13F-HR filed by Landing Point Financial Group, LLC
Landing Point Financial Group, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-05, with 93 holding rows worth $206,064,209.
- Accession
- 0001765380-26-000156
- Filer
- CIK 2025964
- Filed
- 2026-05-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 93 entries on the cover page, a total value of $206,064,209 stated on the cover page (in dollars after the unit check, H1), rows summing to $206,064,209 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 | 64,039 | $41,830,804 | dollars as filed | |
| Fidelity High Dividend ETF | 316092840 | SHS | 496,157 | $27,407,729 | dollars as filed | |
| iShares AAA CLO Active ETF | 092528504 | COM | 298,253 | $15,459,936 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 299,130 | $15,141,942 | dollars as filed | |
| Apple Inc | 037833100 | COM | 43,937 | $11,150,826 | dollars as filed | |
| Fidelity Enhanced Small Cap ETF | 31609A206 | SHS | 269,165 | $10,228,282 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 98,661 | $7,335,462 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 12,210 | $7,296,284 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 32,274 | $5,628,508 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 93,888 | $5,331,917 | dollars as filed | |
| ISHARES TR | 464288620 | SHS | 72,739 | $3,726,425 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 11,617 | $2,419,442 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 21,131 | $2,097,706 | dollars as filed | |
| IJH | 464287507 | COM | 30,447 | $2,056,109 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 49,450 | $1,921,623 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 13,586 | $1,879,930 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,078 | $1,879,743 | dollars as filed | |
| ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | 46436E528 | ETF | 73,667 | $1,690,657 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C822 | CMN | 14,615 | $1,453,900 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 8,456 | $1,434,676 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 5,662 | $1,408,813 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 4,536 | $1,370,880 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 14,544 | $1,282,213 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 33,006 | $1,172,710 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 1,668 | $1,138,292 | dollars as filed | |
| EA SERIES TRUST | 02072L565 | ALPHA ARCH 1-3 | 9,694 | $1,127,315 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 21,878 | $1,107,683 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 28,191 | $1,036,301 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,599 | $1,035,027 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,472 | $996,036 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,591 | $910,388 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,366 | $888,306 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 9,678 | $876,150 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 6,263 | $806,543 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,577 | $787,744 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 19,012 | $780,457 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434v740 | EMERGING MKTS VA | 21,337 | $763,452 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 14,915 | $680,422 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 13,142 | $669,585 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 5,091 | $632,902 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 845 | $615,893 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,649 | $613,196 | dollars as filed | |
| GRAYSCALE BITCOIN MINI TR ET | 389930207 | SHS NEW | 19,785 | $593,352 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 628 | $577,184 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 5,006 | $566,230 | dollars as filed | |
| PROFESIONALLY MANAGED PORTFO | 74316P579 | AKRE FOCUS ETF | 10,126 | $535,160 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,952 | $528,207 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 4,695 | $518,705 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 1,436 | $511,482 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 1,590 | $509,744 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 4,975 | $500,744 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,492 | $490,585 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 537 | $480,974 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 4,850 | $466,328 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,340 | $457,999 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 13,742 | $442,771 | dollars as filed | |
| APELLIS PHARMACEUTICALS INC | 03753U106 | COM | 10,755 | $432,674 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 481 | $407,055 | dollars as filed | |
| NORDSON CORP | 655663102 | COM | 1,518 | $403,750 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 1,107 | $395,996 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 665 | $384,069 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C764 | ISHA IN CTRY ETF | 11,888 | $382,235 | dollars as filed | |
| ISHARES TR | 46436E478 | IBON 2027 TE ETF | 16,442 | $363,872 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 6,215 | $361,597 | dollars as filed | |
| CLEVELAND-CLIFFS INC NEW COM | 185899101 | Stock | 42,460 | $358,787 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 3,262 | $348,612 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,379 | $337,097 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,121 | $329,694 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 4,131 | $328,863 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,599 | $325,285 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 4,670 | $308,166 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,987 | $303,208 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 473 | $285,787 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 1,020 | $284,951 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 889 | $276,374 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,873 | $275,547 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 1,293 | $269,060 | dollars as filed | |
| SCHD | 808524797 | COM | 8,721 | $267,549 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 10,471 | $259,148 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 766 | $258,855 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 1,256 | $249,043 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,215 | $241,821 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,652 | $238,548 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 497 | $238,162 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 2,445 | $233,351 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 940 | $232,996 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 232 | $231,212 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 975 | $230,360 | dollars as filed | |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 464288307 | ETF | 2,720 | $214,254 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 4,211 | $211,401 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 2,419 | $205,228 | dollars as filed | |
| 4D MOLECULAR THERAPEUTICS INC COM | 35104E100 | Stock | 19,000 | $176,890 | dollars as filed | |
| REGENXBIO INC | 75901B107 | COM | 19,217 | $161,038 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001765380-26-000156 | this filing | 2026-05-05 | acceptance time not in the bulk data set |