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13F holdings · Q2 2026

Landing Point Financial Group

Avon, OH · files as Landing Point Financial Group, LLC
Holdings as of Jun 30, 2026Filed Aug 6, 2026Next filing due Nov 16, 2026CIK 2025964

Landing Point Financial Group reported 99 stocks worth $294M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are FBND (16.1%), IVV (13.6%) and DYNF (6.3%). Compared with Q1 2026, the fund opened new positions in BAI, THRO and IVE, added to FBND, DYNF and CORO, trimmed IVV, AAPL and FESM and sold out of ACWI, XOM and BTC.

Reported value$294M+42.8% vs last quarter
Stocks held9912 new · 6 sold out
Top 5 weight45.6%fairly concentrated
Turnover82%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 7 qtrsHeld
1
FBND
Fidelity Total Bond ETF
$47.5M16.1%1M+1M (+6899%)2 of 7
2
IVV
Ishares TR
$40M13.6%53K−11K (−17%)7 of 7
3
DYNF
Blackrock ETF Trust
$18.4M6.3%271K+265K (+4260%)2 of 7
4
CORO
Ishares International Country Rotation Active ETF
$16.6M5.6%452K+440K (+3704%)2 of 7
5
AAPL
Apple Inc
$11.7M4.0%41K−3,373 (−8%)7 of 7
6
IVW
Ishares TR
$11.7M4.0%85K+80K (+1599%)7 of 7
7
IEF
Ishares TR
$11M3.8%117K+114K (+4675%)2 of 7
8
FESM
Fidelity Enhanced Small Cap ETF
$9.8M3.3%202K−67K (−25%)6 of 7
9
BAI
Blackrock ETF Trust
$8.7M3.0%165KNew position1 of 7
10
THRO
Blackrock ETF Trust
$8.2M2.8%190KNew position1 of 7
🔒 89 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
ACWI
Ishares TR
$1.9M14K
XOM
Exxon Mobil Corp
$1.4M8,456
BTC
Grayscale Bitcoin Mini
$593K20K
APELLIS PHARMACEUTICALS INC
$433K11K
ORCL
Oracle Corp
$276K1,873

🔒 Free account: see all 6.

Reported value

last 7 quarters
$131MQ4 '24
$132MQ1 '25
$159MQ2 '25
$192MQ3 '25
$201MQ4 '25
$206MQ1 '26
$294MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 6, 202613F-HRQ2 2026SEC filing ↗

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Landing Point Financial Group 13F FAQ

What does Landing Point Financial Group own?

Landing Point Financial Group reported 99 stocks worth $294M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are FBND (16.1%), IVV (13.6%) and DYNF (6.3%). The table above lists every position in the filing (the top 10 without an account).

What did Landing Point Financial Group buy and sell in Q2 2026?

Compared with Q1 2026: 12 new positions, 26 added to, 45 trimmed and 6 sold out. New positions include BAI, THRO and IVE. It sold all of ACWI, XOM and BTC.

When will Landing Point Financial Group file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Landing Point Financial Group's portfolio worth?

The Q2 2026 filing reports $294M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.