Landing Point Financial Group, LLC

Q3 2026 13F-HR Holdings

Location
Avon, OH
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$304,844
Net value change ($000)
+10,664 (3.6%)
New positions
8
Sold out positions
6
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
U.S. CORE EQUITY 2 PORTFOLIO: ETF CLASS SHARES 2,420 NEW
IVV 2,393 6.0%
FBND 2,054 4.3%
AAPL 1,583 13.5%
U.S. HIGH RELATIVE PROFITABILITY PORTFOLIO: ETF CLASS SHARES 1,178 NEW
DYNF 1,151 6.2%
CORO 1,081 6.5%
IVW 925 7.9%
NVDA 797 12.7%
IEF 747 6.8%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -2,473 -100.0%
DUHP -1,230 -100.0%
ICSH -665 -23.9%
FESM -612 -6.3%
FDVV -568 -13.8%
BAI -343 -3.9%
CLOA -329 -12.1%
CSHP -259 -22.0%
AMAT -255 -27.9%
MCD -240 -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