Landing Point Financial Group, LLC
Q3 2025 13F Holdings
- Locationavon, OH
- Num holdings
86
- Value ($000)
$191,825
- Date Filed11/12/2025
- Form type13F-HR
- CIK0002025964
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $38.15 M | 20 % | 57,003 | ||
FDVV FIDELITY HIGH DIVIDEND ETF | ETF | 316092840 | $25.44 M | 13 % | 456,715 | ||
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ETF | 46434V878 | $14.90 M | 8 % | 293,679 | ||
CLOA ISHARES AAA CLO ACTIVE ETF | ETF | 092528504 | $13.29 M | 7 % | 255,721 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $11.60 M | 6 % | 45,542 | ||
FESM FIDELITY ENHANCED SMALL CAP ETF | ETF | 31609A206 | $8.90 M | 5 % | 243,490 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $7.42 M | 4 % | 12,120 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $6.63 M | 4 % | 35,512 | ||
EFV ISHARES MSCI EAFE VALUE ETF | ETF | 464288877 | $5.81 M | 3 % | 85,667 | ||
EEM ISHARES MSCI EMERGING MARKETS ETF | ETF | 464287234 | $4.43 M | 2 % | 83,011 |
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