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CIK: 0002025964
Total reported value
$294.2M
$294.2M
69 檔
29.5%
As reported in its official Q2 2025 Form 13F filing, Landing Point Financial Group, LLC's tracked investment portfolio stood at $294.2M with 69 total positions.
During Q2 2025, 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 | 19.93% | -6.72% | +2.76% | |
| 2 | FDVV | Fidelity High Dividend ETF | ETF-Other | 11.43% | -11.90% | +2.08% | |
| 3 | ICSH | Ishares Ultra Short Duration | ETF-Other | 8.60% | -6.40% | +1776.55% | |
| 4 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 7.92% | -6.57% | +4.57% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.74% | -0.46% | +2.33% | |
| 6 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 5.03% | -1.64% | +8.19% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.90% | -1.42% | +0.26% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.46% | -2.01% | +0.13% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.99% | -0.60% | -3.60% | |
| 10 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.41% | -1.60% | +6.70% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.02% | -2.36% | +2.36% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | -0.26% | +0.66% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.20% | -0.09% | +56.60% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.08% | -0.09% | +26.25% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | -0.14% | -3.40% | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.82% | -0.91% | EXIT | |
| 17 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 0.78% | -0.29% | +15.60% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | -0.23% | +4.38% | |
| 19 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.73% | -0.18% | +16.93% | |
| 20 | IBHE | Ishares Ibonds 2025 H/y Inc | ETF-Other | 0.72% | — | -3.49% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | -0.11% | +2.43% | |
| 22 | DFIC | Dimensional International Co | ETF-Other | 0.64% | -0.13% | +23.31% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 0.64% | — | +0.05% | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.61% | -0.08% | +32.93% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | -0.08% | +7.09% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.14% | +2.45% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.10% | -0.65% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.70% | EXIT | |
| 29 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.53% | -0.26% | — | |
| 30 | URI | United Rentals Inc | Stock-Industrials | 0.46% | +0.01% | +1.26% | |
| 31 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.44% | -0.46% | +1.20% | |
| 32 | CSX | Csx CORP | Stock-Industrials | 0.39% | -0.08% | +0.21% | |
| 33 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.38% | -0.06% | -18.62% | |
| 34 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.38% | -0.05% | +29.37% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.37% | -0.13% | — | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.37% | +0.01% | -5.57% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.34% | -0.33% | +1.30% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | -0.06% | +2.44% | |
| 39 | CI | THE Cigna Group | Stock-Healthcare | 0.33% | — | — | |
| 40 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 0.32% | -0.07% | -51.39% | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.31% | -0.05% | +22.79% | |
| 42 | PGR | Progressive CORP | Stock-Financials | 0.30% | -0.03% | +0.06% | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.27% | -0.03% | +63.34% | |
| 44 | DIHP | Dimensional International Hi | ETF-Other | 0.26% | -0.04% | +21.47% | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.25% | -0.03% | +0.18% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | -0.06% | +0.48% | |
| 47 | PPG | Ppg Industries Inc | Stock-Materials | 0.23% | -0.04% | +0.03% | |
| 48 | FDX | Fedex CORP | Stock-Industrials | 0.23% | -0.11% | +4.38% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.22% | +3.71% | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.22% | -0.02% | +1.15% |
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 Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, FDVV, ICSH) accounted for 29.5% of total reported equity market value during Q2 2025.
During Q2 2025, Landing Point Financial Group, LLC's top holdings by market value included IVV (19.9%)、FDVV (11.4%)、ICSH (8.6%). The largest single position, IVV, represented 19.9% of total portfolio value.
In Q2 2025, 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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