Landing Point Financial Group, LLC - Portfolio overview

Landing Point Financial Group, LLC has 102 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 20.03%
2. FDVV - FIDELITY HIGH DIVIDEND ETF, 13.12%
3. CLOA - ISHARES AAA CLO ACTIVE ETF, 7.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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