Landing Point Financial Group, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $168 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $38.2M, Fidelity High Dividend ETF with a value of $25.4M, Blackrock Ultra Short Term Bon with a value of $14.9M, Apple Inc. with a value of $11.6M, and Vanguard Index Fds S&P 500 ETF with a value of $7.42M.

Examining the 13F form we can see an decrease of $132B in the current position value, from $132B to 168M.

Landing Point Financial Group, LLC is based out at Avon, OH

Below you can find more details about Landing Point Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $168 Million
ETFs: $121 Million
Technology: $23.5 Million
Industrials: $4.79 Million
Financial Services: $4.42 Million
Consumer Cyclical: $4.36 Million
Communication Services: $3.41 Million
Healthcare: $1.56 Million
Basic Materials: $1.47 Million
Other: $2.89 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $168 Million
  • Prior Value $132 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 22 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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