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Landing Point Financial Group, LLC

Q1 2026 13F Holdings

  • Location
    avon, OH
  • Num holdings

    93

  • Value ($000)

    $206,064

  • Date Filed
    05/05/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES CORE S&P 500 ETF

ETF
464287200
$41.83M
20 %

64,039

F
FDVV

FIDELITY HIGH DIVIDEND ETF

ETF
316092840
$27.41M
13 %

496,157

C
CLOA

ISHARES AAA CLO ACTIVE ETF

ETF
092528504
$15.46M
8 %

298,253

I
ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

ETF
46434V878
$15.14M
7 %

299,130

A
AAPL

APPLE INC COM

STOCK
037833100
$11.15M
5 %

43,937

F
FESM

FIDELITY ENHANCED SMALL CAP ETF

ETF
31609A206
$10.23M
5 %

269,165

E
EFV

ISHARES MSCI EAFE VALUE ETF

ETF
464288877
$7.34M
4 %

98,661

V
VOO

VANGUARD S&P 500 ETF

ETF
922908363
$7.3M
4 %

12,210

N
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$5.63M
3 %

32,274

E
EEM

ISHARES MSCI EMERGING MARKETS ETF

ETF
464287234
$5.33M
3 %

93,888

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