Landing Point Financial Group, LLC
CIK 2025964 · View on SEC EDGAR ↗
- Portfolio value
- $294.2M
- Positions
- 99
- As of
- June 30, 2026
#5,236 of 9,443 by 13F value · top 55.4%
Portfolio value QoQ: +42.8% 13F does not disclose cash
- Top 10 holdings weight
- 62.40%
- Top 25 holdings weight
- 84.65%
- Positions above 1%
- 18
- Effective number of positions
- 15.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 35.27% Est. buys $153,972,531 · sells $88,208,984
Median holding: 5.5 quarters Tracked Q4 2024–Q2 2026 · 79.8% still held
- New positions
- 12
- Increased
- 30
- Decreased
- 46
- Closed
- 6
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
8.0%
Industrials
1.5%
Retail
1.3%
Communication Services
1.3%
Financial Services
1.0%
Healthcare
0.8%
Materials
0.5%
Financials
0.5%
Consumer Discretionary
0.3%
Consumer Staples
0.2%
Logistics & Transportation
0.1%
Consumer products
0.1%
Utilities
0.1%
Other/Unmapped
84.3%
Full portfolio 99 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| FBND | $47,486,949 | 16.14% | 1,043,899 | $46,806,527 | Up ×1 | ||
| IVV | $39,957,647 | 13.58% | 53,356 | $-1,873,157 | Down ×1 | ||
| DYNF | $18,427,324 | 6.26% | 270,950 | $18,065,727 | Up ×1 | ||
| CORO iShares International Country Rotation Active ETF | $16,551,806 | 5.63% | 452,235 | $16,169,571 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $11,737,675 | 3.99% | 40,564 | $586,849 | Down ×1 | ||
| IVW | $11,700,273 | 3.98% | 85,074 | $11,134,043 | Up ×2 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $11,040,559 | 3.75% | 116,745 | $10,807,208 | Up ×1 | ||
| FESM | $9,757,956 | 3.32% | 202,070 | $-470,326 | Down ×1 | ||
| BAI | $8,720,362 | 2.96% | 165,409 | Up ×1 | |||
| THRO | $8,201,237 | 2.79% | 190,240 | Up ×1 | |||
| IVE | $7,302,621 | 2.48% | 32,162 | Up ×1 | |||
| FDEM | $7,214,579 | 2.45% | 198,585 | Up ×1 | |||
| SPHQ | $7,050,956 | 2.40% | 78,257 | Up ×1 | |||
| BINC | $6,340,830 | 2.16% | 121,147 | Up ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $6,277,559 | 2.13% | 31,374 | $649,051 | Down ×3 | ||
| EFV | $6,152,908 | 2.09% | 80,378 | $-1,182,554 | Down ×1 | ||
| VOO | $4,500,481 | 1.53% | 6,553 | $-2,795,803 | Down ×2 | ||
| FDVV | $4,118,473 | 1.40% | 68,311 | $-23,289,256 | Down ×1 | ||
| ICSH | $2,786,197 | 0.95% | 55,085 | $-12,355,745 | Down ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,773,289 | 0.94% | 11,636 | $353,847 | Up ×2 | ||
| CLOA iShares AAA CLO Active ETF | $2,724,908 | 0.93% | 52,493 | $-12,735,028 | Down ×1 | ||
| DFAC | $2,472,788 | 0.84% | 55,744 | $551,165 | Up ×2 | ||
| EFG | $2,058,937 | 0.70% | 16,548 | Up ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $1,925,462 | 0.65% | 5,162 | $45,719 | Up ×6 | ||
| IAU | $1,742,481 | 0.59% | 23,076 | $460,268 | Up ×5 | ||
| IJH | $1,595,614 | 0.54% | 20,693 | $-460,495 | Down ×1 | ||
| V Visa Inc. | $1,558,091 | 0.53% | 4,541 | $187,211 | Up ×2 | ||
| IBHF | $1,553,036 | 0.53% | 68,567 | $-137,621 | Down ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,310,876 | 0.45% | 3,668 | $275,849 | Up ×2 | ||
| DFIC | $1,299,113 | 0.44% | 34,866 | $126,403 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,242,799 | 0.42% | 3,517 | $246,763 | Up ×1 | ||
| DUHP | $1,230,300 | 0.42% | 29,482 | $193,999 | Up ×6 | ||
| CSHP | $1,175,536 | 0.40% | 11,800 | $-278,364 | Down ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1,157,703 | 0.39% | 6,265 | $351,160 | Up ×2 | ||
| Unknown issuer (CUSIP: 30233Q108) | $1,156,163 | 0.39% | 8,456 | Up ×1 | |||
| BOXX | $1,074,301 | 0.37% | 9,175 | $-53,014 | Down ×1 | ||
| SPY SPY | $1,019,897 | 0.35% | 1,366 | $131,591 | |||
| TFLO | $939,736 | 0.32% | 18,561 | $-167,947 | Down ×1 | ||
| DFEV | $939,165 | 0.32% | 22,011 | $175,713 | Up ×2 | ||
| URI United Rentals, Inc. Common Stock | $916,118 | 0.31% | 809 | $300,225 | Down ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $914,595 | 0.31% | 1,265 | $456,596 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $895,647 | 0.30% | 1,590 | $-14,741 | Down ×1 | ||
| CSX CSX Corporation - Common Stock | $876,053 | 0.30% | 18,432 | $95,596 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $870,784 | 0.30% | 1,499 | $545,499 | Down ×3 | ||
| NOC Northrop Grumman Corporation Common Stock | $849,921 | 0.29% | 1,669 | $-288,371 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $810,467 | 0.28% | 1,578 | $22,723 | Up ×3 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $805,498 | 0.27% | 1,938 | $277,291 | Down ×2 | ||
| ICVT | $802,519 | 0.27% | 6,592 | Up ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $787,539 | 0.27% | 682 | $528,684 | Down ×3 | ||
| LLY Eli Lilly and Company Common Stock | $752,825 | 0.26% | 628 | $175,641 | |||
| TSLA Tesla, Inc. - Common Stock | $695,877 | 0.24% | 1,654 | $82,681 | Up ×2 | ||
| EEM | $677,728 | 0.23% | 9,907 | $-4,654,189 | Down ×1 | ||
| IWY | $637,761 | 0.22% | 2,194 | $-771,052 | Down ×1 | ||
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $606,878 | 0.21% | 11,832 | $-3,119,547 | Down ×2 | ||
| AVUV | $586,109 | 0.20% | 4,698 | $67,404 | Up ×2 | ||
| IJR | $584,601 | 0.20% | 3,942 | $-48,301 | Down ×1 | ||
| FLOT | $561,078 | 0.19% | 10,991 | $-108,507 | Down ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $547,997 | 0.19% | 1,592 | $38,253 | Up ×2 | ||
| IBIT iShares Bitcoin Trust ETF | $543,226 | 0.18% | 16,318 | Up ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $523,116 | 0.18% | 1,483 | $32,531 | Down ×3 | ||
| PH Parker-Hannifin Corporation Common Stock | $496,232 | 0.17% | 507 | $15,258 | Down ×1 | ||
| DIHP | $490,327 | 0.17% | 14,369 | $47,556 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $487,541 | 0.17% | 662 | $103,472 | Down ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $486,859 | 0.17% | 481 | $79,804 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $471,922 | 0.16% | 1,107 | $75,926 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $441,009 | 0.15% | 1,791 | $171,949 | Up ×1 | ||
| NDSN Nordson Corporation - Common Stock | $429,077 | 0.15% | 1,422 | $25,327 | Down ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $427,691 | 0.15% | 4,248 | $-73,053 | Down ×4 | ||
| FDX FedEx Corporation Common Stock | $423,157 | 0.14% | 1,351 | $-88,325 | Down ×2 | ||
| CLF Cleveland-Cliffs Inc. Common Stock | $394,709 | 0.13% | 42,035 | $35,922 | Down ×1 | ||
| AKRE | $393,262 | 0.13% | 7,394 | $-141,898 | Down ×2 | ||
| PPG PPG Industries, Inc. Common Stock | $390,878 | 0.13% | 3,223 | $42,266 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $368,313 | 0.13% | 1,125 | $38,619 | Up ×3 | ||
| JNJ Johnson & Johnson Common Stock | $346,716 | 0.12% | 1,365 | $9,619 | Down ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $344,839 | 0.12% | 2,352 | $106,291 | Up ×2 | ||
| WFC Wells Fargo & Company Common Stock | $337,710 | 0.11% | 4,087 | $8,847 | Down ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $325,008 | 0.11% | 3,999 | $21,800 | Up ×2 | ||
| MO Altria Group, Inc. | $321,888 | 0.11% | 4,474 | $13,722 | Down ×3 | ||
| IBHG | $311,698 | 0.11% | 14,117 | $-52,174 | Down ×3 | ||
| NFLX Netflix, Inc. - Common Stock | $298,063 | 0.10% | 4,175 | $-168,265 | Down ×2 | ||
| SCHF | $295,152 | 0.10% | 10,655 | $36,004 | Up ×1 | ||
| IEFA | $293,062 | 0.10% | 3,034 | $-583,088 | Down ×1 | ||
| SCHD | $280,219 | 0.10% | 8,837 | $12,670 | Up ×1 | ||
| PGR Progressive Corporation (The) Common Stock | $274,433 | 0.09% | 1,256 | $25,390 | |||
| IMCG | $267,376 | 0.09% | 2,720 | $53,122 | |||
| BA Boeing Company (The) Common Stock | $263,011 | 0.09% | 1,215 | $21,190 | |||
| BRKB | $248,694 | 0.08% | 497 | $10,532 | |||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $248,525 | 0.08% | 1,001 | $-36,426 | Down ×2 | ||
| AGG | $247,341 | 0.08% | 2,499 | $-1,850,365 | Down ×1 | ||
| FDMT 4D Molecular Therapeutics, Inc. - Common Stock | $246,050 | 0.08% | 18,500 | $69,160 | Down ×1 | ||
| IWM | $243,961 | 0.08% | 812 | $10,965 | Down ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $241,688 | 0.08% | 474 | $-44,099 | Up ×1 | ||
| MCD McDonald's Corporation Common Stock | $240,421 | 0.08% | 889 | $-35,953 | |||
| RGNX REGENXBIO Inc. - Common Stock | $218,240 | 0.07% | 18,217 | $57,202 | Down ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $217,080 | 0.07% | 232 | $-14,132 | |||
| AVDE | $215,775 | 0.07% | 2,419 | $10,547 | |||
| LOW Lowe's Companies, Inc. Common Stock | $215,123 | 0.07% | 976 | $-15,237 | Up ×1 | ||
| IYY | $209,134 | 0.07% | 1,147 | Up ×1 | |||
| USMV | $204,493 | 0.07% | 2,120 | ||||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| BAI | $8,720,362 | 165,409 | 2.96% |
| THRO | $8,201,237 | 190,240 | 2.79% |
| IVE | $7,302,621 | 32,162 | 2.48% |
| FDEM | $7,214,579 | 198,585 | 2.45% |
| SPHQ | $7,050,956 | 78,257 | 2.40% |
| BINC | $6,340,830 | 121,147 | 2.16% |
| EFG | $2,058,937 | 16,548 | 0.70% |
| Unknown issuer (CUSIP: 30233Q108) | $1,156,163 | 8,456 | 0.39% |
| ICVT | $802,519 | 6,592 | 0.27% |
| IBIT | $543,226 | 16,318 | 0.18% |
| IYY | $209,134 | 1,147 | 0.07% |
| USMV | $204,493 | 2,120 | 0.07% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VOO | Trimmed | -6K | -$2.8M |
| IVV | Trimmed | -11K | -$1.9M |
| EFV | Trimmed | -18K | -$1.2M |
| IWY | Trimmed | -3K | -$771K |
| NVDA | Trimmed | -900 | +$649K |
| AAPL | Trimmed | -3K | +$587K |
| IEFA | Trimmed | -7K | -$583K |
| DFAC | Bought more | +6K | +$551K |
| AMD | Trimmed | -100 | +$545K |
| MU | Trimmed | -84 | +$529K |
11 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| GOVT | March 31, 2025 | 248,107 | $5,565,043 | No longer tracked |
| ACWI | June 30, 2026 | 13,586 | $1,879,930 | |
| XOM | June 30, 2026 | 8,456 | $1,434,676 | 21.7% |
| IBHE | Dec. 31, 2025 | 45,341 | $1,052,816 | No longer tracked |
| BTC | June 30, 2026 | 19,785 | $593,352 | No longer tracked |
| CI | Sept. 30, 2025 | 1,584 | $523,757 | -4.0% |
| PGR | Sept. 30, 2025 | 1,766 | $471,158 | -10.9% |
| APLS | June 30, 2026 | 10,755 | $432,674 | No longer tracked |
| USHY | March 31, 2025 | 8,629 | $319,805 | No longer tracked |
| HOOD | Dec. 31, 2025 | 2,000 | $286,360 | -6.0% |
| IBDQ | Dec. 31, 2025 | 10,995 | $276,959 | No longer tracked |
| ORCL | June 30, 2026 | 1,873 | $275,547 | -0.1% |
| GD | Dec. 31, 2025 | 695 | $237,046 | 15.3% |
| WMT | March 31, 2025 | 2,229 | $230,990 | 17.5% |
| ADBE | March 31, 2025 | 496 | $229,529 | -28.8% |
| ELV | June 30, 2025 | 504 | $219,072 | 2.8% |
| IMCG | March 31, 2025 | 2,720 | $215,234 | No longer tracked |
| STZ | Sept. 30, 2025 | 1,320 | $214,814 | -0.3% |
| VZ | June 30, 2026 | 4,211 | $211,401 | 16.8% |
| CRM | March 31, 2025 | 645 | $210,474 | -23.4% |
| MZTI | Dec. 31, 2025 | 1,211 | $209,249 | -31.3% |
| USMV | March 31, 2026 | 2,222 | $209,238 | No longer tracked |
| MELI | Sept. 30, 2025 | 80 | $209,090 | -17.1% |
| REZ | June 30, 2025 | 2,409 | $208,218 | No longer tracked |
| MCD | June 30, 2025 | 653 | $203,877 | -8.1% |
| ORC | Dec. 31, 2025 | 26,750 | $187,518 | -6.7% |
| DX | Dec. 31, 2025 | 15,138 | $186,046 | -6.6% |
| ANNX | March 31, 2026 | 34,900 | $175,198 | -6.1% |
| AGNC | Dec. 31, 2025 | 15,338 | $150,159 | 1.9% |