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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
+0.76%
1 Year Est. Return
+15.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow %
99.58%
Top 10 Hldgs %
76.29%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$30.1M
2
FDVV icon
Fidelity High Dividend ETF
FDVV
+$17.5M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12.5M
4
AAPL icon
Apple
AAPL
+$9.09M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.36M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 12.6%
2 Industrials 2.88%
3 Financials 2.66%
4 Consumer Discretionary 1.79%
5 Healthcare 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$876B
$30.8M 23.52%
+50,848
New +$30.1M
FDVV icon
2
Fidelity High Dividend ETF
FDVV
$10.1B
$17.6M 13.42%
+341,793
New +$17.5M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$123B
$12.3M 9.41%
+194,646
New +$12.5M
AAPL icon
4
Apple
AAPL
$4.89T
$9.14M 6.97%
+38,575
New +$9.09M
VOO icon
5
Vanguard S&P 500 ETF
VOO
$968B
$7.45M 5.68%
+13,422
New +$7.27M
IJR icon
6
iShares Core S&P Small-Cap ETF
IJR
$109B
$7.12M 5.43%
+61,578
New +$7.36M
GOVT icon
7
iShares US Treasury Bond ETF
GOVT
$43.6B
$5.57M 4.25%
+248,107
New +$5.66M
NVDA icon
8
NVIDIA
NVDA
$5.01T
$4.25M 3.24%
+32,380
New +$4.46M
USIG icon
9
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.2B
$2.9M 2.21%
+57,682
New +$2.95M
EEM icon
10
iShares MSCI Emerging Markets ETF
EEM
$28B
$2.83M 2.16%
+64,583
New +$2.86M
V icon
11
Visa
V
$677B
$1.73M 1.32%
+4,932
New +$1.48M
MSFT icon
12
Microsoft
MSFT
$2.84T
$1.61M 1.23%
+3,942
New +$1.68M
AMZN icon
13
Amazon
AMZN
$2.5T
$1.23M 0.94%
+5,388
New +$1.1M
IBHE
14
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$1.22M 0.93%
+52,506
New +$1.22M
QCOM icon
15
Qualcomm
QCOM
$176B
$1.07M 0.82%
+6,308
New +$1.03M
UNH icon
16
UnitedHealth
UNH
$382B
$1.07M 0.82%
+2,026
New +$1.15M
IBHF icon
17
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$834M
$1.06M 0.81%
+45,495
New +$1.06M
MA icon
18
Mastercard
MA
$477B
$981K 0.75%
+1,738
New +$900K
META icon
19
Meta Platforms (Facebook)
META
$1.51T
$959K 0.73%
+1,323
New +$777K
IWY icon
20
iShares Russell Top 200 Growth ETF
IWY
$16B
$908K 0.69%
+3,802
New +$873K
XOM icon
21
ExxonMobil
XOM
$651B
$888K 0.68%
+8,274
New +$968K
SPY icon
22
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$884K 0.67%
+1,466
New +$864K
DFAC icon
23
Dimensional US Core Equity 2 ETF
DFAC
$47.5B
$855K 0.65%
+24,054
New +$847K
NOC icon
24
Northrop Grumman
NOC
$77B
$789K 0.6%
+1,675
New +$843K
URI icon
25
United Rentals
URI
$71.1B
$719K 0.55%
+979
New +$796K
1
2 3

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Landing Point Financial Group's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Landing Point Financial Group, which disclosed 69 positions worth $131M. Its ten largest holdings account for 76% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 50,848 shares worth $30.8M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, followed by Industrials and Financials.

  • Landing Point Financial Group's largest Q4 2024 buy was iShares Core S&P 500 ETF: 50,848 shares worth $30.8M.
  • Landing Point Financial Group's ten largest holdings make up 76% of its $131M portfolio in Q4 2024.
  • Landing Point Financial Group disclosed 69 positions in Q4 2024, its first 13F filing on record.

Based on Landing Point Financial Group's 13F filing for Q4 2024, filed 13 Feb 2025.