Landing Point Financial Group, LLC
CIK 2025964 · Holdings on Mar 31, 2026 · First reported May 5, 2026
Top ten holdings
Q1 2026- IVV20.30%
- FDVV13.30%
- CLOA7.50%
- ICSH7.35%
- AAPL5.41%
- FESM4.96%
- EFV3.56%
- VOO3.54%
- NVDA2.73%
- EEM2.59%
Share classes counted separately71.24%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight decreased · -0.52 pp3.25% → 2.73%Shares -2.66K (-7.61%)
- AAPLWeight decreased · -0.52 pp5.93% → 5.41%Shares +175 (+0.40%)
- CLOAWeight increased · +0.51 pp6.99% → 7.50%Shares +27.30K (+10.07%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $41.83M | 20.30% | 64.04K shares | 20.62% → 20.30%-0.32 pp +3.67K (+6.09%) | Added | ↗▾ |
| 02 | FDVVFIDELITY HIGH DIVIDEND ETFETF View history and evidence | $27.41M | 13.30% | 496.16K shares | 13.62% → 13.30%-0.32 pp +14.19K (+2.94%) | Added | ↗▾ |
| 03 | CLOAISHARES AAA CLO ACT ETF-USDIETF View history and evidence | $15.46M | 7.50% | 298.25K shares | 6.99% → 7.50%+0.51 pp +27.30K (+10.07%) | Added | ↗▾ |
| 04 | ICSHISHARES ULTRA SHORT DURATIONETF View history and evidence | $15.14M | 7.35% | 299.13K shares | 7.56% → 7.35%-0.21 pp -555 (-0.19%) | Reduced | ↗▾ |
| 05 | AAPLAPPLE INCStock View history and evidence | $11.15M | 5.41% | 43.94K shares | 5.93% → 5.41%-0.52 pp +175 (+0.40%) | Added | ↗▾ |
| 06 | FESMFIDELITY ENHANCED SMALL CAPETF View history and evidence | $10.23M | 4.96% | 269.17K shares | 4.88% → 4.96%+0.08 pp +10.38K (+4.01%) | Added | ↗▾ |
| 07 | EFVISHARES MSCI EAFE VALUE ETFETF View history and evidence | $7.34M | 3.56% | 98.66K shares | 3.28% → 3.56%+0.28 pp +6.68K (+7.26%) | Added | ↗▾ |
| 08 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $7.30M | 3.54% | 12.21K shares | 3.83% → 3.54%-0.29 pp -36 (-0.29%) | Reduced | ↗▾ |
| 09 | NVDANVIDIA CORPStock View history and evidence | $5.63M | 2.73% | 32.27K shares | 3.25% → 2.73%-0.52 pp -2.66K (-7.61%) | Reduced | ↗▾ |
| 10 | EEMISHARES MSCI EMERGING MARKETETF View history and evidence | $5.33M | 2.59% | 93.89K shares | 2.42% → 2.59%+0.17 pp +5.23K (+5.90%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| USMV ISHARES MSCI USA MIN VOL FAC | Non-derivative | -2,222 | -$209.24K | SEC filing ↗ | SEC filing ↗ |
| ANNX ANNEXON INC | Non-derivative | -34,900 | -$175.20K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2025964 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 206064209
}Research all 93 reported holdings.
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