We are live on ! Find out more
LPFG

Landing Point Financial Group Portfolio holdings

AUM $206M
1-Year Est. Return 15.97%
This Fund
S&P 500
This Quarter Est. Return
+2.24%
1 Year Est. Return
+15.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$201M
AUM Growth
+$8.72M
Cap. Flow
+$4.9M
Cap. Flow %
2.44%
Top 10 Hldgs %
72.37%
Holding
91
New
5
Increased
33
Reduced
38
Closed
8

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.28M
2
FDVV icon
Fidelity High Dividend ETF
FDVV
+$1.42M
3
AKRE
Akre Focus ETF
AKRE
+$791K
4
CLOA icon
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
+$789K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$779K

Top Sells

Rank Stock Value
1
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$1.05M
2
AAPL icon
Apple
AAPL
+$478K
3
V icon
Visa
V
+$334K
4
HOOD icon
Robinhood
HOOD
+$286K
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$277K

Sector Composition

Rank Sector Weight
1 Technology 11.56%
2 Financials 2.24%
3 Industrials 2.21%
4 Consumer Discretionary 2.17%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PH icon
51
Parker-Hannifin
PH
$125B
$436K 0.22%
496
+71
+17% +$58.1K
DIHP icon
52
Dimensional International High Profitability ETF
DIHP
$6.45B
$427K 0.21%
13,487
-412
-3% -$12.8K
GS icon
53
Goldman Sachs
GS
$311B
$423K 0.21%
481
-5
-1% -$4.08K
IVW icon
54
iShares S&P 500 Growth ETF
IVW
$77.3B
$392K 0.2%
3,180
– –
CEG icon
55
Constellation Energy
CEG
$95.4B
$387K 0.19%
1,095
+91
+9% +$33.1K
WFC icon
56
Wells Fargo
WFC
$267B
$385K 0.19%
4,130
-153
-4% -$13.3K
ORCL icon
57
Oracle
ORCL
$420B
$375K 0.19%
1,923
+30
+2% +$7.14K
NDSN icon
58
Nordson
NDSN
$17.3B
$366K 0.18%
1,524
– –
JPM icon
59
JPMorgan Chase
JPM
$950B
$360K 0.18%
1,116
+4
+0.4% +$1.24K
AMD icon
60
Advanced Micro Devices
AMD
$846B
$358K 0.18%
1,671
-355
-18% -$79.7K
QQQ icon
61
Invesco QQQ Trust
QQQ
$485B
$353K 0.18%
574
+109
+23% +$66.9K
AMAT icon
62
Applied Materials
AMAT
$434B
$344K 0.17%
1,340
-25
-2% -$5.99K
PPG icon
63
PPG Industries
PPG
$26.2B
$334K 0.17%
3,261
+1
+0% +$100
ETN icon
64
Eaton
ETN
$173B
$332K 0.17%
1,041
-65
-6% -$23K
JNJ icon
65
Johnson & Johnson
JNJ
$614B
$291K 0.15%
1,408
-736
-34% -$146K
PGR icon
66
Progressive
PGR
$123B
$286K 0.14%
+1,256
New +$284K
MO icon
67
Altria Group
MO
$114B
$285K 0.14%
4,939
-214
-4% -$12.9K
BRK.B icon
68
Berkshire Hathaway Class B
BRK.B
$1.12T
$272K 0.14%
541
-33
-6% -$16.4K
MCD icon
69
McDonald's
MCD
$191B
$272K 0.14%
889
+70
+9% +$21.4K
PNC icon
70
PNC Financial Services
PNC
$101B
$270K 0.13%
1,293
– –
KO icon
71
Coca-Cola
KO
$372B
$270K 0.13%
3,858
-101
-3% -$7.04K
BA icon
72
Boeing
BA
$187B
$264K 0.13%
1,215
– –
LOW icon
73
Lowe's Companies
LOW
$122B
$254K 0.13%
1,054
-56
-5% -$13.4K
SCHF icon
74
Schwab International Equity ETF
SCHF
$68.1B
$252K 0.13%
10,471
+102
+1% +$2.42K
PG icon
75
Procter & Gamble
PG
$345B
$236K 0.12%
1,649
-109
-6% -$16.1K
1 2
3
4

Similar funds

AFT
Alpha Family Trust Los Angeles, California $206M AUM 35.6% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
ASI
All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return
TS
Twin Securities New York $206M AUM 77.79% 1-Year Est. Return
SAM
Stenahm Asset Management Guernsey $206M AUM 42.47% 1-Year Est. Return
ACM
Accent Capital Management Centerville, Ohio $206M AUM 29.56% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

Landing Point Financial Group's Q4 2025 Portfolio in Review

As of Q4 2025, Landing Point Financial Group held 91 positions worth $201M, up 4.5% from $192M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Landing Point Financial Group's Q4 2025 filing shows 5 new, 33 increased, 38 reduced and 8 closed positions. Its largest new stake was Akre Focus ETF: 12,211 shares worth $800K. The largest sale was iShares iBonds 2025 Term High Yield and Income ETF, an estimated $1.05M.

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

  • Landing Point Financial Group's largest Q4 2025 buy was Akre Focus ETF: 12,211 shares worth $800K.
  • Landing Point Financial Group added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $2.28M increase.
  • Landing Point Financial Group's biggest Q4 2025 reduction was Apple, cutting an estimated $478K.
  • Landing Point Financial Group fully exited iShares iBonds 2025 Term High Yield and Income ETF in Q4 2025, selling an estimated $1.05M.
  • Landing Point Financial Group's ten largest holdings make up 72% of its $201M portfolio in Q4 2025.
  • Landing Point Financial Group opened 5 new positions and closed 8 in Q4 2025.
  • Landing Point Financial Group's portfolio value rose 4.5% quarter-over-quarter to $201M.

Based on Landing Point Financial Group's 13F filing for Q4 2025, filed 11 Feb 2026.