Landing Point Financial Group, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Landing Point Financial Group, LLC reported 93 stock positions worth $206.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 20.3% of the portfolio, followed by Fidelity High Dividend ETF (FDVV, 13.3%) and iShares Aaa Clo Act ETF-Usdi (CLOA, 7.5%). Compared with Q4 2025, it opened 12 new positions, sold out of 2, added to 43 and reduced 27. The biggest buy was a new position in iShares Dynamic Short-Term A (CSHP) and the biggest sale Nvidia (NVDA, shares −8%).

Most Recent 13F
Q2 2026
Location
AVON, OH
CIK
0002025964
Portfolio Value
$206.1M (Q1 2026)
SEC Filing
0001765380-26-000156 ↗ filed May 5, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q4 2024: $131.0M Q4 2024 Q1 2025: $131.9M Q1 2025 Q2 2025: $158.6M Q2 2025 Q3 2025: $191.8M Q3 2025 Q4 2025: $200.5M Q4 2025 Q1 2026: $206.1M $206.1M Q1 2026 Q2 2026: $294.2M Q2 2026

Holdings 93 stocks · $206.1M
IVV iShares Core S&P 500 ETF 20.30% 64,039 $41.8M Add +6.1%
FDVV Fidelity High Dividend ETF 13.30% 496,157 $27.4M Add +2.9%
CLOA iShares Aaa Clo Act ETF-Usdi 7.50% 298,253 $15.5M Add +10.1%
ICSH iShares Ultra Short Duration 7.35% 299,130 $15.1M Reduce -0.2%
AAPL Apple Inc. 5.41% 43,937 $11.2M Add +0.4%
FESM Fidelity Enhanced Small Cap 4.96% 269,165 $10.2M Add +4.0%
EFV iShares MSCI Eafe Value ETF 3.56% 98,661 $7.3M Add +7.3%
VOO Vanguard S&P 500 ETF 3.54% 12,210 $7.3M Reduce -0.3%
NVDA Nvidia Corp. 2.73% 32,274 $5.6M Reduce -7.6%
EEM iShares MSCI Emerging Market 2.59% 93,888 $5.3M Add +5.9%
USIG iShares Broad Usd Investment 1.81% 72,739 $3.7M Reduce -0.7%
AMZN Amazon.com Inc. 1.17% 11,617 $2.4M Add +3.5%
AGG iShares Core U.S. Aggregate 1.02% 21,131 $2.1M Add +1.9%
IJH iShares Core S&P Midcap ETF 1.00% 30,447 $2.1M Add +5.3%
DFAC Dimensional US Core Equity 2 0.93% 49,450 $1.9M Add +3.4%
ACWI iShares MSCI Acwi ETF 0.91% 13,586 $1.9M Add +4.7%
MSFT Microsoft Corp. 0.91% 5,078 $1.9M Add +1.9%
IBHF iShares Ibond 2026 HY & Inc. 0.82% 73,667 $1.7M Reduce -4.4%
CSHP iShares Dynamic Short-Term A 0.71% 14,615 $1.5M New
XOM Exxon Mobil Corp. 0.70% 8,456 $1.4M Reduce -6.1%
IWY iShares Russell Top 200 Grow 0.68% 5,662 $1.4M Add +14.8%
V Visa Inc. Class A 0.67% 4,536 $1.4M Add +0.0%
IAU iShares Gold Trust 0.62% 14,544 $1.3M Add +4.6%
DFIC Dimensional International Co. 0.57% 33,006 $1.2M Add +2.5%
NOC Northrop Grumman Corp. 0.55% 1,668 $1.1M Reduce -1.2%
BOXX Alpha Architect 1-3 MNTH Box 0.55% 9,694 $1.1M Add +1.1%
TFLO iShares Treasury Floating Ra 0.54% 21,878 $1.1M New
DUHP Dimensional US High Profi Et 0.50% 28,191 $1.0M Add +2.1%
GOOGL Alphabet Inc. Class A 0.50% 3,599 $1.0M Add +1.0%
GOOG Alphabet Inc. Class C 0.48% 3,472 $996K Reduce -0.3%
META Meta Platforms Inc. Class A 0.44% 1,591 $910K Add +0.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.43% 1,366 $888K Reduce -1.7%
IEFA iShares Core MSCI Eafe ETF 0.43% 9,678 $876K Add +15.7%
QCOM Qualcomm Inc. 0.39% 6,263 $807K Add +1.9%
MA Mastercard Inc. Class A 0.38% 1,577 $788K Add +0.1%
CSX CSX Corp. 0.38% 19,012 $780K Add +0.2%
DFEV Dimensional Emrg MRKT Val 0.37% 21,337 $763K Add +5.9%
FBND Fidelity Total Bond ETF 0.33% 14,915 $680K New
FLOT iShares Floating Rate Bond E 0.32% 13,142 $670K New
IJR iShares Core S&P Small-Cap E 0.31% 5,091 $633K Add +1.7%
URI United Rentals Inc. 0.30% 845 $616K Add +0.1%
TSLA Tesla Inc. 0.30% 1,649 $613K Add +3.6%
BTC Grayscale Bitcoin Mini ETF 0.29% 19,785 $593K Add +12.6%
LLY Eli Lilly & Co. 0.28% 628 $577K Reduce -2.6%
IVW iShares S&P 500 Growth ETF 0.27% 5,006 $566K Add +57.4%
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.26% 10,126 $535K Reduce -17.1%
UNH Unitedhealth Group Inc. 0.26% 1,952 $528K Reduce -2.3%
AVUV Avantis US Small Cap Value 0.25% 4,695 $519K Add +0.6%
FDX FedEx Corp. 0.25% 1,436 $511K Reduce -9.8%
SHW The Sherwin-Williams Co. 0.25% 1,590 $510K Add +0.1%
SGOV iShares 0-3 Month Treasury B 0.24% 4,975 $501K Reduce -62.4%
HD Home Depot Inc. 0.24% 1,492 $491K Reduce -0.1%
PH Parker Hannifin Corp. 0.23% 537 $481K Add +8.3%
NFLX Netflix Inc. 0.23% 4,850 $466K Reduce -1.4%
AMAT Applied Materials Inc. 0.22% 1,340 $458K No change
DIHP Dimensional International Hi 0.21% 13,742 $443K Add +1.9%
APLS Apellis Pharmaceuticals Inc. 0.21% 10,755 $433K New
GS Goldman Sachs Group Inc. 0.20% 481 $407K No change
NDSN Nordson Corp. 0.20% 1,518 $404K Reduce -0.4%
ETN Eaton Corp. PLC 0.19% 1,107 $396K Add +6.3%
QQQ Invesco QQQ Trust Series 1 0.19% 665 $384K Add +15.8%
CORO Ish Intl CTRY Rot Act ETF 0.19% 11,888 $382K New
IBHG iShares Ibonds 2027 HY Inc. 0.18% 16,442 $364K Reduce -21.0%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.18% 6,215 $362K New
CLF Cleveland-Cliffs Inc. 0.17% 42,460 $359K No change
PPG PPG Industries Inc. 0.17% 3,262 $349K Add +0.0%
JNJ Johnson & Johnson 0.16% 1,379 $337K Reduce -2.1%
JPM JPMorgan Chase & Co. 0.16% 1,121 $330K Add +0.5%
WFC Wells Fargo & Co. 0.16% 4,131 $329K Add +0.0%
AMD Advanced Micro Devices 0.16% 1,599 $325K Reduce -4.3%
MO Altria Group Inc. 0.15% 4,670 $308K Reduce -5.5%
KO The Coca-Cola Co. 0.15% 3,987 $303K Add +3.3%
LMT Lockheed Martin Corp. 0.14% 473 $286K Reduce -1.1%
CEG Constellation Energy 0.14% 1,020 $285K Reduce -6.8%
MCD McDonald's Corp. 0.13% 889 $276K No change
ORCL Oracle Corp. 0.13% 1,873 $276K Reduce -2.6%
PNC PNC Financial Services Group 0.13% 1,293 $269K No change
SCHD Schwab US DVD Equity ETF 0.13% 8,721 $268K New
SCHF Schwab Intl Equity ETF 0.13% 10,471 $259K No change
MU Micron Technology Inc. 0.13% 766 $259K Reduce -3.4%
PGR Progressive Corp. 0.12% 1,256 $249K No change
BA The Boeing Co. 0.12% 1,215 $242K No change
PG The Procter & Gamble Co. 0.12% 1,652 $239K Add +0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.12% 497 $238K Reduce -8.1%
IEF iShares 7-10 Year Treasury B 0.11% 2,445 $233K New
IWM iShares Russell 2000 ETF 0.11% 940 $233K Add +0.2%
COST Costco Wholesale Corp. 0.11% 232 $231K No change
LOW Lowe's Cos Inc. 0.11% 975 $230K Reduce -7.5%
IMCG iShares Morningstar Mid-Cap 0.10% 2,720 $214K No change
VZ Verizon Communications Inc. 0.10% 4,211 $211K New
AVDE Avantis International Equity 0.10% 2,419 $205K New
FDMT 4D Molecular Therapeutics Inc. 0.09% 19,000 $177K No change
RGNX Regenxbio Inc. 0.08% 19,217 $161K New

Portfolio Sells Q4 2025 → Q1 2026
NVDA Nvidia Corp. Reduce -7.6% 2.73% −0.52
SGOV iShares 0-3 Month Treasury B Reduce -62.4% 0.24% −0.42
VOO Vanguard S&P 500 ETF Reduce -0.3% 3.54% −0.29
ICSH iShares Ultra Short Duration Reduce -0.2% 7.35% −0.21
AKRE Akre Focus ETF Reduce -17.1% 0.26% −0.14
USMV iShares MSCI USA Min Vol Fac Sold out 0.00% −0.10
ANNX Annexon Inc. Sold out 0.00% −0.09
USIG iShares Broad Usd Investment Reduce -0.7% 1.81% −0.08
UNH Unitedhealth Group Inc. Reduce -2.3% 0.26% −0.07
IBHF iShares Ibond 2026 HY & Inc. Reduce -4.4% 0.82% −0.07
LLY Eli Lilly & Co. Reduce -2.6% 0.28% −0.07
GOOG Alphabet Inc. Class C Reduce -0.3% 0.48% −0.06
IBHG iShares Ibonds 2027 HY Inc. Reduce -21.0% 0.18% −0.06
CEG Constellation Energy Reduce -6.8% 0.14% −0.05
ORCL Oracle Corp. Reduce -2.6% 0.13% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.7% 0.43% −0.04
AMD Advanced Micro Devices Reduce -4.3% 0.16% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -8.1% 0.12% −0.02
HD Home Depot Inc. Reduce -0.1% 0.24% −0.02
LOW Lowe's Cos Inc. Reduce -7.5% 0.11% −0.01
NFLX Netflix Inc. Reduce -1.4% 0.23% −0.00
MO Altria Group Inc. Reduce -5.5% 0.15% +0.01
MU Micron Technology Inc. Reduce -3.4% 0.13% +0.01
NDSN Nordson Corp. Reduce -0.4% 0.20% +0.01
JNJ Johnson & Johnson Reduce -2.1% 0.16% +0.02
FDX FedEx Corp. Reduce -9.8% 0.25% +0.02
LMT Lockheed Martin Corp. Reduce -1.1% 0.14% +0.02
NOC Northrop Grumman Corp. Reduce -1.2% 0.55% +0.07
XOM Exxon Mobil Corp. Reduce -6.1% 0.70% +0.16

Portfolio Buys Q4 2025 → Q1 2026
CSHP iShares Dynamic Short-Term A New 0.71% +0.71
TFLO iShares Treasury Floating Ra New 0.54% +0.54
CLOA iShares Aaa Clo Act ETF-Usdi Add +10.1% 7.50% +0.51
FBND Fidelity Total Bond ETF New 0.33% +0.33
FLOT iShares Floating Rate Bond E New 0.32% +0.32
EFV iShares MSCI Eafe Value ETF Add +7.3% 3.56% +0.28
APLS Apellis Pharmaceuticals Inc. New 0.21% +0.21
CORO Ish Intl CTRY Rot Act ETF New 0.19% +0.19
DYNF Ishrs US E F R A ETF-Usd Inc. New 0.18% +0.18
EEM iShares MSCI Emerging Market Add +5.9% 2.59% +0.17
SCHD Schwab US DVD Equity ETF New 0.13% +0.13
IEF iShares 7-10 Year Treasury B New 0.11% +0.11
VZ Verizon Communications Inc. New 0.10% +0.10
AVDE Avantis International Equity New 0.10% +0.10
FESM Fidelity Enhanced Small Cap Add +4.0% 4.96% +0.09
IVW iShares S&P 500 Growth ETF Add +57.4% 0.27% +0.08
RGNX Regenxbio Inc. New 0.08% +0.08
IAU iShares Gold Trust Add +4.6% 0.62% +0.06
IEFA iShares Core MSCI Eafe ETF Add +15.7% 0.43% +0.05
IJH iShares Core S&P Midcap ETF Add +5.3% 1.00% +0.05
CSX CSX Corp. Add +0.2% 0.38% +0.04
DFEV Dimensional Emrg MRKT Val Add +5.9% 0.37% +0.03
ETN Eaton Corp. PLC Add +6.3% 0.19% +0.03
PH Parker Hannifin Corp. Add +8.3% 0.23% +0.02
DFIC Dimensional International Co. Add +2.5% 0.57% +0.02
AVUV Avantis US Small Cap Value Add +0.6% 0.25% +0.01
KO The Coca-Cola Co. Add +3.3% 0.15% +0.01
QQQ Invesco QQQ Trust Series 1 Add +15.8% 0.19% +0.01
IJR iShares Core S&P Small-Cap E Add +1.7% 0.31% +0.01
IWY iShares Russell Top 200 Grow Add +14.8% 0.68% +0.00
PPG PPG Industries Inc. Add +0.0% 0.17% +0.00
DIHP Dimensional International Hi Add +1.9% 0.21% +0.00
IWM iShares Russell 2000 ETF Add +0.2% 0.11% −0.00
PG The Procter & Gamble Co. Add +0.2% 0.12% −0.00
BOXX Alpha Architect 1-3 MNTH Box Add +1.1% 0.55% −0.00
ACWI iShares MSCI Acwi ETF Add +4.7% 0.91% −0.00
SHW The Sherwin-Williams Co. Add +0.1% 0.25% −0.01
DFAC Dimensional US Core Equity 2 Add +3.4% 0.93% −0.01
AGG iShares Core U.S. Aggregate Add +1.9% 1.02% −0.01
JPM JPMorgan Chase & Co. Add +0.5% 0.16% −0.02
DUHP Dimensional US High Profi Et Add +2.1% 0.50% −0.02
WFC Wells Fargo & Co. Add +0.0% 0.16% −0.03
URI United Rentals Inc. Add +0.1% 0.30% −0.04
BTC Grayscale Bitcoin Mini ETF Add +12.6% 0.29% −0.05
GOOGL Alphabet Inc. Class A Add +1.0% 0.50% −0.05
TSLA Tesla Inc. Add +3.6% 0.30% −0.06
MA Mastercard Inc. Class A Add +0.1% 0.38% −0.07
META Meta Platforms Inc. Class A Add +0.6% 0.44% −0.08
AMZN Amazon.com Inc. Add +3.5% 1.17% −0.12
V Visa Inc. Class A Add +0.0% 0.67% −0.13

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 99$294.2MFBND, IVV, DYNF, CORO, AAPL
Q1 2026 93$206.1MIVV, FDVV, CLOA, ICSH, AAPL
Q4 2025 83$200.5MIVV, FDVV, ICSH, CLOA, AAPL
Q3 2025 86$191.8MIVV, FDVV, ICSH, CLOA, AAPL
Q2 2025 69$158.6MIVV, FDVV, ICSH, CLOA, IJH
Q1 2025 69$131.9MIVV, FDVV, CLOA, IJH, AAPL
Q4 2024 69$131.0MIVV, FDVV, IJH, AAPL, VOO