Landing Point Financial Group, LLC

Q1 2025 13F Holdings

  • Location
    avon, OH
  • Num holdings

    69

  • Value ($000)

    $131,890

  • Date Filed
    05/13/2025
  • Form type
    13F-HR
  • CIK
    0002025964
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES CORE S&P 500 ETF

ETF
$27.84M
21 %

49,550

FDVV
FDVV

FIDELITY HIGH DIVIDEND ETF

ETF
$16.94M
13 %

341,563

CLOA
CLOA

ISHARES AAA CLO ACTIVE ETF

ETF
$11.98M
9 %

231,382

IJH
IJH

ISHARES CORE S&P MID-CAP ETF

ETF
$9.82M
7 %

168,370

AAPL
AAPL

APPLE INC COM

STOCK
$8.39M
6 %

37,772

FESM
FESM

FIDELITY ENHANCED SMALL CAP ETF

ETF
$6.80M
5 %

230,698

VOO
VOO

VANGUARD S&P 500 ETF

ETF
$6.39M
5 %

12,435

USIG
USIG

ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

ETF
$3.56M
3 %

69,623

NVDA
NVDA

NVIDIA CORPORATION COM

STOCK
$3.37M
3 %

31,104

EEM
EEM

ISHARES MSCI EMERGING MARKETS ETF

ETF
$2.84M
2 %

65,043

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