Landing Point Financial Group, LLC

Q2 2026 13F-HR Holdings

Location
Avon, OH
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
99
Total value ($000)
$294,180
Net value change ($000)
+88,116 (42.8%)
New positions
12
Sold out positions
6
Turnover %
18.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FBND 46,807 6883.4%
DYNF 18,065 4990.3%
CORO 16,170 4233.0%
IVW 11,134 1967.1%
IEF 10,808 4638.6%
BAI 8,720 NEW
THRO 8,201 NEW
IVE 7,303 NEW
FDEM 7,215 NEW
SPHQ 7,051 NEW
Top Reduces (Value $000, Stocks/ETFs)
FDVV -23,290 -85.0%
CLOA -12,735 -82.4%
ICSH -12,356 -81.6%
EEM -4,654 -87.3%
USIG -3,119 -83.7%
VOO -2,796 -38.3%
ACWI -1,880 -100.0%
IVV -1,873 -4.5%
AGG -1,851 -88.2%
XOM -1,435 -100.0%
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