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LPFG

Landing Point Financial Group Portfolio holdings

AUM $206M
1-Year Est. Return 15.97%
This Fund
S&P 500
This Quarter Est. Return
+7.03%
1 Year Est. Return
+15.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$159M
AUM Growth
+$26.8M
Cap. Flow
+$17.7M
Cap. Flow %
11.16%
Top 10 Hldgs %
74.4%
Holding
72
New
3
Increased
47
Reduced
12
Closed
3

Top Buys

Rank Stock Value
1
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$12.9M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$785K
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$685K
4
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$562K
5
CLOA icon
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
+$546K

Top Sells

Rank Stock Value
1
IBHG icon
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
+$524K
2
ELV icon
Elevance Health
ELV
+$219K
3
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$208K
4
MCD icon
McDonald's
MCD
+$204K
5
NVDA icon
NVIDIA
NVDA
+$141K

Sector Composition

Rank Sector Weight
1 Technology 9.82%
2 Industrials 2.41%
3 Financials 2.28%
4 Consumer Discretionary 1.46%
5 Communication Services 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
26
Meta Platforms (Facebook)
META
$1.42T
$957K 0.6%
1,297
+31
+2% +$19.2K
MA icon
27
Mastercard
MA
$506B
$946K 0.6%
1,684
-11
-0.6% -$6.08K
XOM icon
28
ExxonMobil
XOM
$644B
$892K 0.56%
8,274
– –
NOC icon
29
Northrop Grumman
NOC
$77.1B
$838K 0.53%
1,675
– –
URI icon
30
United Rentals
URI
$67.2B
$728K 0.46%
967
+12
+1% +$8.03K
IWY icon
31
iShares Russell Top 200 Growth ETF
IWY
$15.9B
$705K 0.44%
2,859
+34
+1% +$7.57K
CSX icon
32
CSX Corp
CSX
$93.4B
$617K 0.39%
18,903
+40
+0.2% +$1.2K
SHW icon
33
Sherwin-Williams
SHW
$82.7B
$609K 0.38%
1,774
-406
-19% -$141K
DFEV icon
34
Dimensional Emerging Markets Value ETF
DFEV
$1.93B
$606K 0.38%
20,212
+4,588
+29% +$127K
NFLX icon
35
Netflix
NFLX
$299B
$588K 0.37%
4,390
– –
UNH icon
36
UnitedHealth
UNH
$376B
$587K 0.37%
1,882
-111
-6% -$42.4K
IEFA icon
37
iShares Core MSCI EAFE ETF
IEFA
$190B
$547K 0.34%
6,553
+84
+1% +$6.67K
TSLA icon
38
Tesla
TSLA
$1.23T
$547K 0.34%
1,721
+41
+2% +$12.4K
CI icon
39
Cigna
CI
$73.8B
$524K 0.33%
1,584
– –
IBHG icon
40
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$509M
$502K 0.32%
22,271
-23,541
-51% -$524K
AVUV icon
41
Avantis US Small Cap Value ETF
AVUV
$30.3B
$489K 0.31%
5,371
+997
+23% +$85.9K
PGR icon
42
Progressive
PGR
$123B
$471K 0.3%
1,766
+1
+0.1% +$274
IAU icon
43
iShares Gold Trust
IAU
$62.9B
$426K 0.27%
6,826
+2,647
+63% +$164K
DIHP icon
44
Dimensional International High Profitability ETF
DIHP
$6.33B
$412K 0.26%
13,954
+2,466
+21% +$69.4K
ETN icon
45
Eaton
ETN
$161B
$395K 0.25%
1,106
+2
+0.2% +$616
HD icon
46
Home Depot
HD
$331B
$380K 0.24%
1,036
+5
+0.5% +$1.81K
PPG icon
47
PPG Industries
PPG
$24.6B
$371K 0.23%
3,259
+1
+0% +$108
FDX icon
48
FedEx
FDX
$72.7B
$363K 0.23%
1,595
+67
+4% +$14.7K
IVW icon
49
iShares S&P 500 Growth ETF
IVW
$73.8B
$350K 0.22%
3,180
– –
LLY icon
50
Eli Lilly
LLY
$1.02T
$342K 0.22%
439
+5
+1% +$3.88K
1
2
3

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Landing Point Financial Group's Q2 2025 Portfolio in Review

As of Q2 2025, Landing Point Financial Group held 72 positions worth $159M, up 20% from $132M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Landing Point Financial Group deployed $17.7M of net new capital in Q2 2025, opening 3 new positions and adding to 47 existing holdings. Its largest new stake was iShares Morningstar Mid-Cap Growth ETF: 2,720 shares worth $218K.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, down from 11% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was iShares iBonds 2027 Term High Yield and Income ETF, an estimated $524K trimmed.

  • Landing Point Financial Group's largest Q2 2025 buy was iShares Morningstar Mid-Cap Growth ETF: 2,720 shares worth $218K.
  • Landing Point Financial Group added most to iShares Ultra Short Duration Bond Active ETF in Q2 2025, an estimated $12.9M increase.
  • Landing Point Financial Group's biggest Q2 2025 reduction was iShares iBonds 2027 Term High Yield and Income ETF, cutting an estimated $524K.
  • Landing Point Financial Group fully exited Elevance Health in Q2 2025, selling an estimated $219K.
  • Landing Point Financial Group's ten largest holdings make up 74% of its $159M portfolio in Q2 2025.
  • Landing Point Financial Group opened 3 new positions and closed 3 in Q2 2025.
  • Landing Point Financial Group's portfolio value rose 20% quarter-over-quarter to $159M.

Based on Landing Point Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.