Landing Point Financial Group

AVON, OHfiles as Landing Point Financial Group, LLC

$294m in 99 US stocks at the end of 30 June 2026. The top 10 are 62.4% of the money. It changed about 52.0% of the portfolio this quarter.

Value

$294m

Stocks

Top 10 share

62.4%

Turnover

52.0%

What changed this quarter

New

Bought for the first time this quarter.

Blackrock ETF TrustBAI
3.0% of the fund
Blackrock ETF TrustTHRO
2.8% of the fund
Ishares TRIVE
2.5% of the fund
Fidelity Covington TrustFDEM
2.5% of the fund
Invesco Exchange Traded FD TSPHQ
2.4% of the fund
Blackrock ETF Trust IIBINC
2.2% of the fund
Ishares TREFG
0.7% of the fund
ExxonMobil HoldingsXOM
0.4% of the fund
Ishares TRICVT
0.3% of the fund
Ishares Bitcoin Trust ETFIBIT
0.2% of the fund
Ishares TRIYY
<0.1% of the fund
Ishares TRUSMV
<0.1% of the fund

Added

Bought more of a stock they already held.

Fidelity Merrimack STR TRFBND
16.1% of the fund
+6899%
Blackrock ETF TrustDYNF
6.3% of the fund
+4260%
Blackrock ETF TrustCORO
5.6% of the fund
+3704%
Ishares TRIVW
4.0% of the fund
+1599%
Ishares TRIEF
3.8% of the fund
+4675%
Dimensional ETF TrustDFAC
0.8% of the fund
+13%
Ishares Gold TRIAU
0.6% of the fund
+59%
Dimensional ETF TrustDFIC
0.4% of the fund
+6%
Dimensional ETF TrustDUHP
0.4% of the fund
+5%
Dimensional ETF TrustDFEV
0.3% of the fund
+3%
Dimensional ETF TrustDIHP
0.2% of the fund
+5%
PNC Financial Services GroupPNC
0.1% of the fund
+39%
Procter & GamblePG
0.1% of the fund
+42%

Cut

Sold some of their stake.

Ishares TRIVV
13.6% of the fund
-17%
AppleAAPL
4.0% of the fund
-8%
Fidelity Covington TrustFESM
3.3% of the fund
-25%
NvidiaNVDA
2.1% of the fund
-3%
Ishares TREFV
2.1% of the fund
-19%
Vanguard Index FDSVOO
1.5% of the fund
-46%
Fidelity Covington TrustFDVV
1.4% of the fund
-86%
Ishares TRICSH
0.9% of the fund
-82%
Blackrock ETF Trust IICLOA
0.9% of the fund
-82%
Ishares TRIJH
0.5% of the fund
-32%
Ishares TRIBHF
0.5% of the fund
-7%
Blackrock ETF TrustCSHP
0.4% of the fund
-19%
EA Series TrustBOXX
0.4% of the fund
-5%
Ishares TRTFLO
0.3% of the fund
-15%
United RentalsURI
0.3% of the fund
-4%
Applied MaterialsAMAT
0.3% of the fund
-6%
CSXCSX
0.3% of the fund
-3%
Advanced Micro DevicesAMD
0.3% of the fund
-6%
Micron TechnologyMU
0.3% of the fund
-11%
Ishares TREEM
0.2% of the fund
-89%
Ishares TRIWY
0.2% of the fund
-61%
Ishares TRUSIG
0.2% of the fund
-84%
Ishares TRIJR
0.2% of the fund
-23%
Ishares TRFLOT
0.2% of the fund
-16%
Parker-HannifinPH
0.2% of the fund
-6%

Sold out

Sold their entire stake.

Ishares TRACWI
-100%
ExxonMobil HoldingsXOM
-100%
Grayscale Bitcoin Mini TR ETBTC
-100%
Apellis Pharmaceuticals
-100%
OracleORCL
-100%
Verizon CommunicationsVZ
-100%

Holdings

Fidelity Merrimack STR TRFBND
Share
16.1%
Value
$47m
Shares
1,043,899
+6899%
Ishares TRIVV
Share
13.6%
Value
$40m
Shares
53,356
-17%
Blackrock ETF TrustDYNF
Share
6.3%
Value
$18m
Shares
270,950
+4260%
Blackrock ETF TrustCORO
Share
5.6%
Value
$17m
Shares
452,235
+3704%
AppleAAPL
Share
4.0%
Value
$12m
Shares
40,564
-8%
Ishares TRIVW
Share
4.0%
Value
$12m
Shares
85,074
+1599%
Ishares TRIEF
Share
3.8%
Value
$11m
Shares
116,745
+4675%
Fidelity Covington TrustFESM
Share
3.3%
Value
$10m
Shares
202,070
-25%
Blackrock ETF TrustBAI
Share
3.0%
Value
$9m
Shares
165,409
New
Blackrock ETF TrustTHRO
Share
2.8%
Value
$8m
Shares
190,240
New
Ishares TRIVE
Share
2.5%
Value
$7m
Shares
32,162
New
Fidelity Covington TrustFDEM
Share
2.5%
Value
$7m
Shares
198,585
New
Invesco Exchange Traded FD TSPHQ
Share
2.4%
Value
$7m
Shares
78,257
New
Blackrock ETF Trust IIBINC
Share
2.2%
Value
$6m
Shares
121,147
New
NvidiaNVDA
Share
2.1%
Value
$6m
Shares
31,374
-3%
Ishares TREFV
Share
2.1%
Value
$6m
Shares
80,378
-19%
Vanguard Index FDSVOO
Share
1.5%
Value
$5m
Shares
6,553
-46%
Fidelity Covington TrustFDVV
Share
1.4%
Value
$4m
Shares
68,311
-86%
Ishares TRICSH
Share
0.9%
Value
$3m
Shares
55,085
-82%
Amazon.comAMZN
Share
0.9%
Value
$3m
Shares
11,636
Held
Blackrock ETF Trust IICLOA
Share
0.9%
Value
$3m
Shares
52,493
-82%
Dimensional ETF TrustDFAC
Share
0.8%
Value
$2m
Shares
55,744
+13%
Ishares TREFG
Share
0.7%
Value
$2m
Shares
16,548
New
MicrosoftMSFT
Share
0.7%
Value
$2m
Shares
5,162
Held
Ishares Gold TRIAU
Share
0.6%
Value
$2m
Shares
23,076
+59%
Ishares TRIJH
Share
0.5%
Value
$2m
Shares
20,693
-32%
VisaV
Share
0.5%
Value
$2m
Shares
4,541
Held
Ishares TRIBHF
Share
0.5%
Value
$2m
Shares
68,567
-7%
AlphabetGOOGL
Share
0.4%
Value
$1m
Shares
3,668
Held
Dimensional ETF TrustDFIC
Share
0.4%
Value
$1m
Shares
34,866
+6%
AlphabetGOOG
Share
0.4%
Value
$1m
Shares
3,517
Held
Dimensional ETF TrustDUHP
Share
0.4%
Value
$1m
Shares
29,482
+5%
Blackrock ETF TrustCSHP
Share
0.4%
Value
$1m
Shares
11,800
-19%
QualcommQCOM
Share
0.4%
Value
$1m
Shares
6,265
Held
ExxonMobil HoldingsXOM
Share
0.4%
Value
$1m
Shares
8,456
New
EA Series TrustBOXX
Share
0.4%
Value
$1m
Shares
9,175
-5%
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$1m
Shares
1,366
Held
Ishares TRTFLO
Share
0.3%
Value
$939,736
Shares
18,561
-15%
Dimensional ETF TrustDFEV
Share
0.3%
Value
$939,165
Shares
22,011
+3%
United RentalsURI
Share
0.3%
Value
$916,118
Shares
809
-4%
Applied MaterialsAMAT
Share
0.3%
Value
$914,595
Shares
1,265
-6%
Meta PlatformsMETA
Share
0.3%
Value
$895,647
Shares
1,590
Held
CSXCSX
Share
0.3%
Value
$876,053
Shares
18,432
-3%
Advanced Micro DevicesAMD
Share
0.3%
Value
$870,784
Shares
1,499
-6%
Northrop GrummanNOC
Share
0.3%
Value
$849,921
Shares
1,669
Held
MastercardMA
Share
0.3%
Value
$810,467
Shares
1,578
Held
UnitedHealth GroupUNH
Share
0.3%
Value
$805,498
Shares
1,938
Held
Ishares TRICVT
Share
0.3%
Value
$802,519
Shares
6,592
New
Micron TechnologyMU
Share
0.3%
Value
$787,539
Shares
682
-11%
Eli LillyLLY
Share
0.3%
Value
$752,825
Shares
628
Held
TeslaTSLA
Share
0.2%
Value
$695,877
Shares
1,654
Held
Ishares TREEM
Share
0.2%
Value
$677,728
Shares
9,907
-89%
Ishares TRIWY
Share
0.2%
Value
$637,761
Shares
2,194
-61%
Ishares TRUSIG
Share
0.2%
Value
$606,878
Shares
11,832
-84%
American Centy ETF TRAVUV
Share
0.2%
Value
$586,109
Shares
4,698
Held
Ishares TRIJR
Share
0.2%
Value
$584,601
Shares
3,942
-23%
Ishares TRFLOT
Share
0.2%
Value
$561,078
Shares
10,991
-16%
Sherwin-WilliamsSHW
Share
0.2%
Value
$547,997
Shares
1,592
Held
Ishares Bitcoin Trust ETFIBIT
Share
0.2%
Value
$543,226
Shares
16,318
New
Home DepotHD
Share
0.2%
Value
$523,116
Shares
1,483
Held
Parker-HannifinPH
Share
0.2%
Value
$496,232
Shares
507
-6%
Dimensional ETF TrustDIHP
Share
0.2%
Value
$490,327
Shares
14,369
+5%
Invesco QQQ TRQQQ
Share
0.2%
Value
$487,541
Shares
662
Held
Goldman Sachs GroupGS
Share
0.2%
Value
$486,859
Shares
481
Held
EatonETN
Share
0.2%
Value
$471,922
Shares
1,107
Held
PNC Financial Services GroupPNC
Share
0.1%
Value
$441,009
Shares
1,791
+39%
NordsonNDSN
Share
0.1%
Value
$429,077
Shares
1,422
-6%
Ishares TRSGOV
Share
0.1%
Value
$427,691
Shares
4,248
-15%
FedExFDX
Share
0.1%
Value
$423,157
Shares
1,351
-6%
Cleveland-CliffsCLF
Share
0.1%
Value
$394,709
Shares
42,035
Held
Profesionally Managed PortfoAKRE
Share
0.1%
Value
$393,262
Shares
7,394
-27%
PPG IndustriesPPG
Share
0.1%
Value
$390,878
Shares
3,223
Held
JPMorgan ChaseJPM
Share
0.1%
Value
$368,313
Shares
1,125
Held
Johnson & JohnsonJNJ
Share
0.1%
Value
$346,716
Shares
1,365
Held
Procter & GamblePG
Share
0.1%
Value
$344,839
Shares
2,352
+42%
Wells Fargo & CompanyWFC
Share
0.1%
Value
$337,710
Shares
4,087
Held
Coca-ColaKO
Share
0.1%
Value
$325,008
Shares
3,999
Held
Altria GroupMO
Share
0.1%
Value
$321,888
Shares
4,474
-4%
Ishares TRIBHG
Share
0.1%
Value
$311,698
Shares
14,117
-14%
NetflixNFLX
Share
0.1%
Value
$298,063
Shares
4,175
-14%
Schwab Strategic TRSCHF
Share
0.1%
Value
$295,152
Shares
10,655
Held
Ishares TRIEFA
Share
<0.1%
Value
$293,062
Shares
3,034
-69%
Schwab Strategic TRSCHD
Share
<0.1%
Value
$280,219
Shares
8,837
Held
ProgressivePGR
Share
<0.1%
Value
$274,433
Shares
1,256
Held
Ishares TRIMCG
Share
<0.1%
Value
$267,376
Shares
2,720
Held
BoeingBA
Share
<0.1%
Value
$263,011
Shares
1,215
Held
Berkshire HathawayBRK-B
Share
<0.1%
Value
$248,694
Shares
497
Held
Constellation EnergyCEG
Share
<0.1%
Value
$248,525
Shares
1,001
Held
Ishares TRAGG
Share
<0.1%
Value
$247,341
Shares
2,499
-88%
4D Molecular TherapeuticsFDMT
Share
<0.1%
Value
$246,050
Shares
18,500
-3%
Ishares TRIWM
Share
<0.1%
Value
$243,961
Shares
812
-14%
Lockheed MartinLMT
Share
<0.1%
Value
$241,688
Shares
474
Held
McDonald'sMCD
Share
<0.1%
Value
$240,421
Shares
889
Held
RegenxbioRGNX
Share
<0.1%
Value
$218,240
Shares
18,217
-5%
Costco WholesaleCOST
Share
<0.1%
Value
$217,080
Shares
232
Held
American Centy ETF TRAVDE
Share
<0.1%
Value
$215,775
Shares
2,419
Held
Lowe's CompaniesLOW
Share
<0.1%
Value
$215,123
Shares
976
Held
Ishares TRIYY
Share
<0.1%
Value
$209,134
Shares
1,147
New
Ishares TRUSMV
Share
<0.1%
Value
$204,493
Shares
2,120
New

Company	Share of fund	Value	Shares	Change
Fidelity Merrimack STR TRFBND	16.1%	$47m	1,043,899	+6899%
Ishares TRIVV	13.6%	$40m	53,356	-17%
Blackrock ETF TrustDYNF	6.3%	$18m	270,950	+4260%
Blackrock ETF TrustCORO	5.6%	$17m	452,235	+3704%
AppleAAPL	4.0%	$12m	40,564	-8%
Ishares TRIVW	4.0%	$12m	85,074	+1599%
Ishares TRIEF	3.8%	$11m	116,745	+4675%
Fidelity Covington TrustFESM	3.3%	$10m	202,070	-25%
Blackrock ETF TrustBAI	3.0%	$9m	165,409	New
Blackrock ETF TrustTHRO	2.8%	$8m	190,240	New
Ishares TRIVE	2.5%	$7m	32,162	New
Fidelity Covington TrustFDEM	2.5%	$7m	198,585	New
Invesco Exchange Traded FD TSPHQ	2.4%	$7m	78,257	New
Blackrock ETF Trust IIBINC	2.2%	$6m	121,147	New
NvidiaNVDA	2.1%	$6m	31,374	-3%
Ishares TREFV	2.1%	$6m	80,378	-19%
Vanguard Index FDSVOO	1.5%	$5m	6,553	-46%
Fidelity Covington TrustFDVV	1.4%	$4m	68,311	-86%
Ishares TRICSH	0.9%	$3m	55,085	-82%
Amazon.comAMZN	0.9%	$3m	11,636	Held
Blackrock ETF Trust IICLOA	0.9%	$3m	52,493	-82%
Dimensional ETF TrustDFAC	0.8%	$2m	55,744	+13%
Ishares TREFG	0.7%	$2m	16,548	New
MicrosoftMSFT	0.7%	$2m	5,162	Held
Ishares Gold TRIAU	0.6%	$2m	23,076	+59%
Ishares TRIJH	0.5%	$2m	20,693	-32%
VisaV	0.5%	$2m	4,541	Held
Ishares TRIBHF	0.5%	$2m	68,567	-7%
AlphabetGOOGL	0.4%	$1m	3,668	Held
Dimensional ETF TrustDFIC	0.4%	$1m	34,866	+6%
AlphabetGOOG	0.4%	$1m	3,517	Held
Dimensional ETF TrustDUHP	0.4%	$1m	29,482	+5%
Blackrock ETF TrustCSHP	0.4%	$1m	11,800	-19%
QualcommQCOM	0.4%	$1m	6,265	Held
ExxonMobil HoldingsXOM	0.4%	$1m	8,456	New
EA Series TrustBOXX	0.4%	$1m	9,175	-5%
State STR Spdr S&P 500 ETF TSPY	0.3%	$1m	1,366	Held
Ishares TRTFLO	0.3%	$939,736	18,561	-15%
Dimensional ETF TrustDFEV	0.3%	$939,165	22,011	+3%
United RentalsURI	0.3%	$916,118	809	-4%
Applied MaterialsAMAT	0.3%	$914,595	1,265	-6%
Meta PlatformsMETA	0.3%	$895,647	1,590	Held
CSXCSX	0.3%	$876,053	18,432	-3%
Advanced Micro DevicesAMD	0.3%	$870,784	1,499	-6%
Northrop GrummanNOC	0.3%	$849,921	1,669	Held
MastercardMA	0.3%	$810,467	1,578	Held
UnitedHealth GroupUNH	0.3%	$805,498	1,938	Held
Ishares TRICVT	0.3%	$802,519	6,592	New
Micron TechnologyMU	0.3%	$787,539	682	-11%
Eli LillyLLY	0.3%	$752,825	628	Held
TeslaTSLA	0.2%	$695,877	1,654	Held
Ishares TREEM	0.2%	$677,728	9,907	-89%
Ishares TRIWY	0.2%	$637,761	2,194	-61%
Ishares TRUSIG	0.2%	$606,878	11,832	-84%
American Centy ETF TRAVUV	0.2%	$586,109	4,698	Held
Ishares TRIJR	0.2%	$584,601	3,942	-23%
Ishares TRFLOT	0.2%	$561,078	10,991	-16%
Sherwin-WilliamsSHW	0.2%	$547,997	1,592	Held
Ishares Bitcoin Trust ETFIBIT	0.2%	$543,226	16,318	New
Home DepotHD	0.2%	$523,116	1,483	Held
Parker-HannifinPH	0.2%	$496,232	507	-6%
Dimensional ETF TrustDIHP	0.2%	$490,327	14,369	+5%
Invesco QQQ TRQQQ	0.2%	$487,541	662	Held
Goldman Sachs GroupGS	0.2%	$486,859	481	Held
EatonETN	0.2%	$471,922	1,107	Held
PNC Financial Services GroupPNC	0.1%	$441,009	1,791	+39%
NordsonNDSN	0.1%	$429,077	1,422	-6%
Ishares TRSGOV	0.1%	$427,691	4,248	-15%
FedExFDX	0.1%	$423,157	1,351	-6%
Cleveland-CliffsCLF	0.1%	$394,709	42,035	Held
Profesionally Managed PortfoAKRE	0.1%	$393,262	7,394	-27%
PPG IndustriesPPG	0.1%	$390,878	3,223	Held
JPMorgan ChaseJPM	0.1%	$368,313	1,125	Held
Johnson & JohnsonJNJ	0.1%	$346,716	1,365	Held
Procter & GamblePG	0.1%	$344,839	2,352	+42%
Wells Fargo & CompanyWFC	0.1%	$337,710	4,087	Held
Coca-ColaKO	0.1%	$325,008	3,999	Held
Altria GroupMO	0.1%	$321,888	4,474	-4%
Ishares TRIBHG	0.1%	$311,698	14,117	-14%
NetflixNFLX	0.1%	$298,063	4,175	-14%
Schwab Strategic TRSCHF	0.1%	$295,152	10,655	Held
Ishares TRIEFA	<0.1%	$293,062	3,034	-69%
Schwab Strategic TRSCHD	<0.1%	$280,219	8,837	Held
ProgressivePGR	<0.1%	$274,433	1,256	Held
Ishares TRIMCG	<0.1%	$267,376	2,720	Held
BoeingBA	<0.1%	$263,011	1,215	Held
Berkshire HathawayBRK-B	<0.1%	$248,694	497	Held
Constellation EnergyCEG	<0.1%	$248,525	1,001	Held
Ishares TRAGG	<0.1%	$247,341	2,499	-88%
4D Molecular TherapeuticsFDMT	<0.1%	$246,050	18,500	-3%
Ishares TRIWM	<0.1%	$243,961	812	-14%
Lockheed MartinLMT	<0.1%	$241,688	474	Held
McDonald'sMCD	<0.1%	$240,421	889	Held
RegenxbioRGNX	<0.1%	$218,240	18,217	-5%
Costco WholesaleCOST	<0.1%	$217,080	232	Held
American Centy ETF TRAVDE	<0.1%	$215,775	2,419	Held
Lowe's CompaniesLOW	<0.1%	$215,123	976	Held
Ishares TRIYY	<0.1%	$209,134	1,147	New
Ishares TRUSMV	<0.1%	$204,493	2,120	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 85.4% since 30 June 2025.

Where the money is

Technology8.0%

Industrials1.7%

Financial services1.5%

Retail & consumer1.5%

Media & telecom1.3%

Health care0.8%

Materials0.5%

Everyday goods0.4%

Energy0.4%

Utilities0.1%

Other83.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.