Landing Point Financial Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Landing Point Financial Group, LLC reported 69 stock positions worth $131.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 23.5% of the portfolio, followed by Fidelity High Dividend ETF (FDVV, 13.4%) and iShares Core S&P Midcap ETF (IJH, 9.4%).
- Most Recent 13F
- Q2 2026
- Location
- AVON, OH
- CIK
- 0002025964
- Portfolio Value
- $131.0M (Q4 2024)
- SEC Filing
- 0001765380-25-000098 ↗ filed Feb 13, 2025
Holdings Value
Holdings 69 stocks · $131.0M
| IVV iShares Core S&P 500 ETF | 23.52% | 50,848 | $30.8M | — |
| FDVV Fidelity High Dividend ETF | 13.42% | 341,793 | $17.6M | — |
| IJH iShares Core S&P Midcap ETF | 9.41% | 194,646 | $12.3M | — |
| AAPL Apple Inc. | 6.97% | 38,575 | $9.1M | — |
| VOO Vanguard S&P 500 ETF | 5.68% | 13,422 | $7.4M | — |
| IJR iShares Core S&P Small-Cap E | 5.43% | 61,578 | $7.1M | — |
| GOVT iShares US Treasury Bond ETF | 4.25% | 248,107 | $5.6M | — |
| NVDA Nvidia Corp. | 3.24% | 32,380 | $4.2M | — |
| USIG iShares Broad Usd Investment | 2.21% | 57,682 | $2.9M | — |
| EEM iShares MSCI Emerging Market | 2.16% | 64,583 | $2.8M | — |
| V Visa Inc. Class A | 1.32% | 4,932 | $1.7M | — |
| MSFT Microsoft Corp. | 1.23% | 3,942 | $1.6M | — |
| AMZN Amazon.com Inc. | 0.94% | 5,388 | $1.2M | — |
| IBHE iShares Ibonds 2025 H/Y Inc. | 0.93% | 52,506 | $1.2M | — |
| QCOM Qualcomm Inc. | 0.82% | 6,308 | $1.1M | — |
| UNH Unitedhealth Group Inc. | 0.82% | 2,026 | $1.1M | — |
| IBHF iShares Ibond 2026 HY & Inc. | 0.81% | 45,495 | $1.1M | — |
| MA Mastercard Inc. Class A | 0.75% | 1,738 | $981K | — |
| META Meta Platforms Inc. Class A | 0.73% | 1,323 | $959K | — |
| IWY iShares Russell Top 200 Grow | 0.69% | 3,802 | $908K | — |
| XOM Exxon Mobil Corp. | 0.68% | 8,274 | $888K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.67% | 1,466 | $884K | — |
| DFAC Dimensional US Core Equity 2 | 0.65% | 24,054 | $855K | — |
| NOC Northrop Grumman Corp. | 0.60% | 1,675 | $789K | — |
| URI United Rentals Inc. | 0.55% | 979 | $719K | — |
| IBHG iShares Ibonds 2027 HY Inc. | 0.52% | 30,523 | $683K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.50% | 8,797 | $660K | — |
| CSX CSX Corp. | 0.49% | 19,403 | $639K | — |
| SHW The Sherwin-Williams Co. | 0.43% | 1,578 | $561K | — |
| DUHP Dimensional US High Profi Et | 0.38% | 14,024 | $493K | — |
| TSLA Tesla Inc. | 0.37% | 1,430 | $481K | — |
| BOXX Alpha Architect 1-3 MNTH Box | 0.36% | 4,306 | $477K | — |
| NFLX Netflix Inc. | 0.36% | 454 | $466K | — |
| CI The Cigna Group | 0.35% | 1,584 | $464K | — |
| PGR Progressive Corp. | 0.35% | 1,765 | $453K | — |
| HD Home Depot Inc. | 0.32% | 1,030 | $419K | — |
| FDX FedEx Corp. | 0.32% | 1,585 | $416K | — |
| LLY Eli Lilly & Co. | 0.31% | 466 | $407K | — |
| SGOV iShares 0-3 Month Treasury B | 0.29% | 3,828 | $385K | — |
| DFIC Dimensional International Co. | 0.29% | 13,840 | $379K | — |
| PPG PPG Industries Inc. | 0.28% | 3,222 | $370K | — |
| IBDQ iShares Ibonds Dec 2025 Term | 0.26% | 13,779 | $346K | — |
| ETN Eaton Corp. PLC | 0.26% | 1,104 | $342K | — |
| IVW iShares S&P 500 Growth ETF | 0.25% | 3,180 | $334K | — |
| NDSN Nordson Corp. | 0.25% | 1,518 | $325K | — |
| USHY iShares Broad Usd High Yield | 0.24% | 8,629 | $320K | — |
| JNJ Johnson & Johnson | 0.24% | 2,053 | $319K | — |
| JPM JPMorgan Chase & Co. | 0.24% | 1,130 | $311K | — |
| PH Parker Hannifin Corp. | 0.22% | 425 | $288K | — |
| PG The Procter & Gamble Co. | 0.21% | 1,588 | $269K | — |
| AVUV Avantis US Small Cap Value | 0.20% | 2,729 | $263K | — |
| ICSH iShares Ultra Short Duration | 0.19% | 5,022 | $254K | — |
| STZ Constellation Brands Inc. Class A | 0.19% | 1,572 | $253K | — |
| IWM iShares Russell 2000 ETF | 0.19% | 1,129 | $252K | — |
| LMT Lockheed Martin Corp. | 0.19% | 570 | $252K | — |
| DFEV Dimensional Emrg MRKT Val | 0.19% | 9,330 | $251K | — |
| COST Costco Wholesale Corp. | 0.19% | 232 | $247K | — |
| SCHF Schwab Intl Equity ETF | 0.18% | 12,295 | $242K | — |
| KO The Coca-Cola Co. | 0.18% | 3,443 | $237K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.18% | 2,534 | $235K | — |
| WMT Walmart Inc. | 0.18% | 2,229 | $231K | — |
| ADBE Adobe Inc. | 0.18% | 496 | $230K | — |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.18% | 1,197 | $229K | — |
| GOOGL Alphabet Inc. Class A | 0.17% | 1,230 | $226K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 427 | $226K | — |
| MCD McDonald's Corp. | 0.17% | 705 | $217K | — |
| IMCG iShares Morningstar Mid-Cap | 0.16% | 2,720 | $215K | — |
| CRM Salesforce Inc. | 0.16% | 645 | $210K | — |
| DIHP Dimensional International Hi | 0.15% | 7,435 | $200K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 99 | $294.2M | FBND, IVV, DYNF, CORO, AAPL |
| Q1 2026 | 93 | $206.1M | IVV, FDVV, CLOA, ICSH, AAPL |
| Q4 2025 | 83 | $200.5M | IVV, FDVV, ICSH, CLOA, AAPL |
| Q3 2025 | 86 | $191.8M | IVV, FDVV, ICSH, CLOA, AAPL |
| Q2 2025 | 69 | $158.6M | IVV, FDVV, ICSH, CLOA, IJH |
| Q1 2025 | 69 | $131.9M | IVV, FDVV, CLOA, IJH, AAPL |
| Q4 2024 | 69 | $131.0M | IVV, FDVV, IJH, AAPL, VOO |