Landing Point Financial Group, LLC

Q4 2025 13F-HR Holdings

Location
Avon, OH
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$200,546
Net value change ($000)
+8,721 (4.5%)
New positions
5
Sold out positions
8
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 3,194 8.4%
FDVV 1,879 7.4%
FESM 875 9.8%
AKRE 800 NEW
EFV 757 13.0%
CLOA 732 5.5%
BTC 681 NEW
EEM 417 9.4%
AAPL 301 2.6%
IBHF 292 19.7%
Top Reduces (Value $000, Stocks/ETFs)
IBHE -1,053 -100.0%
V -292 -15.5%
HOOD -286 -100.0%
IBDQ -277 -100.0%
GD -237 -100.0%
MZTI -209 -100.0%
ORC -188 -100.0%
DX -186 -100.0%
SGOV -180 -11.9%
MSFT -160 -6.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type