Filed: 5/13/2025ACC: 0001765380-25-000219
📋 What this filing means
LANDING POINT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $131.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$131.89M
Total AUM (reported)
1.68M
Total Shares
Allocation by class
ETF$101.64M77.1%
STOCK$30.25M22.9%
Portfolio Concentration
Top 3$56.76M43.0%
4–10$41.18M31.2%
11–25$16.70M12.7%
Rest$17.25M13.1%
Top 3 weight
43.0%
Top 10 weight
74.3%
Voting Authority Distribution
Total shares with voting rights: 1.68M
Sole
Full voting authority
1.68M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole69
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings69
Rows:
ISHARES CORE S&P 500 ETF
SOLEShares49.55K
TypeSH
Market value$27.84M
21.11%
Sole
49.55K
Shared
0.00
None
0.00
FIDELITY HIGH DIVIDEND ETF
SOLEShares341.56K
TypeSH
Market value$16.94M
12.85%
Sole
341.56K
Shared
0.00
None
0.00
ISHARES AAA CLO ACTIVE ETF
SOLEShares231.38K
TypeSH
Market value$11.98M
9.08%
Sole
231.38K
Shared
0.00
None
0.00
ISHARES CORE S&P MID-CAP ETF
SOLEShares168.37K
TypeSH
Market value$9.82M
7.45%
Sole
168.37K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares37.77K
TypeSH
Market value$8.39M
6.36%
Sole
37.77K
Shared
0.00
None
0.00
FIDELITY ENHANCED SMALL CAP ETF
SOLEShares230.70K
TypeSH
Market value$6.80M
5.16%
Sole
230.70K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares12.44K
TypeSH
Market value$6.39M
4.85%
Sole
12.44K
Shared
0.00
None
0.00
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
SOLEShares69.62K
TypeSH
Market value$3.56M
2.70%
Sole
69.62K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares31.10K
TypeSH
Market value$3.37M
2.56%
Sole
31.10K
Shared
0.00
None
0.00
ISHARES MSCI EMERGING MARKETS ETF
SOLEShares65.04K
TypeSH
Market value$2.84M
2.16%
Sole
65.04K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares4.80K
TypeSH
Market value$1.68M
1.28%
Sole
4.80K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares4.11K
TypeSH
Market value$1.54M
1.17%
Sole
4.11K
Shared
0.00
None
0.00
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares38.01K
TypeSH
Market value$1.25M
0.95%
Sole
38.01K
Shared
0.00
None
0.00
ISHARES 0-3 MONTH TREASURY BOND ETF
SOLEShares12.04K
TypeSH
Market value$1.21M
0.92%
Sole
12.04K
Shared
0.00
None
0.00
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF
SOLEShares51K
TypeSH
Market value$1.19M
0.90%
Sole
51K
Shared
0.00
None
0.00
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF
SOLEShares45.91K
TypeSH
Market value$1.07M
0.81%
Sole
45.91K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares1.99K
TypeSH
Market value$1.04M
0.79%
Sole
1.99K
Shared
0.00
None
0.00
ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF
SOLEShares45.81K
TypeSH
Market value$1.02M
0.78%
Sole
45.81K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
SOLEShares9.49K
TypeSH
Market value$992.9K
0.75%
Sole
9.49K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares8.27K
TypeSH
Market value$984.0K
0.75%
Sole
8.27K
Shared
0.00
None
0.00
ALPHA ARCHITECT 1-3 MONTH BOX ETF
SOLEShares8.79K
TypeSH
Market value$979.5K
0.74%
Sole
8.79K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares5.13K
TypeSH
Market value$976.7K
0.74%
Sole
5.13K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares6.33K
TypeSH
Market value$973.0K
0.74%
Sole
6.33K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares1.70K
TypeSH
Market value$929.3K
0.70%
Sole
1.70K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP COM
SOLEShares1.68K
TypeSH
Market value$857.7K
0.65%
Sole
1.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 49.55K | SH | $27.84M 21.11% | 49.55K | 0.00 | 0.00 |
FIDELITY HIGH DIVIDEND ETFSOLE | ETF | 341.56K | SH | $16.94M 12.85% | 341.56K | 0.00 | 0.00 |
ISHARES AAA CLO ACTIVE ETFSOLE | ETF | 231.38K | SH | $11.98M 9.08% | 231.38K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 168.37K | SH | $9.82M 7.45% | 168.37K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 37.77K | SH | $8.39M 6.36% | 37.77K | 0.00 | 0.00 |
FIDELITY ENHANCED SMALL CAP ETFSOLE | ETF | 230.70K | SH | $6.80M 5.16% | 230.70K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 12.44K | SH | $6.39M 4.85% | 12.44K | 0.00 | 0.00 |
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 69.62K | SH | $3.56M 2.70% | 69.62K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 31.10K | SH | $3.37M 2.56% | 31.10K | 0.00 | 0.00 |
ISHARES MSCI EMERGING MARKETS ETFSOLE | ETF | 65.04K | SH | $2.84M 2.16% | 65.04K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 4.80K | SH | $1.68M 1.28% | 4.80K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 4.11K | SH | $1.54M 1.17% | 4.11K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 38.01K | SH | $1.25M 0.95% | 38.01K | 0.00 | 0.00 |
ISHARES 0-3 MONTH TREASURY BOND ETFSOLE | ETF | 12.04K | SH | $1.21M 0.92% | 12.04K | 0.00 | 0.00 |
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETFSOLE | ETF | 51K | SH | $1.19M 0.90% | 51K | 0.00 | 0.00 |
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETFSOLE | ETF | 45.91K | SH | $1.07M 0.81% | 45.91K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | Stock | 1.99K | SH | $1.04M 0.79% | 1.99K | 0.00 | 0.00 |
ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETFSOLE | ETF | 45.81K | SH | $1.02M 0.78% | 45.81K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 9.49K | SH | $992.9K 0.75% | 9.49K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 8.27K | SH | $984.0K 0.75% | 8.27K | 0.00 | 0.00 |
ALPHA ARCHITECT 1-3 MONTH BOX ETFSOLE | ETF | 8.79K | SH | $979.5K 0.74% | 8.79K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 5.13K | SH | $976.7K 0.74% | 5.13K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | Stock | 6.33K | SH | $973.0K 0.74% | 6.33K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | Stock | 1.70K | SH | $929.3K 0.70% | 1.70K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORP COMSOLE | Stock | 1.68K | SH | $857.7K 0.65% | 1.68K | 0.00 | 0.00 |
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