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Landing Point Financial Group, LLC
Period ended Sep 30, 2026 · Latest filing Nov 10, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $304,843,876
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- FIDELITY TOTAL BOND ETF · ETF · 316188309 · shares: $49,541,233
- ISHARES CORE S&P 500 ETF · ETF · 464287200 · shares: $42,351,302
- ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF · ETF · 09290C103 · shares: $19,577,889
- ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF · ETF · 09290C764 · shares: $17,633,113
- APPLE INC COM · Stock · 037833100 · shares: $13,320,501
- ISHARES S&P 500 GROWTH ETF · ETF · 464287309 · shares: $12,625,226
- ISHARES 7-10 YEAR TREASURY BOND ETF · ETF · 464287440 · shares: $11,787,618
- FIDELITY ENHANCED SMALL CAP CORE ETF · ETF · 31609A206 · shares: $9,145,946
- ISHARES U.S. THEMATIC ROTATION ACTIVE ETF · ETF · 09290C806 · shares: $8,938,330
- ISHARES A.I. INNOVATION AND TECH ACTIVE ETF · ETF · 09290C780 · shares: $8,376,701
Reported holdings
101 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ELEVANCE HEALTH INC FORMERLY A COM | Stock | 036752103 | — | 519 shares | $201,697 |