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CIK: 0002025964
Total reported value
$294.2M
$294.2M
69 檔
26.3%
The Q4 2024 SEC filing reveals that Landing Point Financial Group, LLC held a total portfolio value of $294.2M, covering 69 public equity positions.
During Q4 2024, Landing Point Financial Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 23.52% | -6.72% | — | |
| 2 | FDVV | Fidelity High Dividend ETF | ETF-Other | 13.42% | -11.90% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.41% | -0.46% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.97% | -1.42% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.68% | -2.01% | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.43% | -0.11% | — | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.25% | — | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.24% | -0.60% | — | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.21% | -1.60% | — | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.16% | -2.36% | — | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.32% | -0.14% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.26% | — | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | -0.23% | — | |
| 14 | IBHE | Ishares Ibonds 2025 H/y Inc | ETF-Other | 0.93% | — | — | |
| 15 | QCOM | Qualcomm Inc | Stock-Tech | 0.82% | — | — | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.01% | — | |
| 17 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 0.81% | -0.29% | — | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 0.75% | -0.10% | — | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.14% | — | |
| 20 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.69% | -0.46% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.70% | EXIT | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | -0.08% | — | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.65% | -0.09% | — | |
| 24 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.60% | -0.26% | — | |
| 25 | URI | United Rentals Inc | Stock-Industrials | 0.55% | +0.01% | — | |
| 26 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 0.52% | -0.07% | — | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.50% | -0.33% | — | |
| 28 | CSX | Csx CORP | Stock-Industrials | 0.49% | -0.08% | — | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.43% | -0.06% | — | |
| 30 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.38% | -0.08% | — | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | -0.06% | — | |
| 32 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.36% | -0.18% | — | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.36% | -0.13% | — | |
| 34 | CI | THE Cigna Group | Stock-Healthcare | 0.35% | — | — | |
| 35 | PGR | Progressive CORP | Stock-Financials | 0.35% | -0.03% | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | -0.06% | — | |
| 37 | FDX | Fedex CORP | Stock-Industrials | 0.32% | -0.11% | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | -0.02% | — | |
| 39 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.29% | -0.09% | — | |
| 40 | DFIC | Dimensional International Co | ETF-Other | 0.29% | -0.13% | — | |
| 41 | PPG | Ppg Industries Inc | Stock-Materials | 0.28% | -0.04% | — | |
| 42 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.26% | — | — | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.26% | -0.03% | — | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.25% | +3.71% | — | |
| 45 | NDSN | Nordson CORP | Stock-Industrials | 0.25% | -0.05% | — | |
| 46 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.24% | — | — | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | -0.04% | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.03% | — | |
| 49 | PH | Parker Hannifin CORP | Stock-Industrials | 0.22% | -0.06% | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | — | — |
According to official SEC Form 13F filings, Landing Point Financial Group, LLC reported a total U.S. public equity portfolio value of $294.2M across 69 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, FDVV, IJH) accounted for 26.3% of total reported equity market value during Q4 2024.
During Q4 2024, Landing Point Financial Group, LLC's top holdings by market value included IVV (23.5%)、FDVV (13.4%)、IJH (9.4%). The largest single position, IVV, represented 23.5% of total portfolio value.
In Q4 2024, Landing Point Financial Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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