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Landing Point Financial Group - Q1 2026 13F Filings

LA

Landing Point Financial Group, LLC

CIK: 0002025964
Address: Ohio Avon 36350 Detriot Road
$206.06 M
Portfolio Value
93
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/06/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IVV Ishares Core S&P 500 Etf
+$2.4 M
2. CSHP Ishares Enhanced Short-Term Bond Active Etf
+$1.45 M
3. CLOA Ishares Aaa Clo Active Etf
+$1.41 M
4. TFLO Ishares Treasury Floating Rate Bond Etf
+$1.11 M
5. FDVV Fidelity High Dividend Etf
+$784,021.79

Top Sells

Q1 2026
1. SGOV Ishares 0-3 Month Treasury Bond Etf
−$831,084.06
2. NVDA Nvidia Corporation
−$463,897.6
3. USMV Ishares Msci Usa Min Vol Factor Etf
−$209,238
4. ANNX Annexon
−$175,198
5. Profesionally Managed Portfo
−$110,192.44

Asset Allocation

Stocks/ETFs
+2.77%
$205.83 M 99.88%
Options
$0 0.00%
Debt
$0 0.00%
Other
-12.42%
$238,162 0.12%

Sector Allocation (Stocks)

Landing Point Financial Group Q1 2026 Filing Summary

Landing Point Financial Group, LLC filed its 13F report for Q1 2026 on May 05, 2026. The portfolio totaled 206.06 M reflecting a +2.75% change from the prior quarter, spanning 93 assets. The top 10 holdings comprised 71.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Landing Point Financial Group’s Q1 2026 Filing

Landing Point Financial Group submitted their Form 13F-HR for the Q1 2026 period on 05/05/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Landing Point Financial Group reported a managed portfolio value of 206.06 M, consisting of 93 individual positions.

This page displays the raw filing documents. To see which stocks Landing Point Financial Group bought or sold during Q1 2026, please visit Landing Point Financial Group's Portfolio Analysis page.