Landing Point Financial Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES CORE S&P 500 ETF | $41.35M | 20.6% |
| FIDELITY HIGH DIVIDEND ETF | $27.32M | 13.6% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $15.16M | 7.6% |
| ISHARES AAA CLO ACTIVE ETF | $14.02M | 7.0% |
| Apple Inc. | $11.90M | 5.9% |
| FIDELITY ENHANCED SMALL CAP ETF | $9.78M | 4.9% |
| VANGUARD S&P 500 ETF | $7.68M | 3.8% |
| ISHARES MSCI EAFE VALUE ETF | $6.57M | 3.3% |
| NVIDIA Corp | $6.52M | 3.2% |
| ISHARES MSCI EMERGING MARKETS ETF | $4.85M | 2.4% |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $3.79M | 1.9% |
| Amazon.com, Inc. | $2.59M | 1.3% |
| MICROSOFT CORP | $2.41M | 1.2% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | $2.07M | 1.0% |
| ISHARES CORE S&P MID-CAP ETF | $1.91M | 1.0% |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | $1.89M | 0.9% |
| ISHARES MSCI ACWI ETF | $1.84M | 0.9% |
| ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | $1.78M | 0.9% |
| Visa Inc | $1.59M | 0.8% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | $1.37M | 0.7% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | $1.33M | 0.7% |
| ISHARES GOLD TRUST | $1.13M | 0.6% |
| Alphabet Inc. | $1.11M | 0.6% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $1.11M | 0.6% |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | $1.10M | 0.6% |
| Alphabet Inc. | $1.09M | 0.5% |
| EXXON MOBIL CORP | $1.08M | 0.5% |
| QUALCOMM INC/DE | $1.05M | 0.5% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | $1.05M | 0.5% |
| Meta Platforms Inc | $1.04M | 0.5% |
| Northrop Grumman Corp | $962.6K | 0.5% |
| STATE STREET SPDR S&P 500 ETF | $948.0K | 0.5% |
| Mastercard Inc | $899.3K | 0.4% |
| AKRE FOCUS ETF | $799.9K | 0.4% |
| ISHARES CORE MSCI EAFE ETF | $748.3K | 0.4% |
| Tesla Inc | $716.0K | 0.4% |
| ELI LILLY & Co | $693.6K | 0.3% |
| CSX CORP | $687.9K | 0.3% |
| United Rentals Inc | $683.2K | 0.3% |
| GRAYSCALE BITCOIN MINI TRUST ETF | $680.8K | 0.3% |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | $679.7K | 0.3% |
| UNITEDHEALTH GROUP INC | $659.2K | 0.3% |
| ISHARES CORE S&P SMALL CAP ETF | $601.5K | 0.3% |
| CLEVELAND-CLIFFS INC. | $563.9K | 0.3% |
| SHERWIN WILLIAMS CO | $514.9K | 0.3% |
| HOME DEPOT, INC. | $514.1K | 0.3% |
| AVANTIS U.S. SMALL CAP VALUE ETF | $475.8K | 0.2% |
| ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF | $464.5K | 0.2% |
| Netflix Inc | $461.3K | 0.2% |
| FedEx Corp | $459.9K | 0.2% |