETF
$11.7M
4.0% of stocks
+1599%This quarter—Since filed—Held
AIQuality—Est. buy—
7
ISHARES 7-10 YEAR TREASURY BOND ETF - ETF
$11.0M
3.8% of stocks
+4675%This quarter—Since filed—Held
AIQuality—Est. buy—
8
FIDELITY ENHANCED SMALL CAP CORE ETF - ETF
$9.8M
3.3% of stocks
-25%This quarter—Since filed—Held
AIQuality—Est. buy—
9
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF - ETF
$8.7M
3.0% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
10
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF - ETF
$8.2M
2.8% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	FIDELITY TOTAL BOND ETF - ETF	$47.5M	16.1%	+6899%	—	—	—	—
2	ISHARES CORE S&P 500 ETF - ETF	$40.0M	13.6%	-17%	—	—	—	—
3	ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF	$18.4M	6.3%	+4260%	—	—	—	—
4	ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF - ETF	$16.6M	5.6%	+3704%	—	—	—	—
5	Apple Inc.$AAPL	$11.7M	4.0%	-8%	+10.1%	7+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
6	ISHARES S&P 500 GROWTH ETF - ETF	$11.7M	4.0%	+1599%	—	—	—	—
7	ISHARES 7-10 YEAR TREASURY BOND ETF - ETF	$11.0M	3.8%	+4675%	—	—	—	—
8	FIDELITY ENHANCED SMALL CAP CORE ETF - ETF	$9.8M	3.3%	-25%	—	—	—	—
9	ISHARES A.I. INNOVATION AND TECH ACTIVE ETF - ETF	$8.7M	3.0%	New	—	New this quarter	—	—
10	ISHARES U.S. THEMATIC ROTATION ACTIVE ETF - ETF	$8.2M	2.8%	New	—	New this quarter	—	—

All holdings — Landing Point Financial Group, LLC (Q2 2026)

Sort

99 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	ISHARES S&P 500 VALUE ETF - ETFetf/fund	—	$7.3M	2.5%	32K	New	—	—	13F
12	—	FIDELITY EMERGING MARKETS MULTIFACTOR ETF - ETFetf/fund	—	$7.2M	2.5%	199K	New	—	—	13F
13	$IVZ	Invesco Ltd.etf/fund	Financials	$7.1M	2.4%	78K	New	1 qtr	—	13F
14	—	ISHARES FLEXIBLE INCOME ACTIVE ETF - ETFetf/fund	—	$6.3M	2.2%	121K	New	—	—	13F
15	$NVDA	NVIDIA CORP	Technology	$6.3M	2.1%	31K	-3%	7+ qtrsTrimmed 3 qtrs in a row	86.0	13F
16	—	ISHARES MSCI EAFE VALUE ETF - ETFetf/fund	—	$6.2M	2.1%	80K	-19%	—	—	13F
17	—	VANGUARD S&P 500 ETF - ETFetf/fund	—	$4.5M	1.5%	6,553	-46%	—	—	13F
18	—	FIDELITY HIGH DIVIDEND ETF - ETFetf/fund	—	$4.1M	1.4%	68K	-86%	—	—	13F
19	—	ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF - ETFnote	—	$2.8M	0.9%	55K	-82%	—	—	13F
20	$AMZN	AMAZON COM INC	Consumer Discretionary	$2.8M	0.9%	12K	+0.2%	7+ qtrs	67.5	13F
21	—	ISHARES AAA CLO ACTIVE ETF - ETFetf/fund	—	$2.7M	0.9%	52K	-82%	—	—	13F
22	—	DIMENSIONAL U.S. CORE EQUITY 2 ETF - ETFetf/fund	—	$2.5M	0.8%	56K	+13%	—	—	13F
23	—	ISHARES MSCI EAFE GROWTH ETF - ETFetf/fund	—	$2.1M	0.7%	17K	New	—	—	13F
24	$MSFT	MICROSOFT CORP	Technology	$1.9M	0.7%	5,162	+2%	7+ qtrsAdded 2 qtrs in a row	79.8	13F
25	$IAU	ISHARES GOLD TRUSTetf/fund	Financials	$1.7M	0.6%	23K	+59%	6 qtrsAdded 6 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
26	—	ISHARES CORE S&P MID-CAP ETF - ETF	—	$1.6M	0.5%	21K	-32%
27	$V	VISA INC.	Financials	$1.6M	0.5%	4,541	+0.1%
28	—	ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF - ETF	—	$1.6M	0.5%	69K	-7%
29	$GOOGL	Alphabet Inc.	Technology	$1.3M	0.5%	3,668	+2%
30	—	DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF - ETF	—	$1.3M	0.4%	35K	+6%
31	$GOOG	Alphabet Inc.	Technology	$1.2M	0.4%	3,517	+1%
32	—	DIMENSIONAL US HIGH PROFITABILITY ETF - ETF	—	$1.2M	0.4%	29K	+5%
33	—	ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF - ETF	—	$1.2M	0.4%	12K	-19%
34	$QCOM	QUALCOMM INC/DE	Technology	$1.2M	0.4%	6,265	+0.0%
35	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.2M	0.4%	8,456	—
36	—	ALPHA ARCHITECT 1-3 MONTH BOX ETF - ETF	—	$1.1M	0.4%	9,175	-5%
37	$SPY	SPDR S&P 500 ETF TRUST	—	$1.0M	0.3%	1,366	—
38	—	ISHARES TREASURY FLOATING RATE BOND ETF - ETF	—	$940K	0.3%	19K	-15%
39	—	DIMENSIONAL EMERGING MARKETS VALUE ETF - ETF	—	$939K	0.3%	22K	+3%
40	$URI	UNITED RENTALS, INC.	Industrials	$916K	0.3%	809	-4%
41	$AMAT	APPLIED MATERIALS INC /DE	Technology	$915K	0.3%	1,265	-6%
42	$META	Meta Platforms, Inc.	Technology	$896K	0.3%	1,590	-0.1%
43	$CSX	CSX CORP	Industrials	$876K	0.3%	18K	-3%
44	$AMD	ADVANCED MICRO DEVICES INC	Technology	$871K	0.3%	1,499	-6%
45	$NOC	NORTHROP GRUMMAN CORP /DE/	Technology	$850K	0.3%	1,669	+0.1%
46	$MA	Mastercard Inc	Financials	$810K	0.3%	1,578	+0.1%
47	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$805K	0.3%	1,938	-0.7%
48	—	ISHARES CONVERTIBLE BOND ETF - ETF	—	$803K	0.3%	6,592	New
49	$MU	MICRON TECHNOLOGY INC	Technology	$788K	0.3%	682	-11%
50	$LLY	ELI LILLY & Co	Healthcare	$753K	0.3%	628	—
51	$TSLA	Tesla, Inc.	Consumer Discretionary	$696K	0.2%	1,654	+0.3%
52	—	ISHARES MSCI EMERGING MARKETS ETF - ETF	—	$678K	0.2%	9,907	-89%
53	—	ISHARES RUSSELL TOP 200 GROWTH ETF - ETF	—	$638K	0.2%	2,194	-61%
54	—	ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF - ETF	—	$607K	0.2%	12K	-84%
55	—	AVANTIS U.S. SMALL CAP VALUE ETF - ETF	—	$586K	0.2%	4,698	+0.1%
56	—	ISHARES CORE S&P SMALL CAP ETF - ETF	—	$585K	0.2%	3,942	-23%
57	—	ISHARES FLOATING RATE BOND ETF - ETF	—	$561K	0.2%	11K	-16%
58	$SHW	SHERWIN WILLIAMS CO	Materials	$548K	0.2%	1,592	+0.1%
59	$IBIT	iShares Bitcoin Trust ETF	Financials	$543K	0.2%	16K	New
60	$HD	HOME DEPOT, INC.	Consumer Discretionary	$523K	0.2%	1,483	-0.6%
61	$PH	Parker-Hannifin Corp	Industrials	$496K	0.2%	507	-6%
62	—	DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF - ETF	—	$490K	0.2%	14K	+5%
63	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$488K	0.2%	662	-0.5%
64	$GS	GOLDMAN SACHS GROUP INC	Financials	$487K	0.2%	481	—
65	$ETN	Eaton Corp plc	Industrials	$472K	0.2%	1,107	—
66	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$441K	0.1%	1,791	+39%
67	$NDSN	NORDSON CORP	Industrials	$429K	0.1%	1,422	-6%
68	—	ISHARES 0-3 MONTH TREASURY BOND ETF - ETF	—	$428K	0.1%	4,248	-15%
69	$FDX	FEDEX CORP	Industrials	$423K	0.1%	1,351	-6%
70	$CLF	CLEVELAND-CLIFFS INC.	Materials	$395K	0.1%	42K	-1%
71	—	AKRE FOCUS ETF - ETF	—	$393K	0.1%	7,394	-27%
72	$PPG	PPG INDUSTRIES INC	Materials	$391K	0.1%	3,223	-1%
73	$JPM	JPMORGAN CHASE & CO	Financials	$368K	0.1%	1,125	+0.4%
74	$JNJ	JOHNSON & JOHNSON	Healthcare	$347K	0.1%	1,365	-1%
75	$PG	PROCTER & GAMBLE Co	Consumer Staples	$345K	0.1%	2,352	+42%
76	$WFC	WELLS FARGO & COMPANY/MN	Financials	$338K	0.1%	4,087	-1%
77	$KO	COCA COLA CO	Consumer Staples	$325K	0.1%	3,999	+0.3%
78	$MO	ALTRIA GROUP, INC.	Consumer Staples	$322K	0.1%	4,474	-4%
79	—	ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF - ETF	—	$312K	0.1%	14K	-14%
80	$NFLX	NETFLIX INC	Communication Services	$298K	0.1%	4,175	-14%
81	—	SCHWAB INTERNATIONAL EQUITY ETF - ETF	—	$295K	0.1%	11K	+2%
82	—	ISHARES CORE MSCI EAFE ETF - ETF	—	$293K	0.1%	3,034	-69%
83	—	SCHWAB US DIVIDEND EQUITY ETF - ETF	—	$280K	0.1%	8,837	+1%
84	$PGR	PROGRESSIVE CORP/OH/	Financials	$274K	0.1%	1,256	—
85	—	ISHARES MORNINGSTAR MID-CAP GROWTH ETF - ETF	—	$267K	0.1%	2,720	—
86	$BA	BOEING CO	Industrials	$263K	0.1%	1,215	—
87	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$249K	0.1%	497	—
88	$CEG	Constellation Energy Corp	Utilities	$249K	0.1%	1,001	-2%
89	—	ISHARES CORE U.S. AGGREGATE BOND ETF - ETF	—	$247K	0.1%	2,499	-88%
90	$FDMT	4D Molecular Therapeutics, Inc.	Healthcare	$246K	0.1%	19K	-3%
91	—	ISHARES RUSSELL 2000 ETF - ETF	—	$244K	0.1%	812	-14%
92	$LMT	LOCKHEED MARTIN CORP	Industrials	$242K	0.1%	474	+0.2%
93	$MCD	MCDONALDS CORP	Consumer Discretionary	$240K	0.1%	889	—
94	$RGNX	REGENXBIO Inc.	Healthcare	$218K	0.1%	18K	-5%
95	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$217K	0.1%	232	—
96	—	AVANTIS INTERNATIONAL EQUITY ETF - ETF	—	$216K	0.1%	2,419	—
97	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$215K	0.1%	976	+0.1%
98	—	ISHARES DOW JONES U.S. ETF - ETF	—	$209K	0.1%	1,147	New
99	—	ISHARES MSCI USA MIN VOL FACTOR ETF - ETF	—	$204K	0.1%	2,120	New

What changed in Q2 2026

Against the previous quarter's 13F: 11 new, 30 added to, 46 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.

New positions (11)

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF - ETF$8.7M
first bought this quarter
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF - ETF$8.2M
first bought this quarter
ISHARES S&P 500 VALUE ETF - ETF$7.3M
first bought this quarter
FIDELITY EMERGING MARKETS MULTIFACTOR ETF - ETF$7.2M
first bought this quarter
$IVZInvesco Ltd.$7.1M
first bought this quarter
ISHARES FLEXIBLE INCOME ACTIVE ETF - ETF$6.3M
first bought this quarter

+5 more in the Excel export

Added to (30)

FIDELITY TOTAL BOND ETF - ETF+6899%
now $47.5M
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF+4260%
now $18.4M
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF - ETF+3704%
now $16.6M
ISHARES S&P 500 GROWTH ETF - ETF+1599%
now $11.7M
ISHARES 7-10 YEAR TREASURY BOND ETF - ETF+4675%
now $11.0M
$IAUISHARES GOLD TRUST+59%
now $1.7M · held 6 qtrs, 6 adds in a row

+24 more in the Excel export

Trimmed (46)

FIDELITY HIGH DIVIDEND ETF - ETF-86%
now $4.1M
ISHARES AAA CLO ACTIVE ETF - ETF-82%
now $2.7M
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF - ETF-82%
now $2.8M
ISHARES CORE S&P 500 ETF - ETF-17%
now $40.0M
ISHARES MSCI EMERGING MARKETS ETF - ETF-89%
now $678K
VANGUARD S&P 500 ETF - ETF-46%
now $4.5M

+40 more in the Excel export

Sold out (5)

ISHARES MSCI ACWI ETFwas $1.9M
$BTCGrayscale Bitcoin Mini Trust ETFwas $593K
held 2 qtrs
$APLSApellis Pharmaceuticals, Inc.was $433K
held 1 qtr
$ORCLORACLE CORPwas $276K
held 3 qtrs
$VZVERIZON COMMUNICATIONS INCwas $211K

Firm AUM (Form ADV): $381.3M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Landing Point Financial Group, LLC has filed, 6 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Landing Point Financial Group's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

+0.4%

Value-weighted move of the 10 largest stock positions

Turnover

35%

Last quarter; 46% over the last 4

Top 10 weight

62%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

86%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Landing Point Financial Group, LLC disclosed 99 positions worth $294.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 11 new positions and exited 5. The portfolio is most concentrated in Other (80.6% of disclosed assets). All figures are sourced directly from Landing Point Financial Group, LLC’s Form 13F-HR filing with the SEC under CIK 2025964.

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AI-Powered Hedge Fund Analysis: Landing Point Financial Group, LLC

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Every holding in Landing Point Financial Group, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.