Landing Point Financial Group, LLC 13F Holdings · Q2 2026
Landing Point Financial Group, LLC reported 99 securities worth $294.18M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: FBND (16.14%), IVV (13.58%), DYNF (6.26%). Among its top 25 positions this quarter: 7 new, 9 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY TOTAL BOND ETF | $47.5M | 16.14% | 1.0M | Added |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $40.0M | 13.58% | 53,356 | Trimmed |
| 3 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $18.4M | 6.26% | 270,950 | Added |
| 4 | CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $16.6M | 5.63% | 452,235 | Added |
| 5 | AAPL | APPLE INC COM | $11.7M | 3.99% | 40,564 | Trimmed |
| 6 | IVW | ISHARES S&P 500 GROWTH ETF | $11.7M | 3.98% | 85,074 | Added |
| 7 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $11.0M | 3.75% | 116,745 | Added |
| 8 | FESM | FIDELITY ENHANCED SMALL CAP CORE ETF | $9.8M | 3.32% | 202,070 | Trimmed |
| 9 | BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $8.7M | 2.96% | 165,409 | New |
| 10 | THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $8.2M | 2.79% | 190,240 | New |
| 11 | IVE | ISHARES S&P 500 VALUE ETF | $7.3M | 2.48% | 32,162 | New |
| 12 | FDEM | FIDELITY EMERGING MARKETS MULTIFACTOR ETF | $7.2M | 2.45% | 198,585 | New |
| 13 | SPHQ | INVESCO S&P 500 QUALITY ETF | $7.1M | 2.40% | 78,257 | New |
| 14 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $6.3M | 2.16% | 121,147 | New |
| 15 | NVDA | NVIDIA CORPORATION COM | $6.3M | 2.13% | 31,374 | Trimmed |
| 16 | EFV | ISHARES MSCI EAFE VALUE ETF | $6.2M | 2.09% | 80,378 | Trimmed |
| 17 | VOO | VANGUARD S&P 500 ETF | $4.5M | 1.53% | 6,553 | Trimmed |
| 18 | FDVV | FIDELITY HIGH DIVIDEND ETF | $4.1M | 1.40% | 68,311 | Trimmed |
| 19 | ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $2.8M | 0.95% | 55,085 | Trimmed |
| 20 | AMZN | AMAZON COM INC COM | $2.8M | 0.94% | 11,636 | Added |
| 21 | CLOA | ISHARES AAA CLO ACTIVE ETF | $2.7M | 0.93% | 52,493 | Trimmed |
| 22 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $2.5M | 0.84% | 55,744 | Added |
| 23 | EFG | ISHARES MSCI EAFE GROWTH ETF | $2.1M | 0.70% | 16,548 | New |
| 24 | MSFT | MICROSOFT CORP COM | $1.9M | 0.65% | 5,162 | Added |
| 25 | IAU | ISHARES GOLD TRUST | $1.7M | 0.59% | 23,076 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR