Landing Point Financial Group, LLC

Q3 2025 13F Holdings

  • Location
    avon, OH
  • Num holdings

    86

  • Value ($000)

    $191,825

  • Date Filed
    11/12/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES CORE S&P 500 ETF

ETF
$38.15M
20 %

57,003

F
FDVV

FIDELITY HIGH DIVIDEND ETF

ETF
$25.44M
13 %

456,715

I
ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

ETF
$14.90M
8 %

293,679

C
CLOA

ISHARES AAA CLO ACTIVE ETF

ETF
$13.29M
7 %

255,721

A
AAPL

APPLE INC COM

STOCK
$11.60M
6 %

45,542

F
FESM

FIDELITY ENHANCED SMALL CAP ETF

ETF
$8.90M
5 %

243,490

V
VOO

VANGUARD S&P 500 ETF

ETF
$7.42M
4 %

12,120

N
NVDA

NVIDIA CORPORATION COM

STOCK
$6.63M
4 %

35,512

E
EFV

ISHARES MSCI EAFE VALUE ETF

ETF
$5.81M
3 %

85,667

E
EEM

ISHARES MSCI EMERGING MARKETS ETF

ETF
$4.43M
2 %

83,011

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