Landing Point Financial Group, LLC

Registered adviser

CIK

2025964

Location

AVON, OH

Portfolio Value

Small $294,178,817

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,305 / 8,827 ▲ 685

Top Industry

Consumer Electronics 24.6%

Period ended 4 months ago

Filed Aug 6, 2026 · 3mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 312978

Roster of Nov 1, 2026

Regulatory AUM

$381,250,022

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$381,250,022	Individuals and high net worth (100%)
Mar 2025 to Mar 2026	$263,486,257	Individuals and high net worth (98%)
Feb 2024 to Feb 2025	$230,110,476	Individuals and high net worth (98%)
May 2023 to Jan 2024	$221,365,583	Individuals and high net worth (98%)
Mar 2023 to Apr 2023	$221,365,583	Individuals and high net worth (98%)
Apr 2022 to Feb 2023	$242,458,366	Individuals and high net worth (98%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.3% of the book (60%+)

Turnover

Medium turnover

44.7% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 4.2 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 78.1%; sector active share 70.9% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

99 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.6%

−2.4 pts

Top 5

74.9%

+4.4 pts

Top 10

86.3%

+3.1 pts

HHI

1,562

Moderately concentrated+20

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	83.8%	$246,504,274	52
Technology	8.0%	$23,671,064	7
Industrials	1.7%	$4,966,774	9
Financial Services	1.5%	$4,524,940	8
Consumer Cyclical	1.5%	$4,447,523	5
Communication Services	1.3%	$3,747,220	4
Healthcare	0.8%	$2,369,690	5
Basic Materials	0.5%	$1,333,782	3
Consumer Defensive	0.4%	$1,208,828	4
Energy	0.4%	$1,156,104	1
Utilities	0.1%	$248,618	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FBND	Fidelity Total Bond ETF	+1,028,984	1,043,899	$47,486,965
CORO		+440,347	452,235	$16,551,801
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+264,735	270,950	$18,427,309
IEF	iShares 7-10 Year Treasury Bond ETF	+114,300	116,745	$11,040,574
IVW	iShares S&P 500 Growth ETF	+80,068	85,074	$11,700,227
IAU	Ishares Gold Trust	+8,532	23,076	$1,742,468
DFAC	Dimensional U.S. Core Equity 2 ETF	+6,294	55,744	$2,472,803
DFIC	Dimensional International Core Equity 2 ETF	+1,860	34,866	$1,299,107
DUHP	Dimensional US High Profitability ETF	+1,291	29,482	$1,230,283
PG	PROCTER & GAMBLE Co	+700	2,352	$344,897
DFEV	Dimensional Emerging Markets Value ETF	+674	22,011	$939,143
DIHP	Dimensional International High Profitability ETF	+627	14,369	$490,342
PNC	Pnc Financial Services Group, Inc.	+498	1,791	$440,980
SCHF	Schwab International Equity ETF	+184	10,655	$295,143
SCHD	Schwab U.S. Dividend Equity ETF	+116	8,837	$280,221
MSFT	Microsoft Corp	+84	5,162	$1,925,529
GOOGL	Alphabet Inc.	+69	3,668	$1,310,833
GOOG	Alphabet Inc.	+45	3,517	$1,242,661
AMZN	Amazon Com Inc	+19	11,636	$2,773,324
KO	Coca Cola Co	+12	3,999	$324,998
V	Visa Inc.	+5	4,541	$1,557,971
TSLA	Tesla, Inc.	+5	1,654	$695,672
JPM	Jpmorgan Chase & Co	+4	1,125	$368,246
AVUV	Avantis U.S. Small Cap Value ETF	+3	4,698	$586,122
QCOM	Qualcomm Inc	+2	6,265	$1,157,709
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FDVV	Fidelity High Dividend ETF	−427,846	68,311	$4,118,470
CLOA		−245,760	52,493	$2,724,911
ICSH	iShares Ultra Short Duration Bond Active ETF	−244,045	55,085	$2,786,199
EEM	iShares MSCI Emerging Markets ETF	−83,981	9,907	$677,737
FESM	Fidelity Enhanced Small Cap Core ETF	−67,095	202,070	$9,757,960
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	−60,907	11,832	$606,863
AGG	iShares Core U.S. Aggregate Bond ETF	−18,632	2,499	$247,351
EFV	iShares MSCI EAFE Value ETF	−18,283	80,378	$6,152,935
IVV	iShares Core S&P 500 ETF	−10,683	53,356	$39,957,774
IJH	iShares Core S&P Mid-Cap ETF	−9,754	20,693	$1,595,637
IEFA	iShares Core MSCI EAFE ETF	−6,644	3,034	$293,023
VOO	VANGUARD 500 INDEX FUND	−5,657	6,553	$4,500,665
IBHF	iShares iBonds 2026 Term High Yield and Income ETF	−5,100	68,567	$1,553,042
—		−3,468	2,194	$637,620
AAPL	Apple Inc.	−3,373	40,564	$11,737,599
TFLO	iShares Treasury Floating Rate Bond ETF	−3,317	18,561	$939,743
CSHP		−2,815	11,800	$1,175,575
AKRE	Professionally Managed Portfolios	−2,732	7,394	$393,286
IBHG	iShares iBonds 2027 Term High Yield and Income ETF	−2,325	14,117	$311,703
FLOT	iShares Floating Rate Bond ETF	−2,151	10,991	$561,090
IJR	iShares Core S&P Small-Cap ETF	−1,149	3,942	$584,638
RGNX	REGENXBIO Inc.	−1,000	18,217	$218,239
NVDA	Nvidia Corp	−900	31,374	$6,277,623
SGOV	iShares 0-3 Month Treasury Bond ETF	−727	4,248	$427,646
NFLX	Netflix Inc	−675	4,175	$298,095
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
BAI	BlackRock ETF Trust	165,409	$8,720,362
THRO		190,240	$8,201,246
IVE	iShares S&P 500 Value ETF	32,162	$7,302,703
FDEM	Fidelity Emerging Markets Multifactor ETF	198,585	$7,214,593
SPHQ	Invesco S&P 500 Quality ETF	78,257	$7,050,955
BINC		121,147	$6,340,833
EFG	iShares MSCI EAFE Growth ETF	16,548	$2,058,902
ICVT	iShares Convertible Bond ETF	6,592	$802,510
IBIT	iShares Bitcoin Trust ETF	16,318	$543,226
IYY	iShares Dow Jones U.S. ETF	1,147	$209,075
USMV	iShares MSCI USA Min Vol Factor ETF	2,120	$204,495
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ACWI	iShares MSCI ACWI ETF	13,586	$1,879,894
BTC	Grayscale Bitcoin Mini Trust ETF	19,785	$593,352
—		10,755	$432,674
ORCL	Oracle Corp	1,873	$275,537
VZ	Verizon Communications Inc	4,211	$211,392
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

99 tracked positions · $294,178,817 total · filing declares 99 positions · $294,179,601 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 99 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
FBND	Fidelity Total Bond ETF	Added	1,043,899	+1,028,984	$47,486,965	+6879.0%	2	$45.62	16.14%
IVV	iShares Core S&P 500 ETF	Reduced	53,356	-10,683	$39,957,774	−4.5%	7	before history	13.58%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	270,950	+264,735	$18,427,309	+4996.2%	2	$64.95	6.26%
CORO		Added	452,235	+440,347	$16,551,801	+4230.3%	2	$35.27	5.63%
AAPL	Apple Inc. Technology	Reduced	40,564	-3,373	$11,737,599	+5.3%	7	before history	3.99%
IVW	iShares S&P 500 Growth ETF	Added	85,074	+80,068	$11,700,227	+1966.3%	7	before history	3.98%
IEF	iShares 7-10 Year Treasury Bond ETF	Added	116,745	+114,300	$11,040,574	+4631.3%	2	unpriced	3.75%
FESM	Fidelity Enhanced Small Cap Core ETF	Reduced	202,070	-67,095	$9,757,960	−4.6%	6	$32.46	3.32%
BAI	BlackRock ETF Trust	NEW	165,409	NEW	$8,720,362	NEW	1	$45.43	2.96%
THRO		NEW	190,240	NEW	$8,201,246	NEW	1	$41.36	2.79%
IVE	iShares S&P 500 Value ETF	NEW	32,162	NEW	$7,302,703	NEW	1	unpriced	2.48%
FDEM	Fidelity Emerging Markets Multifactor ETF	NEW	198,585	NEW	$7,214,593	NEW	1	$35.57	2.45%
SPHQ	Invesco S&P 500 Quality ETF	NEW	78,257	NEW	$7,050,955	NEW	1	$83.13	2.40%
BINC		NEW	121,147	NEW	$6,340,833	NEW	1	$52.23	2.16%
NVDA	Nvidia Corp Technology	Reduced	31,374	-900	$6,277,623	+11.5%	7	before history	2.13%
EFV	iShares MSCI EAFE Value ETF	Reduced	80,378	-18,283	$6,152,935	−16.1%	4	unpriced	2.09%
VOO	VANGUARD 500 INDEX FUND	Reduced	6,553	-5,657	$4,500,665	−38.3%	7	before history	1.53%
FDVV	Fidelity High Dividend ETF	Reduced	68,311	-427,846	$4,118,470	−85.0%	7	before history	1.40%
ICSH	iShares Ultra Short Duration Bond Active ETF	Reduced	55,085	-244,045	$2,786,199	−81.6%	7	before history	0.95%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,636	+19	$2,773,324	+14.6%	7	before history	0.94%
CLOA		Reduced	52,493	-245,760	$2,724,911	−82.4%	6	$51.83	0.93%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	55,744	+6,294	$2,472,803	+28.7%	7	before history	0.84%
EFG	iShares MSCI EAFE Growth ETF	NEW	16,548	NEW	$2,058,902	NEW	1	unpriced	0.70%
MSFT	Microsoft Corp Technology	Added	5,162	+84	$1,925,529	+2.4%	7	before history	0.65%
IAU	Ishares Gold Trust	Added	23,076	+8,532	$1,742,468	+35.9%	6	$71.43	0.59%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	20,693	-9,754	$1,595,637	−22.4%	7	before history	0.54%
V	Visa Inc. Financial Services	Added	4,541	+5	$1,557,971	+13.6%	7	before history	0.53%
IBHF	iShares iBonds 2026 Term High Yield and Income ETF	Reduced	68,567	-5,100	$1,553,042	−8.1%	7	before history	0.53%
GOOGL	Alphabet Inc. Communication Services	Added	3,668	+69	$1,310,833	+26.7%	7	before history	0.45%
DFIC	Dimensional International Core Equity 2 ETF	Added	34,866	+1,860	$1,299,107	+10.8%	7	before history	0.44%
GOOG	Alphabet Inc. Communication Services	Added	3,517	+45	$1,242,661	+24.8%	4	$212.08	0.42%
DUHP	Dimensional US High Profitability ETF	Added	29,482	+1,291	$1,230,283	+18.7%	7	before history	0.42%
CSHP		Reduced	11,800	-2,815	$1,175,575	−19.1%	2	$99.22	0.40%
QCOM	Qualcomm Inc Technology	Added	6,265	+2	$1,157,709	+43.5%	7	before history	0.39%
XOM	ExxonMobil Holdings Corp Energy	Held	8,456	0	$1,156,104	−19.4%	7	before history	0.39%
BOXX	Alpha Architect 1-3 Month Box ETF	Reduced	9,175	-519	$1,074,300	−4.7%	7	before history	0.37%
SPY	Spdr S&P 500 ETF Trust	Held	1,366	0	$1,020,087	+14.8%	7	before history	0.35%
TFLO	iShares Treasury Floating Rate Bond ETF	Reduced	18,561	-3,317	$939,743	−15.2%	2	unpriced	0.32%
DFEV	Dimensional Emerging Markets Value ETF	Added	22,011	+674	$939,143	+23.0%	7	before history	0.32%
URI	United Rentals, Inc. Industrials	Reduced	809	-36	$916,508	+48.9%	7	before history	0.31%
AMAT	Applied Materials Inc Technology	Reduced	1,265	-75	$914,595	+99.7%	4	$181.44	0.31%
META	Meta Platforms, Inc. Communication Services	Reduced	1,590	-1	$895,631	−1.6%	7	before history	0.30%
CSX	Csx Corp Industrials	Reduced	18,432	-580	$876,072	+12.3%	7	before history	0.30%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,499	-100	$870,784	+167.7%	4	$161.38	0.30%
NOC	Northrop Grumman Corp Industrials	Added	1,669	+1	$850,038	−25.3%	7	before history	0.29%
MA	Mastercard Inc Financial Services	Added	1,578	+1	$810,460	+2.9%	7	before history	0.28%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,938	-14	$805,490	+52.5%	7	before history	0.27%
ICVT	iShares Convertible Bond ETF	NEW	6,592	NEW	$802,510	NEW	1	unpriced	0.27%
MU	Micron Technology Inc Technology	Reduced	682	-84	$787,225	+204.2%	4	$127.95	0.27%
LLY	ELI LILLY & Co Healthcare	Held	628	0	$753,242	+30.4%	7	before history	0.26%

Showing the top 50 of 99 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.