Landing Point Financial Group, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$191.8B

Holdings

86

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (86 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES CORE S&P 500 ETF
57,003$38.2B19.89%
2
FDVVFIDELITY HIGH DIVIDEND ETF
456,715$25.4B13.26%
3
ICSHISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
293,679$14.9B7.77%
4
CLOAISHARES AAA CLO ACTIVE ETF
255,721$13.3B6.93%
5
AAPLAPPLE INC COM
45,542$11.6B6.05%
6
FESMFIDELITY ENHANCED SMALL CAP ETF
243,490$8.9B4.64%
7
VOOVANGUARD S&P 500 ETF
12,120$7.4B3.87%
8
NVDANVIDIA CORPORATION COM
35,512$6.6B3.45%
9
EFVISHARES MSCI EAFE VALUE ETF
85,667$5.8B3.03%
10
EEMISHARES MSCI EMERGING MARKETS ETF
83,011$4.4B2.31%
11
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
67,381$3.5B1.83%
12
MSFTMICROSOFT CORP COM
4,963$2.6B1.34%
13
AMZNAMAZON COM INC COM
11,319$2.5B1.30%
14
AGGISHARES CORE U.S. AGGREGATE BOND ETF
21,900$2.2B1.14%
15
IJHISHARES CORE S&P MID-CAP ETF
29,170$1.9B0.99%
16
VVISA INC COM CL A
5,515$1.9B0.98%
17
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF
48,589$1.9B0.98%
18
ACWIISHARES MSCI ACWI ETF
11,706$1.6B0.84%
19
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
14,980$1.5B0.79%
20
IBHFISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF
63,526$1.5B0.77%
21
IWYISHARES RUSSELL TOP 200 GROWTH ETF
4,657$1.3B0.66%
22
BOXXALPHA ARCHITECT 1-3 MONTH BOX ETF
10,452$1.2B0.62%
23
METAMETA PLATFORMS INC CL A
1,513$1.1B0.58%
24
NOCNORTHROP GRUMMAN CORP COM
1,794$1.1B0.57%
25
DFICDIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
32,863$1.1B0.56%
26
QCOMQUALCOMM INC COM
6,338$1.1B0.55%
27
IBHEISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF
45,341$1.1B0.55%
28
DUHPDIMENSIONAL US HIGH PROFITABILITY ETF
27,540$1.0B0.54%
29
SPYSPDR S&P 500 ETF TRUST
1,420$945.7M0.49%
30
IAU*ISHARES GOLD TRUST
12,859$935.7M0.49%
31
XOMEXXON MOBIL CORP COM
8,136$917.3M0.48%
32
MAMASTERCARD INCORPORATED CL A
1,574$895.4M0.47%
33
GOOGLALPHABET INC CAP STK CL A
3,666$891.1M0.46%
34
GOOGALPHABET INC CAP STK CL C
3,522$857.7M0.45%
35
URIUNITED RENTALS INC COM
854$814.9M0.42%
36
TSLATESLA INC COM
1,652$734.7M0.38%
37
CSXCSX CORP COM
18,942$672.6M0.35%
38
UNHUNITEDHEALTH GROUP INC COM
1,930$666.3M0.35%
39
AQLTISHARES CORE MSCI EAFE ETF
7,563$660.3M0.34%
40
IJRISHARES CORE S&P SMALL CAP ETF
5,447$647.3M0.34%
41
DFEVDIMENSIONAL EMERGING MARKETS VALUE ETF
20,231$645.2M0.34%
42
HDHOME DEPOT INC COM
1,519$615.4M0.32%
43
SHWSHERWIN WILLIAMS CO COM
1,730$599.0M0.31%
44
NFLXNETFLIX INC COM
461$552.7M0.29%
45
ORCLORACLE CORP COM
1,893$532.4M0.28%
46
IBHGISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF
23,413$526.6M0.27%
47
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
5,274$524.9M0.27%
48
CLFCLEVELAND-CLIFFS INC NEW COM
42,985$524.4M0.27%
49
LLYELI LILLY & CO COM
645$492.3M0.26%
50
DIHPDIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
13,899$422.5M0.22%
51
ETNEATON CORP PLC SHS
1,106$414.0M0.22%
52
JNJJOHNSON & JOHNSON COM
2,144$397.6M0.21%
53
GSGOLDMAN SACHS GROUP INC COM
486$386.7M0.20%
54
IVWISHARES S&P 500 GROWTH ETF
3,180$383.9M0.20%
55
FDXFEDEX CORP COM
1,584$373.6M0.19%
56
WFCWELLS FARGO CO NEW COM
4,283$359.0M0.19%
57
JPMJPMORGAN CHASE & CO. COM
1,112$350.8M0.18%
58
NDSNNORDSON CORP COM
1,524$346.0M0.18%
59
PPGPPG INDS INC COM
3,260$342.6M0.18%
60
MOALTRIA GROUP INC COM
5,153$340.4M0.18%
61
CEGCONSTELLATION ENERGY CORP COM
1,004$330.4M0.17%
62
AMDADVANCED MICRO DEVICES INC COM
2,026$327.8M0.17%
63
PHPARKER-HANNIFIN CORP COM
425$322.6M0.17%
64
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
574$288.6M0.15%
65
HOODROBINHOOD MKTS INC COM CL A
2,000$286.4M0.15%
66
AMATAPPLIED MATLS INC COM
1,365$279.5M0.15%
67
NDQINVESCO QQQ TRUST SERIES I
465$279.3M0.15%
68
LOWLOWES COS INC COM
1,110$279.1M0.15%
69
IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF
10,995$277.0M0.14%
70
PGPROCTER AND GAMBLE CO COM
1,758$270.1M0.14%
71
KOCOCA COLA CO COM
3,959$262.6M0.14%
72
BABOEING CO COM
1,215$262.2M0.14%
73
LMTLOCKHEED MARTIN CORP COM
521$260.1M0.14%
74
PNCPNC FINL SVCS GROUP INC COM
1,293$259.8M0.14%
75
MCDMCDONALDS CORP COM
819$248.9M0.13%
76
SCHFSCHWAB INTERNATIONAL EQUITY ETF
10,369$241.4M0.13%
77
GDGENERAL DYNAMICS CORP COM
695$237.0M0.12%
78
IWMISHARES RUSSELL 2000 ETF
936$226.4M0.12%
79
IMCGISHARES MORNINGSTAR MID-CAP GROWTH ETF
2,720$225.0M0.12%
80
MUMICRON TECHNOLOGY INC COM
1,301$217.7M0.11%
81
COSTCOSTCO WHSL CORP NEW COM
232$214.8M0.11%
82
USMVISHARES MSCI USA MIN VOL FACTOR ETF
2,221$211.3M0.11%
83
MZTIMARZETTI COMPANY COM
1,211$209.2M0.11%
84
ORCORCHID IS CAP INC COM NEW
26,750$187.5M0.10%
85
DYT1DYNEX CAP INC COM
15,138$186.0M0.10%
86
AGNCAGNC INVT CORP COM
15,338$150.2M0.08%