Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Landing Point Financial Group, LLC (CIK 2025964) reported $206.1M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($41.8M, 20.30%), FDVV ($27.4M, 13.30%), CLOA ($15.5M, 7.50%), ICSH ($15.1M, 7.35%), AAPL ($11.2M, 5.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $41.8M | 20.30% | 64,039 | Added |
| 2 | FDVV | FIDELITY HIGH DIVIDEND ETF | $27.4M | 13.30% | 496,157 | Added |
| 3 | CLOA | ISHARES AAA CLO ACTIVE ETF | $15.5M | 7.50% | 298,253 | Added |
| 4 | ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $15.1M | 7.35% | 299,130 | Trimmed |
| 5 | AAPL | APPLE INC COM | $11.2M | 5.41% | 43,937 | Added |
| 6 | FESM | FIDELITY ENHANCED SMALL CAP ETF | $10.2M | 4.96% | 269,165 | Added |
| 7 | EFV | ISHARES MSCI EAFE VALUE ETF | $7.3M | 3.56% | 98,661 | Added |
| 8 | VOO | VANGUARD S&P 500 ETF | $7.3M | 3.54% | 12,210 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION COM | $5.6M | 2.73% | 32,274 | Trimmed |
| 10 | EEM | ISHARES MSCI EMERGING MARKETS ETF | $5.3M | 2.59% | 93,888 | Added |
| 11 | USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $3.7M | 1.81% | 72,739 | Trimmed |
| 12 | AMZN | AMAZON COM INC COM | $2.4M | 1.17% | 11,617 | Added |
| 13 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $2.1M | 1.02% | 21,131 | Added |
| 14 | IJH | ISHARES CORE S&P MID-CAP ETF | $2.1M | 1.00% | 30,447 | Added |
| 15 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $1.9M | 0.93% | 49,450 | Added |
| 16 | MSFT | MICROSOFT CORP COM | $1.9M | 0.91% | 5,078 | Added |
| 17 | ACWI | ISHARES MSCI ACWI ETF | $1.9M | 0.91% | 13,586 | Added |
| 18 | IBHF | ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | $1.7M | 0.82% | 73,667 | Trimmed |
| 19 | CSHP | ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF | $1.5M | 0.71% | 14,615 | New |
| 20 | XOM | EXXON MOBIL CORP COM | $1.4M | 0.70% | 8,456 | Trimmed |
| 21 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $1.4M | 0.68% | 5,662 | Added |
| 22 | V | VISA INC COM CL A | $1.4M | 0.67% | 4,536 | Added |
| 23 | IAU | ISHARES GOLD TRUST | $1.3M | 0.62% | 14,544 | Added |
| 24 | DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $1.2M | 0.57% | 33,006 | Added |
| 25 | NOC | NORTHROP GRUMMAN CORP COM | $1.1M | 0.55% | 1,668 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31