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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
APLS
101
DELISTED
Apellis Pharmaceuticals
APLS
– –
-10,755
Closed -$433K
ORCL icon
102
Oracle
ORCL
$457B
– –
-1,873
Closed -$276K
VZ icon
103
Verizon
VZ
$208B
– –
-4,211
Closed -$211K
BTC
104
Grayscale Bitcoin Mini Trust ETF
BTC
$4.23B
– –
-19,785
Closed -$593K
1 2 3 4
5

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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.