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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
ETN icon
51
Eaton
ETN
$174B
$414K 0.22%
1,106
– –
JNJ icon
52
Johnson & Johnson
JNJ
$621B
$398K 0.21%
2,144
+199
+10% +$34.1K
GS icon
53
Goldman Sachs
GS
$313B
$387K 0.2%
+486
New +$360K
IVW icon
54
iShares S&P 500 Growth ETF
IVW
$77.1B
$384K 0.2%
3,180
– –
FDX icon
55
FedEx
FDX
$73.5B
$374K 0.19%
1,584
-11
-0.7% -$2.54K
WFC icon
56
Wells Fargo
WFC
$270B
$359K 0.19%
+4,283
New +$347K
JPM icon
57
JPMorgan Chase
JPM
$955B
$351K 0.18%
1,112
-21
-2% -$6.25K
NDSN icon
58
Nordson
NDSN
$17.3B
$346K 0.18%
1,524
+11
+0.7% +$2.42K
PPG icon
59
PPG Industries
PPG
$26.5B
$343K 0.18%
3,260
+1
+0% +$111
MO icon
60
Altria Group
MO
$114B
$340K 0.18%
+5,153
New +$326K
CEG icon
61
Constellation Energy
CEG
$94.7B
$330K 0.17%
+1,004
New +$324K
AMD icon
62
Advanced Micro Devices
AMD
$786B
$328K 0.17%
+2,026
New +$327K
PH icon
63
Parker-Hannifin
PH
$126B
$323K 0.17%
425
– –
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.12T
$289K 0.15%
+574
New +$278K
HOOD icon
65
Robinhood
HOOD
$83.4B
$286K 0.15%
+2,000
New +$218K
AMAT icon
66
Applied Materials
AMAT
$424B
$279K 0.15%
+1,365
New +$248K
QQQ icon
67
Invesco QQQ Trust
QQQ
$480B
$279K 0.15%
465
-128
-22% -$73.3K
LOW icon
68
Lowe's Companies
LOW
$123B
$279K 0.15%
+1,110
New +$273K
IBDQ
69
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$277K 0.14%
10,995
+71
+0.6% +$1.78K
PG icon
70
Procter & Gamble
PG
$342B
$270K 0.14%
1,758
+165
+10% +$25.8K
KO icon
71
Coca-Cola
KO
$374B
$263K 0.14%
3,959
+813
+26% +$56K
BA icon
72
Boeing
BA
$190B
$262K 0.14%
+1,215
New +$274K
LMT icon
73
Lockheed Martin
LMT
$133B
$260K 0.14%
521
-47
-8% -$21.3K
PNC icon
74
PNC Financial Services
PNC
$102B
$260K 0.14%
1,293
+116
+10% +$22.9K
MCD icon
75
McDonald's
MCD
$195B
$249K 0.13%
+819
New +$249K
1 2
3
4

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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.