Landing Point Financial Group, LLC: 13F holdings
CIK 20259642026Q2
| Positions | 99 |
|---|
| Reported value | $294.2m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 99 (+6 vs prior quarter) |
|---|
| Reported value | $294.2m (+42.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FBND FIDELITY TOTAL BOND ETF | 1,043,899 | $47.5m | 16.1% |
| IVV ISHARES CORE S&P 500 ETF | 53,356 | $40.0m | 13.6% |
| DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 270,950 | $18.4m | 6.3% |
| CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | 452,235 | $16.6m | 5.6% |
| AAPL APPLE INC COM | 40,564 | $11.7m | 4.0% |
| IWF ISHARES S&P 500 GROWTH ETF | 85,074 | $11.7m | 4.0% |
| IEF ISHARES 7-10 YEAR TREASURY BOND ETF | 116,745 | $11.0m | 3.8% |
| FESM FIDELITY ENHANCED SMALL CAP CORE ETF | 202,070 | $9.8m | 3.3% |
| BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 165,409 | $8.7m | 3.0% |
| EFSI ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 190,240 | $8.2m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2025964")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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