Filed: 11/12/2025ACC: 0002025964-25-000002
📋 What this filing means
LANDING POINT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $191.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$191.83M
Total AUM (reported)
2.29M
Total Shares
Allocation by class
ETF$145.25M75.7%
STOCK$46.05M24.0%
REIT$523.7K0.3%
Portfolio Concentration
Top 3$78.50M40.9%
4–10$58.08M30.3%
11–25$26.79M14.0%
Rest$28.46M14.8%
Top 3 weight
40.9%
Top 10 weight
71.2%
Voting Authority Distribution
Total shares with voting rights: 2.29M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.29M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings86
Rows:
ISHARES CORE S&P 500 ETF
SOLEShares57K
TypeSH
Market value$38.15M
19.89%
Sole
0.00
Shared
0.00
None
57K
FIDELITY HIGH DIVIDEND ETF
SOLEShares456.71K
TypeSH
Market value$25.44M
13.26%
Sole
0.00
Shared
0.00
None
456.71K
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
SOLEShares293.68K
TypeSH
Market value$14.90M
7.77%
Sole
0.00
Shared
0.00
None
293.68K
ISHARES AAA CLO ACTIVE ETF
SOLEShares255.72K
TypeSH
Market value$13.29M
6.93%
Sole
0.00
Shared
0.00
None
255.72K
APPLE INC COM
SOLEShares45.54K
TypeSH
Market value$11.60M
6.05%
Sole
0.00
Shared
0.00
None
45.54K
FIDELITY ENHANCED SMALL CAP ETF
SOLEShares243.49K
TypeSH
Market value$8.90M
4.64%
Sole
0.00
Shared
0.00
None
243.49K
VANGUARD S&P 500 ETF
SOLEShares12.12K
TypeSH
Market value$7.42M
3.87%
Sole
0.00
Shared
0.00
None
12.12K
NVIDIA CORPORATION COM
SOLEShares35.51K
TypeSH
Market value$6.63M
3.45%
Sole
0.00
Shared
0.00
None
35.51K
ISHARES MSCI EAFE VALUE ETF
SOLEShares85.67K
TypeSH
Market value$5.81M
3.03%
Sole
0.00
Shared
0.00
None
85.67K
ISHARES MSCI EMERGING MARKETS ETF
SOLEShares83.01K
TypeSH
Market value$4.43M
2.31%
Sole
0.00
Shared
0.00
None
83.01K
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
SOLEShares67.38K
TypeSH
Market value$3.52M
1.83%
Sole
0.00
Shared
0.00
None
67.38K
MICROSOFT CORP COM
SOLEShares4.96K
TypeSH
Market value$2.57M
1.34%
Sole
0.00
Shared
0.00
None
4.96K
AMAZON COM INC COM
SOLEShares11.32K
TypeSH
Market value$2.49M
1.30%
Sole
0.00
Shared
0.00
None
11.32K
ISHARES CORE U.S. AGGREGATE BOND ETF
SOLEShares21.90K
TypeSH
Market value$2.20M
1.14%
Sole
0.00
Shared
0.00
None
21.90K
ISHARES CORE S&P MID-CAP ETF
SOLEShares29.17K
TypeSH
Market value$1.90M
0.99%
Sole
0.00
Shared
0.00
None
29.17K
VISA INC COM CL A
SOLEShares5.51K
TypeSH
Market value$1.88M
0.98%
Sole
0.00
Shared
0.00
None
5.51K
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares48.59K
TypeSH
Market value$1.87M
0.98%
Sole
0.00
Shared
0.00
None
48.59K
ISHARES MSCI ACWI ETF
SOLEShares11.71K
TypeSH
Market value$1.62M
0.84%
Sole
0.00
Shared
0.00
None
11.71K
ISHARES 0-3 MONTH TREASURY BOND ETF
SOLEShares14.98K
TypeSH
Market value$1.51M
0.79%
Sole
0.00
Shared
0.00
None
14.98K
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF
SOLEShares63.53K
TypeSH
Market value$1.49M
0.77%
Sole
0.00
Shared
0.00
None
63.53K
ISHARES RUSSELL TOP 200 GROWTH ETF
SOLEShares4.66K
TypeSH
Market value$1.27M
0.66%
Sole
0.00
Shared
0.00
None
4.66K
ALPHA ARCHITECT 1-3 MONTH BOX ETF
SOLEShares10.45K
TypeSH
Market value$1.19M
0.62%
Sole
0.00
Shared
0.00
None
10.45K
META PLATFORMS INC CL A
SOLEShares1.51K
TypeSH
Market value$1.11M
0.58%
Sole
0.00
Shared
0.00
None
1.51K
NORTHROP GRUMMAN CORP COM
SOLEShares1.79K
TypeSH
Market value$1.09M
0.57%
Sole
0.00
Shared
0.00
None
1.79K
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
SOLEShares32.86K
TypeSH
Market value$1.08M
0.56%
Sole
0.00
Shared
0.00
None
32.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 57K | SH | $38.15M 19.89% | 0.00 | 0.00 | 57K |
FIDELITY HIGH DIVIDEND ETFSOLE | ETF | 456.71K | SH | $25.44M 13.26% | 0.00 | 0.00 | 456.71K |
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETFSOLE | ETF | 293.68K | SH | $14.90M 7.77% | 0.00 | 0.00 | 293.68K |
ISHARES AAA CLO ACTIVE ETFSOLE | ETF | 255.72K | SH | $13.29M 6.93% | 0.00 | 0.00 | 255.72K |
APPLE INC COMSOLE | Stock | 45.54K | SH | $11.60M 6.05% | 0.00 | 0.00 | 45.54K |
FIDELITY ENHANCED SMALL CAP ETFSOLE | ETF | 243.49K | SH | $8.90M 4.64% | 0.00 | 0.00 | 243.49K |
VANGUARD S&P 500 ETFSOLE | ETF | 12.12K | SH | $7.42M 3.87% | 0.00 | 0.00 | 12.12K |
NVIDIA CORPORATION COMSOLE | Stock | 35.51K | SH | $6.63M 3.45% | 0.00 | 0.00 | 35.51K |
ISHARES MSCI EAFE VALUE ETFSOLE | ETF | 85.67K | SH | $5.81M 3.03% | 0.00 | 0.00 | 85.67K |
ISHARES MSCI EMERGING MARKETS ETFSOLE | ETF | 83.01K | SH | $4.43M 2.31% | 0.00 | 0.00 | 83.01K |
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 67.38K | SH | $3.52M 1.83% | 0.00 | 0.00 | 67.38K |
MICROSOFT CORP COMSOLE | Stock | 4.96K | SH | $2.57M 1.34% | 0.00 | 0.00 | 4.96K |
AMAZON COM INC COMSOLE | Stock | 11.32K | SH | $2.49M 1.30% | 0.00 | 0.00 | 11.32K |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 21.90K | SH | $2.20M 1.14% | 0.00 | 0.00 | 21.90K |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 29.17K | SH | $1.90M 0.99% | 0.00 | 0.00 | 29.17K |
VISA INC COM CL ASOLE | Stock | 5.51K | SH | $1.88M 0.98% | 0.00 | 0.00 | 5.51K |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 48.59K | SH | $1.87M 0.98% | 0.00 | 0.00 | 48.59K |
ISHARES MSCI ACWI ETFSOLE | ETF | 11.71K | SH | $1.62M 0.84% | 0.00 | 0.00 | 11.71K |
ISHARES 0-3 MONTH TREASURY BOND ETFSOLE | ETF | 14.98K | SH | $1.51M 0.79% | 0.00 | 0.00 | 14.98K |
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETFSOLE | ETF | 63.53K | SH | $1.49M 0.77% | 0.00 | 0.00 | 63.53K |
ISHARES RUSSELL TOP 200 GROWTH ETFSOLE | ETF | 4.66K | SH | $1.27M 0.66% | 0.00 | 0.00 | 4.66K |
ALPHA ARCHITECT 1-3 MONTH BOX ETFSOLE | ETF | 10.45K | SH | $1.19M 0.62% | 0.00 | 0.00 | 10.45K |
META PLATFORMS INC CL ASOLE | Stock | 1.51K | SH | $1.11M 0.58% | 0.00 | 0.00 | 1.51K |
NORTHROP GRUMMAN CORP COMSOLE | Stock | 1.79K | SH | $1.09M 0.57% | 0.00 | 0.00 | 1.79K |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | ETF | 32.86K | SH | $1.08M 0.56% | 0.00 | 0.00 | 32.86K |
Page 1 of 4