Landing Point Financial Group, LLC

Q3 2025 13F-HR Holdings

Location
Avon, OH
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
86
Total value ($000)
$191,825
Net value change ($000)
+33,181 (20.9%)
New positions
21
Sold out positions
4
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
FDVV 7,307 40.3%
IVV 6,537 20.7%
EFV 5,811 NEW
AAPL 3,826 49.2%
AGG 2,195 NEW
NVDA 1,889 39.9%
AMZN 1,309 111.3%
ICSH 1,260 9.2%
EEM 1,221 38.0%
FESM 917 11.5%
Top Reduces (Value $000, Stocks/ETFs)
IJH -8,781 -82.2%
CI -524 -100.0%
PGR -471 -100.0%
IJR -416 -39.1%
SGOV -390 -20.5%
USIG -303 -7.9%
STZ -215 -100.0%
MELI -209 -100.0%
IBHE -92 -8.0%
MA -51 -5.4%
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