Landing Point Financial Group, LLC
Q2 2025 13F Holdings
- Locationavon, OH
- Num holdings
69
- Value ($000)
$158,644
- Date Filed08/12/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $31.61M | 20 % | 50,917 | ||
FDVV FIDELITY HIGH DIVIDEND ETF | ETF | 316092840 | $18.14M | 11 % | 348,657 | ||
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ETF | 46434V878 | $13.64M | 9 % | 269,060 | ||
CLOA ISHARES AAA CLO ACTIVE ETF | ETF | 092528504 | $12.56M | 8 % | 241,960 | ||
IJH ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $10.69M | 7 % | 172,288 | ||
FESM FIDELITY ENHANCED SMALL CAP ETF | ETF | 31609A206 | $7.98M | 5 % | 249,597 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $7.77M | 5 % | 37,871 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $7.07M | 5 % | 12,451 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $4.74M | 3 % | 29,983 | ||
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | ETF | 464288620 | $3.82M | 2 % | 74,291 |
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