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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
+8.15%
1 Year Est. Return
+15.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$192M
AUM Growth
+$33.2M
Cap. Flow
+$20.8M
Cap. Flow %
10.86%
Top 10 Hldgs %
71.2%
Holding
90
New
21
Increased
40
Reduced
21
Closed
4

Top Buys

Rank Stock Value
1
FDVV icon
Fidelity High Dividend ETF
FDVV
+$5.88M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.64M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.17M
5
AAPL icon
Apple
AAPL
+$1.73M

Top Sells

Rank Stock Value
1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.2M
2
CI icon
Cigna
CI
+$524K
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$492K
4
PGR icon
Progressive
PGR
+$471K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$389K

Sector Composition

Rank Sector Weight
1 Technology 12.1%
2 Industrials 2.5%
3 Financials 2.45%
4 Consumer Discretionary 2.27%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
26
Qualcomm
QCOM
$159B
$1.05M 0.55%
6,338
+1
+0% +$159
IBHE
27
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$1.05M 0.55%
45,341
-3,876
-8% -$89.9K
DUHP icon
28
Dimensional US High Profitability ETF
DUHP
$12.4B
$1.04M 0.54%
27,540
+226
+0.8% +$8.29K
SPY icon
29
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$946K 0.49%
1,420
-135
-9% -$86.5K
IAU icon
30
iShares Gold Trust
IAU
$62.9B
$936K 0.49%
12,859
+6,033
+88% +$394K
XOM icon
31
ExxonMobil
XOM
$643B
$917K 0.48%
8,136
-138
-2% -$15.3K
MA icon
32
Mastercard
MA
$500B
$895K 0.47%
1,574
-110
-7% -$63.2K
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4.57T
$891K 0.46%
3,666
+1,886
+106% +$395K
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.56T
$858K 0.45%
+3,522
New +$740K
URI icon
35
United Rentals
URI
$69.5B
$815K 0.42%
854
-113
-12% -$101K
TSLA icon
36
Tesla
TSLA
$1.27T
$735K 0.38%
1,652
-69
-4% -$23.9K
CSX icon
37
CSX Corp
CSX
$92.3B
$673K 0.35%
18,942
+39
+0.2% +$1.33K
UNH icon
38
UnitedHealth
UNH
$377B
$666K 0.35%
1,930
+48
+3% +$14.5K
IEFA icon
39
iShares Core MSCI EAFE ETF
IEFA
$191B
$660K 0.34%
7,563
+1,010
+15% +$85.8K
IJR icon
40
iShares Core S&P Small-Cap ETF
IJR
$111B
$647K 0.34%
5,447
-4,279
-44% -$492K
DFEV icon
41
Dimensional Emerging Markets Value ETF
DFEV
$1.96B
$645K 0.34%
20,231
+19
+0.1% +$589
HD icon
42
Home Depot
HD
$339B
$615K 0.32%
1,519
+483
+47% +$190K
SHW icon
43
Sherwin-Williams
SHW
$86B
$599K 0.31%
1,730
-44
-2% -$15.5K
NFLX icon
44
Netflix
NFLX
$305B
$553K 0.29%
4,610
+220
+5% +$26.9K
ORCL icon
45
Oracle
ORCL
$409B
$532K 0.28%
+1,893
New +$482K
IBHG icon
46
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$506M
$527K 0.27%
23,413
+1,142
+5% +$25.6K
AVUV icon
47
Avantis US Small Cap Value ETF
AVUV
$30.9B
$525K 0.27%
5,274
-97
-2% -$9.38K
CLF icon
48
Cleveland-Cliffs
CLF
$6.4B
$524K 0.27%
+42,985
New +$452K
LLY icon
49
Eli Lilly
LLY
$1,000B
$492K 0.26%
645
+206
+47% +$153K
DIHP icon
50
Dimensional International High Profitability ETF
DIHP
$6.38B
$422K 0.22%
13,899
-55
-0.4% -$1.64K
1
2
3 4

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ASI
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AFTS
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Landing Point Financial Group's Q3 2025 Portfolio in Review

As of Q3 2025, Landing Point Financial Group held 90 positions worth $192M, up 21% from $159M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Landing Point Financial Group deployed $20.8M of net new capital in Q3 2025, opening 21 new positions and adding to 40 existing holdings. Its largest new stake was iShares MSCI EAFE Value ETF: 85,667 shares worth $5.81M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 9.8% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was iShares Core S&P Mid-Cap ETF, an estimated $9.2M trimmed.

  • Landing Point Financial Group's largest Q3 2025 buy was iShares MSCI EAFE Value ETF: 85,667 shares worth $5.81M.
  • Landing Point Financial Group added most to Fidelity High Dividend ETF in Q3 2025, an estimated $5.88M increase.
  • Landing Point Financial Group's biggest Q3 2025 reduction was iShares Core S&P Mid-Cap ETF, cutting an estimated $9.2M.
  • Landing Point Financial Group fully exited Cigna in Q3 2025, selling an estimated $524K.
  • Landing Point Financial Group's ten largest holdings make up 71% of its $192M portfolio in Q3 2025.
  • Landing Point Financial Group opened 21 new positions and closed 4 in Q3 2025.
  • Landing Point Financial Group's portfolio value rose 21% quarter-over-quarter to $192M.

Based on Landing Point Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.