We are live on ! Find out more
LPFG

Landing Point Financial Group Portfolio holdings

AUM $294M
1-Year Est. Return 23.01%
This Fund
S&P 500
This Quarter Est. Return
+13.54%
1 Year Est. Return
+23.01%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$294M
AUM Growth
+$88.1M
Cap. Flow
+$63.5M
Cap. Flow %
21.59%
Top 10 Hldgs %
62.4%
Holding
104
New
11
Increased
30
Reduced
46
Closed
5

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$46.9M
2
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$17.2M
3
CORO
iShares International Country Rotation Active ETF
CORO
+$15.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.8M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.6M

Top Sells

Rank Stock Value
1
FDVV icon
Fidelity High Dividend ETF
FDVV
+$25.4M
2
CLOA icon
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
+$12.7M
3
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$12.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.49M

Sector Composition

Rank Sector Weight
1 Miscellaneous 83.79%
2 Technology 8.05%
3 Industrials 1.69%
4 Financials 1.54%
5 Consumer Discretionary 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
76
Wells Fargo
WFC
$272B
$338K 0.11%
4,087
-44
-1% -$3.54K
KO icon
77
Coca-Cola
KO
$379B
$325K 0.11%
3,999
+12
+0.3% +$948
MO icon
78
Altria Group
MO
$115B
$322K 0.11%
4,474
-196
-4% -$13.7K
IBHG icon
79
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$526M
$312K 0.11%
14,117
-2,325
-14% -$51.4K
NFLX icon
80
Netflix
NFLX
$326B
$298K 0.1%
4,175
-675
-14% -$59.4K
SCHF icon
81
Schwab International Equity ETF
SCHF
$70.1B
$295K 0.1%
10,655
+184
+2% +$4.96K
IEFA icon
82
iShares Core MSCI EAFE ETF
IEFA
$196B
$293K 0.1%
3,034
-6,644
-69% -$638K
SCHD icon
83
Schwab US Dividend Equity ETF
SCHD
$112B
$280K 0.1%
8,837
+116
+1% +$3.68K
PGR icon
84
Progressive
PGR
$127B
$274K 0.09%
1,256
– –
IMCG icon
85
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.08B
$267K 0.09%
2,720
– –
BA icon
86
Boeing
BA
$168B
$263K 0.09%
1,215
– –
BRK.B icon
87
Berkshire Hathaway Class B
BRK.B
$1.08T
$249K 0.08%
497
– –
CEG icon
88
Constellation Energy
CEG
$106B
$249K 0.08%
1,001
-19
-2% -$5.35K
AGG icon
89
iShares Core US Aggregate Bond ETF
AGG
$138B
$247K 0.08%
2,499
-18,632
-88% -$1.84M
FDMT icon
90
4D Molecular Therapeutics
FDMT
$827M
$246K 0.08%
18,500
-500
-3% -$4.87K
IWM icon
91
iShares Russell 2000 ETF
IWM
$81.2B
$244K 0.08%
812
-128
-14% -$36K
LMT icon
92
Lockheed Martin
LMT
$121B
$242K 0.08%
474
+1
+0.2% +$541
MCD icon
93
McDonald's
MCD
$181B
$240K 0.08%
889
– –
RGNX icon
94
Regenxbio
RGNX
$590M
$218K 0.07%
18,217
-1,000
-5% -$8.3K
COST icon
95
Costco
COST
$406B
$217K 0.07%
232
– –
AVDE icon
96
Avantis International Equity ETF
AVDE
$19.2B
$216K 0.07%
2,419
– –
LOW icon
97
Lowe's Companies
LOW
$115B
$215K 0.07%
976
+1
+0.1% +$227
IYY icon
98
iShares Dow Jones US ETF
IYY
$3.06B
$209K 0.07%
+1,147
New +$202K
USMV icon
99
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
$204K 0.07%
+2,120
New +$201K
ACWI icon
100
iShares MSCI ACWI ETF
ACWI
$33.5B
– –
-13,586
Closed -$1.88M
1 2 3
4
5

Similar funds

IFPG
Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
VW
Veridan Wealth West Linn, Oregon $294M AUM 21.39% 1-Year Est. Return
ISFAN
Investor's Fiduciary Advisor Network Snoqualmie, Washington $294M AUM 27.89% 1-Year Est. Return
TGIA
Torrey Growth & Income Advisors Del Mar, California $294M AUM 37.95% 1-Year Est. Return
BFP
Beacon Financial Planning Hyannis, Massachusetts $295M AUM 25.92% 1-Year Est. Return

Landing Point Financial Group's Q2 2026 Portfolio in Review

As of Q2 2026, Landing Point Financial Group held 104 positions worth $294M, up 43% from $206M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Landing Point Financial Group deployed $63.5M of net new capital in Q2 2026, opening 11 new positions and adding to 30 existing holdings. Its largest new stake was iShares U.S. Thematic Rotation Active ETF: 190,240 shares worth $8.2M.

By sector, the portfolio is most concentrated in Miscellaneous at 84% of assets, up from 79% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Fidelity High Dividend ETF, an estimated $25.4M trimmed.

  • Landing Point Financial Group's largest Q2 2026 buy was iShares U.S. Thematic Rotation Active ETF: 190,240 shares worth $8.2M.
  • Landing Point Financial Group added most to Fidelity Total Bond ETF in Q2 2026, an estimated $46.9M increase.
  • Landing Point Financial Group's biggest Q2 2026 reduction was Fidelity High Dividend ETF, cutting an estimated $25.4M.
  • Landing Point Financial Group fully exited iShares MSCI ACWI ETF in Q2 2026, selling an estimated $1.88M.
  • Landing Point Financial Group's ten largest holdings make up 62% of its $294M portfolio in Q2 2026.
  • Landing Point Financial Group opened 11 new positions and closed 5 in Q2 2026.
  • Landing Point Financial Group's portfolio value rose 43% quarter-over-quarter to $294M.

Based on Landing Point Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.