Landing Point Financial Group, LLC

Est. AUM

$206.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES CORE S&P 500 ETF	ETF	$41.8M	64039	20.30%	SOLE
2	FIDELITY HIGH DIVIDEND ETF	ETF	$27.4M	496157	13.30%	SOLE
3	ISHARES AAA CLO ACTIVE ETF	ETF	$15.5M	298253	7.50%	SOLE
4	ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF	ETF	$15.1M	299130	7.35%	SOLE
5	APPLE INC COM	Stock	$11.2M	43937	5.41%	SOLE
6	FIDELITY ENHANCED SMALL CAP ETF	ETF	$10.2M	269165	4.96%	SOLE
7	ISHARES MSCI EAFE VALUE ETF	ETF	$7.3M	98661	3.56%	SOLE
8	VANGUARD S&P 500 ETF	ETF	$7.3M	12210	3.54%	SOLE
9	NVIDIA CORPORATION COM	Stock	$5.6M	32274	2.73%	SOLE
10	ISHARES MSCI EMERGING MARKETS ETF	ETF	$5.3M	93888	2.59%	SOLE
11	ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF	ETF	$3.7M	72739	1.81%	SOLE
12	AMAZON COM INC COM	Stock	$2.4M	11617	1.17%	SOLE
13	ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$2.1M	21131	1.02%	SOLE
14	ISHARES CORE S&P MID-CAP ETF	ETF	$2.1M	30447	1.00%	SOLE
15	DIMENSIONAL U.S. CORE EQUITY 2 ETF	ETF	$1.9M	49450	0.93%	SOLE
16	ISHARES MSCI ACWI ETF	ETF	$1.9M	13586	0.91%	SOLE
17	MICROSOFT CORP COM	Stock	$1.9M	5078	0.91%	SOLE
18	ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF	ETF	$1.7M	73667	0.82%	SOLE
19	ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF	ETF	$1.5M	14615	0.71%	SOLE
20	EXXON MOBIL CORP COM	Stock	$1.4M	8456	0.70%	SOLE
21	ISHARES RUSSELL TOP 200 GROWTH ETF	ETF	$1.4M	5662	0.68%	SOLE
22	VISA INC COM CL A	Stock	$1.4M	4536	0.67%	SOLE
23	ISHARES GOLD TRUST	ETF	$1.3M	14544	0.62%	SOLE
24	DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	ETF	$1.2M	33006	0.57%	SOLE
25	NORTHROP GRUMMAN CORP COM	Stock	$1.1M	1668	0.55%	SOLE
26	ALPHA ARCHITECT 1-3 MONTH BOX ETF	ETF	$1.1M	9694	0.55%	SOLE
27	ISHARES TREASURY FLOATING RATE BOND ETF	ETF	$1.1M	21878	0.54%	SOLE
28	DIMENSIONAL US HIGH PROFITABILITY ETF	ETF	$1.0M	28191	0.50%	SOLE
29	ALPHABET INC CAP STK CL A	Stock	$1.0M	3599	0.50%	SOLE
30	ALPHABET INC CAP STK CL C	Stock	$996K	3472	0.48%	SOLE
31	META PLATFORMS INC CL A	Stock	$910K	1591	0.44%	SOLE
32	STATE STREET SPDR S&P 500 ETF	ETF	$888K	1366	0.43%	SOLE
33	ISHARES CORE MSCI EAFE ETF	ETF	$876K	9678	0.43%	SOLE
34	QUALCOMM INC COM	Stock	$807K	6263	0.39%	SOLE
35	MASTERCARD INCORPORATED CL A	Stock	$788K	1577	0.38%	SOLE
36	CSX CORP COM	Stock	$780K	19012	0.38%	SOLE
37	DIMENSIONAL EMERGING MARKETS VALUE ETF	ETF	$763K	21337	0.37%	SOLE
38	FIDELITY TOTAL BOND ETF	ETF	$680K	14915	0.33%	SOLE
39	ISHARES FLOATING RATE BOND ETF	ETF	$670K	13142	0.33%	SOLE
40	ISHARES CORE S&P SMALL CAP ETF	ETF	$633K	5091	0.31%	SOLE
41	UNITED RENTALS INC COM	Stock	$616K	845	0.30%	SOLE
42	TESLA INC COM	Stock	$613K	1649	0.30%	SOLE
43	GRAYSCALE BITCOIN MINI TRUST ETF	ETF	$593K	19785	0.29%	SOLE
44	ELI LILLY & CO COM	Stock	$577K	628	0.28%	SOLE
45	ISHARES S&P 500 GROWTH ETF	ETF	$566K	5006	0.27%	SOLE
46	AKRE FOCUS ETF	ETF	$535K	10126	0.26%	SOLE
47	UNITEDHEALTH GROUP INC COM	Stock	$528K	1952	0.26%	SOLE
48	AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$519K	4695	0.25%	SOLE
49	FEDEX CORP COM	Stock	$511K	1436	0.25%	SOLE
50	SHERWIN WILLIAMS CO COM	Stock	$510K	1590	0.25%	SOLE

1–50 of 93

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.