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Landing Point Financial Group, LLC

Portfolio Manager
Landing Point Financial Group, LLC
Performance
-2.95% (2026 Q1)
AUM (13F)
$206.06M
# of Holdings
93
Performance Rank
Allocation (Top 20)
81.22%

Landing Point Financial Group, LLC Holdings Map

Top 50 Landing Point Financial Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES CORE S&P 500 ETF
20.3%64.0K$41.8M
+6.09%(+3.67K)
2025-Q1: 49.5K shares2025-Q2: 50.9K shares2025-Q3: 57.0K shares2025-Q4: 60.4K shares2026-Q1: 64.0K shares
$598.73(+24.55%)
2026-03-31
FDVV
FIDELITY HIGH DIVIDEND ETF
13.3%496.2K$27.4M
+2.94%(+14.19K)
2025-Q1: 341.6K shares2025-Q2: 348.7K shares2025-Q3: 456.7K shares2025-Q4: 482.0K shares2026-Q1: 496.2K shares
$51.54(+15.27%)
2026-03-31
CLOA
ISHARES AAA CLO ACTIVE ETF
7.5%298.3K$15.5M
+10.07%(+27.30K)
2025-Q1: 231.4K shares2025-Q2: 242.0K shares2025-Q3: 255.7K shares2025-Q4: 271.0K shares2026-Q1: 298.3K shares
$51.79(+0.20%)
2026-03-31
ICSH
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
7.35%299.1K$15.1M
-0.19%(-555)
2025-Q1: 14.3K shares2025-Q2: 269.1K shares2025-Q3: 293.7K shares2025-Q4: 299.7K shares2026-Q1: 299.1K shares
$50.68(-0.32%)
2026-03-31
AAPL
APPLE INC COM
5.41%43.9K$11.2M
+0.40%(+175)
2025-Q1: 37.8K shares2025-Q2: 37.9K shares2025-Q3: 45.5K shares2025-Q4: 43.8K shares2026-Q1: 43.9K shares
$232.77(+28.39%)
2026-03-31
FESM
FIDELITY ENHANCED SMALL CAP ETF
4.96%269.2K$10.2M
+4.01%(+10.38K)
2025-Q1: 230.7K shares2025-Q2: 249.6K shares2025-Q3: 243.5K shares2025-Q4: 258.8K shares2026-Q1: 269.2K shares
$31.53(+39.97%)
2026-03-31
EFV
ISHARES MSCI EAFE VALUE ETF
3.56%98.7K$7.3M
+7.26%(+6.68K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 85.7K shares2025-Q4: 92.0K shares2026-Q1: 98.7K shares
$66.40(+18.29%)
2026-03-31
VOO
VANGUARD S&P 500 ETF
3.54%12.2K$7.3M
-0.29%(-36)
2025-Q1: 12.4K shares2025-Q2: 12.5K shares2025-Q3: 12.1K shares2025-Q4: 12.2K shares2026-Q1: 12.2K shares
$534.14(+27.76%)
2026-03-31
NVDA
NVIDIA CORPORATION COM
2.73%32.3K$5.6M
-7.61%(-2.66K)
2025-Q1: 31.1K shares2025-Q2: 30.0K shares2025-Q3: 35.5K shares2025-Q4: 34.9K shares2026-Q1: 32.3K shares
$134.78(+67.55%)
2026-03-31
EEM
ISHARES MSCI EMERGING MARKETS ETF
2.59%93.9K$5.3M
+5.90%(+5.23K)
2025-Q1: 65.0K shares2025-Q2: 66.6K shares2025-Q3: 83.0K shares2025-Q4: 88.7K shares2026-Q1: 93.9K shares
$46.37(+44.94%)
2026-03-31

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