13F-HR filed by Landing Point Financial Group, LLC
Landing Point Financial Group, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-12, with 69 holding rows worth $158,644,168.
- Accession
- 0001765380-25-000329
- Filer
- CIK 2025964
- Filed
- 2025-08-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 69 entries on the cover page, a total value of $158,644,168 stated on the cover page (in dollars after the unit check, H1), rows summing to $158,644,168 with VALUE read as dollars as filed, 13F file number 028-25035. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 50,917 | $31,614,632 | dollars as filed | |
| Fidelity High Dividend ETF | 316092840 | SHS | 348,657 | $18,137,152 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 269,060 | $13,644,020 | dollars as filed | |
| iShares AAA CLO Active ETF | 092528504 | COM | 241,960 | $12,562,585 | dollars as filed | |
| IJH | 464287507 | COM | 172,288 | $10,685,309 | dollars as filed | |
| Fidelity Enhanced Small Cap ETF | 31609A206 | SHS | 249,597 | $7,984,612 | dollars as filed | |
| Apple Inc | 037833100 | COM | 37,871 | $7,769,970 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 12,451 | $7,072,656 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 29,983 | $4,737,061 | dollars as filed | |
| ISHARES TR | 464288620 | SHS | 74,291 | $3,821,520 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 66,575 | $3,211,576 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,137 | $2,057,618 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 18,850 | $1,898,009 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 47,981 | $1,719,651 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 4,636 | $1,646,180 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 10,120 | $1,301,495 | dollars as filed | |
| ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | 46436E528 | ETF | 53,070 | $1,232,813 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,358 | $1,175,554 | dollars as filed | |
| EA SERIES TRUST | 02072L565 | ALPHA ARCH 1-3 | 10,272 | $1,157,471 | dollars as filed | |
| ISHARES TR | 46435U168 | IBONDS 25 TRM HG | 49,217 | $1,144,531 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 9,726 | $1,062,926 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 32,851 | $1,021,339 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 6,337 | $1,009,163 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 27,314 | $971,292 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,555 | $960,611 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,297 | $957,023 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,684 | $946,095 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 8,274 | $891,937 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 1,675 | $837,709 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 967 | $728,336 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 2,859 | $704,894 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 18,903 | $616,795 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 1,774 | $609,048 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434v740 | EMERGING MKTS VA | 20,212 | $606,157 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 439 | $587,878 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,882 | $587,007 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 6,553 | $547,066 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,721 | $546,739 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 1,584 | $523,757 | dollars as filed | |
| ISHARES TR | 46436E478 | IBON 2027 TE ETF | 22,271 | $501,985 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 5,371 | $489,277 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 1,766 | $471,158 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 6,826 | $425,679 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 13,954 | $411,504 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 1,106 | $394,705 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,036 | $379,978 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 3,259 | $370,668 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 1,595 | $362,635 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 3,180 | $350,118 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 439 | $342,420 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,133 | $328,376 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 593 | $327,247 | dollars as filed | |
| NORDSON CORP | 655663102 | COM | 1,513 | $324,440 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,780 | $313,674 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 425 | $297,128 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,945 | $297,070 | dollars as filed | |
| ISHARES TR | 46434VBD1 | IBONDS DEC25 ETF | 10,924 | $275,067 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 568 | $262,846 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,593 | $253,850 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 11,204 | $247,618 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,146 | $222,581 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 222 | $219,767 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 1,177 | $219,416 | dollars as filed | |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 464288307 | ETF | 2,720 | $218,226 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 1,320 | $214,814 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 2,267 | $212,801 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 80 | $209,090 | dollars as filed | |
| MARZETTI COMPANY | 513847103 | COM | 1,206 | $208,396 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 934 | $201,447 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001765380-25-000329 | this filing | 2025-08-12 | acceptance time not in the bulk data set |