Landing Point Financial Group, LLC
CIK: 0002025964SEC EDGAR →
Portfolio Value
$200.5M
Holdings
83
As of
Q4 2025
New Positions
21
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES CORE S&P 500 ETF | 60,365 | $41.3M | 20.62% |
| 2 | FIDELITY HIGH DIVIDEND ETF | 481,964 | $27.3M | 13.62% |
| 3 | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 299,685 | $15.2M | 7.56% |
| 4 | ISHARES AAA CLO ACTIVE ETF | 270,956 | $14.0M | 6.99% |
| 5 | APPLE INC COM | 43,762 | $11.9M | 5.93% |
| 6 | FIDELITY ENHANCED SMALL CAP ETF | 258,788 | $9.8M | 4.88% |
| 7 | VANGUARD S&P 500 ETF | 12,246 | $7.7M | 3.83% |
| 8 | ISHARES MSCI EAFE VALUE ETF | 91,979 | $6.6M | 3.28% |
| 9 | NVIDIA CORPORATION COM | 34,934 | $6.5M | 3.25% |
| 10 | ISHARES MSCI EMERGING MARKETS ETF | 88,654 | $4.8M | 2.42% |
Quarterly Changes
New Positions (5)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $155.8M | 77.7% |
| Technology | 9 | $23.9M | 11.9% |
| Industrials | 9 | $4.4M | 2.2% |
| Consumer Cyclical | 5 | $4.3M | 2.2% |
| Communication Services | 4 | $3.7M | 1.9% |
| Unknown | 4 | $2.5M | 1.2% |
| Healthcare | 5 | $2.0M | 1.0% |
| Basic Materials | 3 | $1.4M | 0.7% |
| Energy | 1 | $1.1M | 0.5% |
| Consumer Defensive | 4 | $989K | 0.5% |
| Utilities | 1 | $386K | 0.2% |