Landing Point Financial Group, LLC
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.
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—HeldAIQuality—Est. buy— - 2
ISHARES CORE S&P 500 ETF - ETF
$40.0M
13.6% of stocks
-17%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF
$18.4M
6.3% of stocks
+4260%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF - ETF
$16.6M
5.6% of stocks
+3704%This quarter—Since filed—HeldAIQuality—Est. buy— $11.7M
4.0% of stocks
-8%This quarter+10.1%Since filed7+ qtrsHeld- 6
ISHARES S&P 500 GROWTH ETF - ETF
$11.7M
4.0% of stocks
+1599%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES 7-10 YEAR TREASURY BOND ETF - ETF
$11.0M
3.8% of stocks
+4675%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
FIDELITY ENHANCED SMALL CAP CORE ETF - ETF
$9.8M
3.3% of stocks
-25%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF - ETF
$8.7M
3.0% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 10
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF - ETF
$8.2M
2.8% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—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 | $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)
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 | 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 | 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 | 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 | MICROSOFT CORP | Technology | $1.9M | 0.7% | 5,162 | +2% | 7+ qtrsAdded 2 qtrs in a row | 79.8 | 13F | |
| 25 | 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
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
Holdings by quarter
Every 13F Landing Point Financial Group, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Landing Point Financial Group?
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.