Filed: 8/12/2025ACC: 0001765380-25-000329
📋 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 $158.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$158.64M
Total AUM (reported)
2.01M
Total Shares
Allocation by class
ETF$126.72M79.9%
STOCK$31.92M20.1%
Portfolio Concentration
Top 3$63.40M40.0%
4–10$54.63M34.4%
11–25$21.57M13.6%
Rest$19.04M12.0%
Top 3 weight
40.0%
Top 10 weight
74.4%
Voting Authority Distribution
Total shares with voting rights: 2.01M
Sole
Full voting authority
2.01M
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
SOLEShares50.92K
TypeSH
Market value$31.61M
19.93%
Sole
50.92K
Shared
0.00
None
0.00
FIDELITY HIGH DIVIDEND ETF
SOLEShares348.66K
TypeSH
Market value$18.14M
11.43%
Sole
348.66K
Shared
0.00
None
0.00
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
SOLEShares269.06K
TypeSH
Market value$13.64M
8.60%
Sole
269.06K
Shared
0.00
None
0.00
ISHARES AAA CLO ACTIVE ETF
SOLEShares241.96K
TypeSH
Market value$12.56M
7.92%
Sole
241.96K
Shared
0.00
None
0.00
ISHARES CORE S&P MID-CAP ETF
SOLEShares172.29K
TypeSH
Market value$10.69M
6.74%
Sole
172.29K
Shared
0.00
None
0.00
FIDELITY ENHANCED SMALL CAP ETF
SOLEShares249.60K
TypeSH
Market value$7.98M
5.03%
Sole
249.60K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares37.87K
TypeSH
Market value$7.77M
4.90%
Sole
37.87K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares12.45K
TypeSH
Market value$7.07M
4.46%
Sole
12.45K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares29.98K
TypeSH
Market value$4.74M
2.99%
Sole
29.98K
Shared
0.00
None
0.00
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
SOLEShares74.29K
TypeSH
Market value$3.82M
2.41%
Sole
74.29K
Shared
0.00
None
0.00
ISHARES MSCI EMERGING MARKETS ETF
SOLEShares66.58K
TypeSH
Market value$3.21M
2.02%
Sole
66.57K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares4.14K
TypeSH
Market value$2.06M
1.30%
Sole
4.14K
Shared
0.00
None
0.00
ISHARES 0-3 MONTH TREASURY BOND ETF
SOLEShares18.85K
TypeSH
Market value$1.90M
1.20%
Sole
18.85K
Shared
0.00
None
0.00
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares47.98K
TypeSH
Market value$1.72M
1.08%
Sole
47.98K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares4.64K
TypeSH
Market value$1.65M
1.04%
Sole
4.64K
Shared
0.00
None
0.00
ISHARES MSCI ACWI ETF
SOLEShares10.12K
TypeSH
Market value$1.30M
0.82%
Sole
10.12K
Shared
0.00
None
0.00
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF
SOLEShares53.07K
TypeSH
Market value$1.23M
0.78%
Sole
53.07K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares5.36K
TypeSH
Market value$1.18M
0.74%
Sole
5.36K
Shared
0.00
None
0.00
ALPHA ARCHITECT 1-3 MONTH BOX ETF
SOLEShares10.27K
TypeSH
Market value$1.16M
0.73%
Sole
10.27K
Shared
0.00
None
0.00
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF
SOLEShares49.22K
TypeSH
Market value$1.14M
0.72%
Sole
49.22K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
SOLEShares9.73K
TypeSH
Market value$1.06M
0.67%
Sole
9.72K
Shared
0.00
None
0.00
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
SOLEShares32.85K
TypeSH
Market value$1.02M
0.64%
Sole
32.85K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares6.34K
TypeSH
Market value$1.01M
0.64%
Sole
6.34K
Shared
0.00
None
0.00
DIMENSIONAL US HIGH PROFITABILITY ETF
SOLEShares27.31K
TypeSH
Market value$971.3K
0.61%
Sole
27.31K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares1.55K
TypeSH
Market value$960.6K
0.61%
Sole
1.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 50.92K | SH | $31.61M 19.93% | 50.92K | 0.00 | 0.00 |
FIDELITY HIGH DIVIDEND ETFSOLE | ETF | 348.66K | SH | $18.14M 11.43% | 348.66K | 0.00 | 0.00 |
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETFSOLE | ETF | 269.06K | SH | $13.64M 8.60% | 269.06K | 0.00 | 0.00 |
ISHARES AAA CLO ACTIVE ETFSOLE | ETF | 241.96K | SH | $12.56M 7.92% | 241.96K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 172.29K | SH | $10.69M 6.74% | 172.29K | 0.00 | 0.00 |
FIDELITY ENHANCED SMALL CAP ETFSOLE | ETF | 249.60K | SH | $7.98M 5.03% | 249.60K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 37.87K | SH | $7.77M 4.90% | 37.87K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 12.45K | SH | $7.07M 4.46% | 12.45K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 29.98K | SH | $4.74M 2.99% | 29.98K | 0.00 | 0.00 |
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 74.29K | SH | $3.82M 2.41% | 74.29K | 0.00 | 0.00 |
ISHARES MSCI EMERGING MARKETS ETFSOLE | ETF | 66.58K | SH | $3.21M 2.02% | 66.57K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 4.14K | SH | $2.06M 1.30% | 4.14K | 0.00 | 0.00 |
ISHARES 0-3 MONTH TREASURY BOND ETFSOLE | ETF | 18.85K | SH | $1.90M 1.20% | 18.85K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 47.98K | SH | $1.72M 1.08% | 47.98K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 4.64K | SH | $1.65M 1.04% | 4.64K | 0.00 | 0.00 |
ISHARES MSCI ACWI ETFSOLE | ETF | 10.12K | SH | $1.30M 0.82% | 10.12K | 0.00 | 0.00 |
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETFSOLE | ETF | 53.07K | SH | $1.23M 0.78% | 53.07K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 5.36K | SH | $1.18M 0.74% | 5.36K | 0.00 | 0.00 |
ALPHA ARCHITECT 1-3 MONTH BOX ETFSOLE | ETF | 10.27K | SH | $1.16M 0.73% | 10.27K | 0.00 | 0.00 |
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETFSOLE | ETF | 49.22K | SH | $1.14M 0.72% | 49.22K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 9.73K | SH | $1.06M 0.67% | 9.72K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | ETF | 32.85K | SH | $1.02M 0.64% | 32.85K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | Stock | 6.34K | SH | $1.01M 0.64% | 6.34K | 0.00 | 0.00 |
DIMENSIONAL US HIGH PROFITABILITY ETFSOLE | ETF | 27.31K | SH | $971.3K 0.61% | 27.31K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 1.55K | SH | $960.6K 0.61% | 1.55K | 0.00 | 0.00 |
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