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The Analysis of Landing Point Financial Group, LLC's Holdings & P&L

Currently, Landing Point Financial Group, LLC holds 93 types of securities in its portfolio with a total value $206.1M. In the most recent quarter, they have increased their positions in IVV (+3.7K shares, valued at $2.4M), CSHP (+14.6K shares, valued at $1.5M), CLOA (+27.3K shares, valued at $1.4M); decreased their positions in SGOV (-8.3K shares, valued at $831.1K), NVDA (-2.7K shares, valued at $463.9K), N/A (-2.1K shares, valued at $110.2K); initiated new positions in CSHP (+14.6K shares, valued at $1.5M), TFLO (+21.9K shares, valued at $1.1M), FBND (+14.9K shares, valued at $680.4K).

1M P&L

+8.6M+4.21%

3M P&L

+10.7M+5.29%

HY P&L

+18.9M+9.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A152.5M

78.9%

2Consumer Electronics11.2M

5.8%

3Semiconductors7.0M

3.6%

Top Industries by Stock Count

1N/A38 stocks

45.2%

2Semiconductors4 stocks

4.8%

3Aerospace & Defense3 stocks

3.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES CORE S&P 500 ETF64.0K shares6.09%2026-03-312026-05-05

FDVV FIDELITY HIGH DIVIDEND ETF496.2K shares2.94%2026-03-312026-05-05

CLOA ISHARES AAA CLO ACTIVE ETF298.3K shares10.07%2026-03-312026-05-05

ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF299.1K shares-0.19%2026-03-312026-05-05

AAPL APPLE INC COM43.9K shares0.40%2026-03-312026-05-05

FESM FIDELITY ENHANCED SMALL CAP ETF269.2K shares4.01%2026-03-312026-05-05

EFV ISHARES MSCI EAFE VALUE ETF98.7K shares7.26%2026-03-312026-05-05

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF12.2K shares-0.29%2026-03-312026-05-05

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NVDA NVIDIA CORPORATION COM32.3K shares-7.61%2026-03-312026-05-05

EEM ISHARES MSCI EMERGING MARKETS ETF93.9K shares5.90%2026-03-312026-05-05

USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF72.7K shares-0.67%2026-03-312026-05-05

AMZN AMAZON COM INC COM11.6K shares3.45%2026-03-312026-05-05

AGG ISHARES CORE U.S. AGGREGATE BOND ETF21.1K shares1.95%2026-03-312026-05-05

IJH ISHARES CORE S&P MID-CAP ETF30.4K shares5.35%2026-03-312026-05-05

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF49.5K shares3.43%2026-03-312026-05-05

ACWI ISHARES MSCI ACWI ETF13.6K shares4.67%2026-03-312026-05-05

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MSFT MICROSOFT CORP COM5.1K shares1.85%2026-03-312026-05-05

IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF73.7K shares-4.36%2026-03-312026-05-05

CSHP ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF14.6K sharesnew addition2026-03-312026-05-05

XOM EXXON MOBIL CORP COM8.5K shares-6.11%2026-03-312026-05-05

IWY ISHARES RUSSELL TOP 200 GROWTH ETF5.7K shares14.85%2026-03-312026-05-05

V VISA INC COM CL A4.5K shares0.02%2026-03-312026-05-05

ISHARES GOLD TRUST ISHARES GOLD TRUST14.5K shares4.57%2026-03-312026-05-05

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF33.0K shares2.51%2026-03-312026-05-05

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NOC NORTHROP GRUMMAN CORP COM1.7K shares-1.18%2026-03-312026-05-05

BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF9.7K shares1.11%2026-03-312026-05-05

TFLO ISHARES TREASURY FLOATING RATE BOND ETF21.9K sharesnew addition2026-03-312026-05-05

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF28.2K shares2.12%2026-03-312026-05-05

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A3.6K shares1.04%2026-03-312026-05-05

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C3.5K shares-0.29%2026-03-312026-05-05

META META PLATFORMS INC CL A1.6K shares0.57%2026-03-312026-05-05

SPY STATE STREET SPDR S&P 500 ETF1.4K shares-1.73%2026-03-312026-05-05

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IEFA ISHARES CORE MSCI EAFE ETF9.7K shares15.70%2026-03-312026-05-05

QCOM QUALCOMM INC COM6.3K shares1.94%2026-03-312026-05-05

MA MASTERCARD INCORPORATED CL A1.6K shares0.13%2026-03-312026-05-05

CSX CSX CORP COM19.0K shares0.18%2026-03-312026-05-05

DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF21.3K shares5.92%2026-03-312026-05-05

FBND FIDELITY TOTAL BOND ETF14.9K sharesnew addition2026-03-312026-05-05

FLOT ISHARES FLOATING RATE BOND ETF13.1K sharesnew addition2026-03-312026-05-05

IJR ISHARES CORE S&P SMALL CAP ETF5.1K shares1.72%2026-03-312026-05-05

Sponsored

URI UNITED RENTALS INC COM845 shares0.12%2026-03-312026-05-05

TSLA TESLA INC COM1.6K shares3.58%2026-03-312026-05-05

GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF19.8K shares12.56%2026-03-312026-05-05

LLY ELI LILLY & CO COM628 shares-2.64%2026-03-312026-05-05

IVW ISHARES S&P 500 GROWTH ETF5.0K shares57.42%2026-03-312026-05-05

AKRE FOCUS ETF AKRE FOCUS ETF10.1K shares-17.07%2026-03-312026-05-05

UNH UNITEDHEALTH GROUP INC COM2.0K shares-2.25%2026-03-312026-05-05

AVUV AVANTIS U.S. SMALL CAP VALUE ETF4.7K shares0.64%2026-03-312026-05-05

Sponsored

FDX FEDEX CORP COM1.4K shares-9.80%2026-03-312026-05-05

SHW SHERWIN WILLIAMS CO COM1.6K shares0.06%2026-03-312026-05-05

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF5.0K shares-62.40%2026-03-312026-05-05

HD HOME DEPOT INC COM1.5K shares-0.13%2026-03-312026-05-05

PH PARKER-HANNIFIN CORP COM537 shares8.27%2026-03-312026-05-05

NFLX NETFLIX INC. COM4.8K shares-1.42%2026-03-312026-05-05

AMAT APPLIED MATLS INC COM1.3K shares0.00%2026-03-312026-05-05

DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF13.7K shares1.89%2026-03-312026-05-05

Sponsored

APLS APELLIS PHARMACEUTICALS INC COM10.8K sharesnew addition2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC COM481 shares0.00%2026-03-312026-05-05

NDSN NORDSON CORP COM1.5K shares-0.39%2026-03-312026-05-05

EATON CORP PLC SHS EATON CORP PLC SHS1.1K shares6.34%2026-03-312026-05-05

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I665 shares15.85%2026-03-312026-05-05

CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF11.9K sharesnew addition2026-03-312026-05-05

IBHG ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF16.4K shares-20.99%2026-03-312026-05-05

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF6.2K sharesnew addition2026-03-312026-05-05

Sponsored

CLF CLEVELAND-CLIFFS INC NEW COM42.5K shares0.00%2026-03-312026-05-05

PPG PPG INDS INC COM3.3K shares0.03%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON COM1.4K shares-2.06%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO COM1.1K shares0.45%2026-03-312026-05-05

WFC WELLS FARGO & CO COM4.1K shares0.02%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC COM1.6K shares-4.31%2026-03-312026-05-05

MO ALTRIA GROUP INC COM4.7K shares-5.45%2026-03-312026-05-05

KO COCA COLA CO COM4.0K shares3.34%2026-03-312026-05-05

Sponsored

LMT LOCKHEED MARTIN CORP COM473 shares-1.05%2026-03-312026-05-05

CEG CONSTELLATION ENERGY CORP COM1.0K shares-6.85%2026-03-312026-05-05

MCD MCDONALDS CORP COM889 shares0.00%2026-03-312026-05-05

ORCL ORACLE CORP COM1.9K shares-2.60%2026-03-312026-05-05

PNC PNC FINL SVCS GROUP INC COM1.3K shares0.00%2026-03-312026-05-05

SCHD SCHWAB US DIVIDEND EQUITY ETF8.7K sharesnew addition2026-03-312026-05-05

SCHF SCHWAB INTERNATIONAL EQUITY ETF10.5K shares0.00%2026-03-312026-05-05

MU MICRON TECHNOLOGY INC COM766 shares-3.40%2026-03-312026-05-05

Sponsored

PGR PROGRESSIVE CORP COM1.3K shares0.00%2026-03-312026-05-05

BA BOEING CO COM1.2K shares0.00%2026-03-312026-05-05

PG PROCTER & GAMBLE CO COM1.7K shares0.18%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW497 shares-8.13%2026-03-312026-05-05

IEF ISHARES 7-10 YEAR TREASURY BOND ETF2.4K sharesnew addition2026-03-312026-05-05

IWM ISHARES RUSSELL 2000 ETF940 shares0.21%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION COM232 shares0.00%2026-03-312026-05-05

LOW LOWES COS INC COM975 shares-7.50%2026-03-312026-05-05

Sponsored

IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF2.7K shares0.00%2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC COM4.2K sharesnew addition2026-03-312026-05-05

AVDE AVANTIS INTERNATIONAL EQUITY ETF2.4K sharesnew addition2026-03-312026-05-05

FDMT 4D MOLECULAR THERAPEUTICS INC COM19.0K shares0.00%2026-03-312026-05-05

RGNX REGENXBIO INC COM19.2K sharesnew addition2026-03-312026-05-05

IVV

ISHARES CORE S&P 500 ETF

6.09%

Shares64.0K

Event2026-03-31

Filed2026-05-05

FDVV

FIDELITY HIGH DIVIDEND ETF

2.94%

Shares496.2K

Event2026-03-31

Filed2026-05-05

CLOA

ISHARES AAA CLO ACTIVE ETF

10.07%

Shares298.3K

Event2026-03-31

Filed2026-05-05

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

-0.19%

Shares299.1K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC COM

0.40%

Shares43.9K

Event2026-03-31

Filed2026-05-05

FESM

FIDELITY ENHANCED SMALL CAP ETF

4.01%

Shares269.2K

Event2026-03-31

Filed2026-05-05

EFV

ISHARES MSCI EAFE VALUE ETF

7.26%

Shares98.7K

Event2026-03-31

Filed2026-05-05

VANGUARD S&P 500 ETF

-0.29%

Shares12.2K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION COM

-7.61%

Shares32.3K

Event2026-03-31

Filed2026-05-05

EEM

ISHARES MSCI EMERGING MARKETS ETF

5.90%

Shares93.9K

Event2026-03-31

Filed2026-05-05

USIG

ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

-0.67%

Shares72.7K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC COM

3.45%

Shares11.6K

Event2026-03-31

Filed2026-05-05

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

1.95%

Shares21.1K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES CORE S&P MID-CAP ETF

5.35%

Shares30.4K

Event2026-03-31

Filed2026-05-05

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

3.43%

Shares49.5K

Event2026-03-31

Filed2026-05-05

ACWI

ISHARES MSCI ACWI ETF

4.67%

Shares13.6K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP COM

1.85%

Shares5.1K

Event2026-03-31

Filed2026-05-05

IBHF

ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF

-4.36%

Shares73.7K

Event2026-03-31

Filed2026-05-05

CSHP

ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF

New

Shares14.6K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP COM

-6.11%

Shares8.5K

Event2026-03-31

Filed2026-05-05

IWY

ISHARES RUSSELL TOP 200 GROWTH ETF

14.85%

Shares5.7K

Event2026-03-31

Filed2026-05-05

VISA INC COM CL A

0.02%

Shares4.5K

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TRUST

4.57%

Shares14.5K

Event2026-03-31

Filed2026-05-05

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

2.51%

Shares33.0K

Event2026-03-31

Filed2026-05-05

NOC

NORTHROP GRUMMAN CORP COM

-1.18%

Shares1.7K

Event2026-03-31

Filed2026-05-05

BOXX

ALPHA ARCHITECT 1-3 MONTH BOX ETF

1.11%

Shares9.7K

Event2026-03-31

Filed2026-05-05

TFLO

ISHARES TREASURY FLOATING RATE BOND ETF

New

Shares21.9K

Event2026-03-31

Filed2026-05-05

DUHP

DIMENSIONAL US HIGH PROFITABILITY ETF

2.12%

Shares28.2K

Event2026-03-31

Filed2026-05-05

ALPHABET INC CAP STK CL A

1.04%

Shares3.6K

Event2026-03-31

Filed2026-05-05

ALPHABET INC CAP STK CL C

-0.29%

Shares3.5K

Event2026-03-31

Filed2026-05-05