Institutional Fund
Landing Point Financial Group, LLC
Avon, OHCIK 20259645 filings on record
Portfolio Value
$206.06M
Q1 2026
Holdings
93
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+2.8%
from $200.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr20.3%
- Fidelity Covington Trust13.3%
- Blackrock ETF Trust II7.5%
- Ishares Tr7.3%
- Apple Inc5.4%
- Fidelity Covington Trust5.0%
- Other41.2%
Portfolio Holdings
93 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 64.0K | $41.83M | 20.3% | +3.7K | Added |
| 2 | Fidelity Covington Trust | 496.2K | $27.41M | 13.3% | +14.2K | Added |
| 3 | Blackrock ETF Trust II | 298.3K | $15.46M | 7.5% | +27.3K | Added |
| 4 | Ishares Tr | 299.1K | $15.14M | 7.3% | −555 | Reduced |
| 5 | Apple Inc | 43.9K | $11.15M | 5.4% | +175 | Added |
| 6 | Fidelity Covington Trust | 269.2K | $10.23M | 5.0% | +10.4K | Added |
| 7 | Ishares Tr | 98.7K | $7.34M | 3.6% | +6.7K | Added |
| 8 | Vanguard Index Fds | 12.2K | $7.30M | 3.5% | −36 | Reduced |
| 9 | Nvidia Corporation | 32.3K | $5.63M | 2.7% | −2.7K | Reduced |
| 10 | Ishares Tr | 93.9K | $5.33M | 2.6% | +5.2K | Added |
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