Landing Point Financial Group, LLC

All 13F Filings

Location
Avon, OH
Most recent 13F
Q2 2026
Holdings value ($000)
294,180
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/6/2026 99 294,180 13F-HR Landing Point Financial Group, LLC
Q1 2026 5/5/2026 93 206,064 13F-HR Landing Point Financial Group, LLC
Q4 2025 2/11/2026 83 200,546 13F-HR Landing Point Financial Group, LLC
Q3 2025 11/12/2025 86 191,825 13F-HR Landing Point Financial Group, LLC
Q2 2025 8/12/2025 69 158,644 13F-HR Landing Point Financial Group, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 47.68 K 16.2% 4.178 K 0 4.178 K
ETFs 246.5 K 83.8% 83.94 K 0 83.94 K
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Fund Snapshot

Q2 2026
Latest filed
8/6/2026
Total value ($000)
294,180
Holdings
99
QoQ value change ($000)
88,116 (42.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.