Landing Point Financial Group, LLC
•CIK: 2025964•Filing: Q4 2025
**Landing Point Financial Group, LLC** manages $201M across a diversified portfolio of 83 positions. The fund exhibits significant allocations to core market indices and sector-specific ETFs, notably holding IVV at $41.3M and FDVV at $27.3M. Further concentration is evident in technology and growth names, with AAPL ($11.9M) and NVDA ($6.5M) representing key components. This structure suggests a tactical approach blending broad market exposure with targeted, high-conviction equity bets.
Total AUM
$200.5M
QoQ Performance
+4.5%
Positions
83
Top 10 Concentration
72.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
FDVV
ICSH
CLOA
AAPL
IVV20.6%
FDVV13.6%
ICSH7.6%
CLOA7.0%
AAPL5.9%
FESM4.9%
VOO3.8%
EFV3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.4%
ETF24.9%
Technology12.9%
Consumer2.3%
Financial2.0%
Healthcare0.8%
Energy0.5%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
—
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF
SOLD
$1.1M
+3 more exited positions
Changes from Q3 2025
NEW5 new positions
↑33 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024