Filed: 5/5/2026ACC: 0001765380-26-000156
📋 What this filing means
LANDING POINT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $206.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$206.06M
Total AUM (reported)
2.50M
Total Shares
Allocation by class
ETF$162.57M78.9%
STOCK$43.50M21.1%
Portfolio Concentration
Top 3$84.70M41.1%
4–10$62.11M30.1%
11–25$26.93M13.1%
Rest$32.32M15.7%
Top 3 weight
41.1%
Top 10 weight
71.2%
Voting Authority Distribution
Total shares with voting rights: 2.50M
Sole
Full voting authority
2.50M
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)
Sole93
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings93
Rows:
ISHARES CORE S&P 500 ETF
SOLEShares64.04K
TypeSH
Market value$41.83M
20.30%
Sole
64.04K
Shared
0.00
None
0.00
FIDELITY HIGH DIVIDEND ETF
SOLEShares496.16K
TypeSH
Market value$27.41M
13.30%
Sole
496.16K
Shared
0.00
None
0.00
ISHARES AAA CLO ACTIVE ETF
SOLEShares298.25K
TypeSH
Market value$15.46M
7.50%
Sole
298.25K
Shared
0.00
None
0.00
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
SOLEShares299.13K
TypeSH
Market value$15.14M
7.35%
Sole
299.13K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares43.94K
TypeSH
Market value$11.15M
5.41%
Sole
43.94K
Shared
0.00
None
0.00
FIDELITY ENHANCED SMALL CAP ETF
SOLEShares269.17K
TypeSH
Market value$10.23M
4.96%
Sole
269.17K
Shared
0.00
None
0.00
ISHARES MSCI EAFE VALUE ETF
SOLEShares98.66K
TypeSH
Market value$7.34M
3.56%
Sole
98.66K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares12.21K
TypeSH
Market value$7.30M
3.54%
Sole
12.21K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares32.27K
TypeSH
Market value$5.63M
2.73%
Sole
32.27K
Shared
0.00
None
0.00
ISHARES MSCI EMERGING MARKETS ETF
SOLEShares93.89K
TypeSH
Market value$5.33M
2.59%
Sole
93.89K
Shared
0.00
None
0.00
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
SOLEShares72.74K
TypeSH
Market value$3.73M
1.81%
Sole
72.74K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares11.62K
TypeSH
Market value$2.42M
1.17%
Sole
11.62K
Shared
0.00
None
0.00
ISHARES CORE U.S. AGGREGATE BOND ETF
SOLEShares21.13K
TypeSH
Market value$2.10M
1.02%
Sole
21.13K
Shared
0.00
None
0.00
ISHARES CORE S&P MID-CAP ETF
SOLEShares30.45K
TypeSH
Market value$2.06M
1.00%
Sole
30.45K
Shared
0.00
None
0.00
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares49.45K
TypeSH
Market value$1.92M
0.93%
Sole
49.45K
Shared
0.00
None
0.00
ISHARES MSCI ACWI ETF
SOLEShares13.59K
TypeSH
Market value$1.88M
0.91%
Sole
13.59K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares5.08K
TypeSH
Market value$1.88M
0.91%
Sole
5.08K
Shared
0.00
None
0.00
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF
SOLEShares73.67K
TypeSH
Market value$1.69M
0.82%
Sole
73.67K
Shared
0.00
None
0.00
ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF
SOLEShares14.62K
TypeSH
Market value$1.45M
0.71%
Sole
14.62K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares8.46K
TypeSH
Market value$1.43M
0.70%
Sole
8.46K
Shared
0.00
None
0.00
ISHARES RUSSELL TOP 200 GROWTH ETF
SOLEShares5.66K
TypeSH
Market value$1.41M
0.68%
Sole
5.66K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares4.54K
TypeSH
Market value$1.37M
0.67%
Sole
4.54K
Shared
0.00
None
0.00
ISHARES GOLD TRUST
SOLEShares14.54K
TypeSH
Market value$1.28M
0.62%
Sole
14.54K
Shared
0.00
None
0.00
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
SOLEShares33.01K
TypeSH
Market value$1.17M
0.57%
Sole
33.01K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP COM
SOLEShares1.67K
TypeSH
Market value$1.14M
0.55%
Sole
1.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 64.04K | SH | $41.83M 20.30% | 64.04K | 0.00 | 0.00 |
FIDELITY HIGH DIVIDEND ETFSOLE | ETF | 496.16K | SH | $27.41M 13.30% | 496.16K | 0.00 | 0.00 |
ISHARES AAA CLO ACTIVE ETFSOLE | ETF | 298.25K | SH | $15.46M 7.50% | 298.25K | 0.00 | 0.00 |
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETFSOLE | ETF | 299.13K | SH | $15.14M 7.35% | 299.13K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 43.94K | SH | $11.15M 5.41% | 43.94K | 0.00 | 0.00 |
FIDELITY ENHANCED SMALL CAP ETFSOLE | ETF | 269.17K | SH | $10.23M 4.96% | 269.17K | 0.00 | 0.00 |
ISHARES MSCI EAFE VALUE ETFSOLE | ETF | 98.66K | SH | $7.34M 3.56% | 98.66K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 12.21K | SH | $7.30M 3.54% | 12.21K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 32.27K | SH | $5.63M 2.73% | 32.27K | 0.00 | 0.00 |
ISHARES MSCI EMERGING MARKETS ETFSOLE | ETF | 93.89K | SH | $5.33M 2.59% | 93.89K | 0.00 | 0.00 |
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 72.74K | SH | $3.73M 1.81% | 72.74K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 11.62K | SH | $2.42M 1.17% | 11.62K | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 21.13K | SH | $2.10M 1.02% | 21.13K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 30.45K | SH | $2.06M 1.00% | 30.45K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 49.45K | SH | $1.92M 0.93% | 49.45K | 0.00 | 0.00 |
ISHARES MSCI ACWI ETFSOLE | ETF | 13.59K | SH | $1.88M 0.91% | 13.59K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 5.08K | SH | $1.88M 0.91% | 5.08K | 0.00 | 0.00 |
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETFSOLE | ETF | 73.67K | SH | $1.69M 0.82% | 73.67K | 0.00 | 0.00 |
ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETFSOLE | ETF | 14.62K | SH | $1.45M 0.71% | 14.62K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 8.46K | SH | $1.43M 0.70% | 8.46K | 0.00 | 0.00 |
ISHARES RUSSELL TOP 200 GROWTH ETFSOLE | ETF | 5.66K | SH | $1.41M 0.68% | 5.66K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 4.54K | SH | $1.37M 0.67% | 4.54K | 0.00 | 0.00 |
ISHARES GOLD TRUSTSOLE | ETF | 14.54K | SH | $1.28M 0.62% | 14.54K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | ETF | 33.01K | SH | $1.17M 0.57% | 33.01K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORP COMSOLE | Stock | 1.67K | SH | $1.14M 0.55% | 1.67K | 0.00 | 0.00 |
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