Landing Point Financial Group, LLC Portfolio Holdings

Landing Point Financial Group, LLC

  • $132 Billion
  • Q1 2025

Landing Point Financial Group, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 69 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 $27.8B, Fidelity High Dividend ETF with a value of $16.9B, Ishares Aaa Clo Active ETF with a value of $12B, Ishares Core S&P Mid Cap ETF with a value of $9.82B, and Apple Inc. with a value of $8.39B.

Examining the 13F form we can see an increase of $845M in the current position value, from $131B to 132B.

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 $132 Billion
ETFs: $80.9 Billion
Technology: $14.3 Billion
Industrials: $3.5 Billion
Financial Services: $3.38 Billion
Healthcare: $2.46 Billion
Consumer Cyclical: $1.99 Billion
Communication Services: $1.36 Billion
Consumer Defensive: $1.17 Billion
Other: $2.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.8 Billion 21.11% of portfolio
49,550
Q1 2025 Reduced 2.55%
$0
$16.9 Billion 12.85% of portfolio
341,563
Q1 2025 Reduced 0.07%
Ishares Aaa Clo Active ETF
-
$12 Billion 9.08% of portfolio
-
Q1 2025 New
$0
$9.82 Billion 7.45% of portfolio
168,370
Q1 2025 Reduced 13.5%
$3.14T
$8.39 Billion 6.36% of portfolio
37,772
Q1 2025 Reduced 2.08%
Fidelity Enhanced Small Cap ETF
-
$6.8 Billion 5.16% of portfolio
-
Q1 2025 New
$0
$6.39 Billion 4.85% of portfolio
12,435
Q1 2025 Reduced 7.35%
$0
$3.56 Billion 2.7% of portfolio
69,623
Q1 2025 Added 20.7%
$359B
$3.37 Billion 2.56% of portfolio
31,104
Q1 2025 Reduced 3.94%
$0
$2.84 Billion 2.16% of portfolio
65,043
Q1 2025 Added 0.71%
$585B
$1.68 Billion 1.28% of portfolio
4,799
Q1 2025 Reduced 2.7%
$3.56T
$1.54 Billion 1.17% of portfolio
4,110
Q1 2025 Added 4.26%
$0
$1.25 Billion 0.95% of portfolio
38,006
Q1 2025 Added 58.0%
$0
$1.21 Billion 0.92% of portfolio
12,037
Q1 2025 Added 214.45%
$0
$1.19 Billion 0.9% of portfolio
50,996
Q1 2025 Reduced 2.88%
$0
$1.07 Billion 0.81% of portfolio
45,908
Q1 2025 Added 0.91%
$0
$1.02 Billion 0.78% of portfolio
45,812
Q1 2025 Added 50.09%
$0
$993 Million 0.75% of portfolio
9,495
Q1 2025 Reduced 84.58%
$475B
$984 Million 0.75% of portfolio
8,274
Q4 2024 New
Alpha Architect 1 3 Month Box ETF
-
$979 Million 0.74% of portfolio
-
Q1 2025 Added 104.02%
$2.19T
$977 Million 0.74% of portfolio
5,133
Q1 2025 Reduced 4.73%
$173B
$973 Million 0.74% of portfolio
6,334
Q1 2025 Added 0.41%
$543B
$929 Million 0.7% of portfolio
1,695
Q1 2025 Reduced 2.47%
$77.6B
$858 Million 0.65% of portfolio
1,675
Q4 2024 New
$0
$812 Million 0.62% of portfolio
1,452
Q1 2025 Reduced 0.95%
$85.8B
$761 Million 0.58% of portfolio
2,180
Q1 2025 Added 38.15%
$0
$740 Million 0.56% of portfolio
26,641
Q1 2025 Added 92.49%
$1.57T
$730 Million 0.55% of portfolio
1,266
Q1 2025 Reduced 4.31%
$0
$727 Million 0.55% of portfolio
14,338
Q1 2025 Added 185.5%
$0
$681 Million 0.52% of portfolio
20,548
Q1 2025 Added 46.52%
$0
$663 Million 0.5% of portfolio
5,698
Q1 2025 New
$48.2B
$598 Million 0.45% of portfolio
955
Q1 2025 Reduced 2.45%
$0
$596 Million 0.45% of portfolio
2,825
Q1 2025 Reduced 25.7%
$67.5B
$555 Million 0.42% of portfolio
18,863
Q1 2025 Reduced 2.78%
$95.4B
$521 Million 0.4% of portfolio
1,584
Q4 2024 New
$156B
$499 Million 0.38% of portfolio
1,765
Q4 2024 New
$0
$489 Million 0.37% of portfolio
6,469
Q1 2025 Reduced 26.46%
$999B
$435 Million 0.33% of portfolio
1,680
Q1 2025 Added 17.48%
$0
$423 Million 0.32% of portfolio
15,624
Q1 2025 Added 67.46%
$543B
$409 Million 0.31% of portfolio
439
Q1 2025 Reduced 3.3%
$0
$381 Million 0.29% of portfolio
4,374
Q1 2025 Added 60.28%
$357B
$378 Million 0.29% of portfolio
1,031
Q1 2025 Added 0.1%
$57.9B
$373 Million 0.28% of portfolio
1,528
Q1 2025 Reduced 3.6%
$752B
$358 Million 0.27% of portfolio
434
Q1 2025 Reduced 6.87%
$25.3B
$356 Million 0.27% of portfolio
3,258
Q1 2025 Added 1.12%
$398B
$322 Million 0.24% of portfolio
1,943
Q1 2025 Reduced 5.36%
$0
$309 Million 0.23% of portfolio
11,488
Q1 2025 Added 54.51%
$12.2B
$304 Million 0.23% of portfolio
1,508
Q1 2025 Reduced 0.66%
$132B
$300 Million 0.23% of portfolio
1,104
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $132 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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