StockDriftsStockDriftsTop 50 Landing Point Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY TOTAL BOND ETF | 16.14% | 1.04M | $47.5M | +6898.99%(+1.03M) | $45.49(-1.24%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 13.58% | 53.4K | $40.0M | -16.68%(-10.68K) | $598.73(+29.83%) | 2026-06-30 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 6.26% | 270.9K | $18.4M | +4259.61%(+264.74K) | $62.16(+12.65%) | 2026-06-30 | |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | 5.63% | 452.2K | $16.6M | +3704.13%(+440.35K) | $33.81(+9.27%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 3.99% | 40.6K | $11.7M | -7.68%(-3.37K) | $232.77(+31.75%) | 2026-06-30 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 3.98% | 85.1K | $11.7M | +1599.44%(+80.07K) | $122.10(+16.10%) | 2026-06-30 | |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 3.75% | 116.7K | $11.0M | +4674.85%(+114.30K) | $94.94(-2.01%) | 2026-06-30 | |
| FESM | FIDELITY ENHANCED SMALL CAP CORE ETF | 3.32% | 202.1K | $9.8M | -24.93%(-67.09K) | $31.53(+53.62%) | 2026-06-30 | |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 2.96% | 165.4K | $8.7M | new | $41.95(+5.95%) | 2026-06-30 | |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 2.79% | 190.2K | $8.2M | new | $39.10(+13.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.33% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.94% |
Landing Point Financial Group, LLC reports $294.18M in US-listed equity holdings across 99 positions in its most recent 13F filing. Its largest disclosed positions are FBND (16.1%), IVV (13.6%) and DYNF (6.3%). The top 20 holdings account for 80.93% of reported assets. Its disclosed equity book has returned +18.33% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Landing Point Financial Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2025964). View Landing Point Financial Group, LLC’s 13F filings on SEC