account_balance

Investment manager · 13F filer · SEC CIK 2025964

Landing Point Financial Group, LLC

Reported value$305Mas of Sep 30, 2026

Positions101 6 new, 4 sold out

Top 10 weight63.4%FBND alone is 16%

FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

FBNDFidelity Total Bond ETF

16.3%Added +10%

IVViShares Core S&P 500 ETF

13.9%Added +4%

DYNFiShares U.S. Equity Factor Rotation Active ETF

6.4%Added +4%

COROiShares International Country Rotation Active ETF

5.8%Added +7%

AAPLApple Inc.

4.4%

IVWiShares S&P 500 Growth ETF

4.1%Added +4%

IEFiShares 7-10 Year Treasury Bond ETF

3.9%Added +13%

FESMFidelity Enhanced Small Cap Core ETF

3.0%

THROiShares U.S. Thematic Rotation Active ETF

2.9%Added +7%

BAIiShares A.I. Innovation and Tech Active ETF

2.7%Added +7%

IVEiShares S&P 500 Value ETF

2.6%Added +8%

FDEMFidelity Emerging Markets Multifactor ETF

2.5%Added +8%

FBNDFidelity Total Bond ETF

16.3%Added +10%

IVViShares Core S&P 500 ETF

13.9%Added +4%

DYNFiShares U.S. Equity Factor Rotation Active ETF

6.4%

COROiShares International Country Rotation Active ETF

5.8%

AAPL4.4%

IVW4.1%

IEFiShares 7-10 Year Treasury Bond ETF

3.9%

FESM3.0%

THRO2.9%

BAI2.7%

IVE2.6%

FDEM

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

FBND Fidelity Total Bond ETF 16.3% Added +10%

IVV iShares Core S&P 500 ETF 13.9% Added +4%

DYNF iShares U.S. Equity Factor Rotation Active ETF 6.4% Added +4%

CORO iShares International Country Rotation Active ETF 5.8% Added +7%

AAPL Apple Inc. 4.4% Held

IVW iShares S&P 500 Growth ETF 4.1% Added +4%

IEF iShares 7-10 Year Treasury Bond ETF 3.9% Added +13%

FESM Fidelity Enhanced Small Cap Core ETF 3.0% Held

THRO iShares U.S. Thematic Rotation Active ETF 2.9% Added +7%

BAI iShares A.I. Innovation and Tech Active ETF 2.7% Added +7%

IVE iShares S&P 500 Value ETF 2.6% Added +8%

FDEM Fidelity Emerging Markets Multifactor ETF 2.5% Added +8%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 6, 2026 filing

add_circleNew

FCOR $604K
SPYV $382K
SECU $225K
BALI $221K

arrow_upwardAdded

QQQ +29%
IEF +13%
FBND +10%
FDEM +8%

arrow_downwardTrimmed

TFLO −25%
ICSH −24%
CSHP −22%
FDVV −14%

remove_circleSold out

MCD $240K
RGNX $218K
LOW $215K
USMV $204K

Landing Point Financial Group, LLC

Where the money is

Biggest moves since Jun 30, 2026

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